CLACKAMAS FIRE HEALTH TRUST (EIN 822937531) - 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

2018

Legal Domicile

Principal Officer

MARK WHITAKER

Phone

5037422600

Tax Period

2023-01-01 to 2023-12-31

CLACKAMAS FIRE HEALTH TRUST, founded in 2018, is a small nonprofit in the Mutual Benefit sector that reported $410K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $297K, a strong 72% operating margin.

Mission

THE PLAN PROVIDES PREMIUM SUBSIDY, OR THE TRUST INSURANCE PREMIUM OFFSET, FOR ELIGIBLE PARTICIPANTS.

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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 $348,970

Program Service Revenue $0

Investment Income $61,247

Other Revenue $0

TOTAL REVENUE $410,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,117

Fundraising Expenses $0

Program Expenses $111,360

Other Expenses $5,943

TOTAL EXPENSES $113,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$410,217	$319,876	+0.3%
Expenses	$113,060	$90,952	+0.2%
Net Income	$297,157	$228,924	+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

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
KARL KOENIG	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
MARK WHITAKER	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
HARRISON ZIEVERINK	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
PATRICK DUNNE	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
TRAVIS HINKLE	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
TRISH NOBLE	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
JOSEPH MENDOZA	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
KORYN GALEGO	BOARD OF TRUSTEES	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	$410,217	$113,060	$1,856,862	$297,157
2022	$319,876	$90,952	$1,465,129	$228,924
2021	$333,742	$80,361	$1,389,139	$253,381
2020	$394,173	$100,541	$1,119,578	$293,632

CLACKAMAS FIRE HEALTH TRUST