American Legion Auxiliary

EIN: 450103461

Fargo, ND

Total Revenue
$323,611
Total Expenses
$289,621
Total Assets
$247,406
Net Assets
$247,335
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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
ND
Principal Officer
Marcy Schmidt
Phone
7012535992
Tax Period
2023-07-01 to 2024-06-30

American Legion Auxiliary, founded in 1919, is a small nonprofit that reported $324K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $290K left a modest 11% surplus.

Mission

Provide services for Veterans as well as foster Patriotism, children and youth programs.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $274,513
Program Service Revenue $62,642
Investment Income $1,015
Other Revenue $-14,559
TOTAL REVENUE $323,611

Expense Breakdown

Grants Paid $53,439
Salaries & Benefits $38,424
Fundraising Expenses $0
Other Expenses $197,758
TOTAL EXPENSES $289,621

Year-over-Year Comparison

2023 2022 Change
Revenue $323,611 $286,242 +0.1%
Expenses $289,621 $279,279 +0.0%
Net Income $33,990 $6,963 +3.9%
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

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Governance

Voting Members
15
Independent Members
15
Employees
6
Volunteers
200

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
7
$32,000
Total Directors
11
$32,000
Key Employees
6
$32,000
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Marcy Schmidt Dept Secretary 35.00
Officer Director Key Emp Highest
$26,000 $0 $26,000
Sonnie Otto Department Treasurer 15.00
Officer Director Key Emp
$6,000 $0 $6,000
Gloria Covert Dept President 15.00
Officer Director Key Emp
$0 $0 $0
LoAnn Dick Dept Pres-Elect 10.00
Officer Director
$0 $0 $0
Candace Berg Dep Vice-President 10.00
Officer Director
$0 $0 $0
Sandra Peterman Past Dept President 1.00
Director
$0 $0 $0
Rose Laning Dept Chaplain 15.00
Officer Director
$0 $0 $0
Tammy Ryberg National Exec Committee 3.00
Officer Director
$0 $0 $0
Marlys Aubol Finance Committee 0.25
Director Key Emp
$0 $0 $0
Gloria Covert Finance Committee 0.10
Director Key Emp
$0 $0 $0
Diane Kraemer Fiance Committee 0.10
Director Key Emp
$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 No data No data No data No data
2024 $323,611 $289,621 $247,406 $33,990
2023 $286,242 $279,279 $223,215 $6,963
2022 $245,729 $278,779 $216,187 $-33,050
2021 $211,479 $202,715 $230,355 $8,764
2020 $239,034 $232,880 $218,107 $6,154
2019 $265,677 $302,153 $208,619 $-36,476
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