AMERICAN LEGION MATTHEWS-CARTER POST 325 (EIN 316181458) - 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

1946

Legal Domicile

Principal Officer

ROBERT WAGONER

Phone

9375493300

Tax Period

2024-07-01 to 2025-06-30

AMERICAN LEGION MATTHEWS-CARTER POST 325, founded in 1946, is a small nonprofit that reported $451K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $115K, a strong 26% operating margin.

Mission

TO PROMOTE THE SOCIAL WELFARE OF THE COMMUNITY AND TO ASSIST DISABLED NEEDY WAR VETERANS AND MEMBERS OF THE US ARMED FORCES AND THEIR DEPENDENTS AND THE WIDOWS AND ORPHANS OF DECEASED VETERANS

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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 $4,338

Program Service Revenue $0

Investment Income $5,328

Other Revenue $440,892

TOTAL REVENUE $450,558

Expense Breakdown

Grants Paid $17,000

Salaries & Benefits $134,221

Fundraising Expenses $0

Other Expenses $175,752

TOTAL EXPENSES $335,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$450,558	$539,778	-0.2%
Expenses	$335,173	$280,436	+0.2%
Net Income	$115,385	$259,342	-0.6%

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

Volunteers

N/A

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

$4,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT WAGONER	COMMANDER	15.00	Officer	$2,600	$0	$2,600
FRANK FISHER	1ST VICE COMMANDER	5.00	Officer	$200	$0	$200
BILL EVANS	2ND VICE COMMANDER	5.00	Officer	$200	$0	$200
JERRY DANIEL	FINANCE OFFICER	5.00	Officer	$200	$0	$200
DEAN COLLINS	SERVICE OFFICER	5.00	Officer	$200	$0	$200
JIMMY THOMAS	CHAPLAIN	5.00	Officer	$200	$0	$200
WOODY MCQUITTY	SARGENT AT ARMS	5.00	Officer	$200	$0	$200
RHONDA FRIEDHOFF	HISTORIAN	5.00	Officer	$200	$0	$200
MIKE FUSON	ADJUTANT	5.00	Officer	$200	$0	$200
ANDREW STEADMAN	JUDGE ADVOCATE	5.00	Officer	$200	$0	$200

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	$450,558	$335,173	$1,174,389	$115,385
2024	$539,778	$280,436	$1,056,710	$259,342
2023	$303,318	$239,593	$798,031	$63,725
2022	$249,227	$230,530	$734,389	$18,697
2021	$212,426	$180,426	$715,640	$32,000
2020	$219,262	$196,460	$683,951	$22,802
2019	$234,817	$196,075	$662,100	$38,742

AMERICAN LEGION MATTHEWS-CARTER POST 325