WINTERSVILLE AMERICAN LEGION POST 557 STEVENS-CHRISTIAN MEMORIAL (EIN 346557303) - 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

1959

Legal Domicile

Principal Officer

HOLLY LEWIS

Phone

7406325932

Tax Period

2023-07-01 to 2024-06-30

WINTERSVILLE AMERICAN LEGION POST 557 STEVENS-CHRISTIAN MEMORIAL, founded in 1959, is a small nonprofit that reported $282K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 37% operating margin.

Mission

TO AID VETERANS, VETERAN FAMILIES, LOCAL AND NATIONAL ORGANIZATIONS

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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 $12,432

Program Service Revenue $0

Investment Income $38

Other Revenue $269,298

TOTAL REVENUE $281,768

Expense Breakdown

Grants Paid $3,727

Salaries & Benefits $66,666

Fundraising Expenses $0

Program Expenses $2,920

Other Expenses $105,942

TOTAL EXPENSES $176,335

Year-over-Year Comparison

	2023	2022	Change
Revenue	$281,768	$223,105	+0.3%
Expenses	$176,335	$150,162	+0.2%
Net Income	$105,433	$72,943	+0.4%

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

N/A

Independent Members

212

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

$13,902

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH WARE	COMMANDER	20.00	Officer	$13,902	$0	$13,902
HOLY LEWIS	ADJUTANT	10.00	Officer	$0	$0	$0
PATRICIA PROFITT	FINANCE OFFICER	10.00	Officer	$0	$0	$0
JAMES BALVIN	1ST VICE COMMANDER	1.00	Officer	$0	$0	$0
RICK GIUSTO	TRUSTEE	1.00	Director	$0	$0	$0
MIKE BONGART	CHAPLAIN AND	1.00	Officer	$0	$0	$0
TODD HARRIS	2ND VICE COMMANDER	1.00	Officer	$0	$0	$0
TERRY HARE	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE WEAVER	TRUSTEE	1.00	Director	$0	$0	$0
BOB GILES	TRUSTEE	1.00	Director	$0	$0	$0
TOM HUNTER	SGT AT ARMS	1.00	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	$281,768	$176,335	$370,109	$105,433
2024	No data	No data	No data	No data
2023	$223,105	$150,162	$432,500	$72,943
2021	$38,713	$66,079	$178,598	$-27,366

WINTERSVILLE AMERICAN LEGION POST 557 STEVENS-CHRISTIAN MEMORIAL