AMERICAN LEGION POST 68 WOOSTER (EIN 346595723) - 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

1946

Legal Domicile

Principal Officer

DONALD BERTSCH

Phone

3302631191

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION POST 68 WOOSTER, founded in 1946, is a small nonprofit that reported $407K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 21% operating margin.

Mission

TO PROMOTE THE IDEALS OF THE ORGANIZATION BY PROVIDING SUPPORT IN LOCAL EVENTS, SPONSORING LOCAL CHARITABLE ORGANZIATIONS AND SOCIALIZATION OF MEMBERSHIP COMPRISED OF MEMBERS OF THE ARMED SERVICES.

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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 $83,448

Investment Income $0

Other Revenue $323,885

TOTAL REVENUE $407,333

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,828

Fundraising Expenses $0

Other Expenses $227,148

TOTAL EXPENSES $322,976

Year-over-Year Comparison

	2024	2023	Change
Revenue	$407,333	$237,915	+0.7%
Expenses	$322,976	$238,662	+0.4%
Net Income	$84,357	$-747	-113.9%

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

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 ROBERTS	1ST VICE COM	1.00	Officer Director	$0	$0	$0
FRANK MCCORT	TRUSTEE	1.00	Director	$0	$0	$0
OTIS MEKOLESKE	TRUSTEE	1.00	Officer Director	$0	$0	$0
STEVE JOLLY	TRUSTEE	1.00	Director	$0	$0	$0
STEVE BOSS	TRUSTEE	1.00	Director	$0	$0	$0
BOB WILES	TRUSTEE	1.00	Director	$0	$0	$0
LLOYD SHELLHORN	TRUSTEE	1.00	Director	$0	$0	$0
CY SCHROCK	TRUSTEE	1.00	Director	$0	$0	$0
SHIRL EVANS	COMMANDER	2.00	Officer Director	$0	$0	$0
BUD BITTINGER	TRUSTEE	1.00	Director	$0	$0	$0
BJ LONG	SARGENT AT ARMS	1.00	Director	$0	$0	$0
DON BERTSCH	FINANCE OFFICER	2.00	Officer Director	$0	$0	$0
JIM FIELDS	ADJUTANT	2.00	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	$407,333	$322,976	$677,848	$84,357
2023	$237,915	$238,662	$598,551	$-747
2022	$357,095	$311,078	$591,739	$46,017
2021	$197,834	$143,987	$550,340	$53,847
2020	$223,524	$229,436	$514,130	$-5,912
2019	$247,895	$233,704	$478,226	$14,191
2018	$236,957	$242,662	$481,569	$-5,705

AMERICAN LEGION POST 68 WOOSTER