UPPER MACUNGIE TWSP VOLUNTEER FIREMANS RELIEF ASSN OF LEHIGH COUNTY (EIN 236273029) - 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

1930

Legal Domicile

Principal Officer

BRIAN SCHULTZ

Phone

4847433308

Tax Period

2025-01-01 to 2025-12-31

UPPER MACUNGIE TWSP VOLUNTEER FIREMANS RELIEF ASSN OF LEHIGH COUNTY, founded in 1930, is a small nonprofit that reported $417K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $120K, a strong 29% operating margin.

Mission

SUPPORT OF VOLUNTEER FIRE COMPANIES

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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 (2025)

Revenue Breakdown

Contributions & Grants $386,664

Program Service Revenue $0

Investment Income $13,400

Other Revenue $17,162

TOTAL REVENUE $417,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,000

Fundraising Expenses $0

Program Expenses $291,480

Other Expenses $293,751

TOTAL EXPENSES $296,751

Year-over-Year Comparison

	2025	2024	Change
Revenue	$417,226	$372,585	+0.1%
Expenses	$296,751	$363,856	-0.2%
Net Income	$120,475	$8,729	+12.8%

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

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

$1,200

Total Directors

$3,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF GRIM	Secretary	1.00	Officer Director	$300	$0	$300
JOE CORCORAN	Treasurer	1.00	Officer Director	$300	$0	$300
LEROY GROSS	Vice President	1.00	Officer Director	$300	$0	$300
BRIAN SCHULTZ	President	2.00	Officer Director	$300	$0	$300
JACQUE CREAMER	Director	1.00	Director	$180	$0	$180
PAUL MCNEMAR	Director	1.00	Director	$180	$0	$180
WILLIAM D GILLESPIE II	Director	1.00	Director	$180	$0	$180
GARY GORR	Director	1.00	Director	$180	$0	$180
BRAD RADAR	Director	1.00	Director	$180	$0	$180
SCOTT DETWEILER	Director	1.00	Director	$180	$0	$180
CODY GROSS	Director	1.00	Director	$180	$0	$180
STEPHEN OPLINGER	Director	1.00	Director	$180	$0	$180
MATTHEW SADROVITZ	Director	1.00	Director	$180	$0	$180
JOHN ELLERMANN JR	Director	1.00	Director	$180	$0	$180

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	$417,226	$296,751	$823,180	$120,475
2024	No data	No data	No data	No data
2023	$339,601	$193,651	$693,976	$145,950
2022	$338,702	$196,613	$548,026	$142,089
2021	$249,981	$348,487	$405,937	$-98,506
2020	$246,935	$206,823	$504,443	$40,112
2019	$255,610	$329,035	$464,331	$-73,425
2018	$247,454	$294,324	$537,756	$-46,870

UPPER MACUNGIE TWSP VOLUNTEER FIREMANS RELIEF ASSN OF LEHIGH COUNTY