LEONARD E MCCOY VFW POST 5311 (EIN 546058545) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

ELVIS ROSARIO

Phone

5403823867

Tax Period

2024-01-01 to 2024-12-31

Leonard EMcCoy VFW Post 5311, founded in 1946, is a micro nonprofit that reported $52K in total revenue in fiscal year 2018. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 39% operating margin.

Mission

US VETERANS OF OVERSEAS CONFLICTS AND WARS TO SERVE OUR VETERANS, THE MILITARY, AND COMMUNITIES. WE ARE AN ADVOCATE ON BEHALF OF ALL VETERANS.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $89,332

Program Service Revenue $0

Investment Income $1,534

Other Revenue $1,556

TOTAL REVENUE $92,422

Expense Breakdown

Grants Paid $1,184

Salaries & Benefits $0

Fundraising Expenses $351

Other Expenses $28,481

TOTAL EXPENSES $29,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,422	$34,164	+1.7%
Expenses	$29,665	$23,771	+0.2%
Net Income	$62,757	$10,393	+5.0%

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

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
ELVIS ROSARIO	QUARTERMASTER	10.00	Officer	$0	$0	$0
HENRY BASS	ADJUTANT	5.00	Officer	$0	$0	$0
ROBERT WIMMER	JUNIOR VICE COMMANDER	10.00	Officer	$0	$0	$0
JAY KYLE	COMMANDER	15.00	Officer	$0	$0	$0
MICHAEL LEE	VICE COMMANDER	15.00	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
2024	$92,422	$29,665	$812,390	$62,757
2023	$34,164	$23,771	$749,633	$10,393
2022	$23,357	$18,723	$739,240	$4,634
2021	$15,463	$17,571	$736,694	$-2,108
2020	$20,313	$20,175	$737,658	$138
2019	$18,927	$45,945	$737,520	$-27,018
2018	$52,452	$31,997	$693,062	$20,455

LEONARD E MCCOY VFW POST 5311