BERTRAM VOLUNTEER FIRE DEPARTMENT (EIN 742296198) - 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

1947

Legal Domicile

Principal Officer

BOBBY HUFFSTUTTLER

Phone

5123552717

Tax Period

2023-10-01 to 2024-09-30

BERTRAM VOLUNTEER FIRE DEPARTMENT, founded in 1947, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $261K, a strong 16% operating margin.

Mission

FIRE PREVENTION, FIRE SUPPRESSION AND RESCUE IN NORTH BURNET COUNTY AND THE CITY OF BERTRAM, TEXAS.

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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 $1,567,700

Program Service Revenue $0

Investment Income $14,503

Other Revenue $0

TOTAL REVENUE $1,582,203

Expense Breakdown

Grants Paid $0

Salaries & Benefits $802,029

Fundraising Expenses $0

Program Expenses $1,225,254

Other Expenses $519,664

TOTAL EXPENSES $1,321,693

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,582,203	$1,044,189	+0.5%
Expenses	$1,321,693	$930,144	+0.4%
Net Income	$260,510	$114,045	+1.3%

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

$275,477

Total Directors

$275,477

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD TERRELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
BOBBY HUFFSTUTTLER	TREASURER/ED	40.00	Officer Director	$138,065	$0	$138,065
DALTON HUFFSTUTTLER	SECRETARY	40.00	Officer Director	$137,412	$0	$137,412

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	$1,582,203	$1,321,693	$1,367,563	$260,510
2023	$1,044,189	$930,144	$1,061,524	$114,045
2022	$903,928	$825,837	$943,849	$78,091
2021	$802,634	$712,508	$838,984	$90,126
2020	$640,405	$502,630	$755,823	$137,775
2019	$563,841	$441,507	$620,162	$122,334
2018	$491,144	$426,608	$478,559	$64,536

BERTRAM VOLUNTEER FIRE DEPARTMENT