THE AMERICAN LEGION DEPARTMENT OF NEW YORK (EIN 135609522) - 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

1919

Legal Domicile

Principal Officer

JAMES W CASEY

Phone

5184632215

Tax Period

2023-09-01 to 2024-08-31

THE AMERICAN LEGION DEPARTMENT OF NEW YORK, founded in 1919, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. Net assets of $11.0M represent 45 months of operating reserves.

Mission

REHABILITATION OF DISABLED VETERANS AND OTHER MANDATED ACTIVITIES OF THE AMERICAN LEGION.

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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 $524,402

Program Service Revenue $1,740,889

Investment Income $542,952

Other Revenue $106,690

TOTAL REVENUE $2,914,933

Expense Breakdown

Grants Paid $236,380

Salaries & Benefits $974,601

Fundraising Expenses $0

Other Expenses $1,551,831

TOTAL EXPENSES $2,964,438

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,914,933	$3,628,404	-0.2%
Expenses	$2,964,438	$3,701,444	-0.2%
Net Income	$-49,505	$-73,040	-0.3%

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

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

$156,250

Total Directors

$22,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES W CASEY	ADJUTANT	40.00	Officer	$133,500	$0	$133,500
W PATRICK FALVEY	JUDGE ADVOCA	5.00	Officer	$0	$0	$0
REV ROBERT J SWEENEY	CHAPLAIN	5.00	Officer	$0	$0	$0
FRANK CARLETTA	HISTORIAN	5.00	Officer	$0	$0	$0
RICHARD F CALBO	MASTER AT AR	5.00	Director	$0	$0	$0
TIMOTHY J COLLMER	DEPARTMENT C	30.00	Officer Director	$22,750	$0	$22,750
MICHAEL BROPHY	VICE CDR 1ST	5.00	Officer Director	$0	$0	$0
MICHAEL RODRIGUEZ	VICE CDR 2ND	5.00	Officer Director	$0	$0	$0
LENARD G BEAULIEU	VICE CDR 3RD	5.00	Officer Director	$0	$0	$0
LAWRENCE BEHLING	VICE CDR 5TH	5.00	Officer Director	$0	$0	$0
KATHRYN KINDLE	VICE CDR 7TH	5.00	Officer Director	$0	$0	$0
CATHERINE E ERWIN	TREASURER	5.00	Officer Director	$0	$0	$0
TIMOTHY S VAN PATTEN SR	NATL EXEC CO	5.00	Officer Director	$0	$0	$0
FRANK PETERS	ANEC	5.00	Officer Director	$0	$0	$0
ARVIN CHIN	1ST DISTRICT	5.00	Director	$0	$0	$0
CHARLES HALL	2ND DISTRICT	5.00	Director	$0	$0	$0
THOMAS BURRALL	3RD DISTRICT	5.00	Director	$0	$0	$0
KATHERINE DONNELLY	4TH DISTRICT	5.00	Director	$0	$0	$0
GUY BEROGAN	5TH DISTRICT	5.00	Director	$0	$0	$0
PAUL DOUGLASS	6TH DISTRICT	5.00	Director	$0	$0	$0
STANLEY GRELA	7TH DISTRICT	5.00	Director	$0	$0	$0
NELSON OLDFIELD	8TH DISTRICT	5.00	Director	$0	$0	$0
PAUL OSER	9TH DISTRICT	5.00	Director	$0	$0	$0
JAMES TRAINOR	10TH DISTRIC	5.00	Director	$0	$0	$0
TONY SALIMBENE	1ST DISTR. V	5.00	Director	$0	$0	$0
ANTHONY GUILIANI	2ND DISTR. V	5.00	Director	$0	$0	$0
JAMES GARVEY	3RD DISTR. V	5.00	Director	$0	$0	$0
JOSEPH PATNODE	4TH DISTR. V	5.00	Director	$0	$0	$0
KENNETH ROBARGE	5TH DISTR. V	5.00	Director	$0	$0	$0
BRUCE FEIN	6TH DISTR. V	5.00	Director	$0	$0	$0
DANIEL J ZIMMER	7TH DISTR. V	5.00	Director	$0	$0	$0
RICH JOSEPH	8TH DISTR. V	5.00	Director	$0	$0	$0
PATRICK CASPER	9TH DISTR. V	5.00	Director	$0	$0	$0
THOMAS WAGNER	10TH DIST. V	5.00	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	$2,914,933	$2,964,438	$13,054,335	$-49,505
2023	$3,628,404	$3,701,444	$12,063,924	$-73,040
2022	$3,265,742	$3,067,924	$12,158,465	$197,818
2021	$3,222,198	$2,501,755	$13,558,229	$720,443
2020	$2,735,729	$2,446,363	$11,983,158	$289,366
2019	$2,873,648	$3,525,599	$10,864,262	$-651,951
2018	$4,335,365	$3,244,243	$11,311,088	$1,091,122

THE AMERICAN LEGION DEPARTMENT OF NEW YORK