CHARLESTOWN MEMORIAL VFW POST 8497 (EIN 026012665) - 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

1963

Legal Domicile

Principal Officer

TIMOTHY J O'HEARNE

Phone

6038265186

Tax Period

2024-07-01 to 2025-06-30

CHARLESTOWN MEMORIAL VFW POST 8497, founded in 1963, is a small nonprofit that reported $197K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $114K, a strong 58% operating margin.

Mission

FELLOWSHIP AMONG VETERNS OF FOREIGN WARS

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,232

Program Service Revenue $3,250

Investment Income $13,607

Other Revenue $171,672

TOTAL REVENUE $196,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,451

Other Expenses $82,451

TOTAL EXPENSES $82,451

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,761	$154,533	+0.3%
Expenses	$82,451	$73,879	+0.1%
Net Income	$114,310	$80,654	+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
DARWIN R BEEMAN	COMMANDER	1.00	Officer Director	$0	$0	$0
MONIQUE S HASHIMOTO	JR VICE COMMANDER	1.00	Officer Director	$0	$0	$0
TIMOTHY J O'HEARNE	QUARTERMASTER	10.00	Officer Director	$0	$0	$0
THOMAS E ST PIERRE	CHAPLAIN	1.00	Director	$0	$0	$0
DENNIS C STONE	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM H FOWLE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER A MCKAY	TRUSTEE	1.00	Director	$0	$0	$0
LEONARD F OSTASIEWSKI	ADJUTANT	1.00	Director	$0	$0	$0
LOUIS J SABOTTO	SERVICE OFFICER	1.00	Director	$0	$0	$0
FREDRICK A TEMPLE SR	SURGEON	1.00	Director	$0	$0	$0
GARY RUSSELL	SR VICE COMMANDER	1.00	Officer Director	$0	$0	$0
JOSEPH SMITH	JUDGE ADVOCATE	1.00	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
2025	$196,761	$82,451	$625,752	$114,310
2024	$154,533	$73,879	$503,732	$80,654

CHARLESTOWN MEMORIAL VFW POST 8497