AMERICAN LEGION POST 243 MT VERNON (EIN 521269662) - 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

1985

Legal Domicile

Principal Officer

STEPHEN RODEN

Phone

9035882723

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEGION POST 243 MT VERNON, founded in 1985, is a small nonprofit that reported $327K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $424K exceeded revenue, resulting in a 30% operating deficit.

Mission

TO PROMOTE THE SOCIAL WELFARE OF THE COMMUNITY. TO ASSIST DISABLED VETERANS AND THEIR DEPENDENTS. TO CARRY ON PROGRAMS TO PERPETUATE THE MEMORY OF DISABLED VETERANS AND THEIR SURVIVORS.

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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 $4,311

Program Service Revenue $0

Investment Income $65

Other Revenue $322,930

TOTAL REVENUE $327,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,489

Fundraising Expenses $0

Other Expenses $302,404

TOTAL EXPENSES $423,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$327,306	$348,208	-0.1%
Expenses	$423,893	$366,553	+0.2%
Net Income	$-96,587	$-18,345	+4.3%

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

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

$4,431

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ALLEN	COMMANDER	1.00	Officer	$0	$0	$0
SCOTT KRUGER	1st VICE COMMANDER	1.00	Officer	$0	$0	$0
FRANK CARDINAL	FINANCE	1.00	Officer	$0	$0	$0
KERRI KAY CAMP	HISTORIAN	1.00	Officer	$0	$0	$0
BRUCE R WALLACE	2ND VICE PRESIDENT	1.00	Officer	$0	$0	$0
JERRY HUFF	SERVICE OFFICER	1.00	Officer	$0	$0	$0
BOBBY G OWENS	JUDGE AVOCATE	1.00	Officer	$0	$0	$0
MARK BROWNING	SGT AT ARMS	1.00	Officer	$0	$0	$0
DARYL HARRELL	ADJUTANT	7.00	Director	$4,431	$0	$4,431
STEHANIE KING	CHAPLAIN	1.00	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
2023	$327,306	$423,893	$520,055	$-96,587
2022	$348,208	$366,553	$618,422	$-18,345
2021	$408,490	$296,332	$639,614	$112,158
2020	$175,813	$180,770	$520,675	$-4,957

AMERICAN LEGION POST 243 MT VERNON