JOE KOTT AMERICAN LEGION POST 0317 JARRELL TEXAS (EIN 746153369) - 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

MARY SIMEK

Phone

5129700147

Tax Period

2023-01-01 to 2023-12-31

JOE KOTT AMERICAN LEGION POST 0317 JARRELL TEXAS, founded in 1954, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $417K, a strong 36% operating margin.

Mission

VETERANS 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $345,686

Investment Income $0

Other Revenue $798,599

TOTAL REVENUE $1,144,285

Expense Breakdown

Grants Paid $0

Salaries & Benefits $217,970

Fundraising Expenses $0

Program Expenses $727,677

Other Expenses $509,707

TOTAL EXPENSES $727,677

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,144,285	$1,320,183	-0.1%
Expenses	$727,677	$719,679	+0.0%
Net Income	$416,608	$600,504	-0.3%

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
MARY SIMEK	COMMANDER	25.00	Officer	$0	$0	$0
JOE SPRAGUE	1ST VICE COMMAN	5.00	Officer	$0	$0	$0
JIM WILSON	2ND VICE COMMAN	10.00	Officer	$0	$0	$0
LARRY RAPIER	ADJUTANT	20.00	Officer	$0	$0	$0
KEN MCLAIN	FINANCE OFFICER	15.00	Officer	$0	$0	$0
JUDITH ESTRADA	SERVICE OFFICER	10.00	Officer	$0	$0	$0
ANTHONY VANNOY	CHAPLAIN	5.00	Officer	$0	$0	$0
WILLIAM BOYD	HISTORIAN	5.00	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
2024	No data	No data	No data	No data
2023	$1,144,285	$727,677	$1,886,186	$416,608
2022	$1,320,183	$719,679	$1,462,588	$600,504
2021	$894,627	$503,016	$859,672	$391,611
2020	$491,762	$309,079	$468,363	$182,683
2019	$449,635	$315,454	$282,017	$134,181
2019	$461,291	$309,220	$490,350	$152,071

JOE KOTT AMERICAN LEGION POST 0317 JARRELL TEXAS