FALLEN AND WOUNDED SOLDIERS FUND (EIN 204882017) - 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 GRIMALDI

Tax Period

2024-01-01 to 2024-12-31

FALLEN AND WOUNDED SOLDIERS FUND, founded in 2006, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2024. The organization ran a surplus of $590K, a strong 46% operating margin.

Mission

PROVIDE ASSISTANCE AND SUPPORT TO THE SOLDIERS AND THEIR FAMILIES WHO SERVE AND PROTECT OUR COUNTRY

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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 $1,159,107

Program Service Revenue $3,724

Investment Income $66,528

Other Revenue $62,527

TOTAL REVENUE $1,291,886

Expense Breakdown

Grants Paid $606,327

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $661,639

Other Expenses $96,036

TOTAL EXPENSES $702,363

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,291,886	$1,242,124	+0.0%
Expenses	$702,363	$884,979	-0.2%
Net Income	$589,523	$357,145	+0.7%

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
CINDY LAZARUS	TRUSTEE	004.00	Director	$0	$0	$0
PAUL RUEHL	TRUSTEE	000.25	Director	$0	$0	$0
CHRIS CORNELIUS	TRUSTEE	001.00	Director	$0	$0	$0
HERB SCOTT	TRUSTEE	002.00	Director	$0	$0	$0
JAMES HOEN	TRUSTEE	001.00	Director	$0	$0	$0
STEVE HERNANDEZ	TRUSTEE	001.00	Director	$0	$0	$0
MELYSSA SHANDLER	TRUSTEE	002.00	Director	$0	$0	$0
JEREMY FICK	TRUSTEE	002.00	Director	$0	$0	$0
DAVID CARLETON	TRUSTEE	002.00	Director	$0	$0	$0
CHARLES BURNS	TRUSTEE	001.00	Director	$0	$0	$0
DOUG WAITE	TRUSTEE	001.00	Director	$0	$0	$0
MARTIN SUDZ	VICE PRESIDENT	001.00	Officer	$0	$0	$0
LYNNE MINISH	TREASURER	010.00	Officer	$0	$0	$0
TODD WALLER	SECRETARY	001.00	Officer	$0	$0	$0
STEVE BUBNES	CHAIRMAN	002.00	Officer	$0	$0	$0
LYNN PHILLIPS	EXECUTIVE DIRECTOR	060.00	Officer	$0	$0	$0
ROBERT GRIMALDI	PRESIDENT	006.00	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	$1,291,886	$702,363	$2,911,573	$589,523
2023	$1,242,124	$884,979	$2,297,113	$357,145
2022	$1,265,161	$630,060	$1,946,922	$635,101
2021	$1,523,721	$397,091	$1,742,933	$1,126,630
2020	$699,637	$537,201	$603,286	$162,436
2019	$837,784	$729,981	$450,466	$107,803
2018	$942,046	$766,829	$338,095	$175,217
2018	$942,046	$766,827	$344,322	$175,219

FALLEN AND WOUNDED SOLDIERS FUND