OAKLAND FIREFIGHTERS RETIREE SUBSIDY PLAN (EIN 863179959) - 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

2019

Legal Domicile

Principal Officer

MICHAEL HILLSHEIM

Phone

9258337300

Tax Period

2024-07-01 to 2025-06-30

OAKLAND FIREFIGHTERS RETIREE SUBSIDY PLAN, founded in 2019, is a small nonprofit in the Mutual Benefit sector that reported $649K in total revenue in fiscal year 2024. Revenue surged 972% from the prior year, signaling strong growth momentum. The organization ran a surplus of $474K, a strong 73% operating margin.

Mission

TO PROVIDE DENTAL CARE BENEFITS TO RETIRED FIREFIGHTERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $420,427

Other Revenue $228,115

TOTAL REVENUE $648,542

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $58,733

TOTAL EXPENSES $174,133

Year-over-Year Comparison

	2024	2023	Change
Revenue	$648,542	$60,526	+9.7%
Expenses	$174,133	$232,050	-0.2%
Net Income	$474,409	$-171,524	-3.8%

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
JAMES WHITTY	TRUSTEE	5.0	Director	$0	$0	$0
ROBERT MURPHY	CO-CHAIRMAN (TERM)	5.0	Director	$0	$0	$0
STEVE SPLENDORIO	TRUSTEE	5.0	Director	$0	$0	$0
CHARLES GARCIA	TRUSTEE	5.0	Director	$0	$0	$0
ZAC UNGER	TRUSTEE (TERM)	5.0	Director	$0	$0	$0
MICHAEL HILLESHEIM	CHAIR	5.0	Director	$0	$0	$0
Matt Bollinger	Co-Chair	5.0	Director	$0	$0	$0
Seth Olyer	Trustee	5.0	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
2025	$648,542	$174,133	$2,947,007	$474,409
2024	$60,526	$232,050	$2,441,827	$-171,524
2023	$256,212	$155,269	$2,469,035	$100,943
2022	$57,532	$137,529	$2,563,269	$-79,997
2021	$125,238	$26,722	$2,801,007	$98,516
2020	$2,236,589	$4,286	$2,227,063	$2,232,303

OAKLAND FIREFIGHTERS RETIREE SUBSIDY PLAN