MILITARY ORDER OF PURPLE HEART AUXILIARY (EIN 841647360) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1956

Legal Domicile

Principal Officer

TRACY DERR

Phone

7348377412

Tax Period

2024-07-01 to 2025-06-30

MILITARY ORDER OF PURPLE HEART AUXILIARY, founded in 1956, is a small nonprofit that reported $156K in total revenue in fiscal year 2024. Revenue surged 197% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 49% operating margin.

Mission

VOLUNTEER AT VMAC TO GIVE AID AND CARE TO VETERANS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,989

Program Service Revenue $88,387

Investment Income $1,398

Other Revenue $44,806

TOTAL REVENUE $155,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $78,969

TOTAL EXPENSES $78,969

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,580	$52,389	+2.0%
Expenses	$78,969	$111,876	-0.3%
Net Income	$76,611	$-59,487	-2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
KAY JO BAUCOM	PRESIDENT	1.00	Officer Director	$0	$0	$0
KAY JO BAUCOM	FINANCE 4 YR	1.00	Officer Director	$0	$0	$0
TRACY DERR	TREASURER	1.00	Officer Director	$0	$0	$0
JUDY FIDDLER	SECRETARY	1.00	Officer Director	$0	$0	$0
BARBARA HALE-RAY	SR VICE PRES	1.00	Officer Director	$0	$0	$0
FRAN HOLTGRAVEN	JR VICE PRES	1.00	Officer Director	$0	$0	$0
JAN KNAPP	PARLIAMENTAR	1.00	Officer Director	$0	$0	$0
COLLEEN OLTMAN-ORFANELLO	WEBMASTER	1.00	Officer Director	$0	$0	$0
CHERYL PEREZ	MEMBERSHIP O	1.00	Officer Director	$0	$0	$0
CHERYL PEREZ	FINANCE 2 YR	1.00	Officer Director	$0	$0	$0
GLORIA SANCHEZ	FINANCE 1 YR	1.00	Officer Director	$0	$0	$0
TERRI SHATTUCK	HISTORIAN	1.00	Officer Director	$0	$0	$0
TERRI SHATTUCK	CHAIR	1.00	Officer Director	$0	$0	$0
TERRI SHATTUCK	FINANCE 3 YR	1.00	Officer Director	$0	$0	$0
LINDA VAREJCKA	SGT-AT-ARMS	1.00	Officer 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
2025	$155,580	$78,969	$543,483	$76,611
2024	$52,389	$111,876	$469,822	$-59,487
2023	$33,823	$95,152	$524,112	$-61,329
2022	$208,519	$110,180	$585,441	$98,339
2021	$115,703	$70,777	$486,708	$44,926
2020	$146,234	$78,103	$511,946	$68,131
2019	$145,080	$118,153	$443,816	$26,927

MILITARY ORDER OF PURPLE HEART AUXILIARY