Huber Heights Amvets 464 (EIN 311413715) - 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

2004

Legal Domicile

Principal Officer

Terry Christopher

Phone

9372352838

Tax Period

2023-04-01 to 2024-03-31

Huber Heights Amvets 464, founded in 2004, is a small nonprofit that reported $424K in total revenue in fiscal year 2023. Revenue surged 128% from the prior year, signaling strong growth momentum.

Mission

PROVIDE RECREATION FACILITY FOR VETERANS AND THIER FAMILEIS- MEETING HALL WITH DINNERS AND BAR

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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 $8,380

Program Service Revenue $0

Investment Income $0

Other Revenue $415,919

TOTAL REVENUE $424,299

Expense Breakdown

Grants Paid $92,243

Salaries & Benefits $85,758

Fundraising Expenses $0

Program Expenses $868,669

Other Expenses $241,900

TOTAL EXPENSES $419,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$424,299	$186,500	+1.3%
Expenses	$419,901	$123,364	+2.4%
Net Income	$4,398	$63,136	-0.9%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terry Christopher	Commander	15	Officer	$0	$0	$0
Kimmy Finnell	1ST Vice Commander	20	Officer	$0	$0	$0
Debbie Falkenstein	2ND Vice Commander	10	Officer	$0	$0	$0
Doug Drake	3rd Vice Commander	10	Officer	$0	$0	$0
Bill Seiler	Judge Advocate	5	Officer	$0	$0	$0
Bill Beckwith	Adjutant	5	Officer	$0	$0	$0
Jamie Laudermilk	Provost	5	Officer	$0	$0	$0
Mark Cornett	Finance	10	Officer	$0	$0	$0
Jarod Boyd	1st Year Trustee	10	Officer	$0	$0	$0
Mickey Phillips	Chaplain	15	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
2024	$424,299	$419,901	$218,174	$4,398
2023	$271,440	$299,143	$339,263	$-27,703

Huber Heights Amvets 464