Monticello Volunteer Fire Department Inc (EIN 581745820) - 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

1978

Legal Domicile

Principal Officer

Mark Wilcox

Tax Period

2023-05-01 to 2024-04-30

Monticello Volunteer Fire Department Inc, founded in 1978, is a small nonprofit in the Public Safety sector that reported $585K in total revenue in fiscal year 2023. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $227K, a strong 39% operating margin.

Mission

Monticello Volunteer Fire Department is organized to provide emergency firefighting 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 $562,026

Program Service Revenue $0

Investment Income $11,687

Other Revenue $10,886

TOTAL REVENUE $584,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $252,792

Fundraising Expenses $0

Program Expenses $328,037

Other Expenses $104,784

TOTAL EXPENSES $357,576

Year-over-Year Comparison

	2023	2022	Change
Revenue	$584,599	$324,350	+0.8%
Expenses	$357,576	$327,348	+0.1%
Net Income	$227,023	$-2,998	-76.7%

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
Eric Benfield	Director	2.00	Director	$0	$0	$0
Greg Atchley	Director	2.00	Director	$0	$0	$0
Andrew Neely	Director	2.00	Director	$0	$0	$0
Jimmy Norman	Director	2.00	Director	$0	$0	$0
Adam Sparks	Director	2.00	Director	$0	$0	$0
Phillip Crook	Director	2.00	Director	$0	$0	$0
Seth Stevenson	Director	2.00	Director	$0	$0	$0
Daniel Stikeleather	Director	2.00	Director	$0	$0	$0
George Stevenson	Director	2.00	Director	$0	$0	$0
Lee Benton	Director	2.00	Director	$0	$0	$0
Jeff Summers	Director	2.00	Director	$0	$0	$0
Dewayne Colvard	Director	2.00	Director	$0	$0	$0
Jody Smyre	Director	2.00	Director	$0	$0	$0
Chris Stikeleather	Vice-Chairman	4.00	Officer Director	$0	$0	$0
Mark Wilcox	Chairman	4.00	Officer Director	$0	$0	$0
Garry Ladd	Chief	4.00	Officer Director Highest	$0	$0	$0
Mary Summers	SecretaryTreasurer	5.00	Officer 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
2024	$641,207	$459,372	$3,542,559	$181,835
2024	$584,599	$357,576	$3,402,753	$227,023
2023	$324,350	$327,348	$3,217,613	$-2,998
2022	$247,188	$339,534	$3,263,457	$-92,346
2020	$420,787	$314,256	$3,025,259	$106,531
2019	$371,778	$280,523	$2,950,281	$91,255
2018	$489,560	$271,802	$2,909,516	$217,758

Monticello Volunteer Fire Department Inc