DEPARTMENT OF MONTANA VETERANS OF 4099 LOWER YELLOWSTONE POST VFW-MT (EIN 810219257) - 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

1945

Legal Domicile

Principal Officer

EVERETT CRUM

Phone

4064339982

Tax Period

2024-11-01 to 2025-10-31

DEPARTMENT OF MONTANA VETERANS OF 4099 LOWER YELLOWSTONE POST VFW-MT, founded in 1945, is a small nonprofit that reported $328K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $108K, a strong 33% operating margin.

Mission

SOCIAL GATHERING FOR MILITARY VETERANS AND GUESTS, HELP NEEDY VETS, AND BE ACTIVE IN THE COMMUNITY

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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 $18,920

Program Service Revenue $0

Investment Income $12,658

Other Revenue $296,163

TOTAL REVENUE $327,741

Expense Breakdown

Grants Paid $6,888

Salaries & Benefits $98,131

Fundraising Expenses $0

Program Expenses $6,888

Other Expenses $114,464

TOTAL EXPENSES $219,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$327,741	$283,243	+0.2%
Expenses	$219,483	$248,678	-0.1%
Net Income	$108,258	$34,565	+2.1%

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

126

Independent Members

N/A

Employees

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

$42,560

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETTY WILLIAMS	MANAGER	40.00	Officer	$40,400	$0	$40,400
EVERETT CRUM	QUARTER MASTER	12.00	Officer	$1,800	$0	$1,800
STANLEY ROSAAEN	ADJUTANT	1.00	Officer	$360	$0	$360

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	$327,741	$219,483	$588,428	$108,258
2024	$283,243	$248,678	$498,080	$34,565
2023	$220,770	$181,457	$718,496	$39,313
2022	$209,386	$171,402	$678,967	$37,984

DEPARTMENT OF MONTANA VETERANS OF 4099 LOWER YELLOWSTONE POST VFW-MT