AMERICAN LEGION POST 148 (EIN 541207581) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1932

Legal Domicile

Phone

8042240718

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION POST 148, founded in 1932, is a small nonprofit that reported $219K in total revenue in fiscal year 2018. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $202K left a modest 8% surplus.

Mission

Support American Legion State and National Programs; Provide financial support to Veterans Organizations, Youth Programs, Scholarships and Community/Civic Organizations; and provide a gathering and socializing place for active military, veterans, and their spouses.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,617

Program Service Revenue $4,828

Investment Income $4

Other Revenue $265,451

TOTAL REVENUE $280,900

Expense Breakdown

Grants Paid $82,989

Salaries & Benefits $120,053

Fundraising Expenses $0

Program Expenses $348,489

Other Expenses $140,447

TOTAL EXPENSES $343,489

Year-over-Year Comparison

	2024	2023	Change
Revenue	$280,900	$316,967	-0.1%
Expenses	$343,489	$367,997	-0.1%
Net Income	$-62,589	$-51,030	+0.2%

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

N/A

Employees

Volunteers

125

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
Heather Cook	Clubroom Manager	40.00	Director Key Emp	$0	$0	$0
Roger Dean	Member at Large	20.00	Director	$0	$0	$0
Kyle Weiss	Finance Officer	50.00	Officer	$0	$0	$0
James Constantine	1st Vice Cmdr	20.00	Officer	$0	$0	$0
Alan Rosa	2nd Vice Cmdr	20.00	Officer	$0	$0	$0
Billy Roberts	3rd Vice Cmdr	30.00	Officer	$0	$0	$0
Mike White	Chaplin	20.00	Officer	$0	$0	$0
Gary Starkey	Sargeant at Arms	20.00	Officer	$0	$0	$0
Travis Cook	Commander	60.00	Officer	$0	$0	$0
Todd Hayden	Historian	15.00	Officer	$0	$0	$0
Sharon Hursey	Adjutant	30.00	Officer	$0	$0	$0
Robert Hollis	Service Officer	20.00	Officer	$0	$0	$0
Andrew Midkiff	Judge Advocate	40.00	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	$280,900	$343,489	$917,895	$-62,589
2023	$316,967	$367,997	$993,309	$-51,030
2022	$349,901	$274,710	$817,147	$75,191
2021	$196,231	$163,208	$548,414	$33,023
2020	$188,976	$115,002	$522,438	$73,974
2019	$239,315	$193,682	$461,527	$45,633
2018	$219,000	$202,367	$420,534	$16,633

AMERICAN LEGION POST 148