Edward Schultz American Legion Post 697 (EIN 362157518) - 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

1930

Legal Domicile

Tax Period

2021-01-01 to 2021-12-31

Edward Schultz American Legion Post 697, founded in 1930, is a small nonprofit that reported $190K in total revenue in fiscal year 2021. Revenue surged 150% from the prior year, signaling strong growth momentum.

Mission

Fellowship, Fraternal, Charity and Patriotic Function

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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 (2021)

Revenue Breakdown

Contributions & Grants $38,367

Program Service Revenue $0

Investment Income $15

Other Revenue $151,515

TOTAL REVENUE $189,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,936

Fundraising Expenses $0

Other Expenses $169,614

TOTAL EXPENSES $207,550

Year-over-Year Comparison

	2021	2020	Change
Revenue	$189,897	$75,835	+1.5%
Expenses	$207,550	$174,157	+0.2%
Net Income	$-17,653	$-98,322	-0.8%

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

220

Independent Members

219

Employees

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

$26,362

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lawrence M Kutz	Jr Vice Commander	25.00	Officer	$26,362	$0	$26,362
Dennis Altgilbers	Post Financial Secretary	20.00	Officer	$0	$0	$0
Dan McDevitt	Adjutant	5.00	Officer	$0	$0	$0
Ralph Leyba	Post Commander	5.00	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
2021	$189,897	$207,550	$358,415	$-17,653
2020	$75,835	$174,157	$369,107	$-98,322
2020	$149,420	$253,004	$363,845	$-103,584
2019	$31,978	$95,269	$446,476	$-63,291
2018	$22,932	$95,941	$512,364	$-73,009

Edward Schultz American Legion Post 697