WHITEMAN-DAVIDSON AMERICAN LEGION (EIN 020211990) - 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

1920

Legal Domicile

Principal Officer

MALCOLM HARLOCK

Phone

6032867786

Tax Period

2024-01-01 to 2024-12-31

WHITEMAN-DAVIDSON AMERICAN LEGION, founded in 1920, is a small nonprofit that reported $193K in total revenue in fiscal year 2024. Expenses of $234K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO CARE FOR & CONTRIBUTE TO THE SUPPORT & WELFARE OF ALL WHO SERVED IN THE ARMIES OF UNITED STATE.

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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 $18,645

Program Service Revenue $0

Investment Income $419

Other Revenue $174,407

TOTAL REVENUE $193,471

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,308

Fundraising Expenses $0

Program Expenses $233,874

Other Expenses $133,566

TOTAL EXPENSES $233,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,471	$198,609	0.0%
Expenses	$233,874	N/A	N/A
Net Income	$-40,403	$198,609	-1.2%

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

241

Independent Members

240

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

$975

Total Directors

$765

Key Employees

$43,440

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH CAIN	COMMANDER	10.00	Director	$0	$0	$0
WILLIAM GALLAGHER	ADJUTAND	5.00	Officer	$0	$0	$0
CHARLES LEWIS	1ST VICE COMMANDER	5.00	Officer	$0	$0	$0
CHARLES MORGAN	CHAPLIN	5.00	Officer	$0	$0	$0
MALCOLM HAVLOCK	FINANCE OFFIER	10.00	Officer	$975	$0	$975
CHRISTOPHER MURPHY	SERVICE OFFICER	5.00	Officer	$0	$0	$0
TOBY LOCK	SARGENT AT ARMS	10.00	Officer	$0	$0	$0
SHERRY MARTINSON	BAR MANAGER	25.00	Key Emp	$43,440	$0	$43,440
LEE FRENCH	TRUSTEE	5.00	Officer Director	$0	$0	$0
THOMAS HUME	TRUSTEE CHAIRMAN	10.00	Director	$765	$0	$765

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	$193,471	$233,874	$623,866	$-40,403
2023	$213,891	$177,559	$625,226	$36,332
2022	$186,757	$200,091	$609,675	$-13,334
2021	$161,698	$190,639	$623,009	$-28,941
2020	$146,376	$171,411	$651,950	$-25,035
2019	$209,368	$178,382	$676,986	$30,986
2018	$187,607	$170,233	$645,686	$17,374

WHITEMAN-DAVIDSON AMERICAN LEGION