AMERICAN LEGION HOME ASSOC PENBROOK POST 730 (EIN 231635442) - 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

1945

Legal Domicile

Principal Officer

JOSEPH MUGGIO

Phone

7174601119

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION HOME ASSOC PENBROOK POST 730, founded in 1945, is a small nonprofit that reported $161K in total revenue in fiscal year 2024. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $179K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE ORGANIZATION OPERATES AS AN AMERICAN LEGION CANTEEN TO SUPPORT CHARITABLE ACTIVITIES AND PROVIDE VETERANS SUPPORT.

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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 $160,667

TOTAL REVENUE $160,667

Expense Breakdown

Grants Paid $42,888

Salaries & Benefits $76,575

Fundraising Expenses $0

Program Expenses $173,436

Other Expenses $59,070

TOTAL EXPENSES $178,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,667	$401,318	-0.6%
Expenses	$178,533	$417,379	-0.6%
Net Income	$-17,866	$-16,061	+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

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
JON MEARKLE	PRESIDENT	040.00	Officer	$0	$0	$0
ERIC WELBORN	VICE PRESIDENT	030.00	Officer	$0	$0	$0
JOESPH MUGGIO	TREASURER	030.00	Officer	$0	$0	$0
KENNETH LUPOLD	SECRETARY	010.00	Officer	$0	$0	$0
MARK SCHMITT	DIRECTOR	005.00	Officer	$0	$0	$0
JOSH GUISE	DIRECTOR	005.00	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	$160,667	$178,533	$21,072	$-17,866
2023	$402,549	$417,427	$41,323	$-14,878
2023	$401,318	$417,379	$41,323	$-16,061
2022	$361,609	$511,388	$57,079	$-149,779
2021	$397,329	$492,259	$152,488	$-94,930
2020	$287,688	$364,857	$17,238	$-77,169
2019	$511,827	$495,687	$52,002	$16,140

AMERICAN LEGION HOME ASSOC PENBROOK POST 730