LEGIONNAIRE INSURANCE TRUST

EIN: 237336165

OXNARD, CA

Total Revenue
$1,808,320
Total Expenses
$2,407,820
Total Assets
$4,454,694
Net Assets
$4,454,694
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
DC
Principal Officer
HUGH DAGLEY
Phone
8055669191
Tax Period
2025-01-01 to 2025-12-31

LEGIONNAIRE INSURANCE TRUST, founded in 1966, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2025. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 33% operating deficit.

Mission

THE LEGIONNAIRE INSURANCE TRUST'S PRIMARY EXEMPT PURPOSE IS TO OFFER PARTICIPATING AMERICAN LEGION MEMBERS THE OPPORTUNITY TO OBTAIN HIGH QUALITY DEPARTMENT ENDORSED INSURANCE PRODUCTS AT RATES THAT REFLECT MASSIVE GROUP BUYING POWER OF THE LEGION DEPARTMENTS.

Program Service Accomplishments

Program 1
Expenses: $2,407,819 Revenue: $1,808,320

ALLOCATION TO DEPARTMENTS 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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,686,361
Investment Income $121,959
Other Revenue $0
TOTAL REVENUE $1,808,320

Expense Breakdown

Grants Paid $2,107,124
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,407,819
Other Expenses $300,696
TOTAL EXPENSES $2,407,820

Year-over-Year Comparison

2025 2024 Change
Revenue $1,808,320 $2,582,747 -0.3%
Expenses $2,407,820 $3,787,337 -0.4%
Net Income $-599,500 $-1,204,590 -0.5%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
50
Independent Members
50
Employees
N/A
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
0
$0
Total Directors
51
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HUBERT DAGLEY CHAIRMAN 2.00
Director
$0 $0 $0
JIMMY HAWK SECRETARY 2.00
Director
$0 $0 $0
RICHARD SANTOS DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
JOHN DERNER EXECUTIVE COMMITTEE 2.00
Director
$0 $0 $0
RONALD BRADSTREET TRUST DIRECTOR 2.00
Director
$0 $0 $0
SHARON CHERRETTE DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
MIKE SIMON DIRECTOR 2.00
Director
$0 $0 $0
CHARLES BERRY TRUST DIRECTOR 2.00
Director
$0 $0 $0
BRUCE COMER DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
DEWEY MOSS TRUST DIRECTOR 2.00
Director
$0 $0 $0
FRANCIS RIDDELL TRUST DIRECTOR 2.00
Director
$0 $0 $0
WILLIAM SHEETS TRUST DIRECTOR 2.00
Director
$0 $0 $0
MARTIN CONATSER DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
JIMMIE FOSTER DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
ROBERT KRAEMER TRUST DIRECTOR 2.00
Director
$0 $0 $0
SAM FLORES DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
JASON HALL TRUST DIRECTOR 2.00
Director
$0 $0 $0
RUSSELL MYERS DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
TERRI CLINTON TRUST DIRECTOR 2.00
Director
$0 $0 $0
RONALD RUNYAN DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
BILL BARBKNECHT TRUST DIRECTOR 2.00
Director
$0 $0 $0
DEBORAH FIELDER DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
LOWRY FINLEY-JACKSON DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
DUANE CUNNINGHAM DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
LIONEL MOTTA DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
WAYNE PERRA DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
KENNETH CONNORS TRUST DIRECTOR 2.00
Director
$0 $0 $0
TONY NAVARRETE DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
DETASHIA COLEMAN TRUST DIRECTOR 2.00
Director
$0 $0 $0
DON HERRLY DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
JOHN ROBINSON DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
HAYDEN WOODS DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
JAMES HOGAN DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
CORY BATES DIRECTOR 2.00
Director
$0 $0 $0
DEAN TUTTLE TRUST DIRECTOR 2.00
Director
$0 $0 $0
WILLIAM WEST DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
TOM SCANLON TRUST DIRECTOR 2.00
Director
$0 $0 $0
FRANK NICHOLSON TRUST DIRECTOR 2.00
Director
$0 $0 $0
JULIE MUHLE DIRECTOR 2.00
Director
$0 $0 $0
VANESSA STUART DEPARTMENT ADJUTANTR 2.00
Director
$0 $0 $0
CHAD WOODBURN TRUST DIRECTOR 2.00
Director
$0 $0 $0
GEORGE DUNCAN TRUST DIRECTOR 2.00
Director
$0 $0 $0
LOUIS BRAULT TRUST DIRECTOR 2.00
Director
$0 $0 $0
FLYNN PHILLIPS DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
HUGH HOLMES TRUST DIRECTOR 2.00
Director
$0 $0 $0
RICHARD FISHER DEPARTMENT ADJUTANT & TRUST DIRECTOR 2.00
Director
$0 $0 $0
DIXON LINDEN INTERIM TD 2.00
Director
$0 $0 $0
BARBARA LOMBRANO DEPARTMENT ADJUTANT 2.00
Director
$0 $0 $0
ERIC MARTIN DEPARTMENT ADJUTANT 2.00
Director
$0 $0 $0
JINNY CASH TRUST DIRECTOR 2.00
Director
$0 $0 $0
MARK CAUBLE TRUST DIRECTOR 2.00
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
2025 $1,808,320 $2,407,820 $4,454,694 $-599,500
2024 No data No data No data No data
2023 $3,785,828 $1,776,201 $6,262,084 $2,009,627
2022 $2,837,936 $3,840,479 $4,249,157 $-1,002,543
2021 $1,758,206 $1,907,882 $5,351,183 $-149,676
2020 $1,921,534 $1,998,450 $5,472,897 $-76,916
2019 $2,062,548 $5,210,824 $5,484,835 $-3,148,276
2018 $5,242,421 $1,812,357 $8,626,838 $3,430,064
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