AMERICAN LEGION MONTGOMERY PLANT (EIN 390924774) - 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

TONY NARDI

Phone

7154091057

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION MONTGOMERY PLANT is a small nonprofit that reported $188K in total revenue in fiscal year 2024. The organization ran a surplus of $96K, a strong 51% operating margin.

Mission

VETERANS' ASSOCIATION

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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 $44,001

Program Service Revenue $103,839

Investment Income $19,569

Other Revenue $20,596

TOTAL REVENUE $188,005

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $37,570

TOTAL EXPENSES $91,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,005	$192,937	0.0%
Expenses	$91,775	$100,941	-0.1%
Net Income	$96,230	$91,996	+0.0%

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

600

Independent Members

600

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS BORCHARDT	ADJUTANT	10.00	Officer Director	$0	$0	$0
BRYAN FOX	1ST VICE COM	10.00	Officer Director	$0	$0	$0
GEORGE MOSHER	FIN OFFICER	10.00	Officer Director	$0	$0	$0
TONY NARDI	COMMANDER	10.00	Officer Director	$0	$0	$0
STEVE SLEETER	2ND VICE COM	10.00	Officer 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
2025	No data	No data	No data	No data
2024	$188,005	$91,775	$497,851	$96,230
2023	$192,937	$100,941	$401,621	$91,996
2022	$200,978	$175,179	$309,625	$25,799
2021	$95,839	$77,483	$251,662	$18,356

AMERICAN LEGION MONTGOMERY PLANT