OAKLAND FIREFIGHTERS HEALTH AND WELFARE TRUST (EIN 942918245) - 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

1990

Legal Domicile

Principal Officer

MICHAEL HILLESHEIM

Phone

5104518564

Tax Period

2024-07-01 to 2025-06-30

OAKLAND FIREFIGHTERS HEALTH AND WELFARE TRUST, founded in 1990, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE DENTAL CARE BENEFITS TO 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,726,607

Investment Income $455,065

Other Revenue $0

TOTAL REVENUE $2,181,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $434,754

TOTAL EXPENSES $2,233,619

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,181,672	$1,772,013	+0.2%
Expenses	$2,233,619	$1,745,968	+0.3%
Net Income	$-51,947	$26,045	-3.0%

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
ROBERT MURPHY	CO-CHAIRMAN (TERM)	5.0	Director	$0	$0	$0
MICHAEL HILLESHEIM	CHAIR	5.0	Director	$0	$0	$0
JAMES WHITTY	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
STEVE SPLENDORIO	TRUSTEE	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	$2,181,672	$2,233,619	$3,097,064	$-51,947
2024	$1,772,013	$1,745,968	$3,692,555	$26,045
2023	$1,949,837	$1,577,183	$3,417,368	$372,654
2022	$1,517,768	$1,566,800	$2,939,834	$-49,032
2021	$1,518,513	$1,635,720	$3,145,721	$-117,207
2020	$1,600,522	$1,528,224	$5,003,397	$72,298
2019	$1,633,983	$1,501,588	$4,808,083	$132,395
2018	$1,671,014	$1,606,771	$4,367,563	$64,243

OAKLAND FIREFIGHTERS HEALTH AND WELFARE TRUST