Excelsior Firefighters Relief Assn (EIN 416039759) - 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

1944

Legal Domicile

Principal Officer

Brian Kuhnly

Phone

6122455235

Tax Period

2024-01-01 to 2024-12-31

Excelsior Firefighters Relief Assn, founded in 1944, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 397% from the prior year, signaling strong growth momentum. The organization ran a surplus of $717K, a strong 63% operating margin.

Mission

To provide retirement benefits to 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 (2024)

Revenue Breakdown

Contributions & Grants $269,344

Program Service Revenue $0

Investment Income $861,654

Other Revenue $0

TOTAL REVENUE $1,130,998

Expense Breakdown

Grants Paid $10,350

Salaries & Benefits $10,800

Fundraising Expenses $0

Program Expenses $392,458

Other Expenses $19,834

TOTAL EXPENSES $413,997

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,130,998	$227,648	+4.0%
Expenses	$413,997	$356,362	+0.2%
Net Income	$717,001	$-128,714	-6.6%

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

$5,400

Total Directors

$8,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lee Christopher	President	10.00	Officer Director	$1,100	$0	$1,100
Kyle Green	Vice President	10.00	Officer Director	$2,200	$0	$2,200
Brian Kuhnly	Treasurer	10.00	Officer Director	$1,600	$0	$1,600
Mark Glodoski	Secretary	2.00	Officer Director	$500	$0	$500
Craig Zaim	Trustee	2.00	Director	$1,000	$0	$1,000
Jake Saba	Trustee	2.00	Director	$2,200	$0	$2,200

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	$1,130,998	$413,997	$9,445,638	$717,001
2023	$227,648	$356,362	$8,446,820	$-128,714
2022	$347,935	$275,137	$7,294,701	$72,798
2021	$294,961	$27,279	$8,846,325	$267,682
2020	$462,264	$686,393	$7,632,838	$-224,129
2019	$268,695	$337,622	$7,032,461	$-68,927
2018	$284,485	$301,699	$5,904,525	$-17,214

Excelsior Firefighters Relief Assn