COLUMBIA HEIGHTS FIRE DEPARTMENT VOLUNTER RELIEF ASSOCIATION (EIN 416028637) - 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

1942

Legal Domicile

Principal Officer

JENNIFER PENA

Phone

7637068150

Tax Period

2023-01-01 to 2023-12-31

COLUMBIA HEIGHTS FIRE DEPARTMENT VOLUNTER RELIEF ASSOCIATION, founded in 1942, is a small nonprofit that reported $151K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $139K, a strong 92% operating margin.

Mission

TO PROVIDE RETIREMENT BENEFITS TO MEMBER 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 (2023)

Revenue Breakdown

Contributions & Grants $150,546

Program Service Revenue $0

Investment Income $91

Other Revenue $0

TOTAL REVENUE $150,637

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,660

Fundraising Expenses $0

Program Expenses $11,376

Other Expenses $6,716

TOTAL EXPENSES $11,376

Year-over-Year Comparison

	2023	2022	Change
Revenue	$150,637	$133,274	+0.1%
Expenses	$11,376	$12,195	-0.1%
Net Income	$139,261	$121,079	+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

$3,770

Total Directors

$4,380

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE MCKAY	PRESIDENT	1.00	Officer Director	$1,320	$0	$1,320
CHARLIE STRUZYK	SECRETARY	1.00	Officer Director	$1,150	$0	$1,150
JENNIFER PENA	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JAKE GILLESPIE	TREASURER	0.50	Officer Director	$1,300	$0	$1,300
CHRIS ALLEN	TRUSTEE	0.50	Director	$0	$0	$0
FABIO MARIUCI	TRUSTEE	0.50	Director	$0	$0	$0
KEVIN HANSON	CITY COUNCIL	0.50	Director	$0	$0	$0
AMADA MARQUEZ SIMULA	CITY MANAGER	0.30	Director	$0	$0	$0
CHARLIE THOMPSON	FIRE CHIEF	0.30	Director	$0	$0	$0
BRIAN POLSKI	TRUSTEE	1.00	Director	$610	$0	$610

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	$150,637	$11,376	$4,157,100	$139,261
2022	$133,274	$12,195	$3,270,019	$121,079
2021	$118,699	$12,378	$3,883,439	$106,321
2020	$114,512	$12,181	$3,138,704	$102,331
2019	$106,617	$57,930	$2,507,902	$48,687
2018	$101,572	$12,112	$1,965,012	$89,460

COLUMBIA HEIGHTS FIRE DEPARTMENT VOLUNTER RELIEF ASSOCIATION