Disabled American Veteran Sonoma County Chapter 48 (EIN 946173131) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1935

Principal Officer

Richard Jones

Phone

7075950324

Tax Period

2023-07-01 to 2024-06-30

Disabled American Veteran Sonoma County Chapter 48, founded in 1935, is a small nonprofit that reported $300K in total revenue in fiscal year 2023. The organization ran a surplus of $145K, a strong 49% operating margin.

Mission

DAV is a nonprofit charity that provides lifetime support for veterans of all generations and their families. Nationally, it helps more than 1 million veterans in positive, life-changing ways each year. With over 1,200 chapters and more than 1 million members nationwide, DAV empowers veterans and their families by helping to provide the resources they need and ensuring our nation keeps its promises to them.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $289,892

Program Service Revenue $0

Investment Income $977

Other Revenue $9,013

TOTAL REVENUE $299,882

Expense Breakdown

Grants Paid $140,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,995

Other Expenses $14,395

TOTAL EXPENSES $154,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$299,882	N/A	N/A
Expenses	$154,395	N/A	N/A
Net Income	$145,487	N/A	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Jones	Director	10.00	Director	$0	$0	$0
Brian Medin	Director	5.00	Director	$0	$0	$0
Dave Phillips	Director	5.00	Director	$0	$0	$0
Ricahrd Steingruber	Director	5.00	Director	$0	$0	$0
Ronald Ciarasso	Director	5.00	Director	$0	$0	$0
Timothy Maloney	Director	2.00	Director	$0	$0	$0
Jamie Fox	Director	0.00	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
2024	$299,882	$154,395	$216,132	$145,487

Disabled American Veteran Sonoma County Chapter 48