Monticello Firemens Relief Association (EIN 416031809) - 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

Jarrid Schienbein

Phone

6124256001

Tax Period

2024-01-01 to 2024-12-31

Monticello Firemens Relief Association, founded in 1942, is a small nonprofit in the Public Safety sector that reported $323K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $232K, a strong 72% operating margin.

Mission

Provide retirement relief for its members that provide the governmental services of firefighting for the Monticello Fire Department.

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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 $184,285

Program Service Revenue $0

Investment Income $130,786

Other Revenue $8,329

TOTAL REVENUE $323,400

Expense Breakdown

Grants Paid $4,062

Salaries & Benefits $904

Fundraising Expenses $0

Program Expenses $86,589

Other Expenses $25,466

TOTAL EXPENSES $91,476

Year-over-Year Comparison

	2024	2023	Change
Revenue	$323,400	$222,205	+0.5%
Expenses	$91,476	$261,598	-0.7%
Net Income	$231,924	$-39,393	-6.9%

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
Lloyd Hilgart	Ex Officio Mayor	1.00	Director	$0	$0	$0
Rachel Leonard	Ex Officio City Administrator	1.00	Director	$0	$0	$0
Jake Olinger	Ex Officio Fire Chief	1.00	Director	$0	$0	$0
Jarrid Schienbein	President	1.00	Officer Director	$0	$0	$0
Dustin Craig	Vice President	1.00	Officer Director	$0	$0	$0
Michael Beran	Treasurer	1.00	Officer Director	$0	$0	$0
David Berning	Secretary	1.00	Officer Director	$0	$0	$0
Tony Fair	Trustee	1.00	Officer Director	$0	$0	$0
Jason Moores	Trustee	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$323,400	$91,476	$1,801,204	$231,924
2023	$222,205	$261,598	$1,569,280	$-39,393
2022	$221,735	$231,902	$1,469,791	$-10,167
2021	$193,046	$30,979	$1,735,780	$162,067
2020	$171,647	$16,658	$1,496,283	$154,989
2019	$329,981	$370,825	$1,221,444	$-40,844
2018	$102,360	$142,228	$1,262,288	$-39,868

Monticello Firemens Relief Association