AMERICAN LEGION (EIN 166093951) - 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

1946

Legal Domicile

Principal Officer

Michelle Ptak-Russell

Phone

3158538092

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEGION, founded in 1946, is a micro nonprofit that reported $66K in total revenue in fiscal year 2023.

Mission

The American Legion was Chartered by Congress in 1919 as a patriotic, wartime Veteran's organization devoted to mutual helpfulness to the community , state & nation. The American Legion provides in varies ways to support any veteran in need along with our community. It is a non-profit organization 501(c) 19.

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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 $7,982

Program Service Revenue $0

Investment Income $0

Other Revenue $58,372

TOTAL REVENUE $66,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,061

Other Expenses $71,793

TOTAL EXPENSES $71,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,354	$65,945	+0.0%
Expenses	$71,793	$72,015	0.0%
Net Income	$-5,439	$-6,070	-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

159

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
Richard Wagner	1st Vice Commander Adjutant	6	Officer	$0	$0	$0
Michelle Ptak- Russell	Commander	8	Officer	$0	$0	$0
Clayton Bellows	2nd Vice Commander & Service Officer	6	Officer	$0	$0	$0
Jay Eddy	3rd Vice Commander	2	Officer	$0	$0	$0
Peter Dzwonkas	Sgt of Arms	1	Officer	$0	$0	$0
Daniel Kinney	SAL	8	Officer	$0	$0	$0
Lisa Cappelli	Treasurer	4	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	$66,354	$71,793	$54,542	$-5,439
2022	$65,945	$72,015	$62,088	$-6,070
2021	$64,406	$47,104	$66,051	$17,302
2020	$58,176	$61,717	$48,749	$-3,541
2019	$71,525	$56,302	$556,368	$15,223

AMERICAN LEGION