Harold L Gregory Memorial Unit 626 American Legion Auxiliary (EIN 900007217) - 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

Donna Oliver

Phone

8177313491

Tax Period

2023-01-01 to 2023-12-31

Harold L Gregory Memorial Unit 626 American Legion Auxiliary, founded in 1974, is a micro nonprofit that reported $24K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Net assets of $126K represent 63 months of operating reserves.

Mission

The American Legion Auxiliary honors the sacrifice of those who serve by enhancing the lives of veterans, military and their families, both at home and abroad.

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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 $11,052

Program Service Revenue $0

Investment Income $1,092

Other Revenue $11,673

TOTAL REVENUE $23,817

Expense Breakdown

Grants Paid $23,387

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,596

Other Expenses $1,372

TOTAL EXPENSES $24,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,817	$33,799	-0.3%
Expenses	$24,759	$17,036	+0.5%
Net Income	$-942	$16,763	-1.1%

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

N/A

Employees

N/A

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
Kelley Donaldson	President	010.00	Officer Director	$0	$0	$0
Donna Oliver	Treasurer	010.00	Officer Director	$0	$0	$0
Roxie Murrey	Sgt-At-Arms	005.00	Officer Director	$0	$0	$0
Kathy Richeson	Chaplain	010.00	Officer Director	$0	$0	$0
Tina Hill	Secretary	010.00	Director	$0	$0	$0
Betty Heedley	Exec. Committee	005.00	Director	$0	$0	$0
Michelle Contreras	Historian	005.00	Officer Director	$0	$0	$0
Tonia Ison	Vice President	010.00	Officer Director	$0	$0	$0
Terry Loddick	Exec. Committee	005.00	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
2024	No data	No data	No data	No data
2023	$23,817	$24,759	$125,923	$-942
2022	$33,799	$17,036	$126,865	$16,763
2021	$20,010	$16,047	$110,102	$3,963
2020	$8,790	$17,533	$106,139	$-8,743
2019	$22,485	$24,648	$114,882	$-2,163
2018	$21,644	$22,815	$117,045	$-1,171

Harold L Gregory Memorial Unit 626 American Legion Auxiliary