AMERICAN LEGION AUXILIARY FNDN (EIN 261484144) - 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

2007

Legal Domicile

Principal Officer

TERRI WALLACE

Phone

3175694500

Tax Period

2024-10-01 to 2025-09-30

AMERICAN LEGION AUXILIARY FNDN, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $535K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $123K, a strong 23% operating margin.

Mission

SUPPORT THE AMERICAN LEGION AUXILIARY PROGRAMS NATIONWIDE THROUGH GRANTMAKING AND FUNDRAISING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $507,064

Program Service Revenue $0

Investment Income $27,698

Other Revenue $0

TOTAL REVENUE $534,762

Expense Breakdown

Grants Paid $346,904

Salaries & Benefits $0

Fundraising Expenses $59,557

Program Expenses $346,904

Other Expenses $64,570

TOTAL EXPENSES $411,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$534,762	$738,382	-0.3%
Expenses	$411,474	$364,208	+0.1%
Net Income	$123,288	$374,174	-0.7%

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

$54,223

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHLEEN MACINNES	FOUNDATION PRESIDENT	5.00	Officer Director	$0	$0	$0
DIANE DUSCHECK	FOUNDATION VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
TERRI WALLACE	FOUNDATION TREASURER	5.00	Officer Director	$0	$0	$0
ANNE PARKER	FOUNDATION SECRETARY	5.00	Officer Director	$0	$0	$0
NANCY BROWN-PARK	APPOINTED DIRECTOR	2.00	Director	$0	$0	$0
DANIELLE APPLEGATE	ELECTED DIRECTOR	2.00	Director	$0	$0	$0
KATHY DAUDISTEL	EX-OFFICIO DIRECTOR	2.00	Director	$0	$0	$0
CARRIE DAVENPORT	ELECTED DIRECTOR (TERM ENDED)	2.00	Director	$0	$0	$0
ANN FOURNIER	ELECTED DIRECTOR	2.00	Director	$0	$0	$0
CAROL HARLOW	ELECTED DIRECTOR (TERM ENDED)	2.00	Director	$0	$0	$0
MARYBETH REVOIR	EX-OFFICIO DIRECTOR	2.00	Director	$0	$0	$0
SANDRA RICE	ELECTED DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA WARD	EX-OFFICIO DIRECTOR	5.00	Director	$0	$0	$46,446
SHAWNIKA HUNT	ELECTED DIRECTOR	2.00	Director	$0	$0	$0
PAMELA RAY	EX-OFFICIO DIRECTOR	2.00	Director	$0	$34	$7,777
LINDA BOONE	DESIGNATED DIRECTOR	2.00	Director	$0	$0	$0
VIRGINIA HOBBS	DESIGNATED DIRECTOR	2.00	Director	$0	$0	$0
CORAL GROUT	DESIGNATED DIRECTOR (TERM BEGAN)	2.00	Director	$0	$0	$0
JOAN HERNANDEZ	ELECTED DIRECTOR (TERM BEGAN)	2.00	Director	$0	$0	$0
TERESA NUNEZ	ELECTED DIRECTOR (TERM BEGAN)	2.00	Director	$0	$0	$0
LAURA SANTINO	ELECTED DIRECTOR (TERM BEGAN)	2.00	Director	$0	$0	$0
MARGE CHRISTIANSON	ELECTED DIRECTOR (TERM BEGAN)	2.00	Director	$0	$0	$0
LISA CHAPLIN	DESIGNATED DIRECTOR (TERM BEGAN)	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	$534,762	$411,474	$4,055,082	$123,288
2024	$738,382	$364,208	$3,681,439	$374,174
2023	$704,713	$503,384	$2,945,264	$201,329
2022	$795,467	$506,293	$2,664,076	$289,174
2021	$735,759	$457,135	$2,861,788	$278,624
2020	$500,658	$273,381	$2,221,056	$227,277
2019	$593,662	$265,967	$1,919,992	$327,695
2018	$558,314	$304,881	$1,633,952	$253,433

AMERICAN LEGION AUXILIARY FNDN