AMERICAN LEGION SOUTHWICK POST 338 (EIN 046189612) - 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

1956

Legal Domicile

Principal Officer

DARCIE ROCK

Phone

4135699055

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION SOUTHWICK POST 338, founded in 1956, is a small nonprofit in the Public & Societal Benefit sector that reported $247K in total revenue in fiscal year 2024. The organization ran a surplus of $43K, a strong 18% operating margin.

Mission

VETERANS ORGANIZATION. CLUBHOUSE AND VARIOUS FUNCTIONS TO PROVIDE MEMBERS AND GUESTS THE OPPORTUNITY TO MEET AND DISCUSS LOCAL PROBLEMS AND TO PROVIDE A FORUM FOR REMEMBRANCE OF DECEASED COMRADES AND TO ENGAGE IN COMMUNITY OUTREACH.

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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 $3,061

Program Service Revenue $0

Investment Income $3,608

Other Revenue $240,206

TOTAL REVENUE $246,875

Expense Breakdown

Grants Paid $15,960

Salaries & Benefits $59,909

Fundraising Expenses $0

Program Expenses $134,285

Other Expenses $127,552

TOTAL EXPENSES $203,421

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,875	$243,269	+0.0%
Expenses	$203,421	$214,536	-0.1%
Net Income	$43,454	$28,733	+0.5%

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

$20,022

Total Directors

$20,022

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE FALCETTI	JR VICE PRESIDENT	10.00	Officer Director	$20,022	$0	$20,022
DARCIE ROCK	PRESIDENT	15.00	Officer Director	$0	$0	$0
JASON BOSTOCK	TREASURER	10.00	Officer Director	$0	$0	$0
RALPH VECCHIO	SR VICE PRESIDENT	10.00	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
2024	$246,875	$203,421	$429,748	$43,454
2023	$243,269	$214,536	$386,270	$28,733
2022	$288,747	$171,904	$358,183	$116,843
2021	$206,835	$118,355	$240,535	$88,480
2020	$105,656	$103,349	$157,133	$2,307
2019	$177,092	$175,945	$150,016	$1,147
2018	$172,549	$163,266	$148,885	$9,283

AMERICAN LEGION SOUTHWICK POST 338