AMERICAN LEGION 004 (EIN 480119830) - 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

1923

Legal Domicile

Principal Officer

JIMMY SMITH

Phone

3162628691

Tax Period

2024-07-01 to 2025-06-30

AMERICAN LEGION 004, founded in 1923, is a small nonprofit in the Public & Societal Benefit sector that reported $148K in total revenue in fiscal year 2024. The organization ran a surplus of $53K, a strong 36% operating margin.

Mission

COMMUNITY SERVICE TO VETERANS & FAMILIES

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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 $73,048

Program Service Revenue $0

Investment Income $5,862

Other Revenue $69,265

TOTAL REVENUE $148,175

Expense Breakdown

Grants Paid $22,841

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,767

Other Expenses $71,926

TOTAL EXPENSES $94,767

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,175	$146,485	+0.0%
Expenses	$94,767	$106,465	-0.1%
Net Income	$53,408	$40,020	+0.3%

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
KENNY WHITE	COMMANDER	30.00	Officer Director	$0	$0	$0
JOE HOBBS	1ST VICE COMMANDER	30.00	Officer Director	$0	$0	$0
ED ROBERTS	2ND VICE COMMANDER	10.00	Officer Director	$0	$0	$0
JIMMY SMITH	ADJUTANT	30.00	Officer Director	$0	$0	$0
HERB DUNCAN	HISTORIAN	10.00	Officer Director	$0	$0	$0
CHARLES EATON	CHAPLAIN	5.00	Officer Director	$0	$0	$0
KURT BAERGEN	SERGEANT AT ARMS	4.00	Officer Director	$0	$0	$0
CLOYS BAYLESS	SECRETARY	10.00	Officer	$0	$0	$0
BOB EMMART	VA REPRESENTATIVE	15.00	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	$148,175	$94,767	$229,452	$53,408
2024	$146,485	$106,465	$211,884	$40,020

AMERICAN LEGION 004