AMERICAN LEGION POST 81 (EIN 616034802) - 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

1988

Legal Domicile

Principal Officer

HEATHER PLATTER

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEGION POST 81, founded in 1988, is a small nonprofit that reported $567K in total revenue in fiscal year 2023. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $167K, a strong 29% operating margin.

Mission

TO SUPPORT THE 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 (2023)

Revenue Breakdown

Contributions & Grants $6,418

Program Service Revenue $0

Investment Income $5,127

Other Revenue $554,963

TOTAL REVENUE $566,508

Expense Breakdown

Grants Paid $63,435

Salaries & Benefits $157,777

Fundraising Expenses $0

Program Expenses $399,601

Other Expenses $178,389

TOTAL EXPENSES $399,601

Year-over-Year Comparison

	2023	2022	Change
Revenue	$566,508	$296,846	+0.9%
Expenses	$399,601	$270,117	+0.5%
Net Income	$166,907	$26,729	+5.2%

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

N/A

Independent Members

N/A

Employees

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
HEATHER PLATTE	FINANCE	Officer	$0	$0	$0
BOB STILES	SGT AT ARMS	Officer	$0	$0	$0
PHYLLIS HAYCRA	BOOKKEEPER	Officer	$0	$0	$0
TRELLYN KAUFMA	ADJ	Officer	$0	$0	$0
MICKEY KIPPER	COMMANDER	Officer	$0	$0	$0
SYDNEY CLEMONS	1ST VP	Officer	$0	$0	$0
SHAWN CARROL	2ND VP	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	$566,508	$399,601	$872,430	$166,907
2022	$296,846	$270,117	$784,416	$26,729
2021	$422,327	$205,731	$757,028	$216,596
2019	$512,979	$392,435	$562,134	$120,544
2018	$352,670	$300,868	$441,590	$51,802

AMERICAN LEGION POST 81