AMERICAN LEGION AUXILIARY 291 NEWPORT HARBOR (EIN 956102902) - 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

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

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.

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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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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

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