Civic Intelligence

Haines Stackfield American Legion Post 826

990 • Fiscal year 2020 • EIN 25-1571718

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 27, 2021

148 West Penn Street PO Box 298Carlisle, PA 17013

(717) 243-0021

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$67,410

Flat from 2020

Net Assets

Flat

$66,630

Flat from 2020

Liabilities

Flat

$780

Flat from 2020

Revenue And Expenses

Revenue

Flat

$52,464

Flat from 2020

Expenses

Flat

$53,762

Flat from 2020

Net Income

Flat

-$1,298

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $48,324Liabilities 2014: $2,847Net Assets 2014: $45,4772014Assets 2015: $68,129Liabilities 2015: $2,623Net Assets 2015: $65,5062015Assets 2016: $75,589Liabilities 2016: $1,737Net Assets 2016: $73,8522016Assets 2017: $81,343Liabilities 2017: $1,522Net Assets 2017: $79,8212017Assets 2020: $67,410Liabilities 2020: $780Net Assets 2020: $66,6302020Assets 2020: $67,410Liabilities 2020: $780Net Assets 2020: $66,6302020Assets 2021: $77,182Liabilities 2021: $0Net Assets 2021: $77,1822021Assets 2022: $67,189Liabilities 2022: $0Net Assets 2022: $67,1892022Assets 2023: $56,716Liabilities 2023: $0Net Assets 2023: $56,7162023Assets 2024: $50,192Liabilities 2024: $0Net Assets 2024: $50,1922024

Highlighted filing

2020

Assets$67,410
Liabilities$780
Net Assets$66,630

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $109,227Expenses 2014: $106,985Net Income 2014: $2,2422014Revenue 2015: $141,723Expenses 2015: $121,694Net Income 2015: $20,0292015Revenue 2016: $125,942Expenses 2016: $117,596Net Income 2016: $8,3462016Revenue 2017: $121,341Expenses 2017: $115,372Net Income 2017: $5,9692017Revenue 2020: $52,464Expenses 2020: $53,762Net Income 2020: -$1,2982020Revenue 2020: $52,464Expenses 2020: $53,762Net Income 2020: -$1,2982020Revenue 2021: $112,303Expenses 2021: $101,751Net Income 2021: $10,5522021Revenue 2022: $133,769Expenses 2022: $143,762Net Income 2022: -$9,9932022Revenue 2023: $145,062Expenses 2023: $155,535Net Income 2023: -$10,4732023Revenue 2024: $155,528Expenses 2024: $162,052Net Income 2024: -$6,5242024

Highlighted filing

2020

Revenue$52,464
Expenses$53,762
Net Income-$1,298
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 27, 2021
Return Version
2020v4.0
Gross Receipts
$62,411
Mission and Program Overview

Mission

This organization provides fellowship and camaraderie for former members of the us armed forces.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$55,098$54,251▼ $847
Savings and Temporary Cash Investments$3,853$8,029▲ $4,176
Cash and Non-Interest-Bearing Accounts$10,846$5,130▼ $5,716
Total Assets$69,797$67,410▼ $2,387
Liabilities
Other Liabilities$1,869$780▼ $1,089
Total Liabilities$1,869$780▼ $1,089
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$67,928$66,630▼ $1,298
Total Net Assets Fund Balance$67,928$66,630▼ $1,298
Total Liabilities and Net Assets / Fund Balance$69,797$67,410▼ $2,387

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,951$191,752$201,703
Land$44,300-$44,300
Compensation and Service Providers

Board Members and Trustees

NameTitle
Earl GosheaPresident
Jason SmithTrustee
Jessie WebbTrustee
Marion BrownTrustee
Steven JacksonTrustee
Tonya HodgeTrustee
Ola WoodsSecretary
Herman CochraneTreasurer
Mary PorterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,496
Program Service Revenue
$48,475
Investment Income
$0
Other Revenue
$2,493
All Other Contributions
$36
Change in Net Assets
$-1,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,747
Salaries, Compensation, and Employee Benefits$15,015
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$14,551
Other Salaries and Wages---$12,313
Payroll Taxes---$2,702
All Other Expenses---$2,657
Other Expenses---$1,387
Depreciation Depletion---$847
Office Expenses---$633
Total Functional Expenses$0$0$0$53,762
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$12,440
Gaming Direct Expenses$9,947
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
Accured Payroll$780
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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

The organization has members. In order to be eligible for membership in the post, a person must have service with the military or navy. The prospective member shall submit dues and an application which includes his name, address, an indication of membership in any other posts of the american legion, a statement of military or naval service, and his "certificate of release or discharge from active duty" (dd form 214).

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

The officers of the organization are elected by popular vote by the members of the legion

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

Major activities and decisions of the organization are discussed and voted on at meetings. The organization has 73 members.

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

The president will review the 990 return prior to it being filed.

Form 990, Page 6, Part VI, Line 12C

The legion has a conflict of interest policy in place that aids in identifying situations that may present potential conflicts of interest. Each board member is required to complete an annual disclosure form. The forms are reviewed by the president and any committee established to address conflicts of interest. Members of the board of directors are required to review the conflict of interest annually. The policy provides the legion with procedures to follow in the event of a conflict of interest.

Form 990, Page 6, Part VI, Line 19

All governing documents are available upon request. A request can be made to any of the officers of the organization.

Filing and Contact Details

Filer

Filer Name
Haines Stackfield American Legion
EIN
25-1571718
Phone
7172430021
Address
148 WEST PENN STREET PO BOX 298, CARLISLE, PA 17013

Signing Officer

Name
Earl Goshea
Title
President
Phone
7172430021
Signed
2021-12-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Earl Goshea
Formed
1946
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
5

Preparer

Firm
Cohick & Associates
Address
396 ALEXANDER SPRING RD, CARLISLE, PA 17015-9268
Preparer
Jeffrey S Cohick Ea
Phone
7172495321
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

The organization filed 2020 form 990-n due to lack of knowledge of the non-profit tax law. The following amendment is being made: after further discussion with the organization they realized that they had income greater than that 50,000. Since the organizaion was above the 990-n threshhold they are now filing 2020 form 990-e. Thank you for your time and attention to this matter, if you have any questions please do not hesitate to call 717-249-5321. Sincerely, cohick & associates

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

The post's social hall provides an opportunity for socializing among its membership.

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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/ExplanationTxt0THE ORGANIZATION FILED 2020 FORM 990-N DUE TO LACK OF KNOWLEDGE OF THE NON-PROFIT TAX LAW. THE FOLLOWING AMENDMENT IS BEING MADE: AFTER FURTHER DISCUSSION WITH THE ORGANIZATION THEY REALIZED THAT THEY HAD INCOME GREATER THAN THAT 50,000. SINCE THE ORGANIZAION WAS ABOVE THE 990-N THRESHHOLD THEY ARE NOW FILING 2020 FORM 990-E. THANK YOU FOR YOUR TIME AND ATTENTION TO THIS MATTER, IF YOU HAVE ANY QUESTIONS PLEASE DO NOT HESITATE TO CALL 717-249-5321. SINCERELY, COHICK & ASSOCIATES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POST'S SOCIAL HALL PROVIDES AN OPPORTUNITY FOR SOCIALIZING AMONG ITS MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS. IN ORDER TO BE ELIGIBLE FOR MEMBERSHIP IN THE POST, A PERSON MUST HAVE SERVICE WITH THE MILITARY OR NAVY. THE PROSPECTIVE MEMBER SHALL SUBMIT DUES AND AN APPLICATION WHICH INCLUDES HIS NAME, ADDRESS, AN INDICATION OF MEMBERSHIP IN ANY OTHER POSTS OF THE AMERICAN LEGION, A STATEMENT OF MILITARY OR NAVAL SERVICE, AND HIS "CERTIFICATE OF RELEASE OR DISCHARGE FROM ACTIVE DUTY" (DD FORM 214).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OFFICERS OF THE ORGANIZATION ARE ELECTED BY POPULAR VOTE BY THE MEMBERS OF THE LEGION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MAJOR ACTIVITIES AND DECISIONS OF THE ORGANIZATION ARE DISCUSSED AND VOTED ON AT MEETINGS. THE ORGANIZATION HAS 73 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PRESIDENT WILL REVIEW THE 990 RETURN PRIOR TO IT BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE LEGION HAS A CONFLICT OF INTEREST POLICY IN PLACE THAT AIDS IN IDENTIFYING SITUATIONS THAT MAY PRESENT POTENTIAL CONFLICTS OF INTEREST. EACH BOARD MEMBER IS REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE FORM. THE FORMS ARE REVIEWED BY THE PRESIDENT AND ANY COMMITTEE ESTABLISHED TO ADDRESS CONFLICTS OF INTEREST. MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST ANNUALLY. THE POLICY PROVIDES THE LEGION WITH PROCEDURES TO FOLLOW IN THE EVENT OF A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. A REQUEST CAN BE MADE TO ANY OF THE OFFICERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
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IRS990/TotalAssetsGrp/BOYAmt069797
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IRS990/TotalContributionsAmt01496
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt053762
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0780
IRS990/TotalLiabilitiesGrp/BOYAmt01869
IRS990/TotalLiabilitiesGrp/EOYAmt0780
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt067928
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt066630
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0740
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0740
IRS990/TotalProgramServiceRevenueAmt048475
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050968
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052464
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069797
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt067410
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0928 GOBIN ST
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IRS990/USAddress/ZIPCd017013
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EARL GOSHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07172430021
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAINES STACKFIELD AMERICAN LEGION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0POST 826
ReturnHeader/Filer/BusinessNameControlTxt0HAIN
ReturnHeader/Filer/EIN0251571718
ReturnHeader/Filer/PhoneNum07172430021
ReturnHeader/Filer/USAddress/AddressLine1Txt0148 WEST PENN STREET PO BOX 298
ReturnHeader/Filer/USAddress/CityNm0CARLISLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251589918
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHICK & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0396 ALEXANDER SPRING RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLISLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170159268
ReturnHeader/PreparerPersonGrp/PhoneNum07172495321
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY S COHICK EA
ReturnHeader/ReturnTs02022-01-26T11:31:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EARL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOSHEA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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