JOE D WHITE AMERICAN LEGION POST 291INC (EIN 596153170) - 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

2006

Legal Domicile

Principal Officer

JENNIFER YEAGER

Phone

3524988177

Tax Period

2025-01-01 to 2025-12-31

JOE D WHITE AMERICAN LEGION POST 291INC, founded in 2006, is a small nonprofit that reported $187K in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 32% operating margin.

Mission

PROMOTE COMRADERY AMONG VETERANS AND FAMILIES

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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 (2025)

Revenue Breakdown

Contributions & Grants $53,090

Program Service Revenue $0

Investment Income $74

Other Revenue $133,524

TOTAL REVENUE $186,688

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,038

Other Expenses $126,852

TOTAL EXPENSES $126,852

Year-over-Year Comparison

	2025	2024	Change
Revenue	$186,688	$141,195	+0.3%
Expenses	$126,852	$86,483	+0.5%
Net Income	$59,836	$54,712	+0.1%

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

200

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
SHELLEY JEFFERSON	COMMANDER	30.00	Officer	$0	$0	$0
JENNIFER YEAGER	FINANCE OFFICER	10.00	Officer	$0	$0	$0
JIMMY DIETRICH	ADJUTANT	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
2025	$186,688	$126,852	$510,088	$59,836
2024	$141,195	$86,483	$450,251	$54,712
2023	$171,737	$97,641	$395,539	$74,096
2022	$139,798	$71,450	$321,444	$68,348
2021	$121,605	$66,526	$253,096	$55,079

JOE D WHITE AMERICAN LEGION POST 291INC