Charlotte Regional Fire Foundation (EIN 264054448) - 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

2009

Legal Domicile

Phone

7045342922

Tax Period

2024-01-01 to 2024-12-31

Charlotte Regional Fire Foundation, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $253K in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 28% operating margin.

Mission

This organization supports the Charlotte Fire Department and community through training, education, recognition, and financial assistance for medical matters.

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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 $198,083

Program Service Revenue $38,328

Investment Income $585

Other Revenue $16,301

TOTAL REVENUE $253,297

Expense Breakdown

Grants Paid $14,140

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $178,975

Other Expenses $167,649

TOTAL EXPENSES $181,789

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,297	$146,467	+0.7%
Expenses	$181,789	$54,181	+2.4%
Net Income	$71,508	$92,286	-0.2%

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
David Conrad	PresidentTreasurer	10.00	Officer	$0	$0	$0
Brittany Garcia	Vice-President	5.00	Officer	$0	$0	$0
Jennifer Smetana	Secretary	5.00	Officer	$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	$253,297	$181,789	$261,030	$71,508

Charlotte Regional Fire Foundation