W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr

Firefighters' Retiree Health Benefit Fund shows consistent asset growth and no officer compensation, but liabilities consistently exceed assets.

EIN: 161628464 · Greenacres, FL · Updated: 2026-03-28

$1.2MRevenue
$14.3MAssets
75/100Mission Score (Good)

Is W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr

W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr (EIN: 161628464) is a nonprofit organization based in Greenacres, FL. The organization reported total revenue of $1.2M and total assets of $14.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
Mid-SizeSize Classification
12Years of Filings
MixedRevenue Trajectory

W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr is a mid-size nonprofit that has been operating for 19 years, with 12 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of 2.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.0M
Total Expenses$629K
Surplus / Deficit+$384K
Total Assets$11.0M
Total Liabilities$13.9M
Net Assets$-2,844,499
Operating Margin37.9%
Debt-to-Asset Ratio125.8%
Months of Reserves210.2 months

Financial Health Grade: A

In 2023, W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr reported a surplus of $384K with revenue exceeding expenses, holds 210.2 months of operating reserves (strong position), has a debt-to-asset ratio of 125.8% (high leverage).

Financial Trends

Over 12 years of filings (2012–2023), W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr's revenue has grown at a compound annual growth rate (CAGR) of 2.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023+22.3%+9.2%-6.0%
2022-26.6%+7.1%+5.2%
2021+67.8%+2.4%+40.5%
2020+11.5%+8.2%-6.0%
2019-35.4%+4.2%+4.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr appears to be a stable organization focused on its stated purpose, as evidenced by its consistent financial filings. Over the past several years, the organization has maintained a healthy asset base, growing from $6.0 million in 2014 to $11.0 million in 2023. Its revenue has fluctuated but generally remained strong, with the latest reported revenue at $1,013,372 in 2023. The organization consistently reports 0% officer compensation, which is a positive indicator for transparency and efficient use of funds, suggesting that resources are directed towards the benefit fund rather than executive salaries. Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which are not explicitly provided in the summary data. However, the consistent reporting of expenses significantly lower than revenue in most years (e.g., $629,100 expenses vs. $1,013,372 revenue in 2023) suggests that the organization is managing its finances prudently and building its asset base. The primary concern is the consistent reporting of liabilities exceeding assets, which warrants further investigation into the nature of these liabilities and their long-term implications for the fund's solvency. Overall, the organization demonstrates a commitment to its mission through its financial practices. The absence of officer compensation and the growth in assets over time are positive signs. However, a deeper dive into the composition of expenses and the persistent asset-liability imbalance would provide a more complete picture of its financial health and long-term sustainability.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$1.0MTotal Revenue
$629KTotal Expenses
$11.0MTotal Assets
$13.9MTotal Liabilities
$-2,844,499Net Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no funds are allocated to executive salaries, which is highly unusual for an organization of its size with assets exceeding $11 million.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr's IRS 990 filings:

Strengths

The following positive indicators were identified for W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr:

Frequently Asked Questions about W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr

Is W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr a legitimate charity?

Based on AI analysis of IRS 990 filings, W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr (EIN: 161628464) some concerns. Mission Score: 75/100. 3 red flags identified, 3 strengths noted.

How does W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr spend its money?

W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr tax-deductible?

W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr is registered as a tax-exempt nonprofit (EIN: 161628464). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Why do liabilities consistently exceed assets, for example, $13,863,113 in liabilities versus $11,018,614 in assets in 2023?

This is a critical question for the organization's long-term financial health and solvency. It suggests that the fund may have significant future obligations or debts that are not fully covered by its current assets. Further investigation into the nature of these liabilities (e.g., actuarial liabilities for future health benefits) is necessary.

What is the specific breakdown of expenses, particularly between program services (health benefits), administrative costs, and any fundraising efforts?

Without a detailed functional expense breakdown, it's challenging to fully assess spending efficiency. While total expenses are provided, understanding how much goes directly to retiree health benefits versus overhead is crucial for evaluating its effectiveness.

Given the consistent 0% officer compensation, how are the organization's operations and management handled?

This suggests that the organization may be run by volunteers, or that management services are provided by an external entity or another organization, which would be important for transparency to disclose.

Filing History

IRS 990 filing history for W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2012–2023), W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr's revenue has grown by 34.9%, moving from $751K to $1.0M. Total assets increased by 122.9% over the same period, from $4.9M to $11.0M. Total functional expenses rose by 39.2%, from $452K to $629K. In its most recent filing year (2023), W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr reported a surplus of $384K, with revenue exceeding expenses. The organization holds $13.9M in liabilities against $11.0M in assets (debt-to-asset ratio: 125.8%), resulting in net assets of $-2,844,499.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.0M $629K $11.0M $13.9M View 990
2022 $828K $576K $11.7M $13.9M View 990
2021 $1.1M $538K $11.1M $12.7M View 990
2020 $673K $525K $7.9M $12.7M View 990
2019 $604K $485K $8.4M $10.9M View 990
2018 $934K $466K $8.1M $9.2M View 990
2017 $586K $451K $7.0M $9.2M View 990
2016 $535K $1.6M $6.3M $9.2M View 990
2015 $578K $370K $6.5M $7.9M View 990
2014 $6.1M $366K $6.0M $7.9M View 990
2013 $555K $1.8M $5.4M $13.5M View 990
2012 $751K $452K $4.9M $12.1M View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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