Plymouth Firefighters' Relief Assn (EIN 416043085) - 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

1963

Legal Domicile

Principal Officer

Jon Jaeger

Phone

6126197488

Tax Period

2024-01-01 to 2024-12-31

Plymouth Firefighters' Relief Assn, founded in 1963, is a small nonprofit in the Public Safety sector that reported $831K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $557K, a strong 67% operating margin.

Mission

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 $680,252

Program Service Revenue $0

Investment Income $151,247

Other Revenue $0

TOTAL REVENUE $831,499

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,100

Fundraising Expenses $0

Program Expenses $242,314

Other Expenses $27,028

TOTAL EXPENSES $274,648

Year-over-Year Comparison

	2024	2023	Change
Revenue	$831,499	$640,563	+0.3%
Expenses	$274,648	$36,075	+6.6%
Net Income	$556,851	$604,488	-0.1%

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

$11,700

Total Directors

$14,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jon Jaeger	President	10.00	Officer Director	$3,300	$0	$3,300
Zach Pate	Vice President	1.00	Officer Director	$1,200	$0	$1,200
James Lankford	Secretary	10.00	Officer Director	$3,300	$0	$3,300
Jeff McCurdy	Treasurer	10.00	Officer Director	$3,900	$0	$3,900
Matthew Cossette	Trustee	1.00	Director	$1,200	$0	$1,200
Arin Davis	Trustee	1.00	Director	$1,200	$0	$1,200

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	$831,499	$274,648	$11,044,523	$556,851
2023	$640,563	$36,075	$9,640,547	$604,488
2022	$548,995	$898,775	$7,920,491	$-349,780
2021	$2,944,743	$2,899,051	$10,234,329	$45,692
2020	$1,161,382	$802,392	$10,916,830	$358,990
2019	$602,183	$149,742	$9,962,419	$452,441
2018	$1,820,387	$462,992	$8,097,996	$1,357,395

Plymouth Firefighters' Relief Assn