American Legion Post 489 Yorkville (EIN 366207356) - 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

1941

Legal Domicile

Principal Officer

DAVID A ULLRICH

Phone

6305537117

Tax Period

2023-01-01 to 2023-12-31

American Legion Post 489 Yorkville, founded in 1941, is a small nonprofit that reported $484K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $543K exceeded revenue, resulting in a 12% operating deficit.

Mission

To support and provide assistance for our military veterans and thier families To support our community and promote their support for vets

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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 $12,046

Program Service Revenue $0

Investment Income $84

Other Revenue $471,614

TOTAL REVENUE $483,744

Expense Breakdown

Grants Paid $8,172

Salaries & Benefits $208,999

Fundraising Expenses $0

Other Expenses $325,514

TOTAL EXPENSES $542,685

Year-over-Year Comparison

	2023	2022	Change
Revenue	$483,744	$425,284	+0.1%
Expenses	$542,685	$434,627	+0.2%
Net Income	$-58,941	$-9,343	+5.3%

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

324

Independent Members

324

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

$6,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY J CELLA	Commander	10.00	Officer	$0	$0	$0
DAVID A ULLRICH	Finance Officer	10.00	Officer	$6,000	$0	$6,000
KELLY LANCASTER	Operations Manager	40.00	Highest	$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
2023	$483,744	$542,685	$212,553	$-58,941
2022	$425,284	$434,627	$280,319	$-9,343
2022	$425,284	$434,627	$271,494	$-9,343
2021	$444,645	$454,692	$280,837	$-10,047
2021	$444,645	$454,692	$280,837	$-10,047
2020	$250,473	$233,419	$244,342	$17,054

American Legion Post 489 Yorkville