JW MATHERS JR AMER LEGION POST 163 (EIN 596200576) - 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

1980

Legal Domicile

Principal Officer

ROSEMARIE YEARY

Tax Period

2023-01-01 to 2023-12-31

JW MATHERS JR AMER LEGION POST 163, founded in 1980, is a small nonprofit that reported $156K in total revenue in fiscal year 2023. Net assets of $505K represent 39 months of operating reserves.

Mission

SERVICE TO VETERANS AND THEIR FAMILIES AND COMMUNITY SERVICE

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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 $23,465

Program Service Revenue $7,394

Investment Income $44

Other Revenue $125,071

TOTAL REVENUE $155,974

Expense Breakdown

Grants Paid $13,532

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,532

Other Expenses $144,183

TOTAL EXPENSES $157,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$155,974	$153,328	+0.0%
Expenses	$157,715	$151,938	+0.0%
Net Income	$-1,741	$1,390	-2.3%

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

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
WAYNE O SMITH	FINANCE OFFICER	40.00	Officer	$0	$0	$0
DEBBIE GENTRY	1ST VICE COMMANDER	20.00	Officer	$0	$0	$0
ROSEMARIE YEARY	COMMANDER	30.00	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
2023	$155,974	$157,715	$504,647	$-1,741
2022	$153,328	$151,938	$506,388	$1,390
2021	$137,715	$147,151	$504,998	$-9,436
2020	$109,826	$114,910	$514,434	$-5,084
2019	$136,686	$131,327	$519,518	$5,359
2018	$150,425	$131,330	$514,159	$19,095

JW MATHERS JR AMER LEGION POST 163