Hackett-Larson Post 163 The American Legion (EIN 910553987) - 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

1985

Legal Domicile

Principal Officer

Daven Holzer

Phone

3603785705

Tax Period

2023-01-01 to 2023-12-31

Hackett-Larson Post 163 The American Legion, founded in 1985, is a small nonprofit that reported $316K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $279K left a modest 11% surplus.

Mission

A patriotic veterans service organization committed to sponsoring wholesome programs in our community, advocating patriotism and honor, mentoring youth, promoting Americanism, and continued devotion to our fellow active service members and veterans.

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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 $30,126

Program Service Revenue $0

Investment Income $9

Other Revenue $285,419

TOTAL REVENUE $315,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $160,081

Fundraising Expenses $0

Program Expenses $7,837

Other Expenses $119,314

TOTAL EXPENSES $279,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$315,554	$281,239	+0.1%
Expenses	$279,395	$236,699	+0.2%
Net Income	$36,159	$44,540	-0.2%

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

$4,736

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ron Heeren	Post Adjutant	10	Officer	$2,400	$0	$2,400
Daven Holzer	Post Commander	15.00	Officer	$2,336	$0	$2,336
Shannon Plummer	Gambling Commissioner	5	Officer	$0	$0	$0
Kristan Kline	Post Finance Officer	5	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
2024	No data	No data	No data	No data
2023	$315,554	$279,395	$310,201	$36,159
2022	$281,239	$236,699	$215,039	$44,540
2021	$124,503	$132,159	$165,421	$-7,656

Hackett-Larson Post 163 The American Legion