LAKE ZURICH POST 964 AMERICAN LEGION (EIN 366206063) - 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

1948

Legal Domicile

Principal Officer

RONALD C GIZNIK

Phone

8474389477

Tax Period

2024-01-01 to 2024-12-31

LAKE ZURICH POST 964 AMERICAN LEGION, founded in 1948, is a micro nonprofit in the Public & Societal Benefit sector that reported $80K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $75K left a modest 6% surplus.

Mission

TO ASSIST DISABLED AND NEEDY VETERANS, TO PROMOTE THE SOCIAL WELFARE OF THE COMMUNITY, AND TO SPONSOR OR PARTICIPATE IN ACTIVITIES OF A PATRIOTIC NATURE.

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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 $4,812

Program Service Revenue $0

Investment Income $2,534

Other Revenue $72,759

TOTAL REVENUE $80,105

Expense Breakdown

Grants Paid $9,266

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $65,809

TOTAL EXPENSES $75,075

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,105	$130,257	-0.4%
Expenses	$75,075	$104,744	-0.3%
Net Income	$5,030	$25,513	-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

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

$29,213

Total Directors

$29,213

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT PUGH	FINANCE OFFICER (THRU 10/24)	30.00	Officer Director	$19,875	$0	$19,875
RONALD GIZNIK	FINANCE OFFICER	30.00	Officer Director	$9,338	$0	$9,338
TOM MARCICIAK	JUDGE ADVOCATE	15.00	Officer Director	$0	$0	$0
JOHN GARRIS	ADJUTANT	10.00	Officer Director	$0	$0	$0
BRIAN BARBER	COMMANDER	1.00	Officer Director	$0	$0	$0
RICHARD JOHNSON	SR. VICE COMMANDER	1.00	Officer Director	$0	$0	$0
GILBERT GOODMAN JR	JR. VICE COMMANDER	1.00	Officer Director	$0	$0	$0
ANTHONY ROBERTI	SERVICE OFFICER	1.00	Officer Director	$0	$0	$0
SCOT GRABOWSKI	SGT AT ARMS	1.00	Officer Director	$0	$0	$0
BOB WARREN	HISTORIAN	1.00	Officer Director	$0	$0	$0
JAMES BALLARD	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE CRIEL	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL HUDSON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER KUEHL	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER WAGNER	TRUSTEE	1.00	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	$80,105	$75,075	$423,315	$5,030
2023	$130,257	$104,744	$412,514	$25,513
2022	$129,562	$84,875	$386,426	$44,687
2021	$340,427	$308,593	$341,531	$31,834
2020	$281,851	$279,092	$308,982	$2,759
2019	$346,471	$310,128	$306,642	$36,343
2018	$357,456	$339,446	$269,862	$18,010

LAKE ZURICH POST 964 AMERICAN LEGION