Retired Public Employees of San Joaquin County

Nonprofit profile at a glance

EIN
770502858
IRS 990 coverage
2013–2024
Forms available
Form 990 2024, Form 990-N 2010
Location
Stockton, CA, USA
Phone
2094668556
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Coalitions

Official website

Reported finances

Revenue
$79,152
Expenses
$61,093
Assets
$307,900
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • Trish Huarte-Pechan (President)
  • JC Weydert (Vice President)

People named in this filing

  • Trish Huarte-Pechan (President)
  • Vicki Delph (Secretary)
  • Lisa Knight (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The objectives of retired public employees of san joaquin county are to (1) promote the welfare of san joaquin county retired public employees and their beneficiaries, (2) provide current education and information for employees about to retire and other members, (3) advocate, participate in and/or promulgate legislation and policy affecting retirees, (4) publish and distribute a newsletter for the benefit of the membership, and (5) coordinate legislation and policy affecting retirees.

What it reported doing in 2024

Bimonthly newsletter and notices to members; monthly luncheon with speakers for members; educational seminars

Operating model

Revenue model
Earned-program. 85% of the money available for current operations came from fees and other program revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 77% for direct work, and 23% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 90
  • Accountability: 70
  • Sustainability: 65
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 51.4%; rating input score 51
  • Program expense ratio: 77.9%; rating input score 78
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 90.9%; rating input score 91; 54th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 22.8%; rating input score 75; 75th percentile among comparable filings
  • Total-asset coverage ratio: 5.04; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 6.7% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: 4.6% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 9.1% per year; rating input score 100; 78th percentile among comparable filings

Details

  • Where the money goes: 51.4% of revenue deployed · 77.9% of spending went to programs
  • Governance: 14 of 14 board members independent · 2 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $48K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 20 of 20 current checks pass
  • Schedules: 2 filed schedules · includes grants
  • Filing history: 12 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 51/100.
  • High — Accountability: Governance controls: 4 of 6 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.