HPFFA-MEDICAL TRUST 341 (EIN 760131118) - 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

1985

Legal Domicile

Principal Officer

PATRICK LANCTON

Phone

7132239166

Tax Period

2023-01-01 to 2023-12-31

HPFFA-MEDICAL TRUST 341, founded in 1985, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023.

Mission

HPFFA MEDICAL TRUST 341 IS A DEFINED HEALTH AND WELFARE BENEFIT PLAN WHICH WAS FORMED FOR THE BENEFIT OF THE ACTIVE AND RETIRED MEMBERS OF THE IAFF LOCAL NO. 341, THEIR DEPENDENTS, OR DESIGNATED BENEFICIARIES.

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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 $2,093,757

Investment Income $68,701

Other Revenue $0

TOTAL REVENUE $2,162,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,618,693

TOTAL EXPENSES $2,356,018

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,162,458	$2,191,094	0.0%
Expenses	$2,356,018	$2,533,415	-0.1%
Net Income	$-193,560	$-342,321	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN WILCOX	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK LANCTON	TRUSTEE	1.00	Director	$0	$0	$0
JOE TREVINO	TRUSTEE	1.00	Director	$0	$0	$0
GABE DOMINGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
JOE RICE	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE FRESS	TRUSTEE	1.00	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	$2,162,458	$2,356,018	$2,069,390	$-193,560
2022	$2,191,094	$2,533,415	$2,181,734	$-342,321
2021	$2,281,259	$2,395,758	$2,985,853	$-114,499
2020	$2,259,890	$2,483,599	$2,928,054	$-223,709
2019	$2,548,623	$2,640,946	$3,207,543	$-92,323
2018	$2,225,390	$2,565,767	$2,834,573	$-340,377

HPFFA-MEDICAL TRUST 341