American Legion Post 64 (EIN 314355305) - 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

James Williams

Phone

7403369928

Tax Period

2023-08-01 to 2024-07-31

American Legion Post 64, founded in 1919, is a small nonprofit that reported $215K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $246K exceeded revenue, resulting in a 14% operating deficit.

Mission

Incorporated by Congress in 1919 as a patriotic veterans organization devoted to mutal helpfulness. It is the nations largest wartime veterans service organization, committed to mentoring youth and sponsorship of wholesome programs in our community.

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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 $19,509

Program Service Revenue $0

Investment Income $87

Other Revenue $195,647

TOTAL REVENUE $215,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,127

Fundraising Expenses $0

Other Expenses $126,617

TOTAL EXPENSES $245,744

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,243	$266,577	-0.2%
Expenses	$245,744	$221,518	+0.1%
Net Income	$-30,501	$45,059	-1.7%

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

458

Independent Members

N/A

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

$9,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lonnie Lewis	Finance Officer	6.00	Officer	$0	$0	$6,000
Jim Williams	Commander	8.00	Officer	$0	$0	$0
Tyler Witham	Adjutant	6.00	Officer	$0	$0	$3,600
Rice Philip	Sergeant At Arms	6.00	Officer	$0	$0	$0
Roy Campbell	Historian	6.00	Officer	$0	$0	$0
Larry Myers	1st Vice	6.00	Officer	$0	$0	$0
Ronald Morris	2nd Vice	6.00	Officer	$0	$0	$0
James Heikkinen	Chaplain	6.00	Officer	$0	$0	$0
Tom Kukulka	Service Officer	6.00	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
2025	No data	No data	No data	No data
2024	$215,243	$245,744	$411,245	$-30,501
2023	$266,577	$221,518	$435,755	$45,059
2022	$192,691	$185,248	$392,143	$7,443
2021	$206,915	$169,095	$385,067	$37,820
2020	$148,764	$154,788	$345,871	$-6,024
2019	$181,510	$187,119	$351,761	$-5,609
2018	$153,434	$184,907	$357,133	$-31,473
2017	$234,649	$183,501	$388,828	$51,148

American Legion Post 64