Veterans of Foreign Wars Post 9520 (EIN 237157048) - 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

1961

Legal Domicile

Principal Officer

Jason Pleszko

Phone

3302734892

Tax Period

2024-07-01 to 2025-06-30

Veterans of Foreign Wars Post 9520, founded in 1961, is a small nonprofit that reported $324K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $106K, a strong 33% operating margin.

Mission

To support goodwill to military 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 (2024)

Revenue Breakdown

Contributions & Grants $71,411

Program Service Revenue $0

Investment Income $6,799

Other Revenue $246,077

TOTAL REVENUE $324,287

Expense Breakdown

Grants Paid $54,127

Salaries & Benefits $67,140

Fundraising Expenses $0

Program Expenses $54,127

Other Expenses $96,847

TOTAL EXPENSES $218,114

Year-over-Year Comparison

	2024	2023	Change
Revenue	$324,287	$284,068	+0.1%
Expenses	$218,114	$167,964	+0.3%
Net Income	$106,173	$116,104	-0.1%

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

$4,048

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kirk Scharein	Quartermaster	5.00	Officer	$4,048	$0	$4,048
Matthew Margosian	1 Year Trustee	0.00	Director	$0	$0	$0
Joseph Hovan	2 Year Trustee	0.00	Director	$0	$0	$0
Brian Neff	3 Year Trustee	0.00	Director	$0	$0	$0
Jason Pleszko	Commander	5.00	Officer	$0	$0	$0
Brian Schmitt	Senior Vice Commander	5.00	Officer	$0	$0	$0
Thomas Fenske	Junior Vice Commander	5.00	Officer	$0	$0	$0
Thomas Altman	Chaplain	5.00	Officer	$0	$0	$0
Cheylene Vasquez	Judge Advocate	5.00	Officer	$0	$0	$0
Dennis Smith	Surgeon	5.00	Officer	$0	$0	$0
Robert Robertson	Service Officer	0.00	Officer	$0	$0	$0
Robert Robertson	Adjutant	0.00	Officer	$0	$0	$0
Lawrence Jones	Quartermaster	0.00	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
2025	$324,287	$218,114	$420,264	$106,173
2024	$284,068	$167,964	$314,418	$116,104
2023	$216,885	$164,205	$196,786	$52,680
2022	$163,466	$141,956	$144,106	$21,510
2021	$136,229	$95,249	$122,596	$40,980
2020	$121,159	$94,797	$81,616	$26,362
2019	$109,163	$97,606	$58,967	$11,557

Veterans of Foreign Wars Post 9520