Veterans of Foreign Wars of the Bennino Beck Post 2138 (EIN 060843197) - 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

1975

Legal Domicile

Principal Officer

FELIX ORTIZ

Phone

8605638876

Tax Period

2018-07-01 to 2019-06-30

Veterans of Foreign Wars of the Bennino Beck Post 2138, founded in 1975, is a micro nonprofit that reported $51K in total revenue in fiscal year 2018. Revenue decreased 9% compared to the prior year. Expenses of $60K exceeded revenue, resulting in a 18% operating deficit.

Mission

Provide social functions for Veterans

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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 (2018)

Revenue Breakdown

Contributions & Grants $7,600

Program Service Revenue $0

Investment Income $0

Other Revenue $43,333

TOTAL REVENUE $50,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,631

Fundraising Expenses $0

Program Expenses $59,930

Other Expenses $44,299

TOTAL EXPENSES $59,930

Year-over-Year Comparison

	2018	2017	Change
Revenue	$50,933	$55,928	-0.1%
Expenses	$59,930	$81,601	-0.3%
Net Income	$-8,997	$-25,673	-0.6%

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

161

Independent Members

161

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Felix A Ortiz	Commander	2.00	Officer Director	$0	$0	$0
Oscar Rivera	Senior Vice Commander	2.00	Officer	$0	$0	$0
Michael T Dow	Quartermaster	2.00	Officer Director	$0	$0	$0
Edward A Peruta	Judge Advocate	2.00	Director	$0	$0	$0
Pete Bergenholtz	Surgeon	2.00	Director	$0	$0	$0
Ron Catania	Trustee	2.00	Director	$0	$0	$0
Dan Hartley	Trustee	2.00	Director	$0	$0	$0
Eric Palmer	Trustee	2.00	Director	$0	$0	$0
Eric Khentigan	Junior Vice Commander	2.00	Officer Director	$0	$0	$0
John Stevens	Chaplain	2.00	Director	$0	$0	$0
Regina Rush-Kittle	Service Officer	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
2019	$50,933	$59,930	$132,772	$-8,997

Veterans of Foreign Wars of the Bennino Beck Post 2138