WHEATON FIREMANS RELIEF ASSOC (EIN 416030907) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1908

Legal Domicile

Phone

3205638136

Tax Period

2024-01-01 to 2024-12-31

WHEATON FIREMANS RELIEF ASSOC, founded in 1908, is a small nonprofit that reported $108K in total revenue in fiscal year 2024. The organization ran a surplus of $59K, a strong 55% operating margin.

Mission

RETIREMENT FOR FIREFIGHTERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $75,848

Program Service Revenue $17,918

Investment Income $13,844

Other Revenue $0

TOTAL REVENUE $107,610

Expense Breakdown

Grants Paid $1,150

Salaries & Benefits $1,000

Fundraising Expenses $0

Program Expenses $48,190

Other Expenses $46,040

TOTAL EXPENSES $48,190

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,610	$100,384	+0.1%
Expenses	$48,190	$95,867	-0.5%
Net Income	$59,420	$4,517	+12.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATHANIEL MORD	TRUSTEE	0.00	Director	$0	$0	$0
ADAM WILSON	TRUSTEE	0.00	Director	$0	$0	$0
TONY BERGER	SPECIAL TREASURER	2.00	Officer	$0	$0	$0
BRAD LARSON	PRESIDENT	0.00	Officer	$0	$0	$0
KURT HOFER	VICE PRESIDENT	0.00	Officer	$0	$0	$0
TYLER KLUG	SECRETARY	0.00	Officer	$0	$0	$0
RICK DAVIS	GENERAL TREASURER	0.00	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
2024	$107,610	$48,190	$939,636	$59,420
2023	$100,384	$95,867	$841,898	$4,517
2022	$158,454	$67,437	$791,956	$91,017
2021	$82,438	$118,715	$787,137	$-36,277
2020	$110,866	$17,991	$792,069	$92,875
2019	$147,061	$50,641	$699,194	$96,420
2018	$66,046	$91,154	$602,772	$-25,108

WHEATON FIREMANS RELIEF ASSOC