NAVAL ORDER OF THE UNITED STATES GROUP (EIN 862020578) - 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

2018

Legal Domicile

Principal Officer

Robert Frazier

Phone

7138227271

Tax Period

2024-10-01 to 2025-09-30

NAVAL ORDER OF THE UNITED STATES GROUP, founded in 2018, is a micro nonprofit in the Public & Societal Benefit sector that reported $19K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $16K left a modest 13% surplus.

Mission

Promote, perserve and commemorate maritime history. Educate members in maritime history, in particular, naval events via email, on-line classes, and meetings. Encourage junior and high school students to research and present maritime history. Recognize and award maritime related leadership, current and historical. Promote a community of like minded individuals to share maritime related personal experiences.

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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 $4,450

Program Service Revenue $14,073

Investment Income $0

Other Revenue $0

TOTAL REVENUE $18,523

Expense Breakdown

Grants Paid $520

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,595

Other Expenses $15,518

TOTAL EXPENSES $16,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,523	$25,038	-0.3%
Expenses	$16,038	$20,657	-0.2%
Net Income	$2,485	$4,381	-0.4%

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

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAPT W Steagall	VCG Membership	6	Director Key Emp	$0	$0	$0
RADM P Andrus	Past Commander General nd Investment Chair	4.00	Officer Director	$0	$0	$0
CAPT F Passman	Commander General	11.00	Officer Key Emp	$0	$0	$0
CAPT A Bresnahan	Commander General Elect	5	Officer	$0	$0	$0
CDR R Frazier	Treasurer	15	Officer	$0	$0	$0
CAPT M K Carlock	Registar General	10	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	$18,523	$16,038	$21,415	$2,485
2024	$25,038	$20,657	$32,057	$4,381
2023	$11,605	$10,878	$25,463	$727

NAVAL ORDER OF THE UNITED STATES GROUP