UTICA POST NO 229 THE AMERICAN LEGION (EIN 150621795) - 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

LARRY WEIBEL

Phone

3157939377

Tax Period

2023-01-01 to 2023-12-31

UTICA POST NO 229 THE AMERICAN LEGION, founded in 1919, is a small nonprofit in the Public & Societal Benefit sector that reported $192K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $247K exceeded revenue, resulting in a 29% operating deficit.

Mission

PROVIDE ACTIVITIES FOR VETERANS AND THEIR FAMILIES

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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 $0

Program Service Revenue $127,300

Investment Income $24

Other Revenue $64,485

TOTAL REVENUE $191,809

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,313

Fundraising Expenses $0

Program Expenses $247,075

Other Expenses $207,762

TOTAL EXPENSES $247,075

Year-over-Year Comparison

	2023	2022	Change
Revenue	$191,809	$205,444	-0.1%
Expenses	$247,075	$217,261	+0.1%
Net Income	$-55,266	$-11,817	+3.7%

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

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
ROBERT STRONACH	EXECUTIVE MEMBER	1.00	Director	$0	$0	$0
BILL SEQUIN	EXECUTIVE MEMBER	1.00	Director	$0	$0	$0
JOHN STENSON	EXECUTIVE MEMBER	1.00	Director	$0	$0	$0
CHARLES KRITZ	EXECUTIVE MEMBER	1.00	Director	$0	$0	$0
DANIEL BOWENS	EXECUTIVE MEMBER	1.00	Director	$0	$0	$0
EMILY SUITS	EXECUTIVE MEMBER	1.00	Director	$0	$0	$0
LARRY WIEBLE	COMMANDER	4.00	Officer	$0	$0	$0
LEN LASCALA	ADJUTANT	1.00	Officer	$0	$0	$0
PAUL WOJCIK	CHAPLAIN	1.00	Officer	$0	$0	$0
SAM FALVO	2ND VICE COMMANDER	1.00	Officer	$0	$0	$0
EDWARD JACKSON	1ST VICE COMMANDER	1.00	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
2023	$191,809	$247,075	$118,787	$-55,266
2022	$205,444	$217,261	$174,053	$-11,817
2021	$233,770	$244,944	$185,870	$-11,174

UTICA POST NO 229 THE AMERICAN LEGION