Fuquay Varina American Legion Post 116 Inc
Nonprofit profile at a glance
- EIN
- 566088344
- IRS 990 coverage
- 2010–2025
- Forms available
- Form 990 2025
- Location
- Fuquay Varina, NC, USA
- Phone
- 9195527056
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $887,974
- Expenses
- $764,018
- Assets
- $945,546
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
17 people listed
People named in this filing
- Tony Smith (Officer at Large)
- Kathryn Koch (Officer at Large)
- Dan Miltenberger (Officer at Large)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote, participate in, and support various educational, civic, and patriotic programs of the American Legion as chartered by the US Congress
What it reported doing in 2025
To provide service to US military veterans and their families as well as community services
Operating model
- Revenue model
- Earned-program. 93% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 81
- Transparency & Controls: 90
- Accountability: 64
- Sustainability: 64
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.5%; rating input score 85
- Program expense ratio: 100%; rating input score 100
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 1 of 7 controls in place; rating input score 14
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 14%; rating input score 63; 63rd percentile among comparable filings
- Total-asset coverage ratio: 1.24; rating input score 50; 50th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 88; 88th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings
Growth
- Program expense growth: 36.1% per year; rating input score 100; 91st percentile among comparable filings
- Revenue growth: 8% per year; rating input score 100; 53rd percentile among comparable filings
- Asset growth: 0.7% per year; rating input score 100; 18th percentile among comparable filings
Details
- Where the money goes: 85.5% of revenue deployed · 100% of spending went to programs
- Governance: 1278 of 1278 board members independent · 1 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $764K in reported program spending
- Leadership: top reported pay $0 · 17 people listed
- Consistency: 37 of 37 current checks pass
- Schedules: 2 filed schedules
- Filing history: 7 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Accountability: Governance controls: 5 of 6 not reported.
- Review — Sustainability: Total-asset coverage ratio scored 50/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.