AMERICAN LEGION POST 86 (EIN 526077959) - 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

1970

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEGION POST 86, founded in 1970, is a micro nonprofit that reported $57K in total revenue in fiscal year 2023. The organization ran a surplus of $11K, a strong 19% operating margin.

Mission

TO SUPPORT VETERANS AND THEIR FAMILIES. TO EDUCATE THE YOUTH REGARDING MILITARY AND PATRIOTISM MATTERS.

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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 $29,350

Program Service Revenue $0

Investment Income $0

Other Revenue $27,578

TOTAL REVENUE $56,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,984

Other Expenses $45,984

TOTAL EXPENSES $45,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,928	$57,481	0.0%
Expenses	$45,984	$50,701	-0.1%
Net Income	$10,944	$6,780	+0.6%

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
PAUL ANFELL	JUDGE ADVOCATE	6.00	Director	$0	$0	$0
ROY DAVIS	SERVICE OFFICER	6.00	Director	$0	$0	$0
RICK GATES	EXEC AT LARGE	4.00	Director	$0	$0	$0
DAVID BEAN	EXEC AT LARGE	4.00	Director	$0	$0	$0
TC WILLIAMS	EXEC AT LARGE	4.00	Director	$0	$0	$0
LEVELL FERRELL	CHAPLAIN	15.00	Officer	$0	$0	$0
MARTIN BEGOSH	FINANCE OFFICER	8.00	Officer	$0	$0	$0
RANDY PHILLIPP	COMMANDER	8.00	Officer	$0	$0	$0
ETHAN SIMON	VICE COMMANDER	6.00	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	$56,928	$45,984	$258,576	$10,944
2022	$57,481	$50,701	$247,632	$6,780
2021	$45,539	$55,271	$258,852	$-9,732
2020	$34,235	$45,714	$268,584	$-11,479
2019	$46,911	$58,066	$280,063	$-11,155
2018	$56,492	$78,862	$291,218	$-22,370

AMERICAN LEGION POST 86