Robertson Fire Protection District Health Reimbursement Account Plan

EIN: 852938287 Mutual Benefit

Hazelwood, MO

Total Revenue
$347,629
Total Expenses
$84,172
Total Assets
$984,972
Net Assets
$984,972
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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
2020
Legal Domicile
MO
Principal Officer
Hand Benefit and Trust Co
Phone
3142916671
Tax Period
2024-01-01 to 2024-12-31

Robertson Fire Protection District Health Reimbursement Account Plan, founded in 2020, is a small nonprofit in the Mutual Benefit sector that reported $348K in total revenue in fiscal year 2024. Revenue surged 1834% from the prior year, signaling strong growth momentum. The organization ran a surplus of $263K, a strong 76% 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 $310,980
Investment Income $36,649
Other Revenue $0
TOTAL REVENUE $347,629

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $73,511
Other Expenses $10,661
TOTAL EXPENSES $84,172

Year-over-Year Comparison

2024 2023 Change
Revenue $347,629 $17,979 +18.3%
Expenses $84,172 $64,742 +0.3%
Net Income $263,457 $-46,763 -6.6%
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
Hand Benefit Trust Co 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 $347,629 $84,172 $984,972 $263,457
2023 $17,979 $64,742 $692,615 $-46,763
2022 $314,488 $74,474 $694,648 $240,014
2021 $209,014 $86,666 $528,940 $122,348
2020 $630,480 $85,098 $545,382 $545,382
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