VETERANS OF FOREIGN WARS DEPARTMENT 9097 POST (EIN 550493869) - Form 990 Financial Analysis & Trantor Score

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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

1967

Legal Domicile

Principal Officer

ROBERT D CARROLL

Phone

3047579766

Tax Period

2024-01-01 to 2024-12-31

VETERANS OF FOREIGN WARS DEPARTMENT 9097 POST, founded in 1967, is a micro nonprofit that reported $68K in total revenue in fiscal year 2024. Expenses of $63K left a modest 7% surplus.

Mission

TO HELP SUPPORT VETERANS IN NEED

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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 $3,061

Program Service Revenue $148

Investment Income $5,104

Other Revenue $59,388

TOTAL REVENUE $67,701

Expense Breakdown

Grants Paid $2,858

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $60,426

TOTAL EXPENSES $63,284

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,701	$63,502	+0.1%
Expenses	$63,284	$60,313	+0.0%
Net Income	$4,417	$3,189	+0.4%

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

110

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
BRETT T MANNON	TRUSTEE	10.00	Director	$0	$0	$0
CHARLES D GARRETT	TRUSTEE	10.00	Director	$0	$0	$0
MATT J BONACCI	SENIOR VICE COMMANDER	10.00	Officer Director	$0	$0	$0
JAMES A COCHRAN	COMMANDER	20.00	Officer Director	$0	$0	$0
KEVIN S FRY	QUARTERMASTER	10.00	Officer Director	$0	$0	$0
JOHN F UNDERWOOD	TRUSTEE	10.00	Director	$0	$0	$0
KENNITH G LYONS	TRUSTEE	10.00	Director	$0	$0	$0
JOE G NORRIS	TRUSTEE	10.00	Director	$0	$0	$0
ROBERT D CAROLL	TRUSTEE	10.00	Director	$0	$0	$0
HAROLD L CHIPPS	TRUSTEE	10.00	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
2024	$67,701	$63,284	$71,269	$4,417
2023	$63,502	$60,313	$65,453	$3,189
2022	$43,640	$51,152	$60,996	$-7,512
2021	$65,010	$47,962	$69,092	$17,048
2020	$58,977	$49,902	$52,686	$9,075
2019	$48,743	$49,283	$34,145	$-540
2018	$42,577	$45,637	$34,166	$-3,060

VETERANS OF FOREIGN WARS DEPARTMENT 9097 POST