AMERICAN LEGION POST 9 (EIN 416030891) - 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

1919

Legal Domicile

Principal Officer

JEFF BROKAW

Phone

5074544281

Tax Period

2022-07-01 to 2023-06-30

AMERICAN LEGION POST 9, founded in 1919, is a small nonprofit that reported $499K in total revenue in fiscal year 2022. Revenue decreased 14% compared to the prior year. Net assets of $1.2M represent 29 months of operating reserves.

Mission

THE BUILDING AT 302 EAST SARNIA ALLOWS ALL VETERANS IN WINONA A CHANCE TO GET TOGETHER AND DISCUSS THEIR CONCERNS. THERE ARE EDUCATION OPPORTUNITIES, ENTERTAINMENT, AND A PLACE TO SOCIALIZE WITH OTHER VETERANS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $30,148

Program Service Revenue $67,420

Investment Income $8,364

Other Revenue $393,421

TOTAL REVENUE $499,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $138,157

Fundraising Expenses $0

Other Expenses $354,202

TOTAL EXPENSES $492,359

Year-over-Year Comparison

	2022	2021	Change
Revenue	$499,353	$578,801	-0.1%
Expenses	$492,359	$538,526	-0.1%
Net Income	$6,994	$40,275	-0.8%

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

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

$60,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF BROKAW	COMMANDER	10.00	Officer Director	$0	$0	$0
SAM SASSER	ADJUTANT	10.00	Officer Director	$0	$0	$0
TOM SLAGGIE	FINANCE OFFICE	10.00	Officer Director	$0	$0	$0
TIM REED	FIRST VICE	5.00	Officer Director	$0	$0	$0
AMY PELLOWSKI	SECOND VICE	3.00	Officer Director	$0	$0	$0
ROBERT OZMUN	HISTORIAN	5.00	Director	$0	$0	$0
DAR TROKE	DIRECTOR	5.00	Director	$0	$0	$0
BOB COSTA	DIRECTOR	3.00	Director	$0	$0	$0
SCOTT FISCHER	DIRECTOR	3.00	Director	$0	$0	$0
BILL FORD	DIRECTOR	3.00	Director	$0	$0	$0
MAURICE WALDEE	CHAPLAIN	3.00	Director	$0	$0	$0
DENNIS BECKER	DIRECTOR	3.00	Director	$0	$0	$0
BRIAN HJELMEKAND	DIRECTOR	3.00	Director	$0	$0	$0
TRISH SCHNEIDER	CLUB MANAGER	40.00	Officer	$37,600	$0	$37,600
MICHAEL MOHR	GAMBLING MANAGER	20.00	Officer	$10,150	$0	$10,150
NANCY BERGER	ASSISTANT GAMBLING MANAGER	25.00	Officer	$12,250	$0	$12,250

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	No data	No data	No data	No data
2023	$499,353	$492,359	$1,209,711	$6,994
2022	$394,019	$331,526	$1,165,490	$62,493

AMERICAN LEGION POST 9