AMERICAN LEGION-LEE POST 49 (EIN 640325920) - 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

1939

Legal Domicile

Principal Officer

BILL MIMS

Phone

6624013942

Tax Period

2024-08-01 to 2025-07-31

AMERICAN LEGION-LEE POST 49, founded in 1939, is a micro nonprofit that reported $70K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $64K left a modest 9% surplus.

Mission

VETERANS SERVICE ORGANIZATION

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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 $21,785

Program Service Revenue $0

Investment Income $5,979

Other Revenue $42,546

TOTAL REVENUE $70,310

Expense Breakdown

Grants Paid $9,890

Salaries & Benefits $0

Fundraising Expenses $1,800

Program Expenses $27,352

Other Expenses $54,248

TOTAL EXPENSES $64,138

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,310	$53,123	+0.3%
Expenses	$64,138	$32,543	+1.0%
Net Income	$6,172	$20,580	-0.7%

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

N/A

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
BILL MIMS	FINANCE OFFICER	Officer	$0	$0	$0
JAMIE GUNNELLS	COMMANDER	Officer	$0	$0	$0
DAVID NEILSEN	VICE COMMANDER	Officer	$0	$0	$0
RUTH BRUNER	ADJUTANT	Officer	$0	$0	$0
DAVID GILFERT	SARGENT AT ARMS	Officer	$0	$0	$0
JIM BUSH	CHAPLAIN	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	$70,310	$64,138	$1,228,598	$6,172
2024	$53,123	$32,543	$1,208,201	$20,580
2023	$56,845	$36,073	$1,174,294	$20,772
2022	$81,350	$71,214	$1,142,947	$10,136
2021	$91,573	$66,373	$1,150,075	$25,200
2020	$78,551	$42,884	$1,103,518	$35,667
2019	$132,578	$115,623	$1,067,851	$16,955

AMERICAN LEGION-LEE POST 49