JOSEPH J CARBAT POST 299 (EIN 222617089) - 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

1947

Legal Domicile

Principal Officer

RICHARD AURIEMMA

Phone

9737598014

Tax Period

2022-06-01 to 2023-05-31

JOSEPH J CARBAT POST 299, founded in 1947, is a micro nonprofit that reported $73K in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year. Expenses of $67K left a modest 9% surplus.

Mission

To Promote the Policies of the Preamble of the American Legion.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,567

Program Service Revenue $69,638

Investment Income $0

Other Revenue $0

TOTAL REVENUE $73,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,920

Other Expenses $66,942

TOTAL EXPENSES $66,942

Year-over-Year Comparison

	2022	2021	Change
Revenue	$73,205	$77,957	-0.1%
Expenses	$66,942	$61,810	+0.1%
Net Income	$6,263	$16,147	-0.6%

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

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
Michael Sierchio	COMMANDER	4.00	Officer	$0	$0	$0
Richard Auriemma	ADJUTANT	3.00	Officer	$0	$0	$0
Robert Abendschoe	VICE COMMANDER	3.00	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
2024	No data	No data	No data	No data
2023	$73,205	$66,942	$44,480	$6,263
2022	$77,957	$61,810	$38,217	$16,147
2021	$35,147	$36,404	$22,070	$-1,257

JOSEPH J CARBAT POST 299