American Legion Lloyd J Tobey Post (EIN 941249971) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1941

Legal Domicile

Principal Officer

RICHARD ERHARDT

Phone

6505959998

Tax Period

2024-07-01 to 2025-06-30

American Legion Lloyd J Tobey Post, founded in 1941, is a micro nonprofit that reported $34K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $31K left a modest 6% surplus.

Mission

TO PROVIDE A POST FOR CURRENT AND PRIOR MEMBERS OF THE US MILITARY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,539

Program Service Revenue $0

Investment Income $3,417

Other Revenue $13,560

TOTAL REVENUE $33,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,491

Fundraising Expenses $0

Program Expenses $3,000

Other Expenses $29,925

TOTAL EXPENSES $31,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,516	$27,460	+0.2%
Expenses	$31,416	$21,087	+0.5%
Net Income	$2,100	$6,373	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD ERHARDT	COMMANDER	5.00	Officer	$0	$0	$0
ERNIE GILBERT	ADJUTANT	5.00	Officer	$0	$0	$0
JOHN BINNS	FINANCE OFFICER	5.00	Officer	$0	$0	$0
DAWN GORDAN WY	ADJUTANT	0.00	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	$33,516	$31,416	$216,958	$2,100
2023	$20,658	$25,603	$207,217	$-4,945
2022	$55,663	$38,016	$214,562	$17,647
2021	$45,404	$24,739	$187,950	$20,665
2020	$25,150	$33,007	$158,529	$-7,857
2019	$31,148	$32,397	$132,695	$-1,249
2018	$30,907	$25,745	$133,236	$5,162

American Legion Lloyd J Tobey Post