American Legion Walter B Ellis Post 63 (EIN 566060498) - 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

1930

Legal Domicile

Principal Officer

David Beckley

Phone

3362269237

Tax Period

2024-07-01 to 2025-06-30

American Legion Walter B Ellis Post 63, founded in 1930, is a micro nonprofit that reported $79K in total revenue in fiscal year 2024. The organization ran a surplus of $19K, a strong 24% operating margin.

Mission

To uphold and defend our Nation and the Constitution and promote Amer icanism To instill individual obligation to the community state and nation Continued devotion to all service members and veterans

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,471

Program Service Revenue $0

Investment Income $2,960

Other Revenue $70,509

TOTAL REVENUE $78,940

Expense Breakdown

Grants Paid $8,955

Salaries & Benefits $0

Fundraising Expenses $3,099

Other Expenses $51,055

TOTAL EXPENSES $60,010

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,940	$77,952	+0.0%
Expenses	$60,010	$82,001	-0.3%
Net Income	$18,930	$-4,049	-5.7%

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

N/A

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
DONNIE WILLIAMS	Director	6.00	Director	$0	$0	$0
CLAUDE L CAMPBELL	Director	1.00	Director	$0	$0	$0
WILLIAM FORD	Director	8.00	Director	$0	$0	$0
LOUIS POPOWSKY	Historian	3.00	Officer	$0	$0	$0
CHARLES GANTOS	Post Adjutant	3.00	Officer	$0	$0	$0
DAVID BECKLEY	Commander	16.00	Officer	$0	$0	$0
TOM HARRIS	Service Officer	1.00	Officer	$0	$0	$0
KATHLEEN YAX	Judge Advocate	1.00	Officer	$0	$0	$0
RODNEY SMITH	1st Vice Commander	3.50	Officer	$0	$0	$0
JERRY SCHOCH	Chaplain	1.00	Officer	$0	$0	$0
GENE YAX	Finance Officer	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
2025	$78,940	$60,010	$152,812	$18,930
2024	$79,784	$82,001	$135,561	$-2,217
2023	$57,216	$38,625	$139,640	$18,591
2020	$62,764	$84,781	$128,757	$-22,017
2019	$49,022	$63,145	$150,774	$-14,123
2018	$102,805	$72,601	$164,897	$30,204

American Legion Walter B Ellis Post 63