American Legion Department of Arizona (EIN 860001142) - 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

Phone

6022647706

Tax Period

2023-07-01 to 2024-06-30

American Legion Department of Arizona, founded in 1919, is a community nonprofit in the Public & Societal Benefit sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $237K, a strong 16% operating margin.

Mission

TO PROMOTE & ASSIST VETERANS WITH HEALTHCARE, ACCESS TO EMPLOYMENT & BUSINESS OPPORTUNITIES, DISABILITY CLAIMS, TO PROMOTE AMERICANISM, CHILDREN & YOUTH THRU SCHOLORSHIP, YOUTH PROGRAMS, VETERANS DAY PARADES, BASEBALL & PROGRAMS TO ASSIST VETS.

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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 $1,354,455

Program Service Revenue $0

Investment Income $32,096

Other Revenue $138,159

TOTAL REVENUE $1,524,710

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $252,091

Fundraising Expenses $0

Other Expenses $1,010,654

TOTAL EXPENSES $1,287,745

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,524,710	$919,346	+0.7%
Expenses	$1,287,745	$939,960	+0.4%
Net Income	$236,965	$-20,614	-12.5%

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

300

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

$79,052

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGEL JUAREZ	Secretary	40.00	Officer	$79,052	$0	$79,052
Steven Sperl	President	10.00	Officer	$0	$0	$0
Matthew Kritzer	Secretary	10.00	Officer	$0	$0	$0
David Roland	Director	10.00	Officer	$0	$0	$0
Scott Moore	Vice President	10.00	Officer	$0	$0	$0
Roberta Kimelton	Vice President	10.00	Officer	$0	$0	$0
Brian Jacks	Vice President	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	No data	No data	No data	No data
2024	$1,524,710	$1,287,745	$3,485,293	$236,965
2023	$919,346	$939,960	$2,900,181	$-20,614

American Legion Department of Arizona