Veterans of Foreign Wars Post 5137 (EIN 340797153) - 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

1940

Legal Domicile

Phone

3307250884

Tax Period

2024-07-01 to 2025-06-30

Veterans of Foreign Wars Post 5137, founded in 1940, is a small nonprofit that reported $442K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $406K left a modest 8% surplus.

Mission

To aid veterans, their families, youth, needy, millitary personnel, schools and VA hospitals

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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 $143,501

Program Service Revenue $0

Investment Income $11,137

Other Revenue $287,534

TOTAL REVENUE $442,172

Expense Breakdown

Grants Paid $86,826

Salaries & Benefits $144,769

Fundraising Expenses $0

Program Expenses $86,826

Other Expenses $174,651

TOTAL EXPENSES $406,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$442,172	$338,187	+0.3%
Expenses	$406,246	$368,753	+0.1%
Net Income	$35,926	$-30,566	-2.2%

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

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	Role	Reportable Comp	Other Comp	Total
Pete Barnard	3 Year Trustee	Director	$0	$0	$0
Chad Sherfey	2 Year Trustee	Director	$0	$0	$0
Alan Briggs	1 Year Trustee	Director	$0	$0	$0
Michael Romans	Commander	Officer	$0	$0	$0
Douglas C Carpenter	Quartermaster	Officer	$0	$0	$0
Simke Cath	Sr Vice Commander	Officer	$0	$0	$0
Steven Minardi	Jr Vice Commander	Officer	$0	$0	$0
Ray R Fain	Chaplain	Officer	$0	$0	$0
Jerry Clapper	Judge Advocate	Officer	$0	$0	$0
Phillip Grassa	Surgeon	Officer	$0	$0	$0
David L Jacobs	Adjutant	Officer	$0	$0	$0
Harry Hoessle	Service Officer	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	$442,172	$406,246	$507,299	$35,926
2024	$338,187	$368,753	$471,373	$-30,566
2023	$459,581	$389,918	$417,958	$69,663
2022	$897,797	$938,829	$348,295	$-41,032
2021	$575,818	$603,098	$389,327	$-27,280
2020	$583,978	$544,050	$416,607	$39,928
2019	$473,968	$381,666	$376,679	$92,302

Veterans of Foreign Wars Post 5137