ARTHUR W JONES POST 7564

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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

1948

Legal Domicile

Principal Officer

SCOTT A KAUFMAN

Tax Period

2023-07-01 to 2024-06-30

ARTHUR W JONES POST 7564, founded in 1948, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023.

Mission

THIS ORGANIZATION PROMOTES THE SOCIAL WELFARE OF THE COMMUNITY AND ASSISTANCE TO WAR VETERANS

Program Service Accomplishments

Program 1

Expenses: $1,383,306 Revenue: $1,376,147

THIS ORGANIZATION PROMOTES THE SOCIAL WELFARE OF THE COMMUNITY AND ASSISTANCE TO WAR VETERANS. THE ORGANIZATION SERVED OVER 1000 MEMBERS IN THE YEAR ENDED JUNE 30, 2024.

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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 $6,030

Program Service Revenue $0

Investment Income $24,931

Other Revenue $1,345,186

TOTAL REVENUE $1,376,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $586,667

Fundraising Expenses $0

Program Expenses $1,383,306

Other Expenses $796,639

TOTAL EXPENSES $1,383,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,376,147	N/A	N/A
Expenses	$1,383,306	N/A	N/A
Net Income	$-7,159	N/A	N/A

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
JAMES H HAPALA	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL J WIERSMA	TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM L TUFF	TRUSTEE	0.50	Director	$0	$0	$0
SCOTT A KAUFMAN	COMMANDER	0.50	Officer Director	$0	$0	$0
LUCAS M MORAN	QUARTER MASTER	5.00	Officer Director	$0	$0	$0
WAYNE J CASEBEER	JR VICE COMMANDER	0.50	Officer Director	$0	$0	$0
MICHAEL G JORDHEIM	SR VICE COMMANDER	0.50	Officer 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
2025	No data	No data	No data	No data
2024	$1,376,147	$1,383,306	$3,318,843	$-7,159
2023	$1,293,963	$1,335,895	$3,534,499	$-41,932
2022	$1,103,754	$1,131,978	$3,526,526	$-28,224
2021	$1,147,906	$888,482	$3,655,132	$259,424
2020	$818,262	$1,339,105	$3,602,800	$-520,843
2019	$1,125,275	$1,148,118	$3,841,206	$-22,843