AMERICAN LEGION LADIES AUXILIARY UNIT 62

EIN: 331192192

FRANKLIN, KY

Total Revenue
$202,121
Total Expenses
$190,736
Total Assets
$236,056
Net Assets
$236,056
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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
KY
Principal Officer
ALICE RULEY
Phone
2707765028
Tax Period
2025-01-01 to 2025-12-31

AMERICAN LEGION LADIES AUXILIARY UNIT 62, founded in 2001, is a small nonprofit that reported $202K in total revenue in fiscal year 2025. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $191K left a modest 6% surplus.

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.

Program Service Accomplishments

Program 1
Expenses: $185,661

SUPPORT THE AMERICAN LEGION POST 62 TO MAINTAIN AND OPERATE THE LEGION POST.PROVIDE SUPPORT TO COMMUNITY ORGANIZATIONS AS WELL AS GRADUATING SENIORS IN FRANKLIN KENTUCKY.PROVIDE BENEVOLENT SUPPORT TO...

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SUPPORT THE AMERICAN LEGION POST 62 TO MAINTAIN AND OPERATE THE LEGION POST.PROVIDE SUPPORT TO COMMUNITY ORGANIZATIONS AS WELL AS GRADUATING SENIORS IN FRANKLIN KENTUCKY.PROVIDE BENEVOLENT SUPPORT TO VETERAN MEMBERS AND FAMILIES FOR NEEDS AS WELL AS SICKNESS AND FUNERAL COSTS

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $7
Other Revenue $202,114
TOTAL REVENUE $202,121

Expense Breakdown

Grants Paid $176,665
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $185,661
Other Expenses $9,890
TOTAL EXPENSES $190,736

Year-over-Year Comparison

2025 2024 Change
Revenue $202,121 $130,135 +0.6%
Expenses $190,736 $92,709 +1.1%
Net Income $11,385 $37,426 -0.7%
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

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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
5
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARCIA MEADOR 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
2025 $202,121 $190,736 $236,056 $11,385
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
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