MILTONA VOLUNTEER FIREMENS RELIEF ASSN (EIN 416023567) - 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

1949

Legal Domicile

Principal Officer

DAVE KLIMEK

Phone

2189431501

Tax Period

2023-01-01 to 2023-12-31

MILTONA VOLUNTEER FIREMENS RELIEF ASSN, founded in 1949, is a small nonprofit that reported $121K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $37K, a strong 30% operating margin.

Mission

PROVIDING RETIREMENT, DISABILITY, AND DEATH BENEFITS TO 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,450

Other Revenue $118,957

TOTAL REVENUE $121,407

Expense Breakdown

Grants Paid $84,744

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,744

Other Expenses $0

TOTAL EXPENSES $84,744

Year-over-Year Comparison

	2023	2022	Change
Revenue	$121,407	$146,885	-0.2%
Expenses	$84,744	$94,459	-0.1%
Net Income	$36,663	$52,426	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMBER JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
DAVE KLIMEK	PRESIDENT	0.00	Officer Director	$0	$0	$0
ALAN LANGE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOE LEESCH	TRUSTEE	1.00	Director	$0	$0	$0
TROY LEESEBERG	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CHRIS NOTCH	VICE PRESIDE	0.00	Officer Director	$0	$0	$0
RJ PROKESH	SECRETARY	1.00	Officer Director	$0	$0	$0
JACOB STEIDL	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	No data	No data	No data	No data
2023	$121,407	$84,744	$508,771	$36,663
2022	$146,885	$94,459	$478,241	$52,426
2021	$83,760	$804	$524,494	$82,956
2020	$115,427	$41,373	$436,409	$74,054
2019	$178,651	$88,270	$362,355	$90,381

MILTONA VOLUNTEER FIREMENS RELIEF ASSN