VETERANS OF FOREIGN WAR DEPT 9213

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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

2009

Legal Domicile

Principal Officer

LAURA A DIETZEL

Phone

8305603423

Tax Period

2023-07-01 to 2024-06-30

VETERANS OF FOREIGN WAR DEPT 9213, founded in 2009, is a micro nonprofit that reported $99K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $20K, a strong 20% operating margin.

Mission

ENCOURAGE AND PROMOTE COMMUNITY SERVICE AND INCREASE CIVIC PRIDE THROUGH CITIZENSHIP, CIVIC RESPONSIBILITY AND PATRIOTISM.

Program Service Accomplishments

Program 1

COMMUNITY SERVICE AND SAFETY; POST HOME IS VOLUNTEERED AS VOTING LOCATION FOR LOCAL, STATE, AND NATIONAL BALLOTS.

Program 2

VISIT PATIENTS MONTHLY AT AUDIE MURPHY VETERANS HOSPITAL

Program 3

PROVIDE FOR SOCIAL GATHERING FOR VETERANS, THEIR FAMILIES, AND GUESTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,133

Program Service Revenue $37,729

Investment Income $972

Other Revenue $56,095

TOTAL REVENUE $98,929

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $72,401

TOTAL EXPENSES $79,401

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,929	$132,815	-0.3%
Expenses	$79,401	$115,547	-0.3%
Net Income	$19,528	$17,268	+0.1%

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

100

Independent Members

100

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
TRASON WILLEMIN	COMMANDER	5.00	Officer Director	$0	$0	$0
LAURA A DIETZEL	SR VICE COMMANDER	5.00	Officer Director	$0	$0	$0
CHRIS AVILES	JR VICE COMMANDER	5.00	Officer Director	$0	$0	$0
JOYCE M REED	QUARTERMASTER	5.00	Officer Director	$0	$0	$0
BERNARD M ROACH	CHAPLAIN	5.00	Director	$0	$0	$0
BOBBY NELZON	1 YR TRUSTEE	5.00	Director	$0	$0	$0
CHESTER DODD	2 YR TRUSTEE	5.00	Director	$0	$0	$0
CLYDE SNIFFEN	3 YR TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL LEONARD	JUDGE ADVOCATE	5.00	Director	$0	$0	$0
DENNIS BLOCH	SURGEON	5.00	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	$98,929	$79,401	$355,118	$19,528
2023	$132,815	$115,547	$328,643	$17,268
2022	$129,128	$128,311	$311,375	$817
2021	$50,721	$22,134	$310,820	$28,587