AMERICAN LEGION BEAVERCREEK MEM POST 763 (EIN 311223790) - 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

1992

Legal Domicile

Principal Officer

MARGARET HERRING

Phone

9376106335

Tax Period

2025-01-01 to 2025-12-31

AMERICAN LEGION BEAVERCREEK MEM POST 763, founded in 1992, is a small nonprofit that reported $294K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $58K, a strong 20% operating margin.

Mission

Mission Statement

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $31,418

Investment Income $0

Other Revenue $262,794

TOTAL REVENUE $294,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,308

Fundraising Expenses $0

Other Expenses $152,131

TOTAL EXPENSES $236,439

Year-over-Year Comparison

	2025	2024	Change
Revenue	$294,212	$337,259	-0.1%
Expenses	$236,439	$242,562	0.0%
Net Income	$57,773	$94,697	-0.4%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
PAMELA KALLIO	COMMANDER	Officer	$0	$0	$0
BLANCH CASEY	ADJUTANT	Officer	$0	$0	$0
MARGARET HERRING	FINANCIAL OFFICER	Officer	$0	$0	$0
MICHAEL HERRING	FIRST VICE COMMANDER	Officer	$0	$0	$0
JEFFERY CARTER	SECOND VICE COMMANDER	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	$294,212	$236,439	$396,006	$57,773
2024	No data	No data	No data	No data
2023	$241,609	$193,505	$258,794	$48,104
2022	$235,069	$199,715	$198,888	$35,354
2021	$253,963	$164,096	$148,669	$89,867
2020	$173,074	$120,105	$90,749	$52,969
2019	$197,197	$144,286	$103,130	$52,911
2018	$189,510	$166,403	$125,395	$23,107

AMERICAN LEGION BEAVERCREEK MEM POST 763