AMERICAN LEGION DEPARTMENT OF MASSACHUSETTS INC (EIN 041028060) - 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

1946

Legal Domicile

Principal Officer

LISA MCPHEE

Phone

6177272966

Tax Period

2022-07-01 to 2023-06-30

AMERICAN LEGION DEPARTMENT OF MASSACHUSETTS INC, founded in 1946, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2022. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $841K, a strong 39% operating margin.

Mission

TO PROVIDE ASSISTANCE AND SERVICES TO VETERANS THROUGH ITS FUNDING OF VA HOSPITAL CANTEEN SERVICES AND TO ASSIST VETERANS WHEN THEY FILE CLAIMS AND TO PROVIDE GIFTS AND RELIEF TO VETERANS IN NEED. THE ORGANIZATION ALSO CONDUCTS YOUTH EDUCATION PROGRAMS TO PROMOTE GOOD CITIZENSHIP AND PROVIDES SCHOLARSHIPS.

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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 $1,088,174

Program Service Revenue $153,417

Investment Income $138,830

Other Revenue $750,026

TOTAL REVENUE $2,130,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $210,918

Fundraising Expenses $566,863

Other Expenses $511,504

TOTAL EXPENSES $1,289,285

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,130,447	$978,071	+1.2%
Expenses	$1,289,285	$1,173,061	+0.1%
Net Income	$841,162	$-194,990	-5.3%

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

100

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
NELSON BLAKE	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN TIDLUND	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT GAUTHIER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL A MORIN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DAVIS	DIRECTOR	1.00	Officer Director	$0	$0	$0
ANTHONY DIAS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN HAMEL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT JERDAN	DIRECTOR	1.00	Director	$0	$0	$0
PETER WILDE	DIRECTOR	1.00	Director	$0	$0	$0
SALLY NAY	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN WHITE	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA KEE	DIRECTOR	1.00	Director	$0	$0	$0
LISA MCPHEE	DIRECTOR/ADJUTANT	1.00	Director	$0	$0	$0
MICHAEL DEEGAN	DIRECTOR	1.00	Director	$0	$0	$0
JODIE PAJAK	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MACKAY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CONNER	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE OLEEN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MCMATH	DIRECTOR	1.00	Director	$0	$0	$0
NEYSA WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN SOUZA	DIRECTOR	1.00	Director	$0	$0	$0
JOE MANNING	DIRECTOR	1.00	Director	$0	$0	$0
FRED WHITE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NELSON	DIRECTOR	1.00	Director	$0	$0	$0
PAUL ROMANELLI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN P COMER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL GENEST	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE PONTES	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD CAMERON	DIRECTOR	1.00	Director	$0	$0	$0
LEO BARBER	DIRECTOR	1.00	Director	$0	$0	$0
CARLA NELSON	DIRECTOR	1.00	Director	$0	$0	$0
JIM BREHIO	TREASURER/DIRECTOR	1.00	Officer 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
2023	$2,130,447	$1,289,285	$5,859,401	$841,162
2022	$978,071	$1,173,061	$4,844,094	$-194,990
2021	$1,319,672	$1,135,813	$5,778,320	$183,859
2021	$1,319,672	$1,077,897	$5,852,998	$241,775
2020	$1,446,575	$1,283,211	$4,733,149	$163,364

AMERICAN LEGION DEPARTMENT OF MASSACHUSETTS INC