AMERICAN LEGION 109 FORBES MCKAY POST (EIN 840386996) - 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

1943

Legal Domicile

Principal Officer

BRAD IRION

Phone

9706869966

Tax Period

2024-04-01 to 2025-03-31

AMERICAN LEGION 109 FORBES MCKAY POST, founded in 1943, is a small nonprofit that reported $375K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $414K exceeded revenue, resulting in a 10% operating deficit.

Mission

PROVIDE SERVICES AND ENTERTAINMENT FOR 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 (2024)

Revenue Breakdown

Contributions & Grants $22,717

Program Service Revenue $0

Investment Income $5,938

Other Revenue $346,158

TOTAL REVENUE $374,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,505

Fundraising Expenses $0

Program Expenses $396,618

Other Expenses $245,116

TOTAL EXPENSES $413,621

Year-over-Year Comparison

	2024	2023	Change
Revenue	$374,813	$341,374	+0.1%
Expenses	$413,621	$302,439	+0.4%
Net Income	$-38,808	$38,935	-2.0%

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

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

$61,186

Total Directors

$61,186

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM LELIEVRE	Director	15.00	Officer Director	$49,377	$0	$49,377
ERIC SALISBURY	Director	5.00	Officer Director	$11,809	$0	$11,809
BRAD IRION	Executive Dir.	10.00	Officer Director	$0	$0	$0
SCOTT ESCH	Vice President	10.00	Officer Director	$0	$0	$0
BOB TRAYNOR	Director	0.00	Officer Director	$0	$0	$0
ATHAR HUSSAIN	Director	0.00	Officer Director	$0	$0	$0
STEPHEN KENNEDY	Treasurer	0.00	Officer Director	$0	$0	$0
MARK HATELY	Director	0.00	Officer Director	$0	$0	$0
JOHN JONES	Director	0.00	Officer Director	$0	$0	$0
JIM SMITH	Director	0.00	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
2025	$374,813	$413,621	$389,397	$-38,808
2024	$341,374	$302,439	$429,907	$38,935
2023	$350,579	$221,265	$386,676	$129,314
2022	$256,980	$167,120	$258,519	$89,860
2021	$112,916	$99,941	$162,707	$12,975

AMERICAN LEGION 109 FORBES MCKAY POST