AMERICAN LEGION (EIN 420660491) - 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

1960

Principal Officer

KIM WILTMAN

Phone

7125465609

Tax Period

2020-07-01 to 2021-06-30

AMERICAN LEGION, founded in 1960, is a small nonprofit that reported $267K in total revenue in fiscal year 2020. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $237K left a modest 11% surplus.

Mission

AMERICAN LEGION VETERAN SERVICES

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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 (2020)

Revenue Breakdown

Contributions & Grants $139,827

Program Service Revenue $0

Investment Income $2,129

Other Revenue $124,713

TOTAL REVENUE $266,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,006

Fundraising Expenses $0

Other Expenses $191,205

TOTAL EXPENSES $237,211

Year-over-Year Comparison

	2020	2019	Change
Revenue	$266,669	$213,416	+0.2%
Expenses	$237,211	$182,886	+0.3%
Net Income	$29,458	$30,530	0.0%

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

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
GARY KONZ	TREASURER	N/A	Director	$0	$0	$0
GLENN KUNKLE	TRUSTEE	N/A	Director	$0	$0	$0
JIM ROFLES	SECRETARY	N/A	Officer	$0	$0	$0
WAYNE SCHIPPER	COMMANDER	N/A	Officer	$0	$0	$0
KIM WILTMAN	TRUSTEE	N/A	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
2021	$266,669	$237,211	$296,724	$29,458
2020	$213,416	$182,886	$267,266	$30,530
2019	$77,500	$80,843	$268,081	$-3,343
2018	$35,929	$35,408	$255,919	$521

AMERICAN LEGION