Harvey's Lake AMERICAN LEGION POST… - Form 990 Financial Data

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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

Bernie Castillo

Phone

5706392240

Tax Period

2020-01-01 to 2020-12-31

Harvey's Lake AMERICAN LEGION POST 967, founded in 1945, is a micro nonprofit that reported $58K in total revenue in fiscal year 2020. Revenue fell 38% from the prior year — a significant decline worth monitoring. Net assets of $157K represent 32 months of operating reserves.

Mission

Promotion of club to uphold and defend the constitution of the United States of America

Program Service Accomplishments

Program 1

Promotion of club to uphold and defend the constituion of the United States of America: to maintain law and order; to foster and perpetuate a 100% Americanism; to preserve the memories and incidents of our association in the great wars; to inculcate a sense of individual obligation, state and nation; to combat the autocracy of both the classes and the masses; to make right the master of might; to promote peace and goodwill on Earth; to safeguard and transmit to posterity the principals of justice, freedom and democracy; to consecrate and sanctify our comradship by our devotion to mutual helfulness - specifically sick or disable veterans 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 (2020)

Revenue Breakdown

Contributions & Grants $3,880

Program Service Revenue $0

Investment Income $211

Other Revenue $54,095

TOTAL REVENUE $58,186

Expense Breakdown

Grants Paid $8,686

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $53,159

TOTAL EXPENSES $61,845

Year-over-Year Comparison

	2020	2019	Change
Revenue	$58,186	$94,418	-0.4%
Expenses	$61,845	$32,111	+0.9%
Net Income	$-3,659	$62,307	-1.1%

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

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
George Casterline	Commander	20	Officer Director	$0	$0	$0
Charles Ritts	Ajutant	10	Officer Director	$0	$0	$0
Bernie Castillo	Treasurer	20	Officer Director	$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
2020	$58,186	$61,845	$157,385	$-3,659

Harvey's Lake AMERICAN LEGION POST 967