APPLE VALLEY AMERICAN LEGION POST … - Form 990 Financial Data

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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

1976

Legal Domicile

Principal Officer

BERNIE BAUMAN

Phone

9524311776

Tax Period

2023-01-01 to 2023-12-31

APPLE VALLEY AMERICAN LEGION POST POST 1776, founded in 1976, is a small nonprofit that reported $730K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $286K, a strong 39% operating margin.

Mission

TO PROVIDE FACILITIES AND SUPPORT FOR VETERANS PROGRAMS, COMMUNITY PROJECTS, YOUTH ACTIVITIES, NEEDY INDIVIDUAL VETERANS AND NON- VETERANS, MEMORIALS, PATRIOTISM AND A FACILITY FOR THE ASSOCIATION OF VETERANS, THEIR FAMILIES AND THEIR GUESTS.

Program Service Accomplishments

Program 1

CHARITABLE GAMING PROVIDES FUNDS TO SUPPORT THE ORGANIZATION'S OBJECTIVES OF SUPPORTING COMMUNITY PROJECTS, YOUTH ACTIVITIES, NEEDY INDIVIDUAL VETERANS AND NON-VETERANS, VETERANS PROGRAMS AND...

CHARITABLE GAMING PROVIDES FUNDS TO SUPPORT THE ORGANIZATION'S OBJECTIVES OF SUPPORTING COMMUNITY PROJECTS, YOUTH ACTIVITIES, NEEDY INDIVIDUAL VETERANS AND NON-VETERANS, VETERANS PROGRAMS AND PATRIOTISM.

Program 2

SOCIAL CLUB PROVIDES A FACILITY AND ACTIVITIES FOR THE FRATERNAL ASSOCIATION OF VETERANS, THEIR FAMILIES, AND THEIR GUESTS. THIS ASSOCIATION SUPPORTS VETERANS AND THEIR FAMILIES IN THEIR EFFORTS TO REMEMBER AND HONOR THE CONTRIBUTIONS BY THOSE WHO SERVED IN THE ARMED FORCES AS WELL AS PROMOTE AND HONOR THE MEMORY OF THOSE WHO HAVE PASSED.

Program 3

FUNDRAISING ACTIVITIES PROVIDE FUNDS TO SUPPORT THE ORGANIZATION'S OBJECTIVES OF SUPPORTING COMMUNITY PROJECTS, YOUTH ACTIVITIES, NEEDY INDIVIDUAL VETERANS AND NON-VETERANS, VETERANS PROGRAMS AND...

FUNDRAISING ACTIVITIES PROVIDE FUNDS TO SUPPORT THE ORGANIZATION'S OBJECTIVES OF SUPPORTING COMMUNITY PROJECTS, YOUTH ACTIVITIES, NEEDY INDIVIDUAL VETERANS AND NON-VETERANS, VETERANS PROGRAMS AND PATRIOTISM.

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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 $257,245

Program Service Revenue $0

Investment Income $35,066

Other Revenue $437,683

TOTAL REVENUE $729,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,199

Fundraising Expenses $0

Other Expenses $443,123

TOTAL EXPENSES $444,322

Year-over-Year Comparison

	2023	2022	Change
Revenue	$729,994	$1,035,235	-0.3%
Expenses	$444,322	$768,008	-0.4%
Net Income	$285,672	$267,227	+0.1%

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
BERNIE BAUMAN	COMMANDER	17.00	Officer	$0	$0	$0
CHRIS HOFFMAN	1ST VICE COM	5.00	Officer	$0	$0	$0
MIKE VINOVICH	2ND VICE COM	5.00	Officer	$0	$0	$0
DAVID GARY	CHAMPLAIN	3.00	Officer	$0	$0	$0
SHAW HOKUF	HISTORIAN	3.00	Officer	$0	$0	$0
JAY PETERSON	SERVICE OFFI	3.00	Officer	$0	$0	$0
JIM HOFFMAN	SARGENT AT A	3.00	Officer	$0	$0	$0
GARY ODEGARD	FINANCIAL OF	10.00	Officer	$0	$0	$0
CARLA TAPPAINER	ADJUTANT	3.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$729,994	$444,322	$1,721,997	$285,672
2022	$1,035,235	$768,008	$1,686,822	$267,227
2021	$1,158,023	$812,285	$1,743,097	$345,738
2021	$1,457,283	$951,032	$1,387,764	$506,251
2020	$1,147,438	$1,260,038	$647,108	$-112,600
2019	$1,545,456	$1,469,691	$821,314	$75,765
2018	$1,453,793	$1,416,293	$772,515	$37,500

APPLE VALLEY AMERICAN LEGION POST POST 1776