FRESNO DEPUTY SHERIFFS & SHERIFFS SGTS ASSN INSURANCE BENEFIT TRUST FUND (EIN 776126892) - 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

ERIC SCHMIDT

Phone

5592683372

Tax Period

2023-01-01 to 2023-12-31

FRESNO DEPUTY SHERIFFS & SHERIFFS SGTS ASSN INSURANCE BENEFIT TRUST FUND, founded in 1995, is a mid-sized nonprofit that reported $10.7M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $10.3M left a modest 4% surplus.

Mission

THE ORGANIZATION IS TO PROVIDE EMPLOYEE BENEFITS TO THE MEMBERS OF THE SPONSORING ASSOCIATIONS, APPROPRIATE TO A 501(c)(9) ORGANIZATION.

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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 $10,606,550

Investment Income $55,941

Other Revenue $0

TOTAL REVENUE $10,662,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,190,169

Other Expenses $95,307

TOTAL EXPENSES $10,285,476

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,662,491	$9,682,713	+0.1%
Expenses	$10,285,476	$9,681,769	+0.1%
Net Income	$377,015	$944	+398.4%

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

Employees

N/A

Volunteers

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
ISAAC TORRES	Vice Chair	2.00	Officer Director	$0	$0	$0
JEFF SHIPMAN	Trustee	1.00	Director	$0	$0	$0
SCOTT PLANN	Trustee	1.00	Director	$0	$0	$0
ERIC SCHMIDT	Chairman	2.00	Officer Director	$0	$0	$0
ARLEY TERRENCE	Trustee	1.00	Director	$0	$0	$0
BRAD GATTIE	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	$10,662,491	$10,285,476	$2,733,872	$377,015
2022	$9,682,713	$9,681,769	$2,173,891	$944
2021	$9,653,245	$9,764,401	$2,547,268	$-111,156
2020	$9,246,306	$9,304,885	$2,502,342	$-58,579
2019	$8,793,520	$8,741,346	$2,384,030	$52,174
2018	$8,181,284	$8,127,513	$2,134,245	$53,771

FRESNO DEPUTY SHERIFFS & SHERIFFS SGTS ASSN INSURANCE BENEFIT TRUST FUND