ELK GROVE AMERICAN LEGION POST 233 (EIN 680354587) - 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

1947

Legal Domicile

Principal Officer

Henry Sanchez

Tax Period

2023-01-01 to 2023-06-30

ELK GROVE AMERICAN LEGION POST 233, founded in 1947, is a small nonprofit that reported $208K in total revenue in fiscal year 2023. The organization ran a surplus of $186K, a strong 89% operating margin.

Mission

To enhance the well-being of America's veterans their families our military and our communities by our devotion to mutual helpfulness.

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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 $207,771

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $207,771

Expense Breakdown

Grants Paid $13,540

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,140

Other Expenses $8,704

TOTAL EXPENSES $22,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,771	N/A	N/A
Expenses	$22,244	N/A	N/A
Net Income	$185,527	N/A	N/A

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

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
James Burton	Commander	4.00	Officer	$0	$0	$0
Barney Hernandez	1st Vice Commander	4.00	Officer	$0	$0	$0
D Ann Moseley	2nd Vice Commander	4.00	Officer	$0	$0	$0
Henry Sanchez	Adjutant Finance officer	6.00	Officer	$0	$0	$0
Douglas Phillips	Sergant-at-Arms	2.00	Officer	$0	$0	$0
Charles Forbes	Member-at-Large	2.00	Officer	$0	$0	$0
Susan Mason	Member-at-Large	2.00	Officer	$0	$0	$0
Michael McVean	Member-at-Large	2.00	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	$207,771	$22,244	$223,417	$185,527

ELK GROVE AMERICAN LEGION POST 233