AMERICAN LEGION POST 221 (EIN 150504561) - 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

1950

Legal Domicile

Principal Officer

DALE BURGESS

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEGION POST 221, founded in 1950, is a small nonprofit that reported $120K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

VERTERAN'S ORGANIZATION DEDICATED TO PROMOTE AMERICANISM, AMERICAN IDEALS AND DEMOCRACY. ALSO TO AID AND ASSIST VETERANS IN NEED.

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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 $14,670

Program Service Revenue $0

Investment Income $0

Other Revenue $105,391

TOTAL REVENUE $120,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,595

Fundraising Expenses $2,065

Other Expenses $65,895

TOTAL EXPENSES $131,490

Year-over-Year Comparison

	2023	2022	Change
Revenue	$120,061	$105,497	+0.1%
Expenses	$131,490	$129,418	+0.0%
Net Income	$-11,429	$-23,921	-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

N/A

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
DAVE BENSON	BOARD MEMBER	N/A	Officer	$0	$0	$0
JERRY BENSON	BOARD MEMBER	N/A	Officer	$0	$0	$0
DALE BURGESS	COMMANDER	N/A	Officer	$0	$0	$0
DONNA MOSHER	BOARD MEMBER	N/A	Officer	$0	$0	$0
JON MOSHER	BOARD MEMBER	N/A	Officer	$0	$0	$0
STEVE OLTZ	BOARD MEMBER	N/A	Officer	$0	$0	$0
DAVID WALDMAN	BOARD MEMBER	N/A	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	No data	No data	No data	No data
2023	$120,061	$131,490	$200,036	$-11,429
2022	$105,497	$129,418	$215,592	$-23,921
2021	$86,431	$88,162	$233,742	$-1,731
2020	$86,952	$70,158	$235,473	$16,794
2019	$109,991	$80,479	$218,679	$29,512

AMERICAN LEGION POST 221