AMERICAN LEGION JAMES YATES POST #9 (EIN 610389253) - 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

1934

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

AMERICAN LEGION JAMES YATES POST #9, founded in 1934, is a small nonprofit that reported $403K in total revenue in fiscal year 2022. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 23% operating margin.

Mission

PROVIDE COUNSELING AND SOCIAL ACTIVITIES FOR VETERANS, INFORM INTERESTED PARTIES ABOUT PROPER PROCEDURES IN EXHIBITING AND FOLDING THE AMERICAN FLAG AND TO PROVIDE FLAGS TO VARIOUS ORGANIZATIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $47,031

Program Service Revenue $0

Investment Income $61

Other Revenue $356,122

TOTAL REVENUE $403,214

Expense Breakdown

Grants Paid $9,628

Salaries & Benefits $81,545

Fundraising Expenses $0

Program Expenses $312,398

Other Expenses $221,225

TOTAL EXPENSES $312,398

Year-over-Year Comparison

	2022	2021	Change
Revenue	$403,214	$262,950	+0.5%
Expenses	$312,398	$315,818	0.0%
Net Income	$90,816	$-52,868	-2.7%

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

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
WALTER DUKE	FINANCE OFFICER	10.00	Officer	$0	$0	$0
JEWELL MATHIS	CHAPLAIN	5.00	Officer	$0	$0	$0
CHESTER PACK	SGT AT ARMS	1.00	Officer	$0	$0	$0
JERRY TINDALL	ADJUTANT	5.00	Officer	$0	$0	$0
CHARLES LAGADINOS	COMMANDER	20.00	Officer	$0	$0	$0
GLENN WATTS	1ST VICE COMMANDER	10.00	Officer	$0	$0	$0
DAVID GUINN	2ND VICE COMMANDER	2.00	Officer	$0	$0	$0
LAURA MORRIS	MANAGER	40.00	Highest	$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	$403,214	$312,398	$637,554	$90,816
2022	$262,950	$315,818	$546,828	$-52,868
2021	$205,799	$203,395	$593,852	$2,404
2020	$103,211	$179,839	$603,245	$-76,628

AMERICAN LEGION JAMES YATES POST #9