TULSA FIREFIGHTERS HEALTH & WELFARE PLAN (EIN 736278945) - 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

1995

Legal Domicile

Principal Officer

MATTHEW LAY

Phone

9182538131

Tax Period

2023-07-01 to 2024-06-30

TULSA FIREFIGHTERS HEALTH & WELFARE PLAN, founded in 1995, is a mid-sized nonprofit in the Mutual Benefit sector that reported $18.0M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $16.7M left a modest 7% surplus.

Mission

TO PROVIDE ACCURATE, TIMELY FUNDING FACILITATION FOR HEALTH, DENTAL AND LIFE INSURANCE COVERAGE.

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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 $17,341,826

Investment Income $705,899

Other Revenue $0

TOTAL REVENUE $18,047,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,715,681

Other Expenses $16,727,995

TOTAL EXPENSES $16,727,995

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,047,725	$16,057,595	+0.1%
Expenses	$16,727,995	$17,470,175	0.0%
Net Income	$1,319,730	$-1,412,580	-1.9%

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
ERIC ACOSTA	TRUSTEE	1.00	Officer	$0	$0	$0
JOHN BUCK	TRUSTEE	1.00	Officer	$0	$0	$0
KEVIN CAYWOOD	TRUSTEE	1.00	Officer	$0	$0	$0
AARON GOINS	TRUSTEE	1.00	Officer	$0	$0	$0
MATTHEW LAY	TRUSTEE	5.00	Officer	$0	$0	$0
DARREN THAMES	TRUSTEE	1.00	Officer	$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
2025	No data	No data	No data	No data
2024	$18,047,725	$16,727,995	$6,568,672	$1,319,730
2023	$16,057,595	$17,470,175	$6,122,041	$-1,412,580
2022	$15,477,002	$16,301,758	$6,754,387	$-824,756
2021	$15,077,842	$15,020,507	$9,184,607	$57,335
2020	$14,957,533	$16,621,890	$7,766,512	$-1,664,357
2019	$15,268,313	$15,527,720	$9,695,882	$-259,407
2018	$13,869,435	$13,529,986	$9,937,439	$339,449

TULSA FIREFIGHTERS HEALTH & WELFARE PLAN