Civic Intelligence

American Legion Auxiliary Frierson- Nichols Unit 8 Inc

EIN 06-1797895 • 501(c)19 • Winter Haven, FL

Profile

To promote the social welfare of the community. To assist disabled and needy war veterans and members of the united states armed forces and their dependents, and the widows and orphans of deceased veterans. To provide assistance, entertainment and care to hospitalized veterans or members of the united states armed forces. To support and assist in the programs of the american legion. To conduct programs for religious, charitable or educational purposes. To carry on programs to perpetuate the memory of deceased veterans and members of the united states armed forces, and to comfort their survivors. To provide social and recreational activities for members.

300 Avenue M NWWinter Haven, FL 33881-2406

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)19 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)19 • <$500k nonprofits • Source year 2024

Net Margin

57th percentile

6.1%

Higher net margin than 57% of similar nonprofits.

501(c)19 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)19 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

27%

Faster asset growth than 88% of similar nonprofits.

501(c)19 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

501(c)19 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$14,823

Up $3,116 (+27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$14,823

Up $3,116 (+27%) from 2023

Revenue

Up

$50,998

Up $8,459 (+20%) from 2023

Expenses

Up

$47,882

Up $6,061 (+14%) from 2023

Net Income

Up

$3,116

Up $2,398 (+334%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2012: $11,669Liabilities 2012: $02012Assets 2013: $11,917Liabilities 2013: $0Net Assets 2013: $11,9172013Assets 2014: $11,949Liabilities 2014: $0Net Assets 2014: $11,9492014Assets 2015: $14,979Liabilities 2015: $0Net Assets 2015: $14,9792015Assets 2016: $16,832Liabilities 2016: $0Net Assets 2016: $16,8322016Assets 2017: $12,765Liabilities 2017: $0Net Assets 2017: $12,7652017Assets 2018: $16,065Liabilities 2018: $0Net Assets 2018: $16,0652018Assets 2019: $13,616Liabilities 2019: $0Net Assets 2019: $13,6162019Assets 2020: $9,689Liabilities 2020: $0Net Assets 2020: $9,6892020Assets 2021: $7,279Liabilities 2021: $0Net Assets 2021: $7,2792021Assets 2022: $10,989Liabilities 2022: $0Net Assets 2022: $10,9892022Assets 2023: $11,707Liabilities 2023: $0Net Assets 2023: $11,7072023Assets 2024: $14,823Liabilities 2024: $0Net Assets 2024: $14,8232024

Highlighted filing

2024

Assets$14,823
Liabilities$0
Net Assets$14,823

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $37,617Expenses 2012: $29,565Net Income 2012: $8,0522012Revenue 2013: $35,070Expenses 2013: $34,822Net Income 2013: $2482013Revenue 2014: $34,798Expenses 2014: $34,766Net Income 2014: $322014Revenue 2015: $36,751Expenses 2015: $33,721Net Income 2015: $3,0302015Revenue 2016: $40,234Expenses 2016: $38,381Net Income 2016: $1,8532016Revenue 2017: $35,417Expenses 2017: $39,484Net Income 2017: -$4,0672017Revenue 2018: $38,740Expenses 2018: $35,440Net Income 2018: $3,3002018Revenue 2019: $40,562Expenses 2019: $43,011Net Income 2019: -$2,4492019Revenue 2020: $30,889Expenses 2020: $34,816Net Income 2020: -$3,9272020Revenue 2021: $29,024Expenses 2021: $31,434Net Income 2021: -$2,4102021Revenue 2022: $36,401Expenses 2022: $32,691Net Income 2022: $3,7102022Revenue 2023: $42,539Expenses 2023: $41,821Net Income 2023: $7182023Revenue 2024: $50,998Expenses 2024: $47,882Net Income 2024: $3,1162024

Highlighted filing

2024

Revenue$50,998
Expenses$47,882
Net Income$3,116

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.0
Gross Receipts
$77,930
Mission and Program Overview

Mission

To promote the social welfare of the community; to assist disabled and needy war veterans and members of the united states armed forces and their dependents, widows and orphans of deceased veterans; to provide assistance, entertainment and care to hospitalized veterans or members of the united states armed forces; to support and assist in the programs of the american legion; to carry on programs to perpetuate the memory of deceased veterans and members of the united armed forces and to comfort their survivors; to provide social and recreational activities for members.

Program Services

DescriptionGrantsExpenses
TO PROMOTE SOCIAL WELFARE IN THE COMMUNITY; TO CONDUCT PROGRAMS FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES; TO SUPPORT AND ASSIST IN THE PROGRAMS OF THE AMERICAN LEGION; TO PROVIDE SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANICE CHUMNEYPresidentPT$0--
AMY ARTHUR1st Vice PrePT$0--
LORRAINE ANTONY2nd Vice Pre-$0--
AMY ARTHURSecretary-$0--
BONNIE WILLARDTreasurerPT$0--
JUDY SHERRYChaplain-$0--
ROBIN ROGERSHistorian-$0--
NANCY WLODARCZAKSgt-At-Arms-$0--
GAIL KNIPPENBERGAssistant Sg-$0--
JOANN O'CALLAGHANExecutive Co-$0--
DONNA FIOREExecutive Co-$0--
AUDRA ANDERSONPast Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinners$23,046$23,046$18,970$4,076
Poppy & Other W$10,664$10,664$7,962$2,702
Total Events$33,710$33,710$26,932$6,778
Filing and Contact Details

Filer

Filer Name
American Legion Auxiliary 8
EIN
06-1797895
Phone
8638759237
Address
300 AVENUE M NW, WINTER HAVEN, FL 33881-2406

Signing Officer

Name
Bonnie Willard
Title
Treasurer
Phone
8638759237
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Surrency Clark & Colyer Cpas Pl
Address
505 AVENUE A NW STE 310, WINTER HAVEN, FL 33881
Preparer
Karen T Clark
Phone
8632975788
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 2,048 conferences/meetings 3,954 dues 20,386 supplies 409 miscellaneous expense 9,660 total 36,457

Form 990-ez, Part III

To promote the social welfare of the community; to assist disabled and needy war veterans and members of the united states armed forces and their dependents, widows and orphans of deceased veterans; to provide assistance, entertainment and care to hospitalized veterans or members of the united states armed forces; to support and assist in the programs of the american legion; to carry on programs to perpetuate the memory of deceased veterans and members of the united armed forces and to comfort their survivors; to provide social and recreational activities for members.

Form 990-ez, Part III, Line 28

To promote social welfare in the community; to conduct programs for religious, charitable or educational purposes; to support and assist in the programs of the american legion; to provide social and recreational activities for members.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 2,048 CONFERENCES/MEETINGS 3,954 DUES 20,386 SUPPLIES 409 MISCELLANEOUS EXPENSE 9,660 TOTAL 36,457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE THE SOCIAL WELFARE OF THE COMMUNITY; TO ASSIST DISABLED AND NEEDY WAR VETERANS AND MEMBERS OF THE UNITED STATES ARMED FORCES AND THEIR DEPENDENTS, WIDOWS AND ORPHANS OF DECEASED VETERANS; TO PROVIDE ASSISTANCE, ENTERTAINMENT AND CARE TO HOSPITALIZED VETERANS OR MEMBERS OF THE UNITED STATES ARMED FORCES; TO SUPPORT AND ASSIST IN THE PROGRAMS OF THE AMERICAN LEGION; TO CARRY ON PROGRAMS TO PERPETUATE THE MEMORY OF DECEASED VETERANS AND MEMBERS OF THE UNITED ARMED FORCES AND TO COMFORT THEIR SURVIVORS; TO PROVIDE SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)19 • <$500k nonprofits