MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION (EIN 204817396) - 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

2006

Legal Domicile

Principal Officer

DANIEL ARNOLD

Phone

8059697762

Tax Period

2024-01-01 to 2024-12-31

MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION, founded in 2006, is a micro nonprofit in the Unknown sector that reported $84K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25K, a strong 30% operating margin.

Mission

TO PROVIDE RELIEF TO THE POOR, DISADVANTAGED, UNDERPRIVILEGED, DISASTER VICTIMS AND THOSE FACING EMERGENCY HARDSHIP SITUATIONS BASED UPON NEED (FINANCIAL OR OTHER DISTRESS) AT THE TIME THE ASSISTANCE IS GIVEN, SPECIFICALLY AS RELATED TO CHILDREN, FIREFIGHTERS AND THEIR FAMILIES, AND BURN VICTIMS AND THEIR FAMILIES.

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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 $64,000

Program Service Revenue $0

Investment Income $19,565

Other Revenue $0

TOTAL REVENUE $83,565

Expense Breakdown

Grants Paid $54,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,000

Other Expenses $4,140

TOTAL EXPENSES $58,140

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,565	$229,048	-0.6%
Expenses	$58,140	$108,044	-0.5%
Net Income	$25,425	$121,004	-0.8%

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

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
CHARLES SPENCER	PRESIDENT	2.00	Officer Director	$0	$0	$0
LOREN BASS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DANIEL ARNOLD	TREASURER	2.00	Officer Director	$0	$0	$0
JARED GAMM	MEMBER-AT-LARGE	2.00	Director	$0	$0	$0
TYLER MCMANIGAL	MEMBER-AT-LARGE	2.00	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	$83,565	$58,140	$595,144	$25,425
2023	$229,048	$108,044	$569,719	$121,004
2022	$183,593	$53,235	$448,715	$130,358
2021	$127,529	$190,169	$318,357	$-62,640
2020	$137,168	$100,571	$380,997	$36,597
2019	$191,511	$64,945	$344,400	$126,566
2018	$261,188	$84,584	$217,835	$176,604

MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION