AMERICAN LEGION POST # 4 SMITH-WILEY (EIN 016029164) - 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

1947

Legal Domicile

Principal Officer

ELIZABETH HELM

Phone

2075829868

Tax Period

2024-07-01 to 2025-06-30

AMERICAN LEGION POST # 4 SMITH-WILEY, founded in 1947, is a micro nonprofit that reported $80K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $117K exceeded revenue, resulting in a 46% operating deficit.

Mission

VETERANS ORGANIZATION

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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 $6,369

Program Service Revenue $0

Investment Income $19

Other Revenue $74,013

TOTAL REVENUE $80,401

Expense Breakdown

Grants Paid $2,053

Salaries & Benefits $4,800

Fundraising Expenses $0

Other Expenses $110,611

TOTAL EXPENSES $117,464

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,401	$72,813	+0.1%
Expenses	$117,464	$109,584	+0.1%
Net Income	$-37,063	$-36,771	+0.0%

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

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

$4,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT MCKAY	COMMANDER	15.00	Officer	$0	$0	$0
JAMES PAGE	1ST VICE COMMANDER	5.00	Officer	$0	$0	$0
RICHARD PIERCE	2ND VICE COMMANDER	5.00	Officer	$0	$0	$0
LISA HELM	FINANCE OFICER	5.00	Officer	$4,800	$0	$4,800
RUSS HELM	ADJUTANT	5.00	Officer	$0	$0	$0
DONALD PREW	JUDGE ADVOCATE	5.00	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
2025	$80,401	$117,464	$209,036	$-37,063
2024	$72,813	$109,584	$245,943	$-36,771
2023	$85,557	$129,935	$282,825	$-44,378
2022	$57,425	$89,830	$326,350	$-32,405
2021	$73,385	$91,525	$358,754	$-18,140
2020	$88,193	$78,776	$376,554	$9,417
2019	$127,379	$100,394	$367,135	$26,985

AMERICAN LEGION POST # 4 SMITH-WILEY