AMERICAN LEGION OF IOWA FOUNDATION (EIN 421124045) - 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

1978

Legal Domicile

Principal Officer

JOHN DERNER

Phone

5152825068

Tax Period

2023-10-01 to 2024-09-30

AMERICAN LEGION OF IOWA FOUNDATION, founded in 1978, is a small nonprofit that reported $185K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 27% operating margin.

Mission

TO PROMOTE AMERICANISM, YOUTH PROGRAMS, VETERANS REHABILITATION AND COMMUNITY SERVICE IN IOWA.

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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 $48,903

Program Service Revenue $0

Investment Income $132,052

Other Revenue $4,500

TOTAL REVENUE $185,455

Expense Breakdown

Grants Paid $104,512

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $30,187

TOTAL EXPENSES $134,699

Year-over-Year Comparison

	2023	2022	Change
Revenue	$185,455	$135,806	+0.4%
Expenses	$134,699	$140,453	0.0%
Net Income	$50,756	$-4,647	-11.9%

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

Independent Members

Employees

N/A

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

$94,101

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARLAN YODER	1ST DISTRICT	1.00	Director	$0	$0	$0
ROBERT V WENGER	3RD DISTRICT	1.00	Director	$0	$0	$0
DENNIS J SOPPE	4TH DISTRICT	1.00	Director	$0	$0	$0
STEVEN DIXON	VICE PRESIDENT/5TH DISTRICT	1.00	Officer Director	$0	$0	$0
STEVEN NEAL	6TH DISTRICT	1.00	Director	$0	$0	$0
BRIAN RING	7TH DISTRICT	1.00	Director	$0	$0	$0
ED ROHNER	8TH DISTRICT	1.00	Director	$0	$0	$0
CHARLES BRUNSTING	9TH DISTRICT	1.00	Director	$0	$0	$0
STANLEY ELLIOT	PAST DEPARTMENT COMMANDER	1.00	Director	$0	$0	$0
DAVID K REHBEIN	EMERITUS MEMBERS	1.00	Director	$0	$0	$0
NICOLE CLAPP	EMERITUS MEMBERS	1.00	Director	$0	$0	$0
LEONARD ERNST	PRESIDENT/2ND DISTRICT	1.00	Officer	$0	$0	$0
JOHN A DERNER	SECRETARY/TREASURER	1.00	Officer	$0	$16,100	$94,101

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	$185,455	$134,699	$2,522,485	$50,756
2023	$135,806	$140,453	$2,245,876	$-4,647
2022	$214,971	$144,661	$2,198,029	$70,310
2021	$183,798	$131,510	$2,479,060	$52,288
2020	$156,904	$114,125	$2,240,946	$42,779
2019	$188,805	$128,707	$2,210,471	$60,098

AMERICAN LEGION OF IOWA FOUNDATION