KRAMER-BERG AMERICAN LEGION 507 (EIN 411564539) - 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

1950

Legal Domicile

Principal Officer

PATRICK MILLER

Tax Period

2023-10-01 to 2024-09-30

KRAMER-BERG AMERICAN LEGION 507, founded in 1950, is a micro nonprofit that reported $47K in total revenue in fiscal year 2023.

Mission

PROMOTE SOCIAL FELLOWSHIP AND COMPANIONSHIP AMONGST MEMBERS. CARE OF VETERANS 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 (2023)

Revenue Breakdown

Contributions & Grants $967

Program Service Revenue $0

Investment Income $10,465

Other Revenue $-58,399

TOTAL REVENUE $-46,967

Expense Breakdown

Grants Paid $73,193

Salaries & Benefits $1,000

Fundraising Expenses $0

Program Expenses $4,336

Other Expenses $-69,857

TOTAL EXPENSES $4,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-46,967	$-918	+50.2%
Expenses	$4,336	$1,637	+1.6%
Net Income	$-51,303	$-2,555	+19.1%

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
JOHN DAUFFENBACH	EXECUTIVE BOARD	2.00	Director	$0	$0	$0
BOB HOLLY	EXECUTIVE BOARD	2.00	Director	$0	$0	$0
SCOTT PETERSON	EXECUTIVE BOARD	2.00	Director	$0	$0	$0
RICK KLINGBEIL	CHAPLIN2ND VICE COMM	2.00	Officer	$0	$0	$0
CHARLES JOHNSON	SERVICE OFFICER	2.00	Officer	$0	$0	$0
KEN LOHR	1ST VICE COMM	2.00	Officer	$0	$0	$0
PATRICK MILLER	COMMANDER	2.00	Officer	$0	$0	$0
GENE ALTSTAFF	FINANCE OFFICER	2.00	Officer	$0	$0	$0
GARY RICHARDSON	ADJUTANTSGT AT ARMS	2.00	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
2024	$-46,967	$4,336	$145,197	$-51,303
2023	$-918	$1,637	$201,029	$-2,555
2022	$-13,573	$3,303	$200,796	$-16,876
2021	$50,855	$1,781	$239,415	$49,074
2020	$21,388	$2,068	$173,537	$19,320
2019	$-4,556	$2,112	$150,919	$-6,668

KRAMER-BERG AMERICAN LEGION 507