PATTERSON VOLUNTEER FIRE DEPARTMENT (EIN 205580518) - 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

1957

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

PATTERSON VOLUNTEER FIRE DEPARTMENT, founded in 1957, is a small nonprofit in the Public Safety sector that reported $367K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $336K left a modest 8% surplus.

Mission

TO PROVIDE FIRE AND EMERGENCY SERVICES TO THE PATTERSON COMMUNITY OF CALDWELL COUNTY, NORTH CAROLINA.

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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 $53,760

Program Service Revenue $305,989

Investment Income $7,665

Other Revenue $0

TOTAL REVENUE $367,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,917

Fundraising Expenses $6,508

Program Expenses $325,160

Other Expenses $310,525

TOTAL EXPENSES $336,442

Year-over-Year Comparison

	2023	2022	Change
Revenue	$367,414	$410,196	-0.1%
Expenses	$336,442	$329,727	+0.0%
Net Income	$30,972	$80,469	-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

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
GWYN ICENHOUR	DIRECTOR	2.00	Director	$0	$0	$0
TOMMY MORETZ	DIRECTOR	2.00	Director	$0	$0	$0
MIKE COOK	DIRECTOR	2.00	Director	$0	$0	$0
KELLY JOHNSON	TREASURER	2.00	Officer Director	$0	$0	$0
BOBBY J MORETZ JR	ADMINISTRATIVE OFFICER	2.00	Officer Director	$0	$0	$0
DOUG SANDERS	PRESIDENT	2.00	Officer 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	No data	No data	No data	No data
2024	$367,414	$336,442	$1,667,907	$30,972
2023	$410,196	$329,727	$1,814,441	$80,469
2022	$274,609	$288,428	$1,974,716	$-13,819
2021	$342,772	$282,712	$1,811,078	$60,060
2020	$287,925	$289,234	$1,816,282	$-1,309

PATTERSON VOLUNTEER FIRE DEPARTMENT