CHARLES N STAFFORD POST 111 HOME ASSOCIATION (EIN 204551564) - 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

2006

Legal Domicile

Principal Officer

ROBERT FRANKLIN

Phone

8143338782

Tax Period

2023-01-01 to 2023-12-31

CHARLES N STAFFORD POST 111 HOME ASSOCIATION, founded in 2006, is a small nonprofit in the Recreation & Sports sector that reported $352K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $76K, a strong 22% operating margin.

Mission

TO PROMOTE FACE-TO-FACE FELLOWSHIP AMONG THE MEMBERS WHO HAVE A COMMONALITY OF BEING A VETERAN OR IMMEDIATE FAMILY MEMBER IS A VETERAN.

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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 $5,405

Program Service Revenue $0

Investment Income $0

Other Revenue $346,365

TOTAL REVENUE $351,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,248

Fundraising Expenses $125

Other Expenses $201,654

TOTAL EXPENSES $275,902

Year-over-Year Comparison

	2023	2022	Change
Revenue	$351,770	$279,972	+0.3%
Expenses	$275,902	$225,008	+0.2%
Net Income	$75,868	$54,964	+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

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
PETER BALSAMO	1ST VICE PRE	1.00	Officer Director	$0	$0	$0
JAY BRADLEY	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
GARY DERBY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT FRANKLIN	TREASURER	2.00	Officer Director	$0	$0	$0
EDWARD MCCLAY	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL RONEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRONSON SHARTLE	TRUSTEE	1.00	Director	$0	$0	$0
ED STEVENSON	SECRETARY	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$351,770	$275,902	$268,050	$75,868
2022	$279,972	$225,008	$190,998	$54,964
2021	$315,534	$238,117	$136,621	$77,417
2020	$161,056	$122,517	$56,786	$38,539
2019	$132,362	$143,179	$16,915	$-10,817
2018	$138,112	$134,688	$29,800	$3,424

CHARLES N STAFFORD POST 111 HOME ASSOCIATION