American Legion Post 616 Hugick Purcell Shepard (EIN 166093900) - 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

Leo B Mackin Jr

Phone

3158589924

Tax Period

2025-01-01 to 2025-12-31

American Legion Post 616 Hugick Purcell Shepard, founded in 1919, is a small nonprofit that reported $155K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 33% operating margin.

Mission

TO SUPPORT THE AMERICAN LEGION AND HONOR THE SACRIFICE OF THOSE WHO SERVE BY ENHANCING THE LIVES OF VETERANS MILITARY 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 (2025)

Revenue Breakdown

Contributions & Grants $8,171

Program Service Revenue $0

Investment Income $0

Other Revenue $147,003

TOTAL REVENUE $155,174

Expense Breakdown

Grants Paid $40,552

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $63,666

TOTAL EXPENSES $104,218

Year-over-Year Comparison

	2025	2024	Change
Revenue	$155,174	$118,308	+0.3%
Expenses	$104,218	$62,643	+0.7%
Net Income	$50,956	$55,665	-0.1%

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

N/A

Independent Members

N/A

Employees

N/A

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	Role	Reportable Comp	Other Comp	Total
ALBERT PETERSON	Commander	Officer	$0	$0	$0
LEO B MACKIN JR	1st ViceCommTreasur	Officer	$0	$0	$0
CHARLES WEST	2nd ViceCommander	Officer	$0	$0	$0
PAUL ZESEWITZ	AdjunctChaplain	Officer	$0	$0	$0
MITCHELL BULGER	Historian	Officer	$0	$0	$0
WAYNE DUNCKEL	Judge AdvocateComplia	Officer	$0	$0	$0
JESSIE SHELDRICK	SegeantAtArms	Officer	$0	$0	$0
MARGE MILLER	Service Officer	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	$155,174	$104,218	$262,055	$50,956
2024	No data	No data	No data	No data
2023	$107,798	$89,157	$290,647	$18,641
2022	$123,905	$72,032	$200,388	$51,873
2021	$153,383	$65,558	$175,972	$87,825
2020	$92,289	$38,690	$90,711	$53,599
2019	$35,470	$37,349	$40,424	$-1,879

American Legion Post 616 Hugick Purcell Shepard