BRANCH 99 FLEET RESERVE ASSOC

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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

1991

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

BRANCH 99 FLEET RESERVE ASSOC, founded in 1991, is a micro nonprofit that reported $41K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $481K represent 142 months of operating reserves.

Mission

SOCIALS TO SUPPORT THE HEALTH AND WELFARE OF ACTIVE DUTY AND RETIRED MILITARY

Program Service Accomplishments

Program 1

Expenses: $39,969

CHARITABLE DONATIONS TO COMMUINTY SERVICES ACTIVITIES FOR ACTIVE DUTY AND RETIRED MILITARY AND THEIR FAMILIES SCHOLARSHIPS AND YOUTH GROUPS

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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 $3,636

Program Service Revenue $5,438

Investment Income $595

Other Revenue $30,983

TOTAL REVENUE $40,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,969

Other Expenses $39,996

TOTAL EXPENSES $39,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,652	$54,190	-0.2%
Expenses	$39,996	$47,184	-0.2%
Net Income	$656	$7,006	-0.9%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
PETER PFOTENHAUER	VICE PRESIDENT	Director	$0	$0	$0
SONYA BEST	SECRETARY	Director	$0	$0	$0
PAUL FALU	PRESIDENT	Director	$0	$0	$0
STEVE MCCULLOCH	DIRECTOR	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	$40,652	$39,996	$480,953	$656
2024	$54,190	$47,184	$480,297	$7,006
2023	$10,826	$63,772	$473,291	$-52,946
2022	$444	$71,983	$526,237	$-71,539
2021	$65,849	$64,469	$597,776	$1,380
2020	$61,011	$33,025	$596,396	$27,986
2019	$88,635	$98,930	$568,410	$-10,295
2018	$101,491	$121,340	$578,705	$-19,849