AMERICAN LEGION AUXILIARY 291 NEWP… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1925

Legal Domicile

Principal Officer

MARY BETH MARTIN

Phone

9496735070

Tax Period

2024-07-01 to 2025-06-30

AMERICAN LEGION AUXILIARY 291 NEWPORT HARBOR, founded in 1925, is a small nonprofit that reported $412K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $384K left a modest 7% surplus.

Mission

Mission: In the spirit of service, not self, the mission of the American Legion Auxiliary is to support The American Legion and to honor the sacrifice of those who serve by enhancing the lives of our veterans, military, and their families, both at home and abroad. For God and Country, we advocate for veterans, educate our citizens, mentor youth, and promote patriotism, good citizenship, peace and security.Vision: The vision of the American Legion Auxiliary is to support The American Legion while becoming the premier service organization and foundation of every community providing support for our veterans, our military, and their families by shaping a positive future in an atmosphere of fellowship, patriotism, peace and security.

Program Service Accomplishments

Program 1

Expenses: $104,351

COMMUNITY SERVICES PROGRAM: Community Service embraces all activities for improvement of conditions of life in the community where the American Legion Auxiliary unit is located. It has been a major activity of The American Legion and Auxiliary since 1926, and has resulted in the completion of a vast number of projects to make American communities better places in which to live. Every Auxiliary Unit is expected to carry out or Cooperate in at least one project for community betterment each year.

Program 2

Expenses: $58,492

VETERANS AFFAIRS AND REHABILITATION: VA&R means the complete restoration of the veteran and his family to normal function and adjustment, physically, mentally, socially, and vocationally for the...

VETERANS AFFAIRS AND REHABILITATION: VA&R means the complete restoration of the veteran and his family to normal function and adjustment, physically, mentally, socially, and vocationally for the fullest possible life, compatible with his abilities and disabilities. The VA&R work of the American Legion Auxiliary includes bringing physical comfort and mental cheer to veterans in hospitals, aiding the disabled to earn money for the support of themselves and their families, and helping them to reestablish themselves in life. The American Legion Auxiliary cooperates with The American Legion in ALL its endeavors on behalf of veterans.To carry out the VA&R work effectively, a complete organization extending from the Unit to the National organization is necessary. Years of experience in rehabilitation have brought about systematizing of the activities which has proven to be the most efficient way to aid the different classes of disabled veterans. Unit VA&R workers should become familiar with the Department and National VA&R organizations and be able to use the services of these groups when necessary. Units should work closely with the VA&R Committees of their American Legion Posts and with other agencies in the community from which aid for the disabled is available.

Program 3

Expenses: $25,185

EDUCATION PROGRAM: The education of all of America's children is essential for the future of our nation. The American Legion Auxiliary joins with The American Legion to aid and support the basic...

EDUCATION PROGRAM: The education of all of America's children is essential for the future of our nation. The American Legion Auxiliary joins with The American Legion to aid and support the basic rights of all children to receive an appropriate education. That education should prepare them for a fulfilling life. The pattern followed in the development of the program corresponds with the following objectives and policies adopted by The American Legion. 1. To help make it possible for a student, who has the ability or the desire, to receive an education beyond high school. 2. To encourage the members of The American Legion and its affiliated organizations to take an active part in the development and maintenance of a school system that will serve the needs of all children at every level of education. 3. To encourage students to select careers where personnel shortages exist.

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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 (2024)

Revenue Breakdown

Contributions & Grants $52,353

Program Service Revenue $287,977

Investment Income $25,036

Other Revenue $46,742

TOTAL REVENUE $412,108

Expense Breakdown

Grants Paid $177,561

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $196,384

Other Expenses $206,768

TOTAL EXPENSES $384,329

Year-over-Year Comparison

	2024	2023	Change
Revenue	$412,108	$451,930	-0.1%
Expenses	$384,329	$328,191	+0.2%
Net Income	$27,779	$123,739	-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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Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

175

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
MARY BETH MARTIN	President	4.00	Officer Director	$0	$0	$0
DANA JOHNSTON	1ST V.P.	1.00	Officer Director	$0	$0	$0
BONNIE ROBERTSON	2ND VP	1.00	Officer Director	$0	$0	$0
CYNTHIS MINUCCI NEAL	Secretary	1.00	Officer Director	$0	$0	$0
LAURA FARR	Treasurer	1.00	Officer Director	$0	$0	$0
SHARON MORGAN	CHAPLAIN	1.00	Director	$0	$0	$0
SUE LINDSEY	HISTORIAN	1.00	Director	$0	$0	$0
JANZ SIMMONS	SGT AT ARMS	1.00	Director	$0	$0	$0
STACY EICKHOFF	ASST SGT AT ARM	1.00	Director	$0	$0	$0
PEGGY BENGRY	EXEC COMMITTEE	1.00	Director	$0	$0	$0
JAN WOOLFORD	EXEC COMMITTEE	1.00	Director	$0	$0	$0
BOBBI RENEGHAN	EXEC COMMITTEE	1.00	Director	$0	$0	$0
MARY ANN LEONARD	EXEC COMMITTEE	1.00	Director	$0	$0	$0
JANICE FLANAGAN	BOBBI RENEGHAN	1.00	Director	$0	$0	$0
CYNTHIA EDES	JR PAST PRES	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
2025	$412,108	$384,329	$843,528	$27,779
2024	$451,930	$328,191	$815,749	$123,739
2023	$346,105	$257,194	$692,010	$88,911
2022	$341,182	$271,645	$603,099	$69,537
2021	$302,441	$274,881	$533,562	$27,560
2020	$305,395	$249,088	$506,002	$56,307
2019	$258,899	$294,594	$449,695	$-35,695

AMERICAN LEGION AUXILIARY 291 NEWPORT HARBOR