Shadyside American Legion Post 521 (EIN 340784589) - 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

1931

Legal Domicile

Principal Officer

Roger F Burkhart

Phone

7406769142

Tax Period

2020-06-01 to 2021-05-31

Shadyside American Legion Post 521, founded in 1931, is a small nonprofit that reported $141K in total revenue in fiscal year 2020. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $133K left a modest 6% surplus.

Mission

Veterans welfare and the social welfare of the 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 (2020)

Revenue Breakdown

Contributions & Grants $25,024

Program Service Revenue $0

Investment Income $39

Other Revenue $116,250

TOTAL REVENUE $141,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,092

Fundraising Expenses $0

Other Expenses $99,755

TOTAL EXPENSES $133,028

Year-over-Year Comparison

	2020	2019	Change
Revenue	$141,313	$108,170	+0.3%
Expenses	$133,028	$128,430	+0.0%
Net Income	$8,285	$-20,260	-1.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roger Burkhart	Commander	20.00	Officer	$0	$0	$0
David Otto	1st Vice Commander	5.00	Officer	$0	$0	$0
Floyd Burk	Adjutant	5.00	Officer	$0	$0	$0
Richard Rosser	Chaplain	5.00	Officer	$0	$0	$0
James McCulley	Service Officer	5.00	Officer	$0	$0	$0
Joh Dewitt	Sgt at Arms	5.00	Officer	$0	$0	$0
Chalmer Weatherspoon	Trustee	5.00	Officer	$0	$0	$0
Ken Merryman	Trustee	5.00	Officer	$0	$0	$0
Walter Gerdau	Trustee	5.00	Officer	$0	$0	$0
Raymond Day	Exec Board	5.00	Officer	$0	$0	$0
James Duncan	Exec board	5.00	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
2021	$141,313	$133,028	$262,010	$8,285
2020	$108,170	$128,430	$253,725	$-20,260
2019	$143,777	$152,802	$273,985	$-9,025

Shadyside American Legion Post 521