American Legion Lodi Post 523 (EIN 346607426) - 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

1921

Legal Domicile

Principal Officer

Daniel Goodrow

Phone

3309481523

Tax Period

2024-01-01 to 2024-12-31

American Legion Lodi Post 523, founded in 1921, is a small nonprofit that reported $158K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $182K exceeded revenue, resulting in a 15% operating deficit.

Mission

To fosterr Americanism, memories and help the less fortunate veterans.

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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 $13,583

Program Service Revenue $91,088

Investment Income $0

Other Revenue $53,418

TOTAL REVENUE $158,089

Expense Breakdown

Grants Paid $51,237

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $130,962

TOTAL EXPENSES $182,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,089	$295,764	-0.5%
Expenses	$182,199	$211,200	-0.1%
Net Income	$-24,110	$84,564	-1.3%

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

132

Independent Members

132

Employees

N/A

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
Daniel Goodrow	Adjuntant	30.00	Officer	$0	$0	$0
Brad Stewart	Sergent at Arms	10.00	Officer	$0	$0	$0
Brian Stewart	Commander	30.00	Officer	$0	$0	$0
Jeremy Halpin	1st Vice	15.00	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	$158,089	$182,199	$260,587	$-24,110
2023	$295,764	$211,200	$382,255	$84,564
2022	$164,543	$153,776	No data	$10,767
2021	$171,546	$153,045	No data	$18,501
2020	$140,313	$125,132	No data	$15,181
2019	$206,941	$149,482	No data	$57,459
2018	$201,231	$185,898	No data	$15,333

American Legion Lodi Post 523