THE AMERICAN LEGION SAN LUIS OBISPO POST NO 66 (EIN 956196609) - 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

1919

Legal Domicile

Phone

8055436445

Tax Period

2024-07-01 to 2025-06-30

THE AMERICAN LEGION SAN LUIS OBISPO POST NO 66, founded in 1919, is a micro nonprofit that reported $66K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $99K exceeded revenue, resulting in a 51% operating deficit.

Mission

The American Legion Pot #66 offers a social outlet and peer support to veterans of all eras, including those who are now returning from Iraq and Afghanistan. It is essential for veterans to be able to safely, and confidentially, talk about service and related issues. Peers offer each other an understanding that comes from having experienced a similar situation or problem.The American Legion Post #66 also is a clearing house of information regarding benefits and programs for Veterans of all branches of the Armed Forces.

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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 $22,128

Program Service Revenue $19,242

Investment Income $0

Other Revenue $24,219

TOTAL REVENUE $65,589

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,919

Other Expenses $99,327

TOTAL EXPENSES $99,327

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,589	$59,571	+0.1%
Expenses	$99,327	$63,595	+0.6%
Net Income	$-33,738	$-4,024	+7.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM IRWIN	CFO	6.00	Officer	$0	$0	$0
YVONNE HAMPTON	1ST VICE COMMAN	6.00	Officer	$0	$0	$0
ROGER JANAKUS	2ND VICE COMMAN	6.00	Officer	$0	$0	$0
STEPHANIE PAIGE	COMMANDER	6.00	Officer	$0	$0	$0
NORA O'DONNELL	ADJUTANT	6.00	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	$65,589	$99,327	$639,460	$-33,738
2024	$59,571	$63,595	$673,168	$-4,024
2023	$58,691	$73,359	$631,139	$-14,668
2022	$67,091	$80,316	$688,812	$-13,225
2021	$599,440	$50,468	$704,532	$548,972

THE AMERICAN LEGION SAN LUIS OBISPO POST NO 66