UNITED ARIZONA FIREFIGHTERS HEALTH CARE TRUST

EIN: 811711951 Mutual Benefit

TEMPE, AZ

Total Revenue
$15,040,660
Total Expenses
$13,992,805
Total Assets
$14,997,336
Net Assets
$14,997,336
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
AZ
Principal Officer
Don Jongewaard
Phone
6028089578
Tax Period
2024-01-01 to 2024-12-31

UNITED ARIZONA FIREFIGHTERS HEALTH CARE TRUST, founded in 2006, is a mid-sized nonprofit in the Mutual Benefit sector that reported $15.0M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $14.0M left a modest 7% surplus.

Mission

To receive and hold contributions by member fire departments and their sworn firefighter employees provide monthly health care stipend for retirees and provide health insurance benefits for trust members and beneficiaries.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

The organization is a section 501 C 9 VEBA. It is designed to provide health care subsidies to retired employee who contribute to the VEBA in connection with theiremployment. During the 2018 year the...

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The organization is a section 501 C 9 VEBA. It is designed to provide health care subsidies to retired employee who contribute to the VEBA in connection with theiremployment. During the 2018 year the plan began to pay health care subsidies to eligible retirees. The trust covers actively employed members who may be entitled to receive health care subsidies upon retirement depending upon the level of retiree health care benefits provided by their employer.

Program 2
Expenses: $0 Revenue: $0

The trust also began providing health insurance benefits Medical Dental Vision and Flexible spending for trust members and dependents effective January 1 2015. The trust collects employer and...

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The trust also began providing health insurance benefits Medical Dental Vision and Flexible spending for trust members and dependents effective January 1 2015. The trust collects employer and employee contributions used to fund the cost of insurance premiums and operate a code section 125 flexible spending arrangement. Trust does not provide health benefits or act as an insurer. The trust does provide insurance benefits to actively employed Trust members as well as dependents of the actively employed Trust members. In 2019 the Trust began covering retirees who elected in receiving premium deposits from the Arizona public Safety Personnel Retirement System PSPRS. The plan receives premiums deducted from members retirement checks and remits premiums to appropriate insurers.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $14,385,189
Investment Income $655,471
Other Revenue $0
TOTAL REVENUE $15,040,660

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $335,501
TOTAL EXPENSES $13,992,805

Year-over-Year Comparison

2024 2023 Change
Revenue $15,040,660 $9,667,579 +0.6%
Expenses $13,992,805 $7,783,184 +0.8%
Net Income $1,047,855 $1,884,395 -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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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
3
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
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Don Jongewaard Trustee 3.00
Director
$0 $0 $0
Mike Scheidt Board Member 1.00
Director
$0 $0 $0
Hunter Clare Board Member 0.00
Director
$0 $0 $0
Dan Freiberg Chairman 0.00
Director
$0 $0 $0
Bill Lyall Vice Chairman 0.00
Director
$0 $0 $0
Scott Dail Board Member 0.00
Director
$0 $0 $0
Dale Crogan Trustee 0.00
Director
$0 $0 $0
Kemp Quackenbush Board Member 0.00
Director
$0 $0 $0
David Rodriguez Board Member 0.00
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 $15,040,660 $13,992,805 $14,997,336 $1,047,855
2023 $9,667,579 $7,783,184 $14,726,065 $1,884,395
2022 $9,990,064 $7,387,840 $10,423,899 $2,602,224
2021 $8,566,976 $6,468,635 $9,959,836 $2,098,341
2020 $6,242,210 $5,420,253 $7,642,401 $821,957
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