UPPER MONTGOMERY COUNTY VOLUNTEER FIRE DEPARTMENT (EIN 520845257) - 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

1946

Legal Domicile

Principal Officer

HEATHER HALLER

Phone

3019728719

Tax Period

2023-07-01 to 2024-06-30

UPPER MONTGOMERY COUNTY VOLUNTEER FIRE DEPARTMENT, founded in 1946, is a small nonprofit that reported $869K in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $562K, a strong 65% operating margin.

Mission

FIRE & RESCUE SERVICES

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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 $501,740

Program Service Revenue $1,540

Investment Income $245,223

Other Revenue $120,677

TOTAL REVENUE $869,180

Expense Breakdown

Grants Paid $1,778

Salaries & Benefits $35,169

Fundraising Expenses $5,065

Program Expenses $249,254

Other Expenses $265,002

TOTAL EXPENSES $307,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$869,180	$439,928	+1.0%
Expenses	$307,014	$243,382	+0.3%
Net Income	$562,166	$196,546	+1.9%

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

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
HEATHER HALLER	PRESIDENT	15.00	Officer Director	$0	$0	$0
DAVE MORGAL	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
C LYNNE BODMER	TREASURER	5.00	Officer Director	$0	$0	$0
JUDITH MURGIA	SECRETARY	5.00	Officer Director	$0	$0	$0
B SCOTT GRAHAM	CHIEF	5.00	Officer Director	$0	$0	$0
MELISSA MORROW	AUXILIARY PRESIDENT	5.00	Officer Director	$0	$0	$0
LINDA LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
PETER POGGI	DIRECTOR	2.00	Director	$0	$0	$0
JEFF ECK	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL SLATER	DIRECTOR	2.00	Director	$0	$0	$0
ALEXA BROWN	DIRECTOR	2.00	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	$869,180	$307,014	$2,914,704	$562,166
2023	$439,928	$243,382	$2,452,884	$196,546
2022	$450,387	$194,765	$2,296,836	$255,622
2021	$537,524	$120,308	$1,883,093	$417,216
2020	$382,897	$122,379	$1,472,830	$260,518
2019	$318,067	$116,266	$1,203,307	$201,801

UPPER MONTGOMERY COUNTY VOLUNTEER FIRE DEPARTMENT