American Legion 214 Palmer-Roberts (EIN 346607487) - 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

1933

Legal Domicile

Principal Officer

Robert Kocevar

Phone

4409427762

Tax Period

2020-01-01 to 2020-12-31

American Legion 214 Palmer-Roberts, founded in 1933, is a micro nonprofit that reported $22K in total revenue in fiscal year 2020. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $25K exceeded revenue, resulting in a 14% operating deficit.

Mission

Facilities and counseling provided for Veteran support to promote fraternal comradship, financial aid when needed and assist in maintaining true allegiance to the United States of America. They also provide americanism testing in local schools and financial support to students.

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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 $2,525

Program Service Revenue $3,505

Investment Income $163

Other Revenue $15,573

TOTAL REVENUE $21,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,723

Fundraising Expenses $0

Program Expenses $19,012

Other Expenses $19,012

TOTAL EXPENSES $24,735

Year-over-Year Comparison

	2020	2019	Change
Revenue	$21,766	$61,421	-0.6%
Expenses	$24,735	$60,987	-0.6%
Net Income	$-2,969	$434	-7.8%

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

N/A

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
Doug Larned	Commander	025.00	Officer	$0	$0	$0
Dominic Frederico	1st Vice Commander	010.00	Officer	$0	$0	$0
Bill Dittebrand	2nd Vice Commander	010.00	Officer	$0	$0	$0
Larry Lutz	3rd Vice Commander	010.00	Officer	$0	$0	$0
John Perry	Chaplain	010.00	Officer	$0	$0	$0
Brent Woerner	Adjutant	010.00	Officer	$0	$0	$0
Joe Eckenrode	Finance Officer	020.00	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
2020	$21,766	$24,735	$354,189	$-2,969
2019	$61,421	$60,987	$355,797	$434
2018	$60,411	$64,189	$355,426	$-3,778

American Legion 214 Palmer-Roberts