MIDDLEBROOK VOLUNTEER FIRE DEPT

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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

1957

Legal Domicile

Principal Officer

SUZANNE HEIZER

Phone

5402482480

Tax Period

2023-01-01 to 2023-12-31

MIDDLEBROOK VOLUNTEER FIRE DEPT, founded in 1957, is a small nonprofit in the Public Safety sector that reported $136K in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $47K, a strong 35% operating margin.

Mission

TO ASSIST IN PRESERVATION OF LIFE AND PROPERTY WHEN SUCH EMERGENCIES MAY OCCUR IN AUGUSTA COUNTY, VA AND SURROUNDING AREAS AS NEEDED.

Program Service Accomplishments

Program 1

Expenses: $82,195

TO RESPOND TO EMERGENCIES IN AND AROUND MIDDLEBROOK, VA RELATED TO THE PRESERVATION OF LIFE AND PROPERTY.

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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 $89,583

Program Service Revenue $0

Investment Income $33,874

Other Revenue $12,473

TOTAL REVENUE $135,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,195

Other Expenses $88,938

TOTAL EXPENSES $88,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$135,930	$288,009	-0.5%
Expenses	$88,938	$53,701	+0.7%
Net Income	$46,992	$234,308	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRI GORDON	PRESIDENT	10.00	Officer Director	$0	$0	$0
JERRY JARVIS	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
BILL BRUBECK	PAST TREASUR	10.00	Officer Director	$0	$0	$0
SUZANNE HEIZER	TREASURER	10.00	Officer Director	$0	$0	$0
TAMMY SEAY	SECRETARY	10.00	Officer Director	$0	$0	$0
JASON SHULTZ	FIRE CHIEF	10.00	Officer	$0	$0	$0
FRANK DULL	ASST. FIRE C	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
2024	No data	No data	No data	No data
2023	$135,930	$88,938	$2,029,478	$46,992
2022	$288,009	$53,701	$1,944,003	$234,308
2021	$152,762	$70,107	$1,828,409	$82,655
2020	$138,309	$57,642	$1,698,964	$80,667
2019	$128,260	$81,886	$1,587,940	$46,374
2018	$130,959	$46,674	$1,485,310	$84,285