AMERICAN LEGION 533 JAMES H PERKINS (EIN 741082965) - 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

1956

Legal Domicile

Phone

5123215555

Tax Period

2024-01-01 to 2024-12-31

AMERICAN LEGION 533 JAMES H PERKINS, founded in 1956, is a small nonprofit that reported $545K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $355K, a strong 65% operating margin.

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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 $225,235

Program Service Revenue $472,313

Investment Income $776

Other Revenue $-153,551

TOTAL REVENUE $544,773

Expense Breakdown

Grants Paid $16,203

Salaries & Benefits $78,004

Fundraising Expenses $0

Program Expenses $175,601

Other Expenses $95,961

TOTAL EXPENSES $190,168

Year-over-Year Comparison

	2024	2023	Change
Revenue	$544,773	$457,226	+0.2%
Expenses	$190,168	$226,091	-0.2%
Net Income	$354,605	$231,135	+0.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARRYL SPURLOCK	SGT AT ARMS	5.00	Director	$0	$0	$0
KENNETH ANDERSON	COMMANDER	5.00	Director	$0	$0	$0
RAMON AGUILAR	2ND VICE	5.00	Director	$0	$0	$0
DAVID COKER	ADJUTANT	5.00	Director	$0	$0	$0
STEVE WILLINGHAM	JUDGE ADVOCATE	5.00	Director	$0	$0	$0
MICHELLE YOUNG	HISTORIAN	5.00	Director	$0	$0	$0
JEFF RIETZ	CHAPLAIN	5.00	Director	$0	$0	$0
ROBERT MITCHELL	SERVICE OFFICER	5.00	Director	$0	$0	$0
DAN PALMER	FINANCE OFFICER	10.00	Officer Director	$0	$0	$0
ROBERT QUINTANILLA	1ST VICE COMMANDER	5.00	Officer 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	$544,773	$190,168	$503,243	$354,605
2023	$308,241	$226,091	$298,637	$82,150
2022	$277,190	$184,910	$288,189	$92,280
2021	$252,567	$139,387	$261,772	$113,180
2020	$139,555	$193,769	$214,973	$-54,214
2019	$360,786	$189,890	$280,819	$170,896
2018	$132,339	$95,556	$237,035	$36,783

AMERICAN LEGION 533 JAMES H PERKINS