AMERICAN LEGION ADAMS-STIERLEN POST 311 (EIN 416037138) - 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

Phone

5073275746

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION ADAMS-STIERLEN POST 311, founded in 1919, is a small nonprofit that reported $130K in total revenue in fiscal year 2024. Net assets of $341K represent 31 months of operating reserves.

Mission

THE AMERICAN LEGION IS OPERATED TO PROVIDE SUPPORT AND FACILITIES TO VETERANS FOR PROGRAMS AND SOCIAL ACTIVITIES. TO EDUCATE THE GENERAL PUBLIC ABOUT PATRIOTISM AND SUPPORT COMMUNITY PROJECTS, YOUTH ACTIVITIES AND LOCAL ORGANIZATIONS.

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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 $14,441

Program Service Revenue $0

Investment Income $73

Other Revenue $115,746

TOTAL REVENUE $130,260

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,215

Fundraising Expenses $0

Program Expenses $130,959

Other Expenses $82,245

TOTAL EXPENSES $136,460

Year-over-Year Comparison

	2024	2023	Change
Revenue	$130,260	$126,416	+0.0%
Expenses	$136,460	$94,244	+0.4%
Net Income	$-6,200	$32,172	-1.2%

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

$24,000

Total Directors

$24,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF BARTELT	1ST VICE COMMAN	5.00	Officer Director	$24,000	$0	$24,000
DALE WALTON	AT-LARGE	5.00	Officer Director	$0	$0	$0
LENNY HEBL	COMMANDER	5.00	Officer Director	$0	$0	$0
DUANE ANDERSON	SERGANT AT ARMS	5.00	Officer Director	$0	$0	$0
AL LONEY	ADJUTANT	5.00	Officer Director	$0	$0	$0
MACK EVANS	SERVICE OFFICER	5.00	Officer Director	$0	$0	$0
PAUL BECKER	AT-LARGE	5.00	Officer Director	$0	$0	$0
LORYANN STANGLER	FINANCE OFFICER	5.00	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
2024	$130,260	$136,460	$342,355	$-6,200
2023	$126,416	$94,244	$353,769	$32,172
2022	$72,854	$73,532	$317,560	$-678
2021	$151,870	$71,930	$319,941	$79,940
2020	$47,341	$56,028	$235,964	$-8,687
2019	$137,692	$131,189	$244,053	$6,503
2018	$68,025	$61,847	$238,304	$6,178

AMERICAN LEGION ADAMS-STIERLEN POST 311