UNITY TOWNSHIP AMERICAN LEGION HOME ASSOCIATION POST 982 (EIN 251380605) - 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

1976

Legal Domicile

Principal Officer

JASON HELFFERICH

Phone

7243967866

Tax Period

2023-01-01 to 2023-12-31

UNITY TOWNSHIP AMERICAN LEGION HOME ASSOCIATION POST 982, founded in 1976, is a small nonprofit that reported $194K in total revenue in fiscal year 2023. Expenses of $184K left a modest 5% surplus.

Mission

MEMBERS ASSOCIATE AND ENJOY COMRADERY WITH OTHER FORMER SERVICE MEN AND WOMEN

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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 $11,022

Program Service Revenue $0

Investment Income $688

Other Revenue $182,316

TOTAL REVENUE $194,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,240

Fundraising Expenses $0

Other Expenses $87,094

TOTAL EXPENSES $184,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194,026	$186,180	+0.0%
Expenses	$184,334	$166,017	+0.1%
Net Income	$9,692	$20,163	-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

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

305

Independent Members

N/A

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
JERRY DEAN	COMMANDER	010.00	Officer	$0	$0	$0
MIKE VAVICK	1ST VICE COMMANDER	005.00	Officer	$0	$0	$0
CHARLES PATCHIN	SECRETARY	005.00	Officer	$0	$0	$0
JASON HELFFERICH	FINANCE OFFICER	005.00	Officer	$0	$0	$0
NONE	HISTORIAN	005.00	Officer	$0	$0	$0
JOHN BOLISH	SERVICE OFFICER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$194,026	$184,334	$301,331	$9,692
2022	$186,180	$166,017	$291,639	$20,163
2021	$192,654	$191,283	$271,476	$1,371
2020	$108,162	$121,672	$270,105	$-13,510
2019	$127,009	$162,381	$283,615	$-35,372
2018	$143,422	$135,377	$318,987	$8,045

UNITY TOWNSHIP AMERICAN LEGION HOME ASSOCIATION POST 982