AMERICAN LEGION POST 251 WESTPHAL (EIN 410677267) - 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

1946

Legal Domicile

Principal Officer

TOM JUERGENS

Tax Period

2017-08-01 to 2018-07-31

AMERICAN LEGION POST 251 WESTPHAL, founded in 1946, is a small nonprofit that reported $319K in total revenue in fiscal year 2017. Expenses of $300K left a modest 6% surplus.

Mission

THE ORGANIZATION PROVIDES VARIOUS PROGRAMS TO THE COMMUNITY IN SUPPORT OF VETERANS ISSUES AND A GATHERING PLACE FOR VETERANS TO PROVIDE PEER SUPPORT THROUGH A SOCIAL ENVIRONMENT

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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 (2017)

Revenue Breakdown

Contributions & Grants $17,225

Program Service Revenue $0

Investment Income $506

Other Revenue $300,932

TOTAL REVENUE $318,663

Expense Breakdown

Grants Paid $27,958

Salaries & Benefits $82,003

Fundraising Expenses $0

Program Expenses $300,036

Other Expenses $190,075

TOTAL EXPENSES $300,036

Year-over-Year Comparison

	2017	2016	Change
Revenue	$318,663	$307,169	+0.0%
Expenses	$300,036	$295,856	+0.0%
Net Income	$18,627	$11,313	+0.6%

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

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
MIKE LANIEL	EXEC COMMITTEE	5.00	Director	$0	$0	$0
GEORGE KRAMER	EXEC COMMITTEE	5.00	Director	$0	$0	$0
HAROLD MILLER	EXEC COMMITTEE	5.00	Director	$0	$0	$0
JIM BAUMGARTEN	EXEC COMMITTEE	5.00	Director	$0	$0	$0
KATHY GUSTAFSON	EXEC COMMITTEE	5.00	Director	$0	$0	$0
TOM JUERGENS	COMMANDER	10.00	Officer	$0	$0	$0
CHRIS ERICKSON	1ST VICE COMMANDER	5.00	Officer	$0	$0	$0
JOHN CLARK	ADJUTANT	5.00	Officer	$0	$0	$0
BRIAN STRITESKY	SGT AT ARMS	5.00	Officer	$0	$0	$0
DON GOLD	FINANCE OFFICER	5.00	Officer	$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
2018	$318,663	$300,036	$246,972	$18,627

AMERICAN LEGION POST 251 WESTPHAL