Broward County Professional Paramedics & Firefighters Benefit Fund (EIN 656304220) - 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

1999

Legal Domicile

Principal Officer

Walter Dix

Phone

9545873333

Tax Period

2023-01-01 to 2023-12-31

Broward County Professional Paramedics & Firefighters Benefit Fund, founded in 1999, is a community nonprofit in the Mutual Benefit sector that reported $6.8M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 51% operating margin.

Mission

The benefit plan provides disability and legal benefits to eligible participants and their families.

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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 $0

Program Service Revenue $4,439,172

Investment Income $2,407,075

Other Revenue $-12,181

TOTAL REVENUE $6,834,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $192,738

TOTAL EXPENSES $3,348,309

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,834,066	$4,531,501	+0.5%
Expenses	$3,348,309	$3,261,226	+0.0%
Net Income	$3,485,757	$1,270,275	+1.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Walter Dix	Chairman	4.00	Officer Director	$0	$0	$0
Steve Bertuccio	Union President	2.00	Officer Director	$0	$0	$0
JP Demierre	Trustee	2.00	Director	$0	$0	$0
James Shetter	Trustee	2.00	Director	$0	$0	$0
Doug Walter	Trustee	2.00	Director	$0	$0	$0
Mike Walker	Trustee	2.00	Director	$0	$0	$0
Phil Kalarovich	Trustee	2.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$6,834,066	$3,348,309	$31,727,254	$3,485,757
2022	$4,531,501	$3,261,226	$26,761,949	$1,270,275
2021	$4,136,465	$3,145,633	$29,570,043	$990,832
2020	$5,088,711	$3,063,080	$24,335,307	$2,025,631
2019	$4,114,949	$7,897,661	$19,853,155	$-3,782,712
2018	$4,163,114	$2,174,447	$18,757,257	$1,988,667

Broward County Professional Paramedics & Firefighters Benefit Fund