Huntington Lake Volunteer Fire Department (EIN 770322793) - 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

1993

Legal Domicile

Principal Officer

Steve Soares

Phone

5592979450

Tax Period

2023-01-01 to 2023-12-31

Huntington Lake Volunteer Fire Department, founded in 1993, is a small nonprofit in the Public Safety sector that reported $339K in total revenue in fiscal year 2023. The organization ran a surplus of $156K, a strong 46% operating margin.

Mission

Promote social welfare of the community of Huntington Lake basin in Central California by providing fire fighting, rescue and related activities.

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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 $248,807

Program Service Revenue $0

Investment Income $59,066

Other Revenue $30,832

TOTAL REVENUE $338,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,213

Fundraising Expenses $17,253

Program Expenses $145,148

Other Expenses $169,138

TOTAL EXPENSES $182,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$338,705	$353,664	0.0%
Expenses	$182,351	$217,190	-0.2%
Net Income	$156,354	$136,474	+0.1%

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

$2,680

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sally Allbright	Secretary	10.00	Officer	$2,680	$0	$2,680
Steve Soares	President	0.50	Officer Director	$0	$0	$0
Jane Tamberi	Vice President	4.00	Officer Director	$0	$0	$0
Phyllis Thomas	Treasurer	6.00	Officer Director	$0	$0	$0
Larry Day	Fire Chief	10.00	Director	$0	$0	$0
Kristin Telles	Director	1.00	Director	$0	$0	$0
Gary Castro	Director	3.00	Director	$0	$0	$0
Peter Allbright	Director	4.00	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	No data	No data	No data	No data
2023	$338,705	$182,351	$2,903,833	$156,354
2022	$353,664	$217,190	$2,754,115	$136,474
2021	$639,455	$197,181	$2,611,418	$442,274
2020	$537,455	$140,467	$2,169,176	$396,988
2019	$188,160	$138,650	$1,771,418	$49,510
2018	$177,546	$117,020	$1,721,908	$60,526

Huntington Lake Volunteer Fire Department