Amvets Ladies Auxiliary - Ohio (EIN 237054440) - 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

1945

Legal Domicile

Principal Officer

Katrina Phillips

Phone

6148546220

Tax Period

2024-07-01 to 2025-06-30

Amvets Ladies Auxiliary - Ohio, founded in 1945, is a small nonprofit that reported $249K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $222K left a modest 11% surplus.

Mission

To provide a place where spouses, daughters and mothers of vetersns can meet to discuss beneficial programs and veteran affairs.

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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 $42,303

Program Service Revenue $201,301

Investment Income $0

Other Revenue $5,504

TOTAL REVENUE $249,108

Expense Breakdown

Grants Paid $28,710

Salaries & Benefits $23,303

Fundraising Expenses $0

Other Expenses $169,902

TOTAL EXPENSES $221,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,108	$222,311	+0.1%
Expenses	$221,915	$209,885	+0.1%
Net Income	$27,193	$12,426	+1.2%

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

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	Role	Reportable Comp	Other Comp	Total
Joy Brown	President	Officer	$0	$0	$0
Lynn McCauley	Exec Sec	Officer	$0	$0	$0
Katrina Philli	Ist Vice Cdr	Officer	$0	$0	$0
Marcia Bright	2nd Vice	Officer	$0	$0	$0
Cecile Ardrey	3rd Vice	Officer	$0	$0	$0
Paula Brown	Treasurer	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
2025	$249,108	$221,915	$218,338	$27,193
2024	$222,311	$209,885	$188,831	$12,426
2023	$221,250	$206,366	$176,405	$14,884
2022	$193,653	$189,241	$159,963	$4,412
2021	$189,947	$180,621	$151,800	$9,326
2020	$182,608	$172,517	$143,782	$10,091
2019	$202,980	$200,953	$135,990	$2,027

Amvets Ladies Auxiliary - Ohio