American Legion RE Walton Post 70 (EIN 026006370) - 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

1938

Legal Domicile

Principal Officer

James D Brown JR

Phone

6034742430

Tax Period

2023-07-01 to 2024-06-30

American Legion RE Walton Post 70, founded in 1938, is a small nonprofit in the Public & Societal Benefit sector that reported $625K in total revenue in fiscal year 2023. Expenses of $581K left a modest 7% surplus.

Mission

To serve military veterans, current members of the armed forces along with their families and to provide services promoting local communities

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $20,534

Investment Income $5

Other Revenue $604,026

TOTAL REVENUE $624,565

Expense Breakdown

Grants Paid $0

Salaries & Benefits $221,674

Fundraising Expenses $0

Program Expenses $312,937

Other Expenses $359,559

TOTAL EXPENSES $581,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$624,565	$589,211	+0.1%
Expenses	$581,233	$463,615	+0.3%
Net Income	$43,332	$125,596	-0.7%

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

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
James D Brown Sr	Post Commander	020.00	Officer	$0	$0	$0
Ernest Henry	Post Adjutant	010.00	Officer	$0	$0	$0
Roland Cormier	Sargent At Arms	005.00	Officer	$0	$0	$0
Ernest Henry	Finance Officer	015.00	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
2024	$624,565	$581,233	$596,035	$43,332
2023	$589,211	$463,615	$549,127	$125,596
2022	$427,838	$398,366	$411,995	$29,472
2021	$214,620	$253,911	$412,308	$-39,291

American Legion RE Walton Post 70