AMERICAN LEGION (EIN 310521494) - 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

1919

Legal Domicile

Principal Officer

Bruce Swensen

Phone

5137339926

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEGION, founded in 1919, is a small nonprofit that reported $348K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

To adhere to the American Legion preamble including the provision of fellowship for military veterans and to provide grants to assist those in need including needy families, youth groups, and various military and community groups.

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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 $8,121

Program Service Revenue $0

Investment Income $2,458

Other Revenue $337,609

TOTAL REVENUE $348,188

Expense Breakdown

Grants Paid $92,756

Salaries & Benefits $124,883

Fundraising Expenses $0

Program Expenses $344,537

Other Expenses $126,898

TOTAL EXPENSES $344,537

Year-over-Year Comparison

	2023	2022	Change
Revenue	$348,188	$246,155	+0.4%
Expenses	$344,537	$249,638	+0.4%
Net Income	$3,651	$-3,483	-2.0%

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

179

Independent Members

179

Employees

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

Key Employees

$43,200

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rickey Maloney	Clubroom Manager	25	Key Emp	$43,200	$0	$43,200
Kevin Swensen	Post Chaplin	2.00	Director	$0	$0	$0
Joe Smith	Executive Board and Past Commander	2	Director	$0	$0	$0
Aaron McNeil	Sgt at Arms and Trustee	2	Director	$0	$0	$0
Robert Heile	Post Assistant Finance Officer	3	Director	$0	$0	$0
Bruce Swensen	Commander and 1st Vice Commander	15	Officer	$0	$0	$0
Bob Eveleigh	Post Adjutant	5	Officer	$0	$0	$0
Jack Burg	2nd Vice Commander	2	Officer	$0	$0	$0
Dean Sharpe	Post Finance Officer and Trustee	15	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	No data	No data	No data	No data
2023	$348,188	$344,537	$256,062	$3,651
2022	$246,155	$249,638	$259,577	$-3,483
2021	$263,174	$226,858	$259,577	$36,316

AMERICAN LEGION