VETERANS OF FOREIGN WARS POST 3629

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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

1998

Legal Domicile

Tax Period

2020-01-01 to 2020-12-31

VETERANS OF FOREIGN WARS POST 3629, founded in 1998, is a small nonprofit that reported $265K in total revenue in fiscal year 2020. Revenue decreased 18% compared to the prior year. Expenses of $239K left a modest 10% surplus.

Program Service Accomplishments

Program 1

Expenses: $215,964

TO PRESERVE AND STRENGTHEN COMRADESHIP AMONG ITS MEMBERS, TO ASSIST WORTHY COMRADES, TO PRPETUATE THE MEMORY AND THE HISTORY OF OUR DEAD, AND TO ASSIST THEIR WIDOWS AND ORPHANS

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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 (2020)

Revenue Breakdown

Contributions & Grants $7,561

Program Service Revenue $143,776

Investment Income $2

Other Revenue $113,820

TOTAL REVENUE $265,159

Expense Breakdown

Grants Paid $3

Salaries & Benefits $104,372

Fundraising Expenses $0

Program Expenses $215,964

Other Expenses $134,927

TOTAL EXPENSES $239,302

Year-over-Year Comparison

	2020	2019	Change
Revenue	$265,159	$323,576	-0.2%
Expenses	$239,302	$308,485	-0.2%
Net Income	$25,857	$15,091	+0.7%

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

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	Role	Reportable Comp	Other Comp	Total
VICTORIA RAGAN	CHAPLAIN	Director	$0	$0	$0
FREDERICK O BACORN	2 YEAR TRUSTEE	Director	$0	$0	$0
DOUGLAS HARVEY	2 YEAR TRUSTEE	Director	$0	$0	$0
MICHAEL GASS	JUNIOR VICE COMMANDER	Director	$0	$0	$0
DERRIK RENISINK	2 YEAR TRUSTEE	Officer Director	$0	$0	$0
TIMOTHY KRIZAUSKAS	ADJUTANT	Officer Director	$0	$0	$0
WALTER WATTS	QUARTERMASTER	Officer Director	$0	$0	$0
LANCE SMITH	COMMANDER	Officer Director	$0	$0	$0
PEARSON CROSBY	SENIOR VICE PRESIDNET	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
2020	$265,159	$239,302	$133,725	$25,857
2019	$312,476	$308,485	$114,044	$3,991
2018	$257,426	$261,710	$108,378	$-4,284