COOPERSTOWN VETERANS POST INC (EIN 150526430) - 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

1949

Principal Officer

RICHARD BALCOLM

Phone

6075478282

Tax Period

2023-01-01 to 2023-12-31

COOPERSTOWN VETERANS POST INC, founded in 1949, is a small nonprofit that reported $175K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $49K, a strong 28% operating margin.

Mission

SUPPLY BENEFITS FOR THE LOCAL VETERANS ORGANIZATION - THE VFW, AMERICAN LEGION, AMVETS, SONS AND DAUGHTERS OF VETS ETC

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $174,577

TOTAL REVENUE $174,577

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,804

Fundraising Expenses $0

Other Expenses $38,434

TOTAL EXPENSES $125,238

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,577	$122,110	+0.4%
Expenses	$125,238	$127,974	0.0%
Net Income	$49,339	$-5,864	-9.4%

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

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
RICHARD BALCOLM	PRESIDENT	N/A	Officer Director	$0	$0	$0
FLOYD BOURNE	VFW COMMANDE	N/A	Director	$0	$0	$0
MICHAEL BOYSON	AMER LEGIONC	N/A	Director	$0	$0	$0
GERALD GAGE	AMER LEGION	N/A	Director	$0	$0	$0
GERALD GAGE	DIRECTOR	N/A	Director	$0	$0	$0
DAVID SANFORD	DIRECTOR	N/A	Director	$0	$0	$0
DAVID TURNER	DIRECTOR	N/A	Director	$0	$0	$0
DOUG WALKER	SECRETARY	N/A	Officer Director	$0	$0	$0
JAMES BRIDGER	TREASURER	N/A	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	No data	No data	No data	No data
2023	$174,577	$125,238	$343,008	$49,339
2022	$122,110	$127,974	$294,268	$-5,864
2021	$121,335	$127,068	$300,884	$-5,733
2020	$85,995	$85,807	$305,332	$188
2019	$117,408	$130,644	$305,150	$-13,236
2018	$110,740	$124,238	$321,172	$-13,498

COOPERSTOWN VETERANS POST INC