OCCOQUAN-WOODBRIDGE-LORTON VOLUNTE… - Form 990 Financial Data

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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

1938

Legal Domicile

Principal Officer

DEBRA HAIGHT

Phone

7034942319

Tax Period

2023-07-01 to 2024-06-30

OCCOQUAN-WOODBRIDGE-LORTON VOLUNTEER FIRE DEPARTMENT, founded in 1938, is a community nonprofit in the Public Safety sector that reported $2.3M in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $3.0M exceeded revenue, resulting in a 30% operating deficit.

Mission

THE OCCOQUAN-WOODBRIDGE-LORTON VOLUNTEER FIRE DEPARTMENT STRIVES TO PROVIDE THE VERY BEST FIRE SUPPRESSION EMERGENCY MEDICAL,TECHNICAL, RESCUE AND WATER RESCUE SERVICES TO THE CITIZENS AND VISITORS OF WOODBRIDGE, VIRGINIA AND PRINCE WILLIAM COUNTY.

Program Service Accomplishments

Program 1

Expenses: $2,290,133 Revenue: $16,061

PROVIDED FIRE PROTECTION AND RESCUE SERVICES TO CITIZENS AND VISITORS OF WOODBRIDGE, VA AND PRINCE WILLIAM COUNTY THROUGH THREE OPERATING STATIONS

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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 $2,249,671

Program Service Revenue $0

Investment Income $61,245

Other Revenue $5,051

TOTAL REVENUE $2,315,967

Expense Breakdown

Grants Paid $600

Salaries & Benefits $565,524

Fundraising Expenses $5,048

Program Expenses $2,290,133

Other Expenses $2,452,498

TOTAL EXPENSES $3,018,622

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,315,967	$4,519,975	-0.5%
Expenses	$3,018,622	$3,254,790	-0.1%
Net Income	$-702,655	$1,265,185	-1.6%

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

Volunteers

126

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

$63,907

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE LUKES	DIRECTOR	5.00	Director	$0	$0	$0
KENNETH DEE GOTTMAN	DIRECTOR	5.00	Director	$0	$0	$0
FRANK BRUNO	DIRECTOR	5.00	Director	$0	$0	$0
JONATHAN BALDWIN	DIRECTOR	5.00	Director	$0	$0	$0
MELISSA PAYNE	DIRECTOR	5.00	Director	$0	$0	$0
MIKE CLARK	DIRECTOR	5.00	Director	$0	$0	$0
STEVE GODIN	DIRECTOR	5.00	Director	$0	$0	$0
STEPHANIE POWERS	DIRECTOR	5.00	Director	$0	$0	$0
DAVID WILLIAMS	PRESIDENT	25.00	Officer	$0	$0	$0
SUSAN WESSOLLECK	EXEC VP	5.00	Officer	$3,114	$0	$3,114
STACEY GODIN	MEMBERSHIP SECRETARY	20.00	Officer	$60,793	$0	$60,793
DEBRA HAIGHT	TREASURER	10.00	Officer	$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	$2,315,967	$3,018,622	$12,039,590	$-702,655
2023	$4,519,975	$3,254,790	$12,976,279	$1,265,185
2022	$3,042,699	$3,120,251	$12,095,962	$-77,552
2021	$2,546,593	$2,816,213	$11,407,517	$-269,620
2019	$4,714,271	$3,799,473	$13,339,255	$914,798
2018	$3,290,148	$3,514,020	$12,515,104	$-223,872

OCCOQUAN-WOODBRIDGE-LORTON VOLUNTEER FIRE DEPARTMENT