American Legion Auxiliary Department of California (EIN 940280850) - 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

1947

Legal Domicile

Principal Officer

Katherine Tellyer

Phone

4158615092

Tax Period

2023-07-01 to 2024-06-30

American Legion Auxiliary Department of California, founded in 1947, is a small nonprofit in the Public & Societal Benefit sector that reported $669K in total revenue in fiscal year 2023. Expenses of $649K left a modest 3% surplus.

Mission

To aid the American Legion to carry out Americanism and welfare programs

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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 $264,026

Program Service Revenue $341,176

Investment Income $34,921

Other Revenue $29,162

TOTAL REVENUE $669,285

Expense Breakdown

Grants Paid $19,410

Salaries & Benefits $69,539

Fundraising Expenses $0

Program Expenses $349,210

Other Expenses $559,688

TOTAL EXPENSES $648,637

Year-over-Year Comparison

	2023	2022	Change
Revenue	$669,285	$681,151	0.0%
Expenses	$648,637	$556,657	+0.2%
Net Income	$20,648	$124,494	-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

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

$66,560

Total Directors

$66,560

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Linda Hayes	Dept Vice President	1.00	Officer Director	$0	$0	$0
Katherine Tellyer	Treasurer	40.00	Officer Director	$0	$0	$0
Elizabeth Doidge	Secretary	40.00	Officer Director	$66,560	$0	$66,560
Glenda Schultz	Dept President	8.00	Officer Director	$0	$0	$0
Kathie Martinez	NEC Person / Advisory Comm	1.00	Director	$0	$0	$0
Dee Ann Graham	Alternate NEC Person	1.00	Director	$0	$0	$0
Patty Martinez	Chaplain	1.00	Director	$0	$0	$0
Erika Hernandez	Historian	1.00	Director	$0	$0	$0
Anita Biggs	Parliamentarian	1.00	Director	$0	$0	$0
Jean McGinnis	Sergeant at Arms	1.00	Director	$0	$0	$0
Melise Munroe	Asst Sergeant at Arms	1.00	Director	$0	$0	$0
Linda Workman	Finance Committee Chairper/ Advisory Chairman	1.00	Director	$0	$0	$0
Teresa Lugo-Nunez	Finance Committee Senior	1.00	Director	$0	$0	$0
Ann Sanchez	Finance Committee Junior	1.00	Director	$0	$0	$0
Joan Cannon	Advisory Committee	1.00	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	$669,285	$648,637	$2,009,480	$20,648
2023	$681,151	$556,657	$1,933,940	$124,494
2022	$835,919	$766,569	$1,776,923	$69,350
2021	$459,507	$361,707	$1,646,611	$97,800
2020	$635,932	$562,819	$1,569,618	$73,113
2019	$-5,819	$858,220	$1,532,256	$-864,039
2018	$892,041	$872,204	$1,448,582	$19,837

American Legion Auxiliary Department of California