AMERICAN LEGION POST 320 (EIN 510153295) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

STEVE ROBERTSON

Phone

5405488235

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION POST 320, founded in 1946, is a micro nonprofit that reported $49K in total revenue in fiscal year 2018. Expenses of $108K exceeded revenue, resulting in a 121% operating deficit.

Mission

TO PROVIDE VET SUPPORT AT VA HOSPITALS, TO ASSIST AUXILARY IN PROVIDING FOR MEMBERS SERVING OVERSEAS, TO PROVIDE COMMUNITY SERVICES FOR LOCAL CHILDREN AND YOUTH, TO ASSIST VETERANS IN NURSING HOMES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,615

Program Service Revenue $50,125

Investment Income $90

Other Revenue $32,213

TOTAL REVENUE $92,043

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,701

Other Expenses $131,844

TOTAL EXPENSES $131,844

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,043	$68,509	+0.3%
Expenses	$131,844	$128,896	+0.0%
Net Income	$-39,801	$-60,387	-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
DAVID BENNETT	COMMANDER	35.00	Officer	$0	$0	$0
JEROLD DAVIS	1ST VICE	15.00	Officer	$0	$0	$0
MICHAEL BARTRAM	2ND VICE	15.00	Officer	$0	$0	$0
JANEL PERKINS	FINANCE OFFICER	10.00	Officer	$0	$0	$0
BRUCE MOGENSEN	ADJUTANT	25.00	Officer	$0	$0	$0
TYLER MIAZGA FATHER DAVID	CHAPLAIN	15.00	Officer	$0	$0	$0
LORETTA GULLEY	SERVICE OFFICER	20.00	Officer	$0	$0	$0
MARGARIDA FIGUEROA	SERVICE OFFICER	15.00	Officer	$0	$0	$0
SERVICE OFFICER	SGT AT ARMS	35.00	Officer	$0	$0	$0
MCKENZIE GOLDBERG	HISTORIA	30.00	Officer	$0	$0	$0
STEVE ROBERTSON	JUDGE ADVOCATE	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
2024	$92,043	$131,844	$1,108,704	$-39,801
2023	$68,509	$128,896	$1,148,505	$-60,387
2022	$68,636	$91,357	$1,208,892	$-22,721
2021	$76,631	$98,222	$1,236,592	$-21,591
2020	$30,267	$92,057	$1,255,641	$-61,790
2019	$80,230	$124,668	$1,313,544	$-44,438
2018	$48,925	$107,890	$1,356,663	$-58,965

AMERICAN LEGION POST 320