LAKEFIELD FIRE DEPARTMENT RELIEF AS (EIN 416038114) - 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

1956

Principal Officer

JOSH BRETZMAN

Phone

6057595976

Tax Period

2023-01-01 to 2023-12-31

LAKEFIELD FIRE DEPARTMENT RELIEF AS, founded in 1956, is a micro nonprofit that reported $56K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $10K, a strong 17% operating margin.

Mission

FIREFIGHTER'S PENSION PLAN

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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 $32,741

Program Service Revenue $0

Investment Income $15,364

Other Revenue $8,073

TOTAL REVENUE $56,178

Expense Breakdown

Grants Paid $0

Salaries & Benefits $725

Fundraising Expenses $0

Program Expenses $44,000

Other Expenses $4,784

TOTAL EXPENSES $46,509

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,178	$59,780	-0.1%
Expenses	$46,509	$69,778	-0.3%
Net Income	$9,669	$-9,998	-2.0%

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

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

$725

Total Directors

$725

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CODY POELAERT	TREASURER	2.00	Officer Director	$575	$0	$575
JOSH BRETZMAN	PRESIDENT	2.00	Officer Director	$100	$0	$100
RANDON JOHNSON	SECRETARY	2.00	Officer Director	$50	$0	$50
DEREK ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
TRAVIS ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
ZACHARY CROATT	VICE-PRESIDE	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
2024	No data	No data	No data	No data
2023	$56,178	$46,509	$941,144	$9,669
2022	$59,780	$69,778	$818,606	$-9,998
2021	$65,093	$27,175	$1,017,060	$37,918
2020	$52,067	$11,491	$856,726	$40,576
2019	$52,631	$21,019	$723,722	$31,612
2018	$52,945	$12,602	$581,189	$40,343

LAKEFIELD FIRE DEPARTMENT RELIEF AS