AMERICAN LEGION HOME ASSOCIATION OF FREDERICKSBURG (EIN 231519032) - 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

1956

Legal Domicile

Principal Officer

CHARLES RHOADS

Phone

7173765992

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION HOME ASSOCIATION OF FREDERICKSBURG, founded in 1956, is a small nonprofit in the Mutual Benefit sector that reported $394K in total revenue in fiscal year 2024. Expenses of $344K left a modest 13% surplus.

Mission

OPERATION OF A SOCIAL CLUB AND PROVIDE SUPPORT FOR HARRY STOEVER POST 915 AND OTHER CHARITABLE ORGANIZATIONS

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $394,341

TOTAL REVENUE $394,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,137

Fundraising Expenses $0

Program Expenses $343,649

Other Expenses $167,512

TOTAL EXPENSES $343,649

Year-over-Year Comparison

	2024	2023	Change
Revenue	$394,341	$409,620	0.0%
Expenses	$343,649	$444,396	-0.2%
Net Income	$50,692	$-34,776	-2.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DWIGHT MILLER	PRESIDENT	1.00	Officer	$0	$0	$0
CHARLIE RHOADS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
EDWINA BEST	TRESURER	20.00	Officer	$0	$0	$0
SHIELA SCHAUER	SECRETARY	1.00	Officer	$0	$0	$0
DAWN WOLFE	FINANCIAL SECRETARY	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
2025	No data	No data	No data	No data
2024	$394,341	$343,649	$400,250	$50,692
2023	$409,620	$444,396	$349,558	$-34,776
2022	$393,631	$240,150	$384,334	$153,481
2021	$287,586	$247,236	$230,853	$40,350
2020	$221,545	$145,518	$190,503	$76,027

AMERICAN LEGION HOME ASSOCIATION OF FREDERICKSBURG