Lonsdale Fireman's Relief Association (EIN 411592982) - 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

1940

Legal Domicile

Principal Officer

Casey Gregor

Phone

9523566561

Tax Period

2024-01-01 to 2024-12-31

Lonsdale Fireman's Relief Association, founded in 1940, is a small nonprofit that reported $553K in total revenue in fiscal year 2024. Revenue surged 222% from the prior year, signaling strong growth momentum. Expenses of $681K exceeded revenue, resulting in a 23% operating deficit.

Mission

To provide retirement benefits to volunteer firefighters.

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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 $126,533

Program Service Revenue $0

Investment Income $343,445

Other Revenue $83,513

TOTAL REVENUE $553,491

Expense Breakdown

Grants Paid $37,010

Salaries & Benefits $4,250

Fundraising Expenses $0

Program Expenses $665,374

Other Expenses $17,560

TOTAL EXPENSES $680,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$553,491	$172,125	+2.2%
Expenses	$680,603	$110,420	+5.2%
Net Income	$-127,112	$61,705	-3.1%

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

$4,250

Total Directors

$4,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Casey Gregor	President	3.00	Officer Director	$1,000	$0	$1,000
Travis Powers	Vice President	3.00	Officer Director	$650	$0	$650
Nicole Smith	Secretary	3.00	Officer Director	$1,000	$0	$1,000
David Latzke	Treasurer	3.00	Officer Director	$1,600	$0	$1,600
Brian Ziesmer	Trustee	1.00	Director	$0	$0	$0
Casey Cayer	Trustee	1.00	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	$553,491	$680,603	$1,715,380	$-127,112
2023	$172,125	$110,420	$1,921,038	$61,705
2022	$166,977	$161,722	$1,656,103	$5,255
2021	$178,914	$103,882	$1,915,502	$75,032
2020	$128,066	$18,263	$1,638,859	$109,803
2019	$112,954	$109,042	$1,417,375	$3,912
2018	$133,052	$85,620	$1,204,645	$47,432

Lonsdale Fireman's Relief Association