WFD WHARTON FIRE DEPT (EIN 222625316) - 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

1904

Legal Domicile

Principal Officer

KURT ROPER

Phone

9733662467

Tax Period

2023-01-01 to 2023-12-31

WFD WHARTON FIRE DEPT, founded in 1904, is a small nonprofit that reported $126K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $111K left a modest 12% surplus.

Mission

FIRE PREVENTION FIRE DEPARTMENT

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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 $46,984

Program Service Revenue $74,692

Investment Income $22,129

Other Revenue $-17,672

TOTAL REVENUE $126,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,195

Other Expenses $111,159

TOTAL EXPENSES $111,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$126,133	$115,803	+0.1%
Expenses	$111,159	$110,315	+0.0%
Net Income	$14,974	$5,488	+1.7%

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
GENE CAULFIELD	CHIEF	N/A	Officer Director	$0	$0	$0
JENNIFER DORR	ASSISTANT CHIEF	N/A	Officer Director	$0	$0	$0
KURT ROPER	TREASURER	N/A	Officer Director	$0	$0	$0
JOHN GHERARDI	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT LUKACH	TRUSTEE	N/A	Director	$0	$0	$0
WILLIAM RHEAD	TRUSTEE	N/A	Director	$0	$0	$0
ADAM CABLES	TRUSTEE	N/A	Director	$0	$0	$0
MIKAEL MARKS	TRUSTEE	N/A	Director	$0	$0	$0
CHRISTOPHER ELIO	SECRETARY	N/A	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	No data	No data	No data	No data
2023	$126,133	$111,159	$818,613	$14,974
2022	$115,803	$110,315	$762,213	$5,488
2021	$120,681	$86,379	$853,246	$34,302
2020	$82,699	$56,125	$828,944	$26,574
2019	$148,920	$128,059	$767,424	$20,861

WFD WHARTON FIRE DEPT