CARLISLE VFW POST 2099 INC

EIN: 863539077 Public & Societal Benefit

CARLISLE, IA

Total Revenue
$267,095
Total Expenses
$25,492
Total Assets
$247,590
Net Assets
$247,373
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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

Legal Domicile
IA
Principal Officer
TRUMAN J MCVEY
Phone
5153337296
Tax Period
2025-01-01 to 2025-12-31

CARLISLE VFW POST 2099 INC is a small nonprofit in the Public & Societal Benefit sector that reported $267K in total revenue in fiscal year 2025. The organization ran a surplus of $242K, a strong 90% operating margin.

Mission

TO PROVIDE FELLOWSHIP TO THE MEMBERS AND TO SUPPORT COMMUNITY EFFORTS

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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 (2025)

Revenue Breakdown

Contributions & Grants $103,939
Program Service Revenue $0
Investment Income $163,156
Other Revenue $0
TOTAL REVENUE $267,095

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $25,492
TOTAL EXPENSES $25,492

Year-over-Year Comparison

2025 2024 Change
Revenue $267,095 N/A N/A
Expenses $25,492 N/A N/A
Net Income $241,603 N/A N/A
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

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Governance

Voting Members
5
Independent Members
2
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRUMAN J MCVEY COMMANDER N/A
Officer
$0 $0 $0
WILLIAM L ADAMS SR VICE COMM 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 $267,095 $25,492 $247,590 $241,603
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