VFW TRIANGLE POST 2799

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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

1933

Legal Domicile

Principal Officer

DAVID A BLAKEMAN

Phone

3305429928

Tax Period

2024-01-01 to 2024-12-31

VFW TRIANGLE POST 2799, founded in 1933, is a small nonprofit that reported $507K in total revenue in fiscal year 2024. Revenue surged 151% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 17% operating margin.

Mission

TO PROVIDE A FACILITY FOR VETERANS OF FOREIGN WARS, OTHER VETERANS AND DIVECT DESCENDANTS OF VETERANS TO MEET TO FOSTER COMRADERIE, TO RAISE MONIES FOR CHARITABLE VETERANS' PURPOSES AND TO CONDUCT PATRIOTIC AND OTHER VETERANS' SERVICES.

Program Service Accomplishments

Program 1

CONDUCT MEMORIAL DAY SERVICES. FACILITATE FLAG BURNING SERVICES. PERFORM VETERANS' FUNERAL SERVICES WHEN REQUESTED. PLACE FLAGS AND MEMORIAL MARKERS ON DECEASED VETERANS' GRAVES. SUPPORT BOY SCOUTS AND CONTRIBUTE TO EAGLE SCOUT PROJECTS. FINANCIALLY SUPPOORT BOTH YOUTH BASEBALL AND FOOTBALL.

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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 $29,003

Program Service Revenue $89,049

Investment Income $1,352

Other Revenue $388,015

TOTAL REVENUE $507,419

Expense Breakdown

Grants Paid $66,143

Salaries & Benefits $65,954

Fundraising Expenses $0

Other Expenses $291,125

TOTAL EXPENSES $423,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$507,419	$202,461	+1.5%
Expenses	$423,222	$155,002	+1.7%
Net Income	$84,197	$47,459	+0.8%

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
ROBERT J CLINE	2 YEAR TRUST	1.00		$0	$0	$0
DAVID DONACHIE	1 YEAR TRUST	1.00		$0	$0	$0
ROBERT F TORRES	ADJUTANT	N/A		$0	$0	$0
STEPHEN A WITHERS	3 YEAR TRUST	1.00		$0	$0	$0
WILLIAM E AGNEW	JUDGE ADVOCA	N/A	Officer	$0	$0	$0
DAVID A BLAKEMAN	COMMANDER	30.00	Officer	$0	$0	$0
ROBERT R CRUM	SERVICE OFFI	N/A	Officer	$0	$0	$0
ROBERT R CRUM	SURGEON	N/A	Officer	$0	$0	$0
THOMAS DELVAUX	SR VICE COMM	1.00	Officer	$0	$0	$0
JOHN F NOVICKY	CHAPLAIN	1.00	Officer	$0	$0	$0
DAVID A OLEKSHUK	JR VICE COMM	1.00	Officer	$0	$0	$0
JOSEPH SNYDER	QUARTERMASTE	30.00	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	$507,419	$423,222	$398,689	$84,197
2023	$200,118	$155,002	$265,560	$45,116
2022	$140,071	$146,284	$229,857	$-6,213
2021	$168,737	$154,102	$234,870	$14,635
2020	$113,071	$121,489	$236,238	$-8,418