CSRA VETERANS AND FAMILIES FOUNDATION (EIN 237371459) - 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

1970

Legal Domicile

Principal Officer

RICK HERRING

Phone

7065602434

Tax Period

2023-01-01 to 2023-12-31

CSRA VETERANS AND FAMILIES FOUNDATION, founded in 1970, is a micro nonprofit that reported $18K in total revenue in fiscal year 2023. Revenue surged 101% from the prior year, signaling strong growth momentum. Expenses of $53K exceeded revenue, resulting in a 196% operating deficit.

Mission

Assisting in providing a safe and stable environment for veterans 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 (2023)

Revenue Breakdown

Contributions & Grants $3,011

Program Service Revenue $0

Investment Income $15,006

Other Revenue $0

TOTAL REVENUE $18,017

Expense Breakdown

Grants Paid $42,733

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,301

Other Expenses $10,568

TOTAL EXPENSES $53,301

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,017	$8,985	+1.0%
Expenses	$53,301	$26,178	+1.0%
Net Income	$-35,284	$-17,193	+1.1%

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

N/A

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
RICK HERRING	President	5.00	Director	$0	$0	$0
JACQUELYN WELLS	Vice President	5.00	Director	$0	$0	$0
STEPHANIE LOVETT	Secretary	5.00	Director	$0	$0	$0
JOYCE ALEXANDER	Treasurer	5.00	Director	$0	$0	$0
DAN LEVERETTE	MEMBER	5.00	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
2024	No data	No data	No data	No data
2023	$18,017	$53,301	$484,472	$-35,284
2022	$8,985	$26,178	$486,976	$-17,193
2021	No data	$18,950	$508,543	No data
2020	$270,135	$189,511	$527,493	$80,624
2019	$339,790	$293,188	$446,869	$46,602
2018	$235,614	$260,676	$400,268	$-25,062

CSRA VETERANS AND FAMILIES FOUNDATION