American Legion Montebello Post 272

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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

1929

Legal Domicile

Principal Officer

Carlos Larios Jr

Tax Period

2022-07-01 to 2023-06-30

American Legion Montebello Post 272, founded in 1929, is a small nonprofit that reported $154K in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $147K left a modest 4% surplus.

Mission

TO SERVE AS AN ADVOCATE FOR AND PROVIDE COMMUNITY PROGRAMS FOR AND BY SERVICEMEMBERS AND VETERANS.

Program Service Accomplishments

Program 1

Expenses: $146,912 Revenue: $153,785

THE ORGANIZATION PROVIDED SUPPORT TO COMMUNITY SERVICEMEMBERS AND VETERANS BY SPONSORING EVENTS, ADVOCATING FOR ITS MEMBERS AND ENGAGING IN COMMUNITY 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $153,784

TOTAL REVENUE $153,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,197

Fundraising Expenses $0

Program Expenses $146,912

Other Expenses $72,715

TOTAL EXPENSES $146,912

Year-over-Year Comparison

	2022	2021	Change
Revenue	$153,784	$135,808	+0.1%
Expenses	$146,912	$125,830	+0.2%
Net Income	$6,872	$9,978	-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

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 Munoz	Commander	10.00	Officer	$0	$0	$0
Dan R Vasquez	Finance Officer	10.00	Officer	$0	$0	$0
Carlos Larios Jr	Adjutant	5.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$153,784	$146,912	$37,323	$6,872
2022	$135,808	$125,830	$35,314	$9,978