AMERICAN LEGION (EIN 520556591) - 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

1983

Legal Domicile

Principal Officer

Josie Lohman

Phone

3017252302

Tax Period

2024-07-01 to 2025-06-30

AMERICAN LEGION, founded in 1983, is a small nonprofit that reported $675K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $615K left a modest 9% surplus.

Mission

Service to Veteran's and their 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 $33,987

Program Service Revenue $0

Investment Income $24,177

Other Revenue $617,198

TOTAL REVENUE $675,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,794

Fundraising Expenses $0

Program Expenses $0

Other Expenses $524,064

TOTAL EXPENSES $614,858

Year-over-Year Comparison

	2024	2023	Change
Revenue	$675,362	$720,305	-0.1%
Expenses	$614,858	$655,164	-0.1%
Net Income	$60,504	$65,141	-0.1%

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
Joesphine Lohman	Commander	30	Officer	$0	$0	$0
Shirley E Luby	2nd Vice Commander	20	Officer	$0	$0	$0
Martin Berman	Chaplain	10	Officer	$0	$0	$0
Chris Davis	Sons of the American Legion Advisor	10	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	$675,362	$614,858	$2,206,488	$60,504
2024	$720,305	$655,164	$2,160,682	$65,141
2023	$611,469	$566,972	$2,074,172	$44,497
2022	$603,504	$476,540	$2,029,034	$126,964
2021	$380,690	$341,214	$1,908,639	$39,476
2020	$478,748	$447,565	$1,864,551	$31,183
2019	$653,473	$388,728	$1,836,457	$264,745
2018	$586,764	$429,424	$1,644,264	$157,340

AMERICAN LEGION