AMVETS POST 26 VALRICO INC (EIN 061792933) - 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

Principal Officer

ARTHUR LEPINE

Phone

8136622626

Tax Period

2023-09-01 to 2024-08-31

AMVETS POST 26 VALRICO INC is a small nonprofit that reported $410K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $398K left a modest 3% surplus.

Mission

TO ENHANCE AND SAFEGUARD THE ENTITLEMENTS FOR ALL AMERICAN VETERANS, ESPECIALLY THOSE THAT RESIDE IN THE GULF COAST AREA OF FLORIDA, WHO HAVE SERVED HONORABLY AND TO IMPROVE THE QUALIFY OF LIFE FOR THEM, THEIR FAMILIES, AND THE COMMUNITIES WHERE THEY LIVE THROUGH LEADERSHIP, ADVOCACY AND SERVICE.

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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 $10,943

Program Service Revenue $392,023

Investment Income $647

Other Revenue $6,869

TOTAL REVENUE $410,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $397,798

TOTAL EXPENSES $397,798

Year-over-Year Comparison

	2023	2022	Change
Revenue	$410,482	$368,944	+0.1%
Expenses	$397,798	$358,370	+0.1%
Net Income	$12,684	$10,574	+0.2%

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
ARLENE FRISK	TRUSTEE	30.00	Director	$0	$0	$0
BOBBY HOWSE	TRUSTEE	10.00	Director	$0	$0	$0
LEONA MUSE	TRUSTEE	10.00	Director	$0	$0	$0
MIKE STEVENS	TRUSTEE	10.00	Director	$0	$0	$0
SUSAN WEBER	TRUSTEE	15.00	Director	$0	$0	$0
DAVID BACA	COMMANDER 6/	20.00	Officer	$0	$0	$0
MARTIN ROBERT BARKER	JUDGE ADVOCA	15.00	Officer	$0	$0	$0
DAVID DIGRUGILLIERS	2ND VICE COM	10.00	Officer	$0	$0	$0
CYNTHIA HANCOCK	ADJUTANT	30.00	Officer	$0	$0	$0
ARTHUR LEPINE	COMMANDER 6/	40.00	Officer	$0	$0	$0
ARTHUR LEPINE	1ST V COMM 9	20.00	Officer	$0	$0	$0
RONALD LIMEBECK	FINANCE OFFI	20.00	Officer	$0	$0	$0
TINA PETRIE	PROVOST MARS	15.00	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
2024	$410,482	$397,798	$293,431	$12,684
2023	$368,944	$358,370	$309,464	$10,574
2022	$364,862	$369,979	$362,611	$-5,117
2021	$274,025	$261,516	$382,420	$12,509
2020	$190,573	$182,554	$388,477	$8,019
2019	$237,132	$193,913	$403,203	$43,219
2018	$216,384	$205,006	$374,564	$11,378

AMVETS POST 26 VALRICO INC