AMERICAN LEGION POST 137 (EIN 550633814) - 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

1983

Legal Domicile

Principal Officer

TODD KUZIA

Phone

3048563354

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEGION POST 137, founded in 1983, is a small nonprofit that reported $340K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $306K left a modest 10% surplus.

Mission

OPERATE POST HOME TO MEET ORGANIZATION NEEDS AND PROVIDE LEADERSHIP AND SUPPORT FOR CIVIC ACTIVITIES WITH AN EMPHASIS ON YOUTH AND PATRIOTISM.

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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 $648

Program Service Revenue $45,499

Investment Income $0

Other Revenue $293,927

TOTAL REVENUE $340,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,585

Fundraising Expenses $0

Program Expenses $305,642

Other Expenses $139,057

TOTAL EXPENSES $305,642

Year-over-Year Comparison

	2023	2022	Change
Revenue	$340,074	$268,184	+0.3%
Expenses	$305,642	$266,639	+0.1%
Net Income	$34,432	$1,545	+21.3%

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

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
TODD KUZIA	COMMANDER	20.00	Officer	$0	$0	$0
JIM COAR	VICE-COMMAND	10.00	Officer	$0	$0	$0
GEORGINA SMITH	ADJUTANT	10.00	Officer	$0	$0	$0
JON RUBENSTEIN	CHAPLAIN	10.00	Officer	$0	$0	$0
DOUG MITCHELL	SERGEANT AT	10.00	Officer	$0	$0	$0
BILL BARB	HISTORIAN	10.00	Officer	$0	$0	$0
BERT TITUS	SERVICE OFFI	10.00	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	$340,074	$305,642	$142,340	$34,432
2022	$268,184	$266,639	$106,710	$1,545
2021	$256,937	$264,767	$104,873	$-7,830
2020	$195,363	$178,667	$113,066	$16,696
2019	$201,819	$188,190	$93,597	$13,629
2018	$182,897	$173,699	$79,518	$9,198

AMERICAN LEGION POST 137