AMERICAN LEGION AUXILIARY 20 KENAI UNIT

EIN: 926002689

KENAI, AK

Total Revenue
$31,951
Total Expenses
$29,531
Total Assets
$41,991
Net Assets
$41,991
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
AK
Phone
9072833222
Tax Period
2024-01-01 to 2024-12-31

AMERICAN LEGION AUXILIARY 20 KENAI UNIT, founded in 2002, is a micro nonprofit that reported $32K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $30K left a modest 8% surplus.

Mission

TO UPHOLD AND DEFEND THE CONSTITUTION OF THE UNITED STATES OF AMERICA: TO MAINTAIN LAW AND ORDER: TO FOSTER AND PERPETUATE A ONE HUNDRED PERCENT AMERICANISM: TO PRESERVE THE MEMORIES AND INCIDENTS OF OUR ASSOCIATIONS IN THE GREAT WARS: TO INCULATE A SENSE OF INDIVIDUAL OBLIGATION TO THE COMMUNITY, STATE AND NATION: TO COMBAT THE AUTOCRACY OF BOTH THE CLASSES AND THE MASSES: TO MAKE RIGHT THE MASTER OF MIGHT: TO PROMOTE PEACE AND GOODWILL ON EARTH: TO SAFEGUARD AND TRANSMIT TO POSTERITY THE PRINCIPLES OF JUSTICE, FREEDOM AND DEMOCRACY: TO PARTICIPATE IN AND CONTRIBUTE TO THE ACCOMPLISHMENT OF THE AIMS AND PURPOSES OF THE AMERICAN LEGION:TO CONSECRATE AND SANCTIFY OUR ASSOCIATION BY OUR DEVOTION TO MUTUAL HELPFULNESSTHE AMERICAN LEGION AUXILIARY IS DEDICATED TO SUPPLYING OUR TIME AND MONEY TO:HELPING VETERANS IN NEEDCOMMUNITY SERVICECHILDREN AND YOUTHEMERGENCY AIDEDUCATION AND SCHOLARSHIPSLEADERSHIP PROGRAMSLEGISLATIVEMEMBERSHIP & POST ACTIVITIESAMERICANISM

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,909
Program Service Revenue $0
Investment Income $0
Other Revenue $24,042
TOTAL REVENUE $31,951

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $29,531
TOTAL EXPENSES $29,531

Year-over-Year Comparison

2024 2023 Change
Revenue $31,951 $36,929 -0.1%
Expenses $29,531 $25,727 +0.1%
Net Income $2,420 $11,202 -0.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
10

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
5
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA KLEMISCH President 10.00
Officer Director
$0 $0 $0
SUSAN LERITZ Vice President 5.00
Officer Director
$0 $0 $0
LEIGHANN PENLAND Vice President 5.00
Officer Director
$0 $0 $0
LORI SKAGGS Secretary 5.00
Officer Director
$0 $0 $0
MELISSA HOMA Director 2.00
Director
$0 $0 $0
SUE COUP Treasurer 2.00
Officer Director
$0 $0 $0
AMY BAKER Director 2.00
Director
$0 $0 $0
REBECCA FITE Director 2.00
Director
$0 $0 $0
KATHY RODGERS Director 2.00
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 $31,951 $29,531 $41,991 $2,420
2023 $36,929 $25,727 $39,571 $11,202
2020 $9,709 $10,324 $17,495 $-615
2019 $12,242 $16,841 $18,110 $-4,599
2018 $15,167 $16,799 $22,709 $-1,632
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