AMERICAN LEGION AUXILIARY DEPARTMEN (EIN 740483608) - 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

1954

Legal Domicile

Principal Officer

HOLLY HEATLEY

Phone

2147337945

Tax Period

2023-09-01 to 2024-08-31

AMERICAN LEGION AUXILIARY DEPARTMEN, founded in 1954, is a small nonprofit that reported $741K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

WE HONOR THOSE WHO SERVE BY ENHANCING THE LIVES OF VETERANS, MILITARY, AND THEIR FAMILIES BOTH AT HOME AND ABROAD. WE ADVOCATE FOR VETERANS, EDUCATE OUR CITIZENS, MENTOR YOUTH, AND PROMOTE PATRIOTISM, GOOD CITIZENSHIP, AND PEACE AND SECURITY.

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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 $384,390

Program Service Revenue $309,167

Investment Income $15,909

Other Revenue $31,920

TOTAL REVENUE $741,386

Expense Breakdown

Grants Paid $64,500

Salaries & Benefits $56,808

Fundraising Expenses $5,691

Program Expenses $502,023

Other Expenses $610,944

TOTAL EXPENSES $732,252

Year-over-Year Comparison

	2023	2022	Change
Revenue	$741,386	$673,127	+0.1%
Expenses	$732,252	$772,196	-0.1%
Net Income	$9,134	$-99,069	-1.1%

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

Independent Members

Employees

Volunteers

940

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
ROBIN ALVA	TREASURER	5.00	Officer Director	$0	$0	$0
JANEY ARISTA	CHAPLAIN	1.00	Director	$0	$0	$0
DOROTHY BARFOOT	DISTRICT 18	2.00	Director	$0	$0	$0
COLENE BLANKINSHIP	DIVISION 3 P	2.00	Director	$0	$0	$0
PENNY CHANDLER	DIVISION 4 P	2.00	Director	$0	$0	$0
DEBRA CHRISTIAN	DISTRIT 3 PR	2.00	Director	$0	$0	$0
NANCY COBB	DISTRICT 17	2.00	Director	$0	$0	$0
VALERIE COLDWELL	DISTRICT 9 P	2.00	Director	$0	$0	$0
DESYAYNA CUSTARD	DISTRICT 13	2.00	Director	$0	$0	$0
LINDA DORSETT	DISTRICT 16	2.00	Director	$0	$0	$0
ANNA FRANCO	DISTRICT 8 P	2.00	Director	$0	$0	$0
HOLLY HEATLEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEPHANIE HERRERA	DISTRICT 1 P	2.00	Director	$0	$0	$0
LISETTE JOHNSON	DISTRICT 5 P	2.00	Director	$0	$0	$0
SUSIE JOHNSON	DISTRICT 11	2.00	Director	$0	$0	$0
LICIA KIM	DISTRICT 6 P	2.00	Director	$0	$0	$0
HILDA KRUML	DISTRICT 21	2.00	Director	$0	$0	$0
SHAY KUEHNER	NEC WOMAN	2.00	Officer Director	$0	$0	$0
LINDA MALSBARY	DISTRICT 22	2.00	Director	$0	$0	$0
DONNA PATTERSON	SARGEANT-AT-	1.00	Officer Director	$0	$0	$0
SHARON PHELPS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SANDRA RAMIREZ	DISTRICT 4 P	2.00	Director	$0	$0	$0
SHARON SHUMATE-ELAM	DIVISION 1 P	2.00	Director	$0	$0	$0
BEVERLY SLOAN	DISTRICT 7 P	2.00	Director	$0	$0	$0
LEIGH-ANNE STEWART	DIVISION 2 P	2.00	Director	$0	$0	$0
BARBARA STYKES	DISTRICT 12	2.00	Director	$0	$0	$0
IRENE SZWARC	DISTRICT 19	2.00	Director	$0	$0	$0
MARY TATMAN	DISTRICT 2 P	2.00	Director	$0	$0	$0
CONNIE THOMAS	DISTRICT 15	2.00	Director	$0	$0	$0
TIFFANY TROXCLAIR	SECRETARY	35.00	Officer Director	$0	$0	$0
SANDRA VINSON	DISTRICT 20	2.00	Director	$0	$0	$0
RANDI WEEKS	DISTRICT 10	2.00	Director	$0	$0	$0
KATHY WON	HISTORIAN	1.00	Officer Director	$0	$0	$0
DENISE YANUS	DISTRICT 14	2.00	Director	$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	$741,386	$732,252	$746,023	$9,134
2023	$673,127	$772,196	$691,393	$-99,069
2022	$737,870	$717,052	$787,292	$20,818
2021	$425,017	$323,755	$754,343	$101,262
2020	$349,877	$388,138	$649,992	$-38,261

AMERICAN LEGION AUXILIARY DEPARTMEN