VOLUNTEER AND EXEMPT FIREMEN'S BENEVOLENT ASSOCIATION OF LAKEVIEW (EIN 263609893) - 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

1955

Legal Domicile

Principal Officer

HEATHER MCNEIL

Phone

5162923211

Tax Period

2025-01-01 to 2025-12-31

VOLUNTEER AND EXEMPT FIREMEN'S BENEVOLENT ASSOCIATION OF LAKEVIEW, founded in 1955, is a small nonprofit in the Mutual Benefit sector that reported $118K in total revenue in fiscal year 2025. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $79K, a strong 67% operating margin.

Mission

TO SUPPORT RECRUITMENT AND RETENTION FOR THE LAKEVIEW FIRE DEPARTMENT MEMBERS.

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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 $0

Program Service Revenue $52,726

Investment Income $65,396

Other Revenue $0

TOTAL REVENUE $118,122

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,870

Other Expenses $38,570

TOTAL EXPENSES $38,870

Year-over-Year Comparison

	2025	2024	Change
Revenue	$118,122	$53,770	+1.2%
Expenses	$38,870	$50,108	-0.2%
Net Income	$79,252	$3,662	+20.6%

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

129

Independent Members

129

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	Role	Reportable Comp	Other Comp	Total
ROBERT SHELLY	BOARD MEMBER	Director	$0	$0	$0
HEATHER SENTI	BOARD MEMBER	Director	$0	$0	$0
FREDERICK SENTI	BOARD MEMBER	Director	$0	$0	$0
HEATHER MCNEIL	PRESIDENT	Officer Director	$0	$0	$0
RICHARD SENA	TREASURER	Officer Director	$0	$0	$0
GEORGE MOTSCHMANN	FINANCIAL SEC	Officer Director	$0	$0	$0
MICHAEL KOPPEL	BOARD MEMBER	Director	$0	$0	$0
ROBERT DILAVORE	BOARD MEMBER	Director	$0	$0	$0
MICHAEL JOYCE	SECRETARY	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	$118,122	$38,870	$1,105,883	$79,252
2024	No data	No data	No data	No data
2023	$101,007	$79,194	$951,550	$21,813
2022	$71,947	$52,737	$1,001,408	$19,210
2021	$79,878	$68,357	$982,198	$11,521
2020	$62,421	$34,470	$953,307	$27,951
2019	$64,398	$37,677	$894,522	$26,721
2018	$65,543	$78,002	$810,017	$-12,459

VOLUNTEER AND EXEMPT FIREMEN'S BENEVOLENT ASSOCIATION OF LAKEVIEW