American Legion Post 1207 (EIN 362366158) - 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

Principal Officer

Terrell Lewis

Phone

8153976672

Tax Period

2023-01-01 to 2023-12-31

American Legion Post 1207 is a small nonprofit that reported $570K in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 23% operating margin.

Mission

Fraternal society of 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 (2023)

Revenue Breakdown

Contributions & Grants $192,572

Program Service Revenue $248,478

Investment Income $122

Other Revenue $128,914

TOTAL REVENUE $570,086

Expense Breakdown

Grants Paid $18,176

Salaries & Benefits $101,478

Fundraising Expenses $0

Other Expenses $321,847

TOTAL EXPENSES $441,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$570,086	$364,405	+0.6%
Expenses	$441,501	$426,985	+0.0%
Net Income	$128,585	$-62,580	-3.1%

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

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	Role	Reportable Comp	Other Comp	Total
Kathie Hansen	Sr. Vice Comman	Director	$0	$0	$0
Terrell Lewis	Commander	Director	$0	$0	$0
Fernando Delgado	Jr. Vice Comman	Director	$0	$0	$0
Neil Tolodxi	E-Board Member	Director	$0	$0	$0
William Michaels	Finance Officer	Director	$0	$0	$0
Gene Schaefer	E-Board Member	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	No data	No data	No data	No data
2023	$570,086	$441,501	$673,272	$128,585
2022	$364,405	$426,985	$542,762	$-62,580
2021	$545,271	$388,543	$608,033	$156,728
2020	$260,288	$286,667	$451,774	$-26,379
2018	$346,824	$312,670	$548,744	$34,154

American Legion Post 1207