FREDERICKSBURG AMERICAN LEGION (EIN 341506935) - 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

1968

Legal Domicile

Principal Officer

JOHN SHAFFER

Phone

3306954633

Tax Period

2023-01-01 to 2023-12-31

FREDERICKSBURG AMERICAN LEGION, founded in 1968, is a micro nonprofit that reported $99K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $114K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO PROMOTE SOCIAL INTERACTION AND FELLOWSHIP AMONG ITS MEMBERS (CONT.) THROUGH THE AVAILABILITY OF CLUB FACILITIES FOR COMMUNITY USE AND ENTERTAINMENT.

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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 $34,165

Program Service Revenue $0

Investment Income $3,721

Other Revenue $61,365

TOTAL REVENUE $99,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $113,813

TOTAL EXPENSES $113,813

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,251	$107,002	-0.1%
Expenses	$113,813	$91,596	+0.2%
Net Income	$-14,562	$15,406	-1.9%

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

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
TODD WEAVER	COMMANDER	3.00	Officer Director	$0	$0	$0
DAN WELTY	TRUSTEE	1.00	Director	$0	$0	$0
DICK EDWARDS	TRUSTEE	1.00	Director	$0	$0	$0
BOB HOSTETLER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN SHAFFER	ADJUTANT	4.00	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
2024	No data	No data	No data	No data
2023	$99,251	$113,813	$539,941	$-14,562
2022	$107,002	$91,596	$554,503	$15,406
2021	$104,657	$80,380	$539,097	$24,277
2020	$81,137	$59,971	$514,820	$21,166

FREDERICKSBURG AMERICAN LEGION