UNIFIED FIRE AUTHORITY HEALTH AND … - Form 990 Financial Data

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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

Phone

8017437200

Tax Period

2024-07-01 to 2025-06-30

UNIFIED FIRE AUTHORITY HEALTH AND WELFARE TRUST, founded in 2012, is a community nonprofit in the Mutual Benefit sector that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 77% 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.

Program Service Accomplishments

Program 1

Expenses: $320,280

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 (2024)

Revenue Breakdown

Contributions & Grants $5,200

Program Service Revenue $1,131,628

Investment Income $276,401

Other Revenue $0

TOTAL REVENUE $1,413,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $320,280

Other Expenses $70,162

TOTAL EXPENSES $320,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,413,229	$1,243,400	+0.1%
Expenses	$320,280	$247,871	+0.3%
Net Income	$1,092,949	$995,529	+0.1%

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

$2,023,182

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOMINIC BURCHETT	TRUSTEE	1.00	Officer	$0	$67,897	$295,476
WADE RUSSELL	CHAIR	1.00	Officer	$0	$56,599	$291,644
L RILEY PILGRIM	FORMER TRUSTEE	1.00		$0	$60,679	$289,683
BRIAN ROBERTS	TRUSTEE	1.00	Officer	$0	$53,035	$259,581
ZACH ROBINSON	VICE CHAIR	1.00	Officer	$0	$60,679	$244,560
ANTHONY HILL	TRUSTEE	1.00	Officer	$0	$50,326	$241,945
KILEY DAY	TRUSTEE	1.00	Officer	$0	$49,101	$211,268
JEREMY ROBERTSON	VICE CHAIR	1.00	Officer	$0	$42,046	$205,530
DAVID BANNER	FORMER TRUSTEE	1.00		$0	$31,214	$156,509
SEAN BRASS	TRUSTEE	1.00	Officer	$0	$27,608	$122,174
SYLVIA CARDENAS	TRUSTEE	1.00	Officer	$0	$20,848	$93,220
WILLIAM BRASS	TRUSTEE	1.00	Officer	$0	$0	$57,784

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
2025	$1,413,229	$320,280	$9,843,224	$1,092,949
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