THE AMERICAN LEGION DEPARTMENT OF UTAH (EIN 870230823) - 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

1956

Legal Domicile

Phone

8015391013

Tax Period

2021-07-01 to 2022-06-30

THE AMERICAN LEGION DEPARTMENT OF UTAH, founded in 1956, is a small nonprofit that reported $211K in total revenue in fiscal year 2021. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $50K, a strong 24% operating margin.

Mission

THE ORGANIZATIONS MISSION IS TO PROVIDE GUIDANCE AND DIRECTION TO THE 98 CHARTERED POSTS THROUGH THE AMERICAN LEGION IN UTAH. OUR PRIMARY MISSION AT HQ IS TO MONITOR DUES THAT COME IN AND DISBURSE THE MAJORITY TO THE NATIONAL HQ. IN ADDITION WE PROVIDE SERVICE TO VETERANS, THEIR CHILDREN AND FAMILIES BY ASSISTING THEM WITH VA BENEFITS SUCH AS HEALTCARE AND DISABILITY, PENSION AND EDUCATION BENEFITS. WE ALSO SPONSOR BASEBALL, ORATORICAL CONTESTS AND ACT AS A CONDUIT FROM THE LOCAL POSTS TO THE NATIONAL HQ.

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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 (2021)

Revenue Breakdown

Contributions & Grants $16,605

Program Service Revenue $173,070

Investment Income $0

Other Revenue $20,916

TOTAL REVENUE $210,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,721

Fundraising Expenses $0

Program Expenses $90,445

Other Expenses $80,624

TOTAL EXPENSES $160,345

Year-over-Year Comparison

	2021	2020	Change
Revenue	$210,591	$177,253	+0.2%
Expenses	$160,345	$170,477	-0.1%
Net Income	$50,246	$6,776	+6.4%

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

N/A

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
TERRY SCHOW	NEC CEO	0.00	Director	$0	$0	$0
DOUG CASE	COMMANDER	0.00	Director	$0	$0	$0
NINZEL RASMUSON	VICE COMMANDER	0.00	Director	$0	$0	$0
RICHARD MEAD	STATE ADJUTANT	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
2022	$210,591	$160,345	$163,913	$50,246
2020	$181,043	$203,401	$91,559	$-22,358
2019	$231,482	$169,288	$114,857	$62,194
2018	$232,239	$186,048	$53,338	$46,191

THE AMERICAN LEGION DEPARTMENT OF UTAH