AMERICAN LEGION INSTITUTE OF FAMILY LIVING DBA BROADWATER VILLAGE (EIN 810339355) - 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

1971

Legal Domicile

Phone

4064422429

Tax Period

2024-04-01 to 2025-03-31

AMERICAN LEGION INSTITUTE OF FAMILY LIVING DBA BROADWATER VILLAGE, founded in 1971, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $418K, a strong 30% operating margin.

Mission

Low income housing

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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 $741,798

Program Service Revenue $664,991

Investment Income $36

Other Revenue $0

TOTAL REVENUE $1,406,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $862,973

Other Expenses $988,379

TOTAL EXPENSES $988,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,406,825	$954,051	+0.5%
Expenses	$988,379	$891,854	+0.1%
Net Income	$418,446	$62,197	+5.7%

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
CHARLES STOHL	Director	0.50	Director	$0	$0	$0
STEVE MARTINKA	Director	0.50	Director	$0	$0	$0
GREG THORNQUIST	Director	0.50	Director	$0	$0	$0
DICK ELLWEIN	Secretary/Treas	0.50	Officer Director	$0	$0	$0
JEFF IRELAND	Director	0.50	Director	$0	$0	$0
EDDY WHITE	President	0.50	Officer Director	$0	$0	$0
TOM POULIOT	Vice President	0.50	Officer Director	$0	$0	$0
BUD BETCHIE	Director	0.50	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
2025	$1,406,825	$988,379	$2,108,407	$418,446
2024	$954,051	$891,854	$1,542,782	$62,197
2023	$941,960	$875,080	$1,505,252	$66,880
2022	$852,933	$817,635	$1,484,088	$35,298
2021	$839,496	$772,150	$1,466,143	$67,346
2020	$789,311	$806,342	$1,504,631	$-17,031
2019	$796,062	$730,929	$1,497,166	$65,133

AMERICAN LEGION INSTITUTE OF FAMILY LIVING DBA BROADWATER VILLAGE