AMERICAN LEGION POST 162 WALLEY BARTLEY (EIN 382128779) - 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

1970

Legal Domicile

Principal Officer

TROY HERBLET

Phone

9898265950

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION POST 162 WALLEY BARTLEY, founded in 1970, is a small nonprofit that reported $206K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $197K left a modest 4% surplus.

Mission

PURPOSE IS TO SUPPORT AND ASSIST VETERANS WITH DAILY NEEDS AND ACTIVITIES. THIS POST RAISES MONEY TO PROVIDE FINANCIAL ASSISTANCE AND ALSO SUPPLIES PERSONNEL TO SUPPORT WITH PHYSICAL LABOR.

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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 $11,608

Program Service Revenue $191,997

Investment Income $1,172

Other Revenue $934

TOTAL REVENUE $205,711

Expense Breakdown

Grants Paid $2,150

Salaries & Benefits $43,045

Fundraising Expenses $0

Other Expenses $151,768

TOTAL EXPENSES $196,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,711	$238,928	-0.1%
Expenses	$196,963	$213,650	-0.1%
Net Income	$8,748	$25,278	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TROY HERBLET	COMMANDER	10.00	Officer	$0	$0	$0
RON PICKELL	FINANCE DIRECTOR	15.00	Officer	$0	$0	$0
DON MACEJKA	SECOND VICE	10.00	Officer	$0	$0	$0
WADE BEAMER	ADJUTANT	10.00	Officer	$0	$0	$0
STANLEY JUENGEL	FIRST VICE	10.00	Officer	$0	$0	$0
RICH LANDRY	CHAPLAIN	5.00	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	$205,711	$196,963	$291,234	$8,748
2023	$238,928	$213,650	$281,496	$25,278

AMERICAN LEGION POST 162 WALLEY BARTLEY