Simon Kenton Inc Aux to Post No 2734 Ladies Aux to VFW of US (EIN 237265065) - 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

1996

Legal Domicile

Phone

6067590200

Tax Period

2024-07-01 to 2025-06-30

Simon Kenton Inc Aux to Post No 2734 Ladies Aux to VFW of US, founded in 1996, is a small nonprofit in the Public & Societal Benefit sector that reported $190K in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 17% operating margin.

Mission

The Ladies Auxiliary's purpose is to assist veterans, their families, and their survivors, and to provide social interaction, care, and assistance to Veterans of Foreign Wars and their families.

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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 $6,530

Program Service Revenue $0

Investment Income $0

Other Revenue $182,979

TOTAL REVENUE $189,509

Expense Breakdown

Grants Paid $84,391

Salaries & Benefits $0

Fundraising Expenses $61,161

Program Expenses $96,814

Other Expenses $61,336

TOTAL EXPENSES $158,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$189,509	$108,662	+0.7%
Expenses	$158,150	$140,429	+0.1%
Net Income	$31,359	$-31,767	-2.0%

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

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
DEBRA HIGHFIELD	President & CEO	Officer Director	$0	$0	$0
RANDALL COOPER	TREASURER & CFO	Officer Director	$0	$0	$0
MARY JANE HAZELBAKER	Vice President	Officer Director	$0	$0	$0
SHERYL SMITH	CONDUCTRESS	Officer Director	$0	$0	$0
PATTI COOPER	Vice President	Officer Director	$0	$0	$0
CHERYL MCDONALD	Secretary	Officer Director	$0	$0	$0
AUSTIN GIFFORD	Trustee	Director	$0	$0	$0
KATHY FITE	Trustee	Director	$0	$0	$0
VALERIE BENNETT JONES	CHAPLAIN	Director	$0	$0	$0
TIFFANY TULLY	PATRIOTIC INSTR	Director	$0	$0	$0
ERICA THOMAS	GUARD	Director	$0	$0	$0
CECILIA FITE	Trustee	Director	$0	$0	$0
MELANIE ANNE TAYLOR	HISTORIAN	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	$189,509	$158,150	$135,793	$31,359
2024	$108,662	$140,429	$104,433	$-31,767
2023	$142,474	$164,419	$136,198	$-21,945
2022	$151,868	$167,048	$158,143	$-15,180
2021	$245,320	$130,745	$173,323	$114,575
2019	$165,877	$47,375	$224,783	$118,502
2018	$164,086	$136,639	$106,281	$27,447

Simon Kenton Inc Aux to Post No 2734 Ladies Aux to VFW of US