AMERICAN LEGION 163 SMN&R (EIN 480518821) - 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

1935

Legal Domicile

Principal Officer

DONALD BRUNA

Phone

7855622663

Tax Period

2023-09-01 to 2024-08-31

AMERICAN LEGION 163 SMN&R, founded in 1935, is a small nonprofit that reported $176K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $156K left a modest 11% surplus.

Mission

OPERATION OF AMERICAN LEGION POST

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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 (2023)

Revenue Breakdown

Contributions & Grants $41,689

Program Service Revenue $0

Investment Income $8,225

Other Revenue $126,339

TOTAL REVENUE $176,253

Expense Breakdown

Grants Paid $2,311

Salaries & Benefits $50,374

Fundraising Expenses $0

Other Expenses $103,420

TOTAL EXPENSES $156,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$176,253	$207,423	-0.2%
Expenses	$156,105	$147,614	+0.1%
Net Income	$20,148	$59,809	-0.7%

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

N/A

Employees

Volunteers

192

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
BOB BAKER	CHAPLIN/EXECUTIVE COMMITTEE	0.50	Officer	$0	$0	$0
DONALD BRUNA	COMMANDER	0.50	Officer	$0	$0	$0
MIKE MASCHMEIER	EXECUTIVE COMMITTEE	0.50	Officer	$0	$0	$0
MICHAEL NELMS	ADJUTANT	0.50	Officer	$0	$0	$0
LENNIS HOLLE	EXECUTIVE COMMITTEE	0.50	Officer	$0	$0	$0
WAYNE CARROLL	VICE COMMANDER/FINANCE OFFICER	0.50	Officer	$0	$0	$0
IVAN WOLTJE	EXECUTIVE COMMITTEE	0.50	Officer	$0	$0	$0
JAY WILLIAMSON	EXECUTIVE COMMITTEE	0.50	Officer	$0	$0	$0
JIM LINDEEN	SARGENT AT ARMS	0.50	Officer	$0	$0	$0
JIM SWIM JR	EXECUTIVE COMMITTEE	0.50	Officer	$0	$0	$0
EDWIN LORD	PAST COMMANDER	0.50	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	No data	No data	No data	No data
2024	$176,253	$156,105	$720,558	$20,148
2023	$207,423	$147,614	$682,706	$59,809
2022	$165,415	$133,980	$605,808	$31,435
2021	$106,778	$115,424	$568,098	$-8,646

AMERICAN LEGION 163 SMN&R