LOWVILLE MEMORIAL POST 162 (EIN 150505360) - 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 HENRY

Phone

3153763712

Tax Period

2024-01-01 to 2024-12-31

LOWVILLE MEMORIAL POST 162, founded in 1919, is a small nonprofit that reported $331K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $304K left a modest 8% surplus.

Mission

PROGRAMS ENCOURAGE MEMBER PARTICIPATION AND INVOLVEMENT. MEMBERS PROVIDE BETTERMENT OF INTEREST AND SERVICES OF THE AMERICAN LEGION. PROMOTES PLEASURE AND SOCIAL ACTIVITIES TO FURTHER LEGIONAIRE COMRADESHIP.

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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 $20,692

Program Service Revenue $0

Investment Income $1,660

Other Revenue $308,347

TOTAL REVENUE $330,699

Expense Breakdown

Grants Paid $0

Salaries & Benefits $103,888

Fundraising Expenses $0

Program Expenses $303,993

Other Expenses $200,199

TOTAL EXPENSES $304,087

Year-over-Year Comparison

	2024	2023	Change
Revenue	$330,699	$286,468	+0.2%
Expenses	$304,087	$317,232	0.0%
Net Income	$26,612	$-30,764	-1.9%

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

Employees

Volunteers

125

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
ANTHONY ADSIT	SERGEANT AT	N/A	Officer	$0	$0	$0
HAROLD ENGLEHART	2ND VICE-COM	N/A	Officer	$0	$0	$0
JAMES HENRY	COMMANDER	N/A	Officer	$0	$0	$0
SUSAN KOCH	ADJUTANT	N/A	Officer	$0	$0	$0
LUKE MUNGER	1ST VICE-COM	N/A	Officer	$0	$0	$0
DAVID SHIVERS	CHAPLAIN	N/A	Officer	$0	$0	$0
ADAM SMYKLA	TREASURER	N/A	Officer	$0	$0	$0
MARK VAUGHN	3RD VICE-COM	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	$330,699	$304,087	$439,030	$26,612
2023	$286,468	$317,232	$459,079	$-30,764
2022	$284,750	$261,532	$488,070	$23,218
2021	$287,887	$252,023	$464,942	$35,864
2020	$207,903	$197,795	$449,378	$10,108
2019	$239,415	$229,236	$423,941	$10,179
2018	$280,211	$228,700	$414,378	$51,511

LOWVILLE MEMORIAL POST 162