VETERANS OF FOREIGN WARS POST 3552

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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

1945

Legal Domicile

Principal Officer

RICHARD BELKNAP

Phone

6614958069

Tax Period

2022-07-01 to 2023-06-30

VETERANS OF FOREIGN WARS POST 3552, founded in 1945, is a micro nonprofit that reported $17K in total revenue in fiscal year 2022. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $7K, a strong 41% operating margin.

Mission

ASSIST FOREIGN WAR VETERANS IN RETURNING FROM WAR CONFLICTS AND THEIR FAMILIES IN REHABILITATION AND ADJUSTING TO CIVILIZATION

Program Service Accomplishments

Program 1

PROVIDE RELAXATION AND MUTUAL FELLOWSHIP FOR THE VETERANS OF FOREIGN WARS ADJUSTING TO SOCIETY AND THEIR FAMILIES AND FINANCIAL NEEDS THRU VARIOUS MEMBERSHIP ACTIVITIES

Program 2

PROMOTE AND ASSIST IN THE REHABILITATION OF THE SICK AND DISABLED FOREIGN WAR VETERANS AND MEMBERS IN HOSPITAL AND AT HOME FOR THEIR SERVICE AT SPECIAL EVENTS

Program 3

SUPPORT PROGRAMS THAT FORSTER CITIZENSHIP EDUCATION VOLUNTEERISM COMMUNITY INVOLVEMENT AND YOUTH PROGRAMS IN THE ADMINISTRATION OF THE VETERANS OF FOREIGN WARS BYLAWS AND STATUTES

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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 (2022)

Revenue Breakdown

Contributions & Grants $14,417

Program Service Revenue $0

Investment Income $0

Other Revenue $2,105

TOTAL REVENUE $16,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,724

TOTAL EXPENSES $9,724

Year-over-Year Comparison

	2022	2021	Change
Revenue	$16,522	$25,311	-0.3%
Expenses	$9,724	$16,048	-0.4%
Net Income	$6,798	$9,263	-0.3%

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
MATT JACKSON	COMMANDER	10.00	Officer Director	$0	$0	$0
JOSE FREIER	SR VICE CMNDR	10.00	Officer Director	$0	$0	$0
RICHARD BELKNAP	QUARTERMASTER	10.00	Officer Director	$0	$0	$0
ROBERT NEUFELD	CHAPLAIN	4.00	Officer Director	$0	$0	$0
ROLF MCDONALD	1 YEAR TRUSTEE	10.00	Officer Director	$0	$0	$0
ALEXANDRO HERNANDEZ	2 YEAR TRUSTEE	10.00	Officer Director	$0	$0	$0
ROBERT NEUFELD	ADJUTANT	10.00	Officer Director	$0	$0	$0
FRANK RITCHER	JR VICE CMNDR	10.00	Officer Director	$0	$0	$0
JOSE FREIRE	JUDGE ADVOCATE	0.00	Officer	$0	$0	$0
FRANK RITCHER	SURGEON	0.00	Officer	$0	$0	$0
PAUL A MCDONALD	3 YEAR TRUSTEE	0.00	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
2023	$16,522	$9,724	$151,114	$6,798
2022	$25,311	$16,048	$150,321	$9,263
2020	$47,229	$78,125	$146,322	$-30,896
2019	$60,460	$60,415	$153,513	$45