VETERANS OF FOREIGN WARS OF THE UNI 4709 MONTGOMERY COUNTY POST (EIN 746066521) - 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

1962

Legal Domicile

Principal Officer

MARCEY PHILLIPS

Phone

9367033316

Tax Period

2023-07-01 to 2024-06-30

VETERANS OF FOREIGN WARS OF THE UNI 4709 MONTGOMERY COUNTY POST, founded in 1962, is a small nonprofit that reported $454K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $95K, a strong 21% operating margin.

Mission

PRESERVE & STRENGTHEN COMARADERIE; ASSIST NEEDY COMRADES; HONOR MEMORY & HISTORY OF OUR DEAD; ASSIST THEIR FAMILIES; FOSTER ALLEGIANCE TO US.

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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 $100,540

Program Service Revenue $7,306

Investment Income $0

Other Revenue $345,696

TOTAL REVENUE $453,542

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,959

Fundraising Expenses $249,253

Other Expenses $259,744

TOTAL EXPENSES $358,474

Year-over-Year Comparison

	2023	2022	Change
Revenue	$453,542	$347,819	+0.3%
Expenses	$358,474	$342,161	+0.0%
Net Income	$95,068	$5,658	+15.8%

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

653

Independent Members

653

Employees

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
MARCEY PHILLIPS	COMMANDER	N/A	Officer	$0	$0	$0
RALPH MASSENGILL	SENIOR VICE	N/A	Officer	$0	$0	$0
JAMES HARGROVE	JR VICE COMM	N/A	Officer	$0	$0	$0
JAPHEN 'JAY' ALEXANDER	QUARTERMASTE	N/A	Officer	$0	$0	$0
CARL WHITE III	AJUTANT & SU	N/A	Officer	$0	$0	$0
ROVERT NUTTALL	CHAPLAIN	N/A	Officer	$0	$0	$0
DAVID HELTON	1ST YEAR TRU	N/A	Officer	$0	$0	$0
RACQUEL GLASS	2ND YEAR TRU	N/A	Officer	$0	$0	$0
KARL KUCERA	3RD YEAR TRU	N/A	Officer	$0	$0	$0
BRANDON FRANCIS	JUDGE ADVOCA	N/A	Officer	$0	$0	$0
STEVE NEVAREZ	SERVICE OFFI	N/A	Officer	$0	$0	$0
JAY MITCHELL	OFFICER OF T	N/A	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
2025	No data	No data	No data	No data
2024	$453,542	$358,474	$827,681	$95,068
2023	$347,819	$336,860	$739,881	$10,959
2022	$399,833	$446,143	$735,852	$-46,310
2021	$404,821	$268,202	$769,435	$136,619

VETERANS OF FOREIGN WARS OF THE UNI 4709 MONTGOMERY COUNTY POST