OTHO MORGAN AMERICAN LEGION POST #17 (EIN 756035781) - 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

1934

Legal Domicile

Principal Officer

ROBERT JORDAN

Phone

9034542345

Tax Period

2023-01-01 to 2023-12-31

OTHO MORGAN AMERICAN LEGION POST #17, founded in 1934, is a small nonprofit that reported $362K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 24% operating margin.

Mission

PROVIDE VARIOUS TYPES OF SERVICES FOR VETERANS

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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 $362,348

Investment Income $0

Other Revenue $0

TOTAL REVENUE $362,348

Expense Breakdown

Grants Paid $500

Salaries & Benefits $45,429

Fundraising Expenses $0

Program Expenses $273,766

Other Expenses $227,837

TOTAL EXPENSES $273,766

Year-over-Year Comparison

	2023	2022	Change
Revenue	$362,348	$267,132	+0.4%
Expenses	$273,766	$214,075	+0.3%
Net Income	$88,582	$53,057	+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	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENE TOOHEY	COMMANDER	10.00	Officer	$0	$0	$0
CHARLES FERREBEE	ADJUTANT	5.00	Officer	$0	$0	$0
JAMES OWSLEY	VICE COMMANDER	5.00	Officer	$0	$0	$0
ROBERT JORDAN	FINANCE OFFICER	5.00	Officer	$0	$0	$0
MIKE SMITH	TRUSTEE	2.00	Officer	$0	$0	$0
MO SOTO	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$362,348	$273,766	$214,429	$88,582
2022	$267,132	$214,075	$125,287	$53,057
2021	$185,430	$148,320	$71,724	$37,110
2020	$99,475	$111,292	$29,692	$-11,817
2019	$280,463	$249,938	$44,149	$30,525
2018	$193,873	$204,459	$12,330	$-10,586

OTHO MORGAN AMERICAN LEGION POST #17