LODI FIRE FOUNDATION (EIN 843789819) - 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

2019

Legal Domicile

Principal Officer

MARK WALLACE

Phone

2093336735

Tax Period

2020-01-01 to 2020-12-31

LODI FIRE FOUNDATION, founded in 2019, is a micro nonprofit in the Public Safety sector that reported $42K in total revenue in fiscal year 2020. The organization ran a surplus of $40K, a strong 94% operating margin.

Mission

THE PURPOSE OF THE CORPORATION IS TO HELP PROVIDE FOR THE UNMET NEEDS OF THE LODI FIRE DEPARTMENT IN AREAS SUCH AS, BUT NOT LIMITED TO, EQUIPMENT, TRAINING, FIRE STATION FACILITIES, PREVENTION, PROGRAMS, ACTIVITIES, AND COMMUNITY EDUCATION AND OUTREACH. THE CORPORATION WILL ALSO BUILD RELATIONSHIPS WITH THE COMMUNITY AND SUPPORT APPROPRIATE COMMUNITY EFFORTS THAT REFLECT THE VALUES AND GOALS OF THE FIRE DEPOARTMENT.

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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 (2020)

Revenue Breakdown

Contributions & Grants $30,913

Program Service Revenue $0

Investment Income $0

Other Revenue $11,470

TOTAL REVENUE $42,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,345

TOTAL EXPENSES $2,345

Year-over-Year Comparison

	2020	2019	Change
Revenue	$42,383	N/A	N/A
Expenses	$2,345	N/A	N/A
Net Income	$40,038	N/A	N/A

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

N/A

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
MARK WALLACE	PRESIDENT	1.00	Officer	$0	$0	$0
JEREMY LENSER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
HEATHER RETTIG	SECRETARY	1.00	Officer	$0	$0	$0
LAUREL GIBSON	TREASURER	1.00	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
2020	$42,383	$2,345	$40,038	$40,038

LODI FIRE FOUNDATION