American Legion George Beach Post 4 (EIN 840382134) - 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

1919

Legal Domicile

Principal Officer

Manny Madrid

Phone

9704840418

Tax Period

2025-01-01 to 2025-12-31

American Legion George Beach Post 4, founded in 1919, is a small nonprofit that reported $379K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. Net assets of $826K represent 26 months of operating reserves.

Mission

To provide a social network and be a source of support for area veterans and their families

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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 (2025)

Revenue Breakdown

Contributions & Grants $44,581

Program Service Revenue $215,971

Investment Income $1,244

Other Revenue $117,577

TOTAL REVENUE $379,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,429

Fundraising Expenses $2,682

Program Expenses $374,290

Other Expenses $250,117

TOTAL EXPENSES $405,546

Year-over-Year Comparison

	2025	2024	Change
Revenue	$379,373	$451,268	-0.2%
Expenses	$405,546	$475,112	-0.1%
Net Income	$-26,173	$-23,844	+0.1%

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

100

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

$1,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUKE BETHEL	Adjutant	20.00	Director	$1,000	$0	$1,000
MANNY MADRID	Commander	20.00	Officer Director	$0	$0	$0
MICHAEL SHELLEMAN	Finance Officer	20.00	Officer Director	$0	$0	$0
GEORGE MCCAMBRIDGE	Chaplain	20.00	Director	$0	$0	$0
JOSE BUSTOS	Judge Advocate	20.00	Director	$0	$0	$0
DAN PETERICH	Sgt at Arms	20.00	Director	$0	$0	$0
TRIPP NARROW	Historian	20.00	Director	$0	$0	$0
GARY BISHOP	1st Vice Commander	20.00	Officer Director	$0	$0	$0
CHRIS MANN	2nd Vice	20.00	Officer Director	$0	$0	$0
DICK SCHAUERMANN	Service Officer	20.00	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
2025	$379,373	$405,546	$833,207	$-26,173
2024	$451,268	$475,112	$859,862	$-23,844
2023	$337,396	$365,616	$881,338	$-28,220
2022	$368,595	$362,949	$910,456	$5,646
2021	$374,153	$341,046	$903,508	$33,107
2020	$222,024	$282,812	$884,621	$-60,788
2019	$254,709	$244,620	$653,727	$10,089
2018	$319,201	$296,491	$640,097	$22,710

American Legion George Beach Post 4