UNIFIED FIRE AUTHORITY HEALTH AND WELFARE TRUST (EIN 461919035) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

UNIFIED FIRE AUTHORITY HEALTH AND WELFARE TRUST, founded in 2012, is a community nonprofit in the Mutual Benefit sector that reported $1.2M in total revenue in fiscal year 2023. The organization ran a surplus of $996K, a strong 80% operating margin.

Mission

THE PLAN WAS ESTABLISHED TO PROVIDE FOR THE REIMBURSEMENT OF POST-RETIREMENT AND POST-TERMINATION OUT-OF-POCKET MEDICAL EXPENSES, INCLUDING HEALTH INSURANCE PREMIUMS FOR ALL ELIGIBLE EMPLOYEES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,200

Program Service Revenue $1,015,553

Investment Income $222,647

Other Revenue $0

TOTAL REVENUE $1,243,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $247,871

Other Expenses $60,151

TOTAL EXPENSES $247,871

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,243,400	$1,226,118	+0.0%
Expenses	$247,871	$265,655	-0.1%
Net Income	$995,529	$960,463	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,667,025

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN ROBERTS	TRUSTEE	1.00	Officer	$0	$52,134	$258,333
ANTHONY HILL	TRUSTEE	1.00	Officer	$0	$49,267	$241,692
L RILEY PILGRIM	CHAIR	1.00	Officer	$0	$59,887	$241,427
ZACH ROBINSON	TRUSTEE	1.00	Officer	$0	$59,887	$240,467
KILEY DAY	TRUSTEE	1.00	Officer	$0	$46,912	$205,253
JEREMY ROBERTSON	TRUSTEE	1.00	Officer	$0	$41,423	$164,897
DAVID BANNER	VICE CHAIR	1.00	Officer	$0	$30,846	$163,018
SYLVIA CARDENAS	TRUSTEE	1.00	Officer	$0	$19,600	$90,371
WILLIAM BRASS	TRUSTEE	1.00	Officer	$0	$0	$61,567

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,243,400	$247,871	$8,151,394	$995,529
2023	$1,226,118	$265,655	$6,543,073	$960,463
2022	$645,147	$230,052	$5,213,202	$415,095
2022	$645,147	$230,052	$5,213,202	$415,095
2021	$291,082	$239,978	$5,570,305	$51,104
2019	$267,722	$223,695	$4,486,675	$44,027
2018	$365,833	$237,049	$4,277,291	$128,784

UNIFIED FIRE AUTHORITY HEALTH AND WELFARE TRUST