SUSSEX POST NO 8 THE AMERICAN LEGION INC (EIN 516018018) - 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

1931

Legal Domicile

Principal Officer

DAVID TIDWELL

Phone

3028567839

Tax Period

2023-07-01 to 2024-06-30

SUSSEX POST NO 8 THE AMERICAN LEGION INC, founded in 1931, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 5% surplus.

Mission

LOCAL VETERANS ORGANIZATION WITH AMBULANCE SERVICE FOR THE LOCAL COMMUNITY

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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 $867,708

Program Service Revenue $806,320

Investment Income $68

Other Revenue $400

TOTAL REVENUE $1,674,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,244,136

Fundraising Expenses $4,702

Program Expenses $1,559,355

Other Expenses $346,729

TOTAL EXPENSES $1,590,865

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,674,496	$1,461,037	+0.1%
Expenses	$1,590,865	$1,500,587	+0.1%
Net Income	$83,631	$-39,550	-3.1%

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

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
WILLIAM LAWSON	2ND VICE COMMANDER	2.00	Officer Director	$0	$0	$0
JAMES HOLLIS	1ST VICE COMMANDER	2.00	Officer Director	$0	$0	$0
GARY MORRIS	COMMANDER	5.00	Officer Director	$0	$0	$0
DAVID TIDWELL	FINANCE OFFICER	5.00	Officer Director	$0	$0	$0
JAMES SCOTT	CHAPLAIN	2.00	Officer Director	$0	$0	$0
WILLIAM LAWSON	PAST COMMANDER	2.00	Officer Director	$0	$0	$0
WILLIAM LAWSON	SGT AT ARMS	2.00	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
2025	No data	No data	No data	No data
2024	$1,674,496	$1,590,865	$974,501	$83,631
2023	$1,461,037	$1,500,587	$938,820	$-39,550
2022	$1,386,290	$1,395,558	$922,529	$-9,268
2021	$1,549,937	$1,412,868	$857,458	$137,069
2020	$1,187,744	$1,208,715	$754,192	$-20,971
2019	$1,274,522	$1,089,927	$802,161	$184,595

SUSSEX POST NO 8 THE AMERICAN LEGION INC