WILLIAM R GAINES JR VETERAN MEMORIAL FUND INC

EIN: 815393249 501(c)(3) Recreation & Sports

PORT CHARLOTTE, FL

Total Revenue
$158,473
Total Expenses
$65,793
Total Assets
$785,809
Net Assets
$785,809
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
FL
Principal Officer
MICHAEL A GAINES
Phone
8137856709
Tax Period
2023-01-01 to 2023-12-31

WILLIAM R GAINES JR VETERAN MEMORIAL FUND INC, founded in 2017, is a small nonprofit in the Recreation & Sports sector that reported $158K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 58% operating margin.

Mission

THE WILLIAM R. GAINES JR. VETERAN MEMORIAL FUND (THE FUND)WAS ESTABLISHED TO HONOR THE SACRIFICE OF WILLIAM R. GAINES JR. AS WELL AS OTHER VETERANS AND FIRST RESPONDERS. WILLAIM R. GAINES, JR., MADE THE ULTIMATE SACRIFICE FOR HIS COUNTRY. HE WAS KILLED IN THE ATTACK ON THE AMERICAN MARINE BARRACKS IN BEIRUT, LEBANON ON OCTOBER 23, 1983.IN MARCH 2023,THE FUND ALSO ENTERED INTO AN AGREEMENT WITH THE CHARLOTTE COMMUNITY FOUNDATION (CCF) TO HELP MANAGE THE FUNDRASING RELATED TO THE TOWER. UNDER THIS AGREEMENT, THE FUND TRANSFERRED CERTAIN OF ITS ASSETS TO THE CCF. THE JOINT VENTURE WAS INTENDED TO HELP THE FUND AND THE CCF TO WORK TOGETHER TO RECEIVE DONATIONS FOR THE TOWER AS WELL AS PAY VENDORS INVOLVED WITH THE TOWER'S CONSTRUCTION. THE OBJECTIVE WAS TO BUILD STRONGER COMMUNITY RELATIONS IN CHARLOTTE COUNTY. DUE TO CHANGES IN THE MANAGEMENT OF THE CCF, THE CCF TERMINATED THE AGREEMENT IN EARLY 2024. IN MARCH OF 2024, THEY RETURNED ALL FUNDS HELD BY THEM TO THE FUND, INCLUDING INTEREST.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $137,682
Program Service Revenue $0
Investment Income $20,791
Other Revenue $0
TOTAL REVENUE $158,473

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $58,225
Other Expenses $65,793
TOTAL EXPENSES $65,793

Year-over-Year Comparison

2023 2022 Change
Revenue $158,473 $119,475 +0.3%
Expenses $65,793 $108,276 -0.4%
Net Income $92,680 $11,199 +7.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
20

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
1
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL A GAINES Chairman 10.00
Officer Director
$0 $0 $0
THURNELL SHIELDS Director 0.00
Director
$0 $0 $0
LAURA C DOVE Director 0.00
Director
$0 $0 $0
KEN WINT Director 0.00
Director
$0 $0 $0
JEFF MOSHER Director 2.00
Director
$0 $0 $0
STEPHEN R DEUTSCH Director 5.00
Director
$0 $0 $0
JON WARMELING Director 0.00
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 No data No data No data No data
2023 $158,473 $65,793 $785,809 $92,680
2022 $119,475 $108,276 $679,578 $11,199
2021 $268,853 $154,919 $702,272 $113,934
2020 $46,013 $7,068 $591,719 $38,945
2019 $44,827 $14,616 $548,045 $30,211
2018 $257,891 $67,158 $500,120 $190,733
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