AMERICAN LEGION POST 298 CAPTAIN OSCAR BRADY (EIN 386088945) - 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

1945

Legal Domicile

Principal Officer

JOSH WHITFIELD

Phone

2699647230

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION POST 298 CAPTAIN OSCAR BRADY, founded in 1945, is a small nonprofit that reported $114K in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $107K left a modest 6% surplus.

Mission

TO PROVIDE SERVICES TO MILITARY VETERANS, MILITARY VETERAN ORGANIZATIONS, AND THEIR FAMILIES.

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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 $6,668

Program Service Revenue $13,379

Investment Income $1

Other Revenue $94,137

TOTAL REVENUE $114,185

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,641

Fundraising Expenses $0

Other Expenses $81,791

TOTAL EXPENSES $107,432

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,185	$67,755	+0.7%
Expenses	$107,432	$65,876	+0.6%
Net Income	$6,753	$1,879	+2.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK BURDICK	FINANCE OFFI	N/A	Officer Director	$0	$0	$0
SONIA PATRICK	1ST VICE COM	N/A	Officer Director	$0	$0	$0
JOEY PERRY	ADJUTANT	N/A	Officer Director	$0	$0	$0
JAKE WASENAAR	2ND VICE COM	N/A	Officer Director	$0	$0	$0
JOSH WHITFIELD	COMMANDER	N/A	Officer Director	$0	$0	$0
JACK THOM	DIRECTOR	N/A		$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	$114,185	$107,432	$151,994	$6,753
2023	$67,755	$65,876	$145,197	$1,879
2022	$141,839	$108,581	$143,228	$33,258
2021	$112,135	$103,430	$109,970	$8,705
2020	$83,603	$111,641	$101,265	$-28,038
2019	$268,340	$249,754	$129,303	$18,586
2018	$141,241	$125,174	$110,717	$16,067

AMERICAN LEGION POST 298 CAPTAIN OSCAR BRADY