JOSEPH L DAVIS AMERICAN LEGION POST 47 (EIN 520564308) - 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

1944

Legal Domicile

Phone

4109390234

Tax Period

2023-01-01 to 2023-12-31

JOSEPH L DAVIS AMERICAN LEGION POST 47, founded in 1944, is a small nonprofit that reported $256K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $238K left a modest 7% surplus.

Mission

SUPPORT OUR WARTIME VETERANS AFFAIRS THROUGH PROGRAMMING AND OTHER LOCAL INITIATIVES.

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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 $34,126

Program Service Revenue $2,330

Investment Income $1,661

Other Revenue $217,981

TOTAL REVENUE $256,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $128,375

Fundraising Expenses $0

Program Expenses $9,625

Other Expenses $109,648

TOTAL EXPENSES $238,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$256,098	$374,464	-0.3%
Expenses	$238,023	$278,808	-0.1%
Net Income	$18,075	$95,656	-0.8%

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

N/A

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
Frank Jackson	Commander	25.00	Officer Director	$0	$0	$0
JASON ROBERTSON	1st VICE COMMANDER	3.00	Officer Director	$0	$0	$0
JEFF MACK	2RD VICE COMMANDER	12.00	Officer Director	$0	$0	$0
Jeremy Gaston	3rd VICE COMMANDER	2.00	Officer Director	$0	$0	$0
Al Lara	Finance Officer	2.00	Officer Director	$0	$0	$0
Yulissa Sibilia	Adjutant	20.00	Officer Director	$0	$0	$0
Carrie Parsons-Dobney	Judge Advocate	3.00	Officer Director	$0	$0	$0
Allen Louthian	Sgt-at-Arms	2.00	Officer Director	$0	$0	$0
Nicole Ross	Service Officer	2.00	Officer Director	$0	$0	$0
Matt Croke	Historian	10.00	Officer	$0	$0	$0
Hugh Campbell	Asst Finance Officer	20.00	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	No data	No data	No data	No data
2023	$256,098	$238,023	$415,627	$18,075
2022	$374,464	$278,808	$396,552	$95,656
2021	$319,239	$311,642	$300,896	$7,597
2020	$227,657	$212,918	$300,637	$14,739
2019	$378,264	$400,955	$277,693	$-22,691
2018	$416,455	$420,774	$313,581	$-4,319

JOSEPH L DAVIS AMERICAN LEGION POST 47