AMERICAN LEGION POST 33 PETERS CREEK (EIN 237243981) - 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

1984

Legal Domicile

Principal Officer

ALISON HUMPHREY

Phone

9076882354

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEGION POST 33 PETERS CREEK, founded in 1984, is a small nonprofit that reported $378K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $346K left a modest 9% surplus.

Mission

COMMUNITY CIVIC SERVICE, YOUTH SPORTS, PATRIOTIC AND ASSISTANCE TO VETERANS.

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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 $48,671

Program Service Revenue $95,960

Investment Income $342

Other Revenue $233,452

TOTAL REVENUE $378,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,497

Fundraising Expenses $0

Program Expenses $346,253

Other Expenses $206,756

TOTAL EXPENSES $346,253

Year-over-Year Comparison

	2023	2022	Change
Revenue	$378,425	$282,663	+0.3%
Expenses	$346,253	$277,317	+0.2%
Net Income	$32,172	$5,346	+5.0%

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
ALISON HUMPHREY	COMMANDER	2.00	Officer	$0	$0	$0
BRAD COLLINS	FIRST VICE C	2.00	Officer	$0	$0	$0
JOSHUA HENDRICKS	SECONDVICE C	2.00	Officer	$0	$0	$0
CHARLES RUSSELL	SERGEANT AT	2.00	Officer	$0	$0	$0
SHARON FORTE	ADJUTANT	2.00	Officer	$0	$0	$0
JIMMIE BOLGIANO	FINANCE OFFI	2.00	Officer	$0	$0	$0
PAUL KODIAK	CHAPLAIN	2.00	Officer	$0	$0	$0
CLIFF PRICE	HISTORIAN	2.00	Officer	$0	$0	$0
TIM LINDER	JUDGE ADVOCA	2.00	Officer	$0	$0	$0
DAVE MATTHEWS	SERVICE OFFI	2.00	Officer	$0	$0	$0
TOM NEALEIGH	EXECUTIVE CO	2.00	Officer	$0	$0	$0
TYLER HALL	EXECUTIVE CO	2.00	Officer	$0	$0	$0
KURT KOMYATI	EXECUTIVE CO	2.00	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	$378,425	$346,253	$559,400	$32,172
2022	$282,663	$277,317	$557,046	$5,346
2021	$286,033	$265,120	$577,242	$20,913
2020	$235,952	$207,905	$609,397	$28,047
2019	$267,801	$237,754	$597,169	$30,047
2018	$219,272	$209,693	$577,219	$9,579

AMERICAN LEGION POST 33 PETERS CREEK