SOUTH LEE COUNTY VOLUNTEER FIRE DEPT (EIN 742327462) - 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

1980

Legal Domicile

Principal Officer

PAUL SOMMERFIELD

Phone

9795402721

Tax Period

2023-07-01 to 2024-06-30

SOUTH LEE COUNTY VOLUNTEER FIRE DEPT, founded in 1980, is a small nonprofit in the Public Safety sector that reported $161K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $43K, a strong 27% operating margin.

Mission

FIRE PROTECTION AND EMERGENCY 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 $16,309

Program Service Revenue $0

Investment Income $3,527

Other Revenue $141,279

TOTAL REVENUE $161,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,640

Other Expenses $118,358

TOTAL EXPENSES $118,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,115	$175,075	-0.1%
Expenses	$118,358	$144,145	-0.2%
Net Income	$42,757	$30,930	+0.4%

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

N/A

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
PAUL SOMMERFIELD	PRESIDENT	2.00	Officer	$0	$0	$0
DOUGLAS HARTFIELD	VICE PRESIDENT	2.00	Officer	$0	$0	$0
ROBERT HINZE	SECRETARY	2.00	Officer	$0	$0	$0
MICHAEL KRAUSE	TREASURER	2.00	Officer	$0	$0	$0
KYLE JENKE	CHIEF	2.00	Officer	$0	$0	$0
SHAWN BIGON	ASSISTANT CHIEF	2.00	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	$161,115	$118,358	$633,490	$42,757
2023	$175,075	$144,145	$590,733	$30,930
2022	$158,614	$103,002	$559,803	$55,612
2021	$79,347	$104,301	$504,191	$-24,954
2020	$91,785	$121,164	$529,145	$-29,379
2019	$112,234	$105,785	$558,524	$6,449

SOUTH LEE COUNTY VOLUNTEER FIRE DEPT