SOUTH FOSTER VOLUNTEER FIRE DEPARTMENT CHARITABLE TRUST (EIN 856410558) - 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

2020

Legal Domicile

Principal Officer

THOMAS WALDEN

Phone

4016473780

Tax Period

2025-01-01 to 2025-12-31

SOUTH FOSTER VOLUNTEER FIRE DEPARTMENT CHARITABLE TRUST, founded in 2020, is a micro nonprofit in the Public Safety sector that reported $64K in total revenue in fiscal year 2025. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $56K left a modest 12% surplus.

Mission

DISTRIBUTIONS OF ASSETS TO OR FOR THE USE OF THE SOUTH FOSTER VOLUNTEER FIRE DEPARTMENT NO. 1.

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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 (2025)

Revenue Breakdown

Contributions & Grants $5,644

Program Service Revenue $0

Investment Income $21,511

Other Revenue $36,499

TOTAL REVENUE $63,654

Expense Breakdown

Grants Paid $44,565

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,323

Other Expenses $11,758

TOTAL EXPENSES $56,323

Year-over-Year Comparison

	2025	2024	Change
Revenue	$63,654	$82,940	-0.2%
Expenses	$56,323	$46,151	+0.2%
Net Income	$7,331	$36,789	-0.8%

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

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
DAVID SOUZA	TRUSTEE	1.00	Officer Director	$0	$0	$0
DONALD KNOX	TRUSTEE	1.00	Officer Director	$0	$0	$0
CONSTANCE KENT	TRUSTEE	1.00	Officer Director	$0	$0	$0
THOMAS WALDEN	TRUSTEE	1.00	Officer Director	$0	$0	$0
GORDON BRAYTON	TRUSTEE	1.00	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
2025	$63,654	$56,323	$600,986	$7,331
2024	$82,940	$46,151	$593,655	$36,789
2023	$37,234	$27,656	$556,866	$9,578
2022	$36,608	$14,941	$537,203	$21,667
2021	$47,787	$22,771	$549,313	$25,016
2020	$524,645	$5,187	$524,297	$519,458

SOUTH FOSTER VOLUNTEER FIRE DEPARTMENT CHARITABLE TRUST