Tampa Firefighters and Police Officers Employees Health Plan (EIN 856152252) - 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

2020

Legal Domicile

Phone

8008425899

Tax Period

2023-01-01 to 2023-12-31

Tampa Firefighters and Police Officers Employees Health Plan, founded in 2020, is a mid-sized nonprofit in the Mutual Benefit sector that reported $24.1M in total revenue in fiscal year 2023. Expenses of $22.5M left a modest 7% surplus.

Mission

The Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms of a collective bargaining agreement between the City of Tampa and Local 754 and PBA

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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 $0

Program Service Revenue $23,965,424

Investment Income $130,936

Other Revenue $0

TOTAL REVENUE $24,096,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,488,522

Other Expenses $559,501

TOTAL EXPENSES $22,488,522

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,096,360	$22,640,054	+0.1%
Expenses	$22,488,522	$18,921,837	+0.2%
Net Income	$1,607,838	$3,718,217	-0.6%

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

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
Wesley Adwell	Union Trustee	001.00	Director	$0	$0	$0
Ken Huff	Union Trustee	001.00	Director	$0	$0	$0
Andrew Carter	Union Trustee	001.00	Director	$0	$0	$0
Justin Martens	Employer Trustee	001.00	Director	$0	$0	$0
James Snell	Employer Trustee	001.00	Director	$0	$0	$0
Douglas Burkett	Employer Trustee	001.00	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	$24,096,360	$22,488,522	$10,316,954	$1,607,838
2022	$22,640,054	$18,921,837	$7,158,272	$3,718,217
2021	$20,445,899	$18,948,800	$3,443,224	$1,497,099
2020	$2,074,757	$100,823	$3,174,378	$1,973,934

Tampa Firefighters and Police Officers Employees Health Plan