THE VETERANS' TRANSITION FORUM

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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

2012

Legal Domicile

Phone

7034037150

Tax Period

2024-01-01 to 2024-12-31

Mission

TO ASSIST VETERANS AND THEIR FAMILIES WITH THEIR TRANSITION TO CIVILIAN LIFE BY DEVELOPING UNIQUE PROGRAMS AND INFORMATION RESOURCES THAT HELP VETERANS START SMALL BUSINESSES, ACQUIRE EMPLOYMENT, AND OPTIMIZE THEIR PLANS FOR RETIREMENT.

Program Service Accomplishments

Program 1

Expenses: $18,905

THE VETERANS' TRANSITION FORUM (VTF) ADDRESSES THE NEED TO PROVIDE DIRECT ASSISTANCE TO UNEMPLOYED AND UNDEREMPLOYED VETERANS, RETIRED VETERANS, AND ACTIVE DUTY PERSONNEL WHO ARE SCHEDULED TO LEAVE THE MILITARY SERVICE IN THREE WAYS. EMPLOYABILITY, TRAINING FOR ENTREPRENEURSHIP AND RETIREMENT EDUCATION.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,687

Program Expenses $18,905

Other Expenses $29,127

TOTAL EXPENSES $29,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$29,127	$19,525	+0.5%
Net Income	N/A	$-19,525	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

N/A

Employees

N/A

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
PHILLIP G TRIGG	EXECUTIVE DIRECTOR	60.00	Officer	$0	$0	$0
TIM LABUS	COO	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
2025	No data	No data	No data	No data
2024	No data	$29,127	$4,213	No data
2023	No data	$19,525	$22,852	No data
2022	$28,000	$37,271	$6,952	$-9,271
2022	$28,000	$37,271	$6,952	$-9,271
2021	$56,000	$47,750	$18,183	$8,250
2020	$13,975	$20,041	$959	$-6,066
2019	$20,007	$37,152	$265	$-17,145
2018	$15,834	$33,382	$424	$-17,548