American Legion SN 99 Walker Roney (EIN 436093444) - 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

1966

Legal Domicile

Principal Officer

CLAY LINDSAY

Phone

5737293710

Tax Period

2024-06-01 to 2025-05-31

American Legion SN 99 Walker Roney, founded in 1966, is a small nonprofit that reported $135K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 31% operating margin.

Mission

VETERAN'S ORGANIZATION THAT MAINTAINS A PLACE FOR VETERAN'S AND FAMILIES TO GATHER AND FELLOWSHIP.

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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 $28,372

Program Service Revenue $0

Investment Income $7

Other Revenue $107,056

TOTAL REVENUE $135,435

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,563

Other Expenses $93,970

TOTAL EXPENSES $93,970

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,435	$95,240	+0.4%
Expenses	$93,970	$80,552	+0.2%
Net Income	$41,465	$14,688	+1.8%

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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAY LINDSAY	PRESIDENT/TREASURER	16.00	Officer Director	$0	$0	$0
ERIC SURLES	SECRETARY	10.00	Director	$0	$0	$0
DAVID BRUNO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ADAM NIEDRINGHAUS	EXEC COMMITTEE	1.00	Director	$0	$0	$0
BILL HEAVEN	EXEC COMMITTEE	1.00	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
2025	$135,435	$93,970	$212,091	$41,465
2023	$95,240	$80,552	$170,626	$14,688
2022	$98,173	$91,728	$155,938	$6,445
2021	$75,965	$75,602	$149,493	$363
2020	$67,947	$74,429	$158,875	$-6,482
2019	$101,242	$100,227	$167,171	$1,015
2018	$80,309	$113,053	$166,064	$-32,744

American Legion SN 99 Walker Roney