THE WISCONSIN AMERICAN LEGION FOUNDATION (EIN 261582528) - 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

JAMES L REIGEL

Phone

6087451090

Tax Period

2019-08-01 to 2020-07-31

THE WISCONSIN AMERICAN LEGION FOUNDATION, founded in 2007, is a small nonprofit in the Education sector that reported $152K in total revenue in fiscal year 2019. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $187K exceeded revenue, resulting in a 23% operating deficit.

Mission

THE MISSION IS TO PROVIDE FINANCIAL ASSISTANCE, PROMOTE AMERICANISM, YOUTH PROGRAMS, VETERANS REHABILITATION AND COMMUNITY SERVICE ACROSS WISCONSIN.

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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 (2019)

Revenue Breakdown

Contributions & Grants $216,466

Program Service Revenue $0

Investment Income $0

Other Revenue $-64,790

TOTAL REVENUE $151,676

Expense Breakdown

Grants Paid $156,096

Salaries & Benefits $0

Fundraising Expenses $38

Program Expenses $156,449

Other Expenses $30,700

TOTAL EXPENSES $186,796

Year-over-Year Comparison

	2019	2018	Change
Revenue	$151,676	$331,451	-0.5%
Expenses	$186,796	$40,042	+3.7%
Net Income	$-35,120	$291,409	-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

N/A

Volunteers

427

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

$3,077

Total Directors

$3,077

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATHAN GEAR	SECRETARY/TR	1.00	Officer Director	$0	$0	$3,077
STEPHEN KRUEGER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JAMES L REIGEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAN DYKE	HONORARY DIR	1.00		$0	$0	$0
PAUL FISK	DIRECTOR	1.00		$0	$0	$0
DENISE ROHAN	DIRECTOR	1.00		$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
2020	$151,676	$186,796	$467,908	$-35,120
2019	$331,451	$40,042	$504,824	$291,409
2018	$458,864	$450,514	$226,544	$8,350

THE WISCONSIN AMERICAN LEGION FOUNDATION