JOHN RUSSELL WHEELER POST-VFW #1397 (EIN 226166748) - 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

1990

Legal Domicile

Principal Officer

DENNIS COSTELLO

Phone

9088627191

Tax Period

2023-01-01 to 2023-12-31

JOHN RUSSELL WHEELER POST-VFW #1397, founded in 1990, is a micro nonprofit that reported $44K in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $62K exceeded revenue, resulting in a 42% operating deficit.

Mission

TO SUPPORT PROGRAMS TO INCREASE AWARENESS OF THE SACRIFICES OF AMERICAS 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 (2023)

Revenue Breakdown

Contributions & Grants $26,514

Program Service Revenue $17,300

Investment Income $51

Other Revenue $0

TOTAL REVENUE $43,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $62,429

TOTAL EXPENSES $62,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,865	$89,733	-0.5%
Expenses	$62,429	$37,199	+0.7%
Net Income	$-18,564	$52,534	-1.4%

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

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
OSIRIS RODRIGUEZ	POST QUARTERMASTER	N/A	Officer Director	$0	$0	$0
ROLAND STANCO	ADJUTANT	N/A	Officer Director	$0	$0	$0
EDWARD PIEGDON	SR VICE COMM	N/A	Officer Director	$0	$0	$0
DENNIS COSTELLO	POST COMMANDER	N/A	Officer Director	$0	$0	$0
FRANK RUANE	CHAPLAIN	N/A	Officer Director	$0	$0	$0
JOHN WALTNER	3YR TRUSTEE	N/A	Officer Director	$0	$0	$0
GEORGE FELICIANO	JR VICE COMMANDER	N/A	Officer Director	$0	$0	$0
ROBERT O'CONNELL	1 YEAR TRUSTEE	N/A	Officer Director	$0	$0	$0
RICHARD JESBERGER	2 YEAR TRUSTEE	N/A	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
2023	$43,865	$62,429	$638,768	$-18,564
2022	$89,733	$37,199	$881,331	$52,534

JOHN RUSSELL WHEELER POST-VFW #1397