AMERICAN LEGION POST #9 (EIN 470354059) - 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

1919

Legal Domicile

Principal Officer

Troy Sorenson

Phone

3084875356

Tax Period

2018-01-01 to 2018-12-31

AMERICAN LEGION POST #9, founded in 1919, is a micro nonprofit that reported $6K in total revenue in fiscal year 2018. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $29K exceeded revenue, resulting in a 395% operating deficit.

Mission

American Legion organizations place high importance on preserving our American traditions and values, improving the quality of life for our nations children, caring for veterans and their families, and teaching the fundamentals of good citizenship.

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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 (2018)

Revenue Breakdown

Contributions & Grants $3,595

Program Service Revenue $0

Investment Income $26

Other Revenue $2,222

TOTAL REVENUE $5,843

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $28,896

TOTAL EXPENSES $28,896

Year-over-Year Comparison

	2018	2017	Change
Revenue	$5,843	$66,230	-0.9%
Expenses	$28,896	$74,041	-0.6%
Net Income	$-23,053	$-7,811	+2.0%

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

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
JAMES E OLSON	COMMANDER	002.00	Officer Director	$0	$0	$0
BRUCE SHAVER	SECRETARY-CHAPLAIN	002.00	Officer Director	$0	$0	$0
BRETT SORENSON	TREASURER	003.00	Officer Director	$0	$0	$0
WILLIAM CARPENTER	DIRECTOR	002.00	Officer Director	$0	$0	$0
PATRICK McMAHON	DIRECTOR	001.00	Director	$0	$0	$0
GORDON SMITH	DIRECTOR	001.00	Officer 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
2018	$5,843	$28,896	$38,709	$-23,053

AMERICAN LEGION POST #9