AMERICAN LEGION LADIES AUXILIARY UNIT 62 (EIN 331192192) - 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

2001

Legal Domicile

Principal Officer

ALICE RULEY

Phone

2707765028

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION LADIES AUXILIARY UNIT 62, founded in 2001, is a small nonprofit that reported $130K in total revenue in fiscal year 2024. The organization ran a surplus of $37K, a strong 29% operating margin.

Mission

SUPPORT THE AMERICAN LEGION POST 62 IN PROVIDING A POST HOME AND BENEVOLENCE TO THE VETERAN COMMUNITY IS SIMPSON CO KY. THEY ALSO PROVIDE SUPPORT TO VARIOUS LOCAL ORGANIZATIONS AND SCHOLARSHIPS TO GRADUATING SENIORS AT FRANKLIN-SIMPSON HIGH SCHOOL.

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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 $0

Program Service Revenue $0

Investment Income $6

Other Revenue $130,129

TOTAL REVENUE $130,135

Expense Breakdown

Grants Paid $82,260

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,440

Other Expenses $8,702

TOTAL EXPENSES $92,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$130,135	N/A	N/A
Expenses	$92,709	N/A	N/A
Net Income	$37,426	N/A	N/A

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

134

Independent Members

134

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH BURRIS	President	20.00	Officer Director	$0	$0	$0
ALICE RULEY	1ST VP	20.00	Officer Director	$0	$0	$0
PRICELLA JOHNSON	2ND VP	20.00	Officer Director	$0	$0	$0
JULIE GARRIS	Treasurer	20.00	Officer Director	$0	$0	$0
AMY BURRIS	Secretary	20.00	Officer Director	$0	$0	$0
SHEILA BATTENFIELD	CORRESP SEC	1.00	Director	$0	$0	$0
BECKY THORNTON	CHAPLIN	1.00	Director	$0	$0	$0
FRANCES STEWART	SGT AT ARMS	1.00	Director	$0	$0	$0
ALICIA WESTMORELAND	ASST SGT AT ARM	1.00	Director	$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	$130,135	$92,709	$224,674	$37,426
2023	$44,230	$99,308	$187,247	$-55,078
2022	$155,775	$93,270	$242,325	$62,505
2021	$174,813	$129,050	$179,820	$45,763
2020	$75,950	$83,827	$174,964	$-7,877
2019	$64,812	$37,555	$182,841	$27,257
2018	$66,717	$26,299	$155,584	$40,418
2017	$72,367	$21,180	$124,366	$51,187

AMERICAN LEGION LADIES AUXILIARY UNIT 62