Phoenix Memorial Post VFW Post 5540 (EIN 237334223) - 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

1949

Legal Domicile

Principal Officer

Eric Mills

Phone

3153454712

Tax Period

2023-07-01 to 2024-06-30

Phoenix Memorial Post VFW Post 5540, founded in 1949, is a small nonprofit that reported $232K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $278K exceeded revenue, resulting in a 20% operating deficit.

Mission

The organization provides small community activities and dinners in order to have funds to achieve its exempt purpose.

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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 $15,709

Program Service Revenue $59,899

Investment Income $1,130

Other Revenue $154,995

TOTAL REVENUE $231,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,200

Fundraising Expenses $0

Program Expenses $26,854

Other Expenses $211,981

TOTAL EXPENSES $278,181

Year-over-Year Comparison

	2023	2022	Change
Revenue	$231,733	$246,795	-0.1%
Expenses	$278,181	$274,964	+0.0%
Net Income	$-46,448	$-28,169	+0.6%

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

139

Independent Members

N/A

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

$11,393

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Halstead	3 Year Trustee	0.50	Director	$0	$0	$0
Dennis McCarthy	1 Year Trustee	0.50	Director	$0	$0	$0
Jordan C Breckheimer	Adjutant	0.50	Director	$0	$0	$0
Ronald Dolbear	Quartermaster	15.00	Officer	$0	$0	$0
Eric Mills	Commander	10.00	Officer	$0	$0	$0
Steve McBurnie	Senior Vice Commander	0.50	Officer	$0	$0	$0
Andrew Smith	Junior Vice Commander	0.50	Officer	$0	$0	$0
Dennis J McCarthy	Chaplain	0.50	Officer	$0	$0	$0
Donald J Halstead	2 Yr Trustee	0.50	Officer	$0	$0	$0
Richard Madden	Service Officer	0.50	Officer	$0	$0	$0
John Halstead	Judge Advocate	0.50	Officer	$0	$0	$0
Richard Madden	Surgeon	0.50	Officer	$0	$0	$0
Ronald Dolbear	Treasurer	5.00	Director	$7,930	$0	$7,930
Robert Halstead	3 Yr Trustee	0.50	Director	$3,463	$0	$3,463

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	No data	No data	No data	No data
2024	$231,733	$278,181	$378,824	$-46,448
2023	$246,795	$274,964	$305,672	$-28,169
2022	$71,599	$61,798	$333,841	$9,801
2021	$150,200	$137,766	$324,040	$12,434
2020	$112,067	$116,723	$195,118	$-4,656
2019	$137,626	$147,954	$199,724	$-10,328

Phoenix Memorial Post VFW Post 5540