Amvets Post 35 American Vet WWII (EIN 521222907) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

Sam Phillips

Phone

2766475033

Tax Period

2024-07-01 to 2025-06-30

Amvets Post 35 American Vet WWII, founded in 1980, is a small nonprofit that reported $176K in total revenue in fiscal year 2018. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $56K, a strong 32% operating margin.

Mission

Provide help to veterans.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $59,211

Program Service Revenue $0

Investment Income $24

Other Revenue $300,248

TOTAL REVENUE $359,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,928

Fundraising Expenses $0

Other Expenses $196,055

TOTAL EXPENSES $344,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$359,483	$250,953	+0.4%
Expenses	$344,983	$313,349	+0.1%
Net Income	$14,500	$-62,396	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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
Josh Stone	Post Commander	N/A	Officer Director	$0	$0	$0
Dave Maddox	1st Vice Commander	N/A	Officer Director	$0	$0	$0
Ted Conttrill	2nd Vice Commander	N/A	Officer Director	$0	$0	$0
Anthony Ybarra	Adjutant	N/A	Director	$0	$0	$0
Sam Phillips	Finance Officer	N/A	Officer Director	$0	$0	$0
Tracy Via	Judge Advocate	N/A	Director	$0	$0	$0
Joseph Scaffici	Provost Marshall	N/A	Director	$0	$0	$0
Tammy Pickurel	Chaplain	N/A	Director	$0	$0	$0
Henry Steunbbrink	Service Officer	N/A	Director	$0	$0	$0
Gerard Sanders	Public Relations	N/A	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	$359,483	$344,983	$374,983	$14,500
2024	No data	No data	No data	No data
2023	$222,627	$269,003	$417,675	$-46,376
2022	$263,410	$204,846	$465,393	$58,564
2021	$212,530	$146,457	$406,386	$66,073
2020	$128,546	$122,938	$337,574	$5,608
2019	$176,389	$120,015	$333,370	$56,374

Amvets Post 35 American Vet WWII