Theodore Roosevelt Post No 21 (EIN 946086064) - 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

1937

Legal Domicile

Tax Period

2021-07-01 to 2022-06-30

Theodore Roosevelt Post No 21, founded in 1937, is a micro nonprofit that reported $38K in total revenue in fiscal year 2021. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 22% operating margin.

Mission

The primary purpose of this organization is to provide social activities for its members and support for veterans and their families.

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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 (2021)

Revenue Breakdown

Contributions & Grants $10,752

Program Service Revenue $0

Investment Income $27,319

Other Revenue $0

TOTAL REVENUE $38,071

Expense Breakdown

Grants Paid $7,767

Salaries & Benefits $11,457

Fundraising Expenses $0

Program Expenses $8,462

Other Expenses $10,372

TOTAL EXPENSES $29,596

Year-over-Year Comparison

	2021	2020	Change
Revenue	$38,071	$25,309	+0.5%
Expenses	$29,596	$26,727	+0.1%
Net Income	$8,475	$-1,418	-7.0%

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

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
Terry Thurman	Finance	24.00	Officer	$0	$0	$0
Vacant Position	First Vice Commander	8.00	Officer	$0	$0	$0
Joan Aquistapace III	Commander	8.00	Officer	$0	$0	$0
Vacant Position	Second Vice	8.00	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
2022	$38,071	$29,596	$290,707	$8,475

Theodore Roosevelt Post No 21