AMERICAN LEGION (EIN 150230670) - 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

Sandy Diffen

Phone

6077222785

Tax Period

2023-07-01 to 2024-06-30

AMERICAN LEGION, founded in 1919, is a small nonprofit that reported $148K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $34K, a strong 23% operating margin.

Mission

SUPPORT OF MILITARY PERSONNEL AND COMMUNITY CHARITIES

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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 $43,300

Program Service Revenue $0

Investment Income $0

Other Revenue $104,688

TOTAL REVENUE $147,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $113,581

TOTAL EXPENSES $113,581

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,988	$160,646	-0.1%
Expenses	$113,581	$172,477	-0.3%
Net Income	$34,407	$-11,831	-3.9%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL BAUTISTA	COMMANDER	5	Officer	$0	$0	$0
TREVER YOUNGS	1ST VICE	5	Officer	$0	$0	$0
STEVE PORTNEY	2ND VICE	5	Officer	$0	$0	$0
JAE EHRGOOD	3RD VICE	5	Officer	$0	$0	$0
SANDY DIFFEN	ADJUTANT	5	Officer	$0	$0	$0
BRETT WILLIAMS	SGT AT ARMS	5	Officer	$0	$0	$0
CHERYL CLEMENTINE	CHAPLAIN	5	Officer	$0	$0	$0
PAULINE FRANKLIN	HISTORIAN	5	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
2025	No data	No data	No data	No data
2024	$147,988	$113,581	$76,823	$34,407
2023	$160,646	$172,477	$42,416	$-11,831
2022	$159,454	$151,307	$43,675	$8,147
2021	$131,288	$112,735	$20,028	$18,553

AMERICAN LEGION