AMERICAN LEGION JACKSONVILLE POST 197 (EIN 592009379) - 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

1941

Legal Domicile

Principal Officer

Toshiko Moultrie

Phone

9047681206

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEGION JACKSONVILLE POST 197, founded in 1941, is a small nonprofit that reported $269K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 19% operating margin.

Mission

Perpetuation of Americanism encouragement of patriotic and civic responsibilities observance of patriotic occasions and providing social and recreational activities to members, area youth 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 (2023)

Revenue Breakdown

Contributions & Grants $16,304

Program Service Revenue $0

Investment Income $85

Other Revenue $252,996

TOTAL REVENUE $269,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,503

Fundraising Expenses $0

Other Expenses $194,052

TOTAL EXPENSES $217,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$269,385	$212,509	+0.3%
Expenses	$217,555	$201,359	+0.1%
Net Income	$51,830	$11,150	+3.6%

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

$7,220

Total Directors

$12,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aubrey Smith	Exec Commitee Officer	002.00	Director	$11,800	$0	$11,800
Vermelle Smith	Finance Officer	010.00	Officer	$3,120	$0	$3,120
Toshiko Moultrie	Commander	010.00	Officer	$1,900	$0	$1,900
Selena Pope	Adjutant	010.00	Officer	$1,200	$0	$1,200
N/A	1st Vice Commander	010.00	Officer	$1,000	$0	$1,000
Cassandra Smalls	Exec Commitee Officer	002.00	Director	$700	$0	$700
Clarence Richardson	Exec Commitee Officer	002.00	Director	$0	$0	$0
Jasper Watkins	Exec Commitee Officer	002.00	Director	$0	$0	$0
Edward Mason	Exec Commitee Officer	002.00	Director	$0	$0	$0
Andrew Wynn	2nd Vice Commander	002.00	Director	$0	$0	$0
Michael Clark	Historian	002.00	Director	$0	$0	$0
Walter Johnson	Judge Advocate	002.00	Officer	$0	$0	$0
James Cowherd	Sergeant at Arms	002.00	Officer	$0	$0	$0
Reginal Lawrence	Exec Commitee Officer	002.00	Officer	$0	$0	$0
Joan Miller	Chaplain	002.00	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	$269,385	$217,555	$239,576	$51,830
2022	$212,509	$201,359	$187,745	$11,150
2021	$176,089	$187,753	$189,592	$-11,664

AMERICAN LEGION JACKSONVILLE POST 197