HAGGIN GRANT POST NO 521 AMERICAN LEGION DEPARTMENT OF CA (EIN 940280894) - 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

2013

Legal Domicile

Phone

9169952472

Tax Period

2025-01-01 to 2025-12-31

HAGGIN GRANT POST NO 521 AMERICAN LEGION DEPARTMENT OF CA, founded in 2013, is a small nonprofit in the Human Services sector that reported $432K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. Expenses of $384K left a modest 11% surplus.

Mission

TO PROMOTE THE PRINCIPLES AND POLICIES AS DEFINED BY THE NATIONAL AND DEPARTMENT CONSTITUION OF THE AMERICAN LEGION

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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 (2025)

Revenue Breakdown

Contributions & Grants $389,356

Program Service Revenue $0

Investment Income $0

Other Revenue $43,055

TOTAL REVENUE $432,411

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $37,646

Program Expenses $282,036

Other Expenses $384,113

TOTAL EXPENSES $384,113

Year-over-Year Comparison

	2025	2024	Change
Revenue	$432,411	$466,291	-0.1%
Expenses	$384,113	$396,537	0.0%
Net Income	$48,298	$69,754	-0.3%

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	Role	Reportable Comp	Other Comp	Total
CALVIN COLEY	President	Officer	$0	$0	$0
RICK SIMMONS	SERVICE OFFICER	Officer	$0	$0	$0
RON GIBBENS	Executive Dir.	Officer	$0	$0	$0
GARY LA BELLE	Vice President	Officer	$0	$0	$0
SHELLI BOLSOVER	FIRST VICE	Officer	$0	$0	$0
WAYNE L HARTMAN	Executive Dir.	Officer	$0	$0	$0
JEROME GERALD	Executive Dir.	Officer	$0	$0	$0
DANIEL LAING	BOARD MEMBER	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
2025	$432,411	$384,113	$210,002	$48,298
2024	$466,291	$396,537	$161,704	$69,754

HAGGIN GRANT POST NO 521 AMERICAN LEGION DEPARTMENT OF CA