AMERICAN LEGION INC POST 1 MONTOYA Y MONTOYA BOARD OF TRUSTEES (EIN 856016150) - 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

1974

Legal Domicile

Principal Officer

Dave Lucero

Phone

5059829622

Tax Period

2025-01-01 to 2025-12-31

AMERICAN LEGION INC POST 1 MONTOYA Y MONTOYA BOARD OF TRUSTEES, founded in 1974, is a small nonprofit that reported $154K in total revenue in fiscal year 2025. Expenses of $282K exceeded revenue, resulting in a 83% operating deficit.

Mission

Provide service to veterna their family and the community

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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 $3,409

Program Service Revenue $0

Investment Income $0

Other Revenue $150,358

TOTAL REVENUE $153,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,935

Fundraising Expenses $0

Program Expenses $0

Other Expenses $219,226

TOTAL EXPENSES $282,161

Year-over-Year Comparison

	2025	2024	Change
Revenue	$153,767	$150,445	+0.0%
Expenses	$282,161	$150,900	+0.9%
Net Income	$-128,394	$-455	+281.2%

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
David Lucero	Commander	25.00	Officer	$0	$0	$0
Jimmy Catanach	2 nd Vice Commander	20.00	Officer	$0	$0	$0
Louie Montoya	Adjutant	10.00	Officer	$0	$0	$0
Ivan Montoya	Finance Officer	20.00	Officer	$0	$0	$0
Tino Garcia	Head trustee	5.00	Officer	$0	$0	$0
Joet Montoya	Trustee	25.00	Officer	$0	$0	$0
Kenneth Solan	Trustee	15.00	Officer	$0	$0	$0
Pete Rael	Chaplin	5.00	Officer	$0	$0	$0
Joet Montoya	Sgt of Arms	25.00	Officer	$0	$0	$0
Jerry Lowance	Head trusee	10.00	Officer	$0	$0	$0
David Lucero	Commander	25.00	Officer	$0	$0	$0
Jimmy Catanach	2 nd Vice Commander	20.00	Officer	$0	$0	$0
Louie Montoya	Adjutant	10.00	Officer	$0	$0	$0
Ivan Montoya	Finance Officer	20.00	Officer	$0	$0	$0
Tino Garcia	Head trustee	5.00	Officer	$0	$0	$0
Joet Montoya	Trustee	25.00	Officer	$0	$0	$0
Kenneth Solan	Trustee	15.00	Officer	$0	$0	$0
Pete Rael	Chaplin	5.00	Officer	$0	$0	$0
Joet Montoya	Sgt of Arms	25.00	Officer	$0	$0	$0
Jerry Lowance	Head trusee	10.00	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
2025	$153,767	$282,161	No data	$-128,394
2024	$150,445	$150,900	$625,128	$-455
2023	$160,382	$148,548	$639,573	$11,834
2022	$168,213	$156,319	$642,236	$11,894
2021	$123,633	$89,670	$636,036	$33,963

AMERICAN LEGION INC POST 1 MONTOYA Y MONTOYA BOARD OF TRUSTEES