AMERICAN LEGION POST #299

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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

1946

Legal Domicile

Principal Officer

JEFF WANSOR

Phone

7243429093

Tax Period

2023-09-01 to 2024-08-31

AMERICAN LEGION POST #299, founded in 1946, is a small nonprofit that reported $341K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Net assets of $1.5M represent 52 months of operating reserves.

Mission

PROVIDE SOCIAL WELFARE TO THE POOR, DISABLED AND UNDERPRIVILEGED. PROVIDE RECREATIONAL ACTIVITIES FOR AMERICAN LEGION MEMBERS.

Program Service Accomplishments

Program 1

PROVIDE SOCIAL WELFARE TO THE POOR, DISABLED AND UNDERPRIVILEGED. PROVIDE RECREATIONAL ACTIVITIES FOR AMERICAN LEGION MEMBERS.

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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 $15,473

Program Service Revenue $2,166

Investment Income $1,828

Other Revenue $321,955

TOTAL REVENUE $341,422

Expense Breakdown

Grants Paid $157,157

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $353,062

Other Expenses $195,905

TOTAL EXPENSES $353,062

Year-over-Year Comparison

	2023	2022	Change
Revenue	$341,422	$407,913	-0.2%
Expenses	$353,062	$257,439	+0.4%
Net Income	$-11,640	$150,474	-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

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
DAVE KOERTH	COMMANDER	5.00	Officer	$0	$0	$0
ROBERT CALVIN SR	SR. VICE COMMANDER	1.00	Officer	$0	$0	$0
MIKE HOWARD	JR. VICE COMMANDER	1.00	Officer	$0	$0	$0
JEFF WANSOR	FINANCE OFFICER	15.00	Officer	$0	$0	$0
TOM BURKE	ADJUTANT	10.00	Officer	$0	$0	$0
JAMES LIKENS	CHAPLIN	1.00	Officer	$0	$0	$0
FRANK VECCIA	SERGENT AT ARMS	1.00	Officer	$0	$0	$0
RICH DINARDO	HISTORIAN	1.00	Officer	$0	$0	$0
RICH POLITO	JUDGE ADVOCATE	1.00	Officer	$0	$0	$0
MARKOS PAPAMARKOS	SERVICE	1.00	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	$341,422	$353,062	$1,492,759	$-11,640
2023	$407,913	$257,439	$1,504,399	$150,474
2022	$348,736	$301,641	$1,353,925	$47,095
2021	$272,064	$186,412	$1,306,830	$85,652
2020	$212,780	$276,206	$1,221,178	$-63,426
2019	$362,602	$346,887	$1,284,604	$15,715
2018	$363,802	$286,529	$1,268,889	$77,273