AMERICAN LEGION POST 20 SIMON (EIN 616069806) - 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

1928

Legal Domicile

Principal Officer

DAVID HOWARD

Phone

8597279406

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION POST 20 SIMON, founded in 1928, is a small nonprofit that reported $505K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $394K, a strong 78% operating margin.

Mission

COMMUNITY SERVICES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,307

Other Revenue $504,141

TOTAL REVENUE $505,448

Expense Breakdown

Grants Paid $36,406

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,406

Other Expenses $75,193

TOTAL EXPENSES $111,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$505,448	$441,709	+0.1%
Expenses	$111,599	$70,496	+0.6%
Net Income	$393,849	$371,213	+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

140

Independent Members

140

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

$659

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM SELM	COMMANDER	5	Officer	$0	$0	$0
DAVID HOWARD	1ST VICE COMMA	20	Officer	$0	$0	$659
FRED SPANIER	2ND VICE COMMA	5	Officer	$0	$0	$0
LESLIE DAULTON	ADJUTANT	5	Officer	$0	$0	$0
KATHRYN KERNAN	FINANCE	5	Officer	$0	$0	$0
BOB OSTERHAGE	SERVICE OFFICE	5	Officer	$0	$0	$0
JESSE HUDSON	JUDGE ADV	5	Officer	$0	$0	$0
AL COLLINS	SGT AT ARMS	5	Officer	$0	$0	$0
JIM VIEIRA	EXECUTIVE BOAR	5	Officer	$0	$0	$0
DALE SCHNUR	EXECUTIVE BOAR	5	Officer	$0	$0	$0
RALPH CONWAY	EXECUTIVE BOAR	5	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	$505,448	$111,599	$1,059,993	$393,849
2023	$441,709	$70,496	$859,714	$371,213
2022	$208,206	$57,560	$567,476	$150,646
2021	$237,342	$62,300	$489,358	$175,042
2020	$126,951	$46,809	$408,022	$80,142
2019	$137,800	$55,739	$398,115	$82,061

AMERICAN LEGION POST 20 SIMON