CARTER-SMITH POST 5867 VETERANS OF FOREIGN WARS OF THE UNITED STATES (EIN 941699411) - 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

1950

Legal Domicile

Principal Officer

TINA VILLALOBOS

Phone

6194430556

Tax Period

2024-07-01 to 2025-06-30

CARTER-SMITH POST 5867 VETERANS OF FOREIGN WARS OF THE UNITED STATES, founded in 1950, is a small nonprofit that reported $182K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $56K, a strong 31% operating margin.

Mission

WE SERVE VERTERANS, FAMILIES, WIDOWS, AND ORPHANS AND ACTIVE DUTY MILITARY. WE PROMOTE SOCIAL WELFARE AND PROVIDE SOCIAL, RECREATIONAL, AND PATRIOTIC PROGRAMS.

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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 $113,579

Program Service Revenue $0

Investment Income $63

Other Revenue $68,163

TOTAL REVENUE $181,805

Expense Breakdown

Grants Paid $9,697

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,922

Other Expenses $115,622

TOTAL EXPENSES $125,319

Year-over-Year Comparison

	2024	2023	Change
Revenue	$181,805	$223,918	-0.2%
Expenses	$125,319	$112,678	+0.1%
Net Income	$56,486	$111,240	-0.5%

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

N/A

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
WENDY CALDERON	COMMANDER	20.00	Director	$0	$0	$0
GLENN BRANNON	SR V COMMANDER	30.00	Officer Director	$0	$0	$0
FRANK STANGLER	JR V COMMANDER	10.00	Officer Director	$0	$0	$0
TINA VILLALOBOS	QUARTERMASTER	30.00	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	$181,805	$125,319	$330,388	$56,486
2024	$223,918	$112,678	$293,424	$111,240
2019	$130,967	$121,112	$30,829	$9,855
2018	$120,522	$131,004	$20,974	$-10,482

CARTER-SMITH POST 5867 VETERANS OF FOREIGN WARS OF THE UNITED STATES