AMERICAN LEGION MERTON DALE POST 80 (EIN 416037874) - 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

Tax Period

2023-09-01 to 2024-08-31

AMERICAN LEGION MERTON DALE POST 80, founded in 1919, is a small nonprofit that reported $424K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $404K left a modest 5% surplus.

Mission

AMERICAN LEGION POST PERPETUATES THE MEMORY OF VETERANS BY PROVIDING A PLACE TO SOCIALIZE. IT ALSO PROVIDES COLOR GUARDS, SPONSORS YOUTH ACTIVITIES, AND PARTICIPATES IN MANY OTHER NATIONAL AND LOCAL COMMUNITY EVENTS.

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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 $28,211

Program Service Revenue $0

Investment Income $107,279

Other Revenue $288,811

TOTAL REVENUE $424,301

Expense Breakdown

Grants Paid $20,583

Salaries & Benefits $194,631

Fundraising Expenses $0

Program Expenses $403,937

Other Expenses $188,723

TOTAL EXPENSES $403,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$424,301	$803,231	-0.5%
Expenses	$403,937	$452,055	-0.1%
Net Income	$20,364	$351,176	-0.9%

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

187

Independent Members

187

Employees

Volunteers

N/A

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
WAYNE HERVEY	ADJUTANT	0.00	Officer	$0	$0	$0
JERRY SCHULTZ	COMMANDER	0.00	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	$424,301	$403,937	$2,461,659	$20,364
2023	$803,231	$452,055	$2,448,825	$351,176
2022	$427,624	$400,792	$2,097,213	$26,832
2021	$322,536	$319,813	$2,072,831	$2,723
2020	$302,364	$332,837	$2,068,929	$-30,473
2019	$346,344	$467,667	$2,108,601	$-121,323
2018	$526,254	$490,953	$2,237,218	$35,301

AMERICAN LEGION MERTON DALE POST 80