Civic Intelligence

American Legion Baron-Smith Golec Post 156

990 • Fiscal year 2017 • EIN 06-6107592

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

35 Neptune AvenueMoodus, CT 06469

(860) 873-8042

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2017 filings • 501(c)19 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.27x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)19 • $500k-$1M nonprofits • Source year 2017

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)19 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)19 • $500k-$1M nonprofits • Source year 2017

Asset Growth

51st percentile

1.1%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)19 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)19 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$843,575

Up $9,249 (+1.1%) from 2016

Net Assets

Up

$802,458

Up $18,071 (+2.3%) from 2016

Liabilities

Down

$41,117

Down $8,822 (-18%) from 2016

Revenue

Down

$153,193

Down $19,044 (-11%) from 2016

Expenses

Down

$135,122

Down $10,196 (-7.0%) from 2016

Net Income

Down

$18,071

Down $8,848 (-33%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $673,239Liabilities 2011: $10,641Net Assets 2011: $662,5982011Assets 2012: $729,058Liabilities 2012: $8,308Net Assets 2012: $720,7502012Assets 2013: $822,265Liabilities 2013: $83,494Net Assets 2013: $738,7712013Assets 2014: $813,471Liabilities 2014: $70,221Net Assets 2014: $743,2502014Assets 2015: $815,259Liabilities 2015: $60,757Net Assets 2015: $754,5022015Assets 2016: $834,326Liabilities 2016: $49,939Net Assets 2016: $784,3872016Assets 2017: $843,575Liabilities 2017: $41,117Net Assets 2017: $802,4582017Assets 2018: $809,533Liabilities 2018: $9,735Net Assets 2018: $799,7982018Assets 2019: $823,073Liabilities 2019: $8,207Net Assets 2019: $814,8662019Assets 2020: $815,015Liabilities 2020: $2,287Net Assets 2020: $812,7282020Assets 2021: $836,062Liabilities 2021: $8,067Net Assets 2021: $827,9952021Assets 2022: $827,764Liabilities 2022: $5,775Net Assets 2022: $821,9892022Assets 2023: $857,064Liabilities 2023: $7,758Net Assets 2023: $849,3062023Assets 2024: $884,703Liabilities 2024: $6,378Net Assets 2024: $878,3252024

Highlighted filing

2017

Assets$843,575
Liabilities$41,117
Net Assets$802,458

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $117,712Expenses 2011: $119,617Net Income 2011: -$1,9052011Expenses 2012: $111,5482012Revenue 2013: $150,855Expenses 2013: $150,467Net Income 2013: $3882013Revenue 2014: $157,735Expenses 2014: $155,269Net Income 2014: $2,4662014Revenue 2015: $165,198Expenses 2015: $149,354Net Income 2015: $15,8442015Revenue 2016: $172,237Expenses 2016: $145,318Net Income 2016: $26,9192016Revenue 2017: $153,193Expenses 2017: $135,122Net Income 2017: $18,0712017Revenue 2018: $167,575Expenses 2018: $166,679Net Income 2018: $8962018Revenue 2019: $167,094Expenses 2019: $152,026Net Income 2019: $15,0682019Revenue 2020: $91,044Expenses 2020: $93,182Net Income 2020: -$2,1382020Revenue 2021: $141,658Expenses 2021: $126,391Net Income 2021: $15,2672021Revenue 2022: $149,767Expenses 2022: $155,773Net Income 2022: -$6,0062022Revenue 2023: $194,521Expenses 2023: $167,204Net Income 2023: $27,3172023Revenue 2024: $192,306Expenses 2024: $163,287Net Income 2024: $29,0192024

Highlighted filing

2017

Revenue$153,193
Expenses$135,122
Net Income$18,071
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.3
Gross Receipts
$226,391
Mission and Program Overview

Mission

Provide comprehensive assistance to any veteran who served our country for rehabilitation and health care in conjuction with the v.a. And veteran's hospitals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$784,387$802,458▲ $18,071
Land, Buildings, and Equipment, Net$676,760$682,393▲ $5,633
Investments in Publicly Traded Securities$86,017$91,653▲ $5,636
Cash and Non-Interest-Bearing Accounts$54,670$55,130▲ $460
Savings and Temporary Cash Investments$10,579$10,641▲ $62
Inventories for Sale or Use$6,300$3,758▼ $2,542
Total Assets$834,326$843,575▲ $9,249
Liabilities
Other Liabilities$44,306$34,750▼ $9,556
Accounts Payable and Accrued Expenses$5,633$6,367▲ $734
Total Liabilities$49,939$41,117▼ $8,822
Net Assets / Fund Balance
Total Net Assets Fund Balance$784,387$802,458▲ $18,071
Total Liabilities and Net Assets / Fund Balance$834,326$843,575▲ $9,249

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$551,900$758,989$1,310,889
Leasehold Improvements$80,493$23,376$103,869
Land$50,000-$50,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Beth Garofalo1st Vice COM
Jaron Sweet2nd Vice COM
Don CamdenAdjutant
Bill LeeChaplin
Neil MosigCommander
Beth GarofaloFinance
Don CamdenHistorian
Robert OleriJudge Advcat
Steve TrautnerService Offi
Steve TrautnerSgt at Arms
Revenue and Support

Revenue Composition

Contributions and Grants
$6,295
Program Service Revenue
$0
Investment Income
$5,648
Other Revenue
$141,250
All Other Contributions
$2,575
Change in Net Assets
$18,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90,206
Salaries, Compensation, and Employee Benefits$44,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$40,556
Occupancy---$35,866
Fees for Services Accounting---$13,734
Insurance---$12,316
Depreciation Depletion---$6,732
All Other Expenses---$6,329
Payroll Taxes---$4,360
Interest---$2,482
Other Expenses---$1,950
Fees for Services Other---$1,888
Office Expenses---$566
Advertising---$440
Conferences and Meetings---$307
Total Functional Expenses$0$0$0$135,122
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$18,524
Gaming Direct Expenses$10,318
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liberty Loc$32,935
Ct Sales Tax Payable$1,620
Payroll Taxes Payable$195
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

MEMBERS

Form 990, Page 6, Part VI, Line 7A

Members had power to elect one or more members of the governing body

Form 990, Page 6, Part VI, Line 7B

YES

Form 990, Page 6, Part VI, Line 11B

This form is reviewed by the governing body before filing. Part vi line 19: governing documents and financial statements are on file and available to the public on request. Part xix line 5: subsidizing community baseball program

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
American Legion Baron-smith Golec
EIN
06-6107592
Phone
8608738042
Address
35 NEPTUNE AVENUE, MOODUS, CT 06469

Signing Officer

Name
Beth Garofalo
Title
1st Vice Commander
Phone
8608732326
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neil Mosig
Formed
1945
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
0
Employees
7

Preparer

Firm
Hintz & Company LLC
Address
PO BOX 294, PORTLAND, CT 06480
Preparer
Theodore W Hintz Jr
Phone
8603423073
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Baseball, parades and veteran functions

Raw XML Appendix383 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1SERVICE OFFI
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMANDER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ADJUTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SGT AT ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAPLIN
IRS990/Form990PartVIISectionAGrp/TitleTxt7JUDGE ADVCAT
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IRS990/GamingDirectExpensesAmt010318
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IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt010318
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt010708
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt07816
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt018524
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt08206
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt05039
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt01647
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt03392
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0BETH GAROFALO
IRS990ScheduleG/GamingManagerServicesProvTxt0ORDERING SUPPLIES, COUNTING MONEY
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0BETH GAROFALO
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt070 CLARK HILL RD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0EAST HAMPTON
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CT
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd006424
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BASEBALL, PARADES AND VETERAN FUNCTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS HAD POWER TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS FORM IS REVIEWED BY THE GOVERNING BODY BEFORE FILING. PART VI LINE 19: GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AND AVAILABLE TO THE PUBLIC ON REQUEST. PART XIX LINE 5: SUBSIDIZING COMMUNITY BASEBALL PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0834326
IRS990/TotalAssetsEOYAmt0843575
IRS990/TotalAssetsGrp/BOYAmt0834326
IRS990/TotalAssetsGrp/EOYAmt0843575
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06295
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0135122
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt049939
IRS990/TotalLiabilitiesEOYAmt041117
IRS990/TotalLiabilitiesGrp/BOYAmt049939
IRS990/TotalLiabilitiesGrp/EOYAmt041117
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0784387
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0802458
IRS990/TotalRevenueGrp/ExclusionAmt042350
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0104548
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153193
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0834326
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0843575
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0556 TOWN ST
IRS990/USAddress/CityNm0EAST HADDAM
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006423
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH GAROFALO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt01ST VICE COMMANDER
ReturnHeader/BusinessOfficerGrp/PhoneNum08608732326
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION BARON-SMITH GOLEC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0POST 156
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0066107592
ReturnHeader/Filer/PhoneNum08608738042
ReturnHeader/Filer/USAddress/AddressLine1Txt035 NEPTUNE AVENUE
ReturnHeader/Filer/USAddress/CityNm0MOODUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006469
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0928666E08B3313B3039F72C5F272C5EBEECF0D6E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F6566B84D79D6CA44EC4D05B5CF094878D71A4D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:27:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204917467
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HINTZ & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 294
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006480
ReturnHeader/PreparerPersonGrp/PhoneNum08603423073
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THEODORE W HINTZ JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-10T15:27:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.85$0.06$8.78$1.92$1.63$0.29
2023Detailed filing. Detailed filing data is available for this year.$8.57$0.08$8.49$1.95$1.67$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.28$0.06$8.22$1.50$1.56$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.36$0.08$8.28$1.42$1.26$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.02$8.13$0.91$0.93$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.23$0.08$8.15$1.67$1.52$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.10$0.10$8.00$1.68$1.67$0.01
2017Detailed filing. Detailed filing data is available for this year.$8.44$0.41$8.02$1.53$1.35$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.50$7.84$1.72$1.45$0.27
2015Detailed filing. Detailed filing data is available for this year.$8.15$0.61$7.55$1.65$1.49$0.16
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.13$0.70$7.43$1.58$1.55$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.22$0.83$7.39$1.51$1.50$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.29$0.08$7.21$1.12
2011Summary only. Only limited summary data is available for this year.$6.73$0.11$6.63$1.18$1.20$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)19 • $500k-$1M nonprofits