San Mateo Consolidated Fire Department Funded HRA Trust

EIN: 852617004 Mutual Benefit

San Mateo, CA

Total Revenue
$882,232
Total Expenses
$120,799
Total Assets
$4,078,677
Net Assets
$4,078,677
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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
2019
Legal Domicile
CA
Principal Officer
Voya Institutional Trust Compa
Phone
6505227040
Tax Period
2024-01-01 to 2024-12-31

San Mateo Consolidated Fire Department Funded HRA Trust, founded in 2019, is a small nonprofit in the Mutual Benefit sector that reported $882K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $761K, a strong 86% 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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $770,112
Investment Income $112,120
Other Revenue $0
TOTAL REVENUE $882,232

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $117,732
Other Expenses $3,067
TOTAL EXPENSES $120,799

Year-over-Year Comparison

2024 2023 Change
Revenue $882,232 $672,847 +0.3%
Expenses $120,799 $136,491 -0.1%
Net Income $761,433 $536,356 +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

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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
VOYA INSTITUTIONAL TRUST COMPANY Trustee 1.0
$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 $882,232 $120,799 $4,078,677 $761,433
2023 $672,847 $136,491 $3,268,771 $536,356
2022 $686,188 $88,999 $2,558,566 $597,189
2021 $785,812 $208,899 $1,961,377 $576,913
2020 $894,827 $6,007 $1,384,464 $888,820
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