AMERICAN LEGION POST 158 (EIN 436097249) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1928

Legal Domicile

Principal Officer

JOHN KOENIG

Phone

5732439158

Tax Period

2024-08-01 to 2025-07-31

AMERICAN LEGION POST 158, founded in 1928, is a small nonprofit that reported $372K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 21% operating margin.

Mission

TO ASSIST DISABLED AND WAR VETERANS, PARTICIPATE IN PATRIOTIC ACTIVITIES, PROMOTESOCIAL WELFARE IN THE COMMUNITY, AND PROVIDE RECREATION FOR MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $25,426

Program Service Revenue $16,348

Investment Income $2,019

Other Revenue $327,732

TOTAL REVENUE $371,525

Expense Breakdown

Grants Paid $5,610

Salaries & Benefits $117,839

Fundraising Expenses $218,581

Other Expenses $170,723

TOTAL EXPENSES $294,172

Year-over-Year Comparison

	2024	2023	Change
Revenue	$371,525	$295,752	+0.3%
Expenses	$294,172	$217,486	+0.4%
Net Income	$77,353	$78,266	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

280

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
STEVE ENGLEMANN	ADJUTANT	N/A	Officer	$0	$0	$0
JEFF HEISE	1ST VICE COM	N/A	Officer	$0	$0	$0
MIKE HESS	2ND VICE COM	N/A	Officer	$0	$0	$0
JOHN KOENIG	FINANCE OFFI	N/A	Officer	$0	$0	$0
LARRY SCHOTT	COMMANDER	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
2025	$371,525	$294,172	$314,647	$77,353
2024	$295,752	$217,486	$213,358	$78,266
2023	$292,531	$235,581	$177,213	$56,950
2022	$258,658	$254,272	$120,263	$4,386
2021	$209,247	$247,853	$157,865	$-38,606
2020	$169,182	$204,058	$153,836	$-34,876
2019	$215,177	$214,418	$171,590	$759
2018	$226,435	$217,092	$66,976	$9,343

AMERICAN LEGION POST 158