AMERICAN LEGION JAMES F DANIEL JR POST 3 (EIN 576024689) - 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

1919

Legal Domicile

Principal Officer

DONALD PATTERSON

Tax Period

2023-07-01 to 2024-06-30

AMERICAN LEGION JAMES F DANIEL JR POST 3, founded in 1919, is a small nonprofit that reported $152K in total revenue in fiscal year 2023. Net assets of $1.7M represent 137 months of operating reserves.

Mission

TO UPHOLD & DEFEND THE CONSTITU TO MAINTAIN LAW & ORDER & PERPETUATE 100% AMERICANISM, TO SAFEGUARD THE PRINCIPLES OF JUSTICE, FREEDOM & DEMOCRACY

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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 $35,726

Program Service Revenue $54,722

Investment Income $57,512

Other Revenue $3,752

TOTAL REVENUE $151,712

Expense Breakdown

Grants Paid $61,485

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,485

Other Expenses $87,299

TOTAL EXPENSES $148,784

Year-over-Year Comparison

	2023	2022	Change
Revenue	$151,712	$148,327	+0.0%
Expenses	$148,784	$158,976	-0.1%
Net Income	$2,928	$-10,649	-1.3%

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

N/A

Employees

N/A

Volunteers

250

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
RICHARD COCHRA	COMMANDER	25	Officer	$0	$0	$0
KIRK CONOVER	1ST VICE COMMA	15	Officer	$0	$0	$0
WM MCKINNEY	2ND VICE COMMA	5	Officer	$0	$0	$0
DON PATTERSON	ADJUTANT	35	Officer	$0	$0	$0
AMOS HYKES	CHM V&C COMMIT	10	Officer	$0	$0	$0
GEORGE BLEVINS	SERVICE OFFICE	5	Officer	$0	$0	$0
GEORGE AIKENS	CHAPLIN	5	Officer	$0	$0	$0
CHUCK ROUSE	COLOR GUARD	10	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	No data	No data	No data	No data
2024	$151,712	$148,784	$1,727,849	$2,928
2023	$148,327	$158,976	$1,753,343	$-10,649
2022	$203,770	$132,512	$1,707,875	$71,258
2021	$215,423	$105,227	$1,609,794	$110,196
2020	$140,304	$116,881	$1,499,598	$23,423
2019	$151,283	$126,926	$1,448,806	$24,357

AMERICAN LEGION JAMES F DANIEL JR POST 3