EVANSTON FIRE DEPARTMENT RETIREE FUNDED HRA TRUST

EIN: 811624545

EVANSTON, IL

Total Revenue
$722,919
Total Expenses
$184,741
Total Assets
$6,335,997
Net Assets
$6,335,997
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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
2015
Legal Domicile
IL
Principal Officer
PRINCIPAL TRUST COMPANY
Phone
8474488082
Tax Period
2020-07-01 to 2021-06-30

EVANSTON FIRE DEPARTMENT RETIREE FUNDED HRA TRUST, founded in 2015, is a small nonprofit that reported $723K in total revenue in fiscal year 2020. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $538K, a strong 74% operating margin.

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $500,146
Investment Income $222,773
Other Revenue $0
TOTAL REVENUE $722,919

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $22,928
TOTAL EXPENSES $184,741

Year-over-Year Comparison

2020 2019 Change
Revenue $722,919 $594,967 +0.2%
Expenses $184,741 $172,565 +0.1%
Net Income $538,178 $422,402 +0.3%
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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$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
2021 $722,919 $184,741 $6,335,997 $538,178
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