Joseph P Kennedy Jr American Legion Post 11-11 (EIN 840810198) - 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

1976

Legal Domicile

Phone

3034661278

Tax Period

2023-01-01 to 2023-12-31

Joseph P Kennedy Jr American Legion Post 11-11, founded in 1976, is a small nonprofit that reported $160K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $149K left a modest 7% surplus.

Mission

Provide facilities for functions (entertainment, meetings, programs) which promote the principles of the American Legion

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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 $5,792

Program Service Revenue $0

Investment Income $33

Other Revenue $154,618

TOTAL REVENUE $160,443

Expense Breakdown

Grants Paid $5,425

Salaries & Benefits $33,799

Fundraising Expenses $0

Other Expenses $110,082

TOTAL EXPENSES $149,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,443	$182,684	-0.1%
Expenses	$149,306	$190,662	-0.2%
Net Income	$11,137	$-7,978	-2.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joe O'Keefe	Sr. Vice	1.00	Director	$0	$0	$0
Jo Jo Wolford	Vice Commander	1.00	Officer Director	$0	$0	$0
Jan Murray	Adjutant	1.00	Director	$0	$0	$0
Mike Vasquez	Sgt. at arms	1.00	Officer Director	$0	$0	$0
Ava Barden	Commander	1.00	Officer Director	$0	$0	$0
Heather Lockhart	Historian	1.00	Officer Director	$0	$0	$0
Dan Grothendick	Finance Officer	1.00	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
2024	No data	No data	No data	No data
2023	$160,443	$149,306	$740,344	$11,137
2022	$182,684	$190,662	$728,075	$-7,978
2021	$136,783	$130,373	$745,612	$6,410
2020	$73,530	$97,332	$730,244	$-23,802
2019	$173,238	$121,698	$753,300	$51,540
2018	$158,455	$126,338	$701,760	$32,117

Joseph P Kennedy Jr American Legion Post 11-11