Tom Wolfe Memorial VFW Post 4207 (EIN 436097797) - 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

1961

Legal Domicile

Principal Officer

Gary L Van Note

Tax Period

2023-07-01 to 2024-06-30

Tom Wolfe Memorial VFW Post 4207, founded in 1961, is a small nonprofit in the Public & Societal Benefit sector that reported $651K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $136K, a strong 21% operating margin.

Mission

This is a fraternal veterans organization whose mission is to serve veterans. This is accomplished through donations, both monetary and tangible, through deeds and services.

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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 $60,548

Program Service Revenue $383,713

Investment Income $981

Other Revenue $206,234

TOTAL REVENUE $651,476

Expense Breakdown

Grants Paid $25,181

Salaries & Benefits $83,739

Fundraising Expenses $4,735

Program Expenses $387,744

Other Expenses $406,078

TOTAL EXPENSES $514,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$651,476	$575,984	+0.1%
Expenses	$514,998	$493,121	+0.0%
Net Income	$136,478	$82,863	+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

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
Stanley L Beeson Jr	2 Year Trustee	0.00	Director	$0	$0	$0
Billy J Hefner	1 Year Trustee	0.00	Director	$0	$0	$0
Tyler Danley	3 Year Trustee	0.00	Director	$0	$0	$0
Jason N George	Senior Vice Commander	0.00	Officer	$0	$0	$0
Randall Adams	Quartermaster	15.00	Officer	$0	$0	$0
Gary L Van Note	Commander	5.00	Officer	$0	$0	$0
Michael Phillips	Junior Vice Commander	0.00	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
2025	No data	No data	No data	No data
2024	$651,476	$514,998	$988,213	$136,478
2023	$575,984	$493,121	$854,460	$82,863
2022	$523,819	$509,789	$768,785	$14,030
2021	$576,537	$358,576	$756,821	$217,961
2020	$362,866	$297,837	$592,250	$65,029
2019	$421,196	$283,236	$533,768	$137,960
2018	$256,929	$239,556	$331,705	$17,373

Tom Wolfe Memorial VFW Post 4207