Civic Intelligence

American Legion

990EZ • Fiscal year 2017 • EIN 06-1797895

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 05, 2017

300 Avenue M NWWinter Haven, FL 33881-2406

(863) 875-9237

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.00x

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

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.00x

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

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-24%

Faster asset growth than 8% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$12,765

Down $4,067 (-24%) from 2016

Net Assets

Down

$12,765

Down $4,067 (-24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$35,417

Down $4,817 (-12%) from 2016

Expenses

Up

$39,484

Up $1,103 (+2.9%) from 2016

Net Income

Down

-$4,067

Down $5,920 (-319%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$12,765
Liabilities$0
Net Assets$12,765

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$35,417
Expenses$39,484
Net Income-$4,067
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 5, 2017
Return Version
2016v3.0
Gross Receipts
$49,768
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TO PROMOTE SOCIAL WELFARE IN THE COMMUNITY. TO CONDUCT PROGRAMS FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE. TO SUPPORT AND ASSIST IN THE PROGRAMS OF THE AMERICAN LEGION. TO PROVIDE SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS.--
TO PROMOTE SOCIAL WELFARE IN THE COMMUNITY. TO CONDUCT PROGRAMS FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE. 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
BONNIE WILLIARD TREASURERTreasurerPT$0--
LOUISE MILLERPresidentPT$0--
RUTH JONES1st Vice PrePT$0--
JUNE DUTCHER2nd Vice Pre-$0--
YVONNE PRIVERTAChaplain-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fish Fries$18,241$18,241$11,483$6,758
Total Events$18,241$18,241$11,483$6,758
Governance and Compliance

Governance Explanations

Form 990-ez, Part VI

N/A - 501(C)(19)

Filing and Contact Details

Filer

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

Signing Officer

Name
Bonnie Williard Treasurer
Title
Treasurer
Phone
8636401289
Signed
2017-10-05

Preparer

Firm
Lynco Financial & Tax Services Inc
Address
1495 SIXTH STREET SE, WINTER HAVEN, FL 33880
Preparer
Lynn a Schmidt
Phone
8632959895
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Small misc donations 9,138 0 0

Form 990-ez, Part I, Line 16

Expenses annual corporate report 70 conventions & meetings 3,728 office supplies & expense 12,804 dues 10,363 total 26,965

Form 990-ez, Part III

Primary exempt purpose - 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 states 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 purpose. To support and assist in the programs of the american legion. To provide social and recreational activities for members.

Form 990-ez, Part III, Line 31

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

Raw XML Appendix124 raw XML fields

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

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0BONNIE WILLARD TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum08638759237
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 AVENUE M NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINTER HAVEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033881
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012765
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01115
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4067
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03381
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt026381
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09138
IRS990EZ/GrossReceiptsAmt049768
IRS990EZ/GroupExemptionNum00964
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022272
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016832
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012765
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016832
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012765
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt017.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BONNIE WILLIARD TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOUISE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RUTH JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUNE DUTCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4YVONNE PRIVERTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAPLAIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026965
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE SOCIAL WELFARE IN THE COMMUNITY. TO CONDUCT PROGRAMS FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE. TO SUPPORT AND ASSIST IN THE PROGRAMS OF THE AMERICAN LEGION. TO PROVIDE SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE SOCIAL WELFARE IN THE COMMUNITY. TO CONDUCT PROGRAMS FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE. TO SUPPORT AND ASSIST IN THE PROGRAMS OF THE AMERICAN LEGION. TO PROVIDE SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014351
IRS990EZ/SpecialEventsNetIncomeLossAmt012030
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039484
IRS990EZ/TotalRevenueAmt035417
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011483
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FISH FRIES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018241
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06758
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011483
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SMALL MISC DONATIONS 9,138 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ANNUAL CORPORATE REPORT 70 CONVENTIONS & MEETINGS 3,728 OFFICE SUPPLIES & EXPENSE 12,804 DUES 10,363 TOTAL 26,965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIMARY EXEMPT PURPOSE - 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 STATES ARMED FORCES AND TO COMFORT THEIR SURVIVORS. TO PROVIDE SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROMOTE SOCIAL WELFARE IN THE COMMUNITY. TO CONDUCT PROGRAMS FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE. TO SUPPORT AND ASSIST IN THE PROGRAMS OF THE AMERICAN LEGION. TO PROVIDE SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROMOTE SOCIAL WELFARE IN THE COMMUNITY. TO CONDUCT PROGRAMS FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE. TO SUPPORT AND ASSIST IN THE PROGRAMS OF THE AMERICAN LEGION. TO PROVIDE SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5N/A - 501(C)(19)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART VI
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE WILLIARD TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08636401289
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION AUXILIARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt08 FRIERSON NICHOLS UNIT
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0061797895
ReturnHeader/Filer/PhoneNum08638759237
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 AVENUE M NW
ReturnHeader/Filer/USAddress/CityNm0WINTER HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0338812406
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07969335B0FC36BB9A6D59BBFF04CA35C7F19E167
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07969335B0FC36BB9A6D59BBFF04CA35C7F19E167
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133316738
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNCO FINANCIAL & TAX SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01495 SIXTH STREET SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTER HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033880
ReturnHeader/PreparerPersonGrp/PhoneNum08632959895
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN A SCHMIDT
ReturnHeader/ReturnTs02017-10-05T14:16:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings