AMERICAN LEGION POST 0296 (EIN 521297405) - 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

1984

Legal Domicile

Principal Officer

TERI L BELCHER

Phone

4108278182

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEGION POST 0296, founded in 1984, is a small nonprofit that reported $231K in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 25% operating margin.

Mission

VETERANS FRATERNAL ORGANIZATION THAT CONTRIBUTES TO LOCAL AND NATIONAL ORGANIZATIONS

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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 $42,135

Program Service Revenue $17,659

Investment Income $499

Other Revenue $170,843

TOTAL REVENUE $231,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,929

Fundraising Expenses $0

Other Expenses $132,560

TOTAL EXPENSES $174,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$231,136	$140,167	+0.6%
Expenses	$174,489	$138,052	+0.3%
Net Income	$56,647	$2,115	+25.8%

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

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
MARTIN FORD	COMMANDER	3.00	Officer	$0	$0	$0
GENE PRICE	1ST VICE COMMANDER	2.00	Officer	$0	$0	$0
TERI BELCHER	FINANCE OFFICE	5.00	Officer	$0	$0	$0
GEORGE HERLTH	2ND VICE COMMANDER	10.00	Officer	$0	$0	$0
TERI BELCHER	ADJUTANT	3.00	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	$231,136	$174,489	$494,005	$56,647
2022	$140,167	$138,052	$437,256	$2,115
2021	$210,732	$134,918	$434,440	$75,814
2020	$103,512	$92,258	$357,690	$11,254
2019	$117,198	$133,032	$345,086	$-15,834
2018	$132,842	$120,417	$375,375	$12,425

AMERICAN LEGION POST 0296