Civic Intelligence

Grant County Amvets Post 5

990EZ • Fiscal year 2023 • EIN 35-1425200

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Refreshing map…

705 West 37th StreetMarion, IN 46953

(765) 664-6201

Siviq Scores

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

Liabilities / Assets

94th percentile

0.44x

Higher debt load relative to assets than 94% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

1.10x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Asset Growth

31st percentile

-4.4%

Faster asset growth than 31% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

1.7%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$248,309

Down $11,534 (-4.4%) from 2022

Net Assets

Up

$140,286

Up $179 (+0.1%) from 2022

Liabilities

Down

$108,023

Down $11,713 (-9.8%) from 2022

Revenue

Up

$98,038

Up $1,607 (+1.7%) from 2022

Expenses

Down

$87,143

Down $29,168 (-25%) from 2022

Net Income

Up

$10,895

Up $30,775 (+155%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2011: $113,848Liabilities 2011: $121,055Net Assets 2011: -$7,2072011Assets 2012: $156,588Liabilities 2012: $154,031Net Assets 2012: $2,5572012Assets 2013: $445,059Liabilities 2013: $18,666Net Assets 2013: $426,3932013Assets 2014: $394,869Liabilities 2014: $151,919Net Assets 2014: $242,9502014Assets 2015: $345,193Liabilities 2015: $188,922Net Assets 2015: $156,2712015Assets 2016: $309,463Liabilities 2016: $179,029Net Assets 2016: $130,4342016Assets 2019: $379,075Liabilities 2019: $165,752Net Assets 2019: $213,3232019Assets 2020: $304,829Liabilities 2020: $150,375Net Assets 2020: $154,4542020Assets 2021: $293,955Liabilities 2021: $133,968Net Assets 2021: $159,9872021Assets 2022: $259,843Liabilities 2022: $119,736Net Assets 2022: $140,1072022Assets 2023: $248,309Liabilities 2023: $108,023Net Assets 2023: $140,2862023Assets 2024: $281,771Liabilities 2024: $92,558Net Assets 2024: $189,2132024

Highlighted filing

2023

Assets$248,309
Liabilities$108,023
Net Assets$140,286

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $115,5852011Revenue 2012: $113,625Expenses 2012: $101,826Net Income 2012: $11,7992012Revenue 2013: $821,114Expenses 2013: $398,313Net Income 2013: $422,8012013Revenue 2014: $46,237Expenses 2014: $178,530Net Income 2014: -$132,2932014Revenue 2015: $26,918Expenses 2015: $79,398Net Income 2015: -$52,4802015Revenue 2016: $70,684Expenses 2016: $86,220Net Income 2016: -$15,5362016Revenue 2019: $131,256Expenses 2019: $55,540Net Income 2019: $75,7162019Revenue 2020: $92,462Expenses 2020: $110,290Net Income 2020: -$17,8282020Revenue 2021: $114,920Expenses 2021: $109,387Net Income 2021: $5,5332021Revenue 2022: $96,431Expenses 2022: $116,311Net Income 2022: -$19,8802022Revenue 2023: $98,038Expenses 2023: $87,143Net Income 2023: $10,8952023Revenue 2024: $154,795Expenses 2024: $105,868Net Income 2024: $48,9272024

Highlighted filing

2023

Revenue$98,038
Expenses$87,143
Net Income$10,895
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$177,145
Mission and Program Overview

Mission

To promote fellowship and community service and to provide education and assistance for united states veterans

To support united states veterans

Program Services

DescriptionGrantsExpenses
TO PROMOTE FELLOWSHIP AND COMMUNITY SERVICE AND TO PROVIDE EDUCATION AND ASSISTANCE FOR UNITED STATES VETERANS--
TO PROMOTE FELLOWSHIP AND COMMUNITY SERVICE AND TO PROVIDE EDUCATION AND ASSISTANCE FOR UNITED STATES VETERANS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM B ROBINSONCommanderPT$0--
DON WEATHERLY1st Vice-$0--
MARCUS RIGBY2nd Vice-$0--
WILL MCCAINAdjutant-$0--
MARK COOKFinance-$0--
BILL BALLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Grant County Amvets Post 5
EIN
35-1425200
Address
705 WEST 37TH STREET, MARION, IN 46953

Signing Officer

Name
William B Robinson
Title
Commander
Signed
2024-11-14

Preparer

Firm
The Moritz Group Pc
Address
803 NORTH WESTERN AVENUE, MARION, IN 46952
Preparer
Cathy Moritz
Phone
7656646201
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Misc 1,004 sales tax discount 76 total 1,080

Form 990-ez, Part I, Line 10

NATIONAL DUES 1,746

Form 990-ez, Part I, Line 16

Expenses conference/convention 160 travel 21 bank fees 4,249 rentals & maint 6,671 misc 313 supplies 15,133 contributions 620 other cost 300 business exp 1,306 taxes-other 425 registration fees 268 sales tax 1,541 non-investment depreciation 11,451 total 42,458

Form 990-ez, Part I, Line 20

Prior period adjustment to sales tax payable -10,727 book / tax depreciation difference 11

Form 990-ez, Part II, Line 24

166,571 174,802 less accumulated depreciation 166,450 174,802 inventory 1,500 1,500 misc 0 0 ar fed & state 343 0 total 1,964 1,500

Form 990-ez, Part II, Line 26

Mortgage payable 119,736 106,765 sale tax pay 0 1,258

Form 990-ez, Part III, Line 31

To promote fellowship and community service and to provide education and assistance for united states veterans

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE MORITZ GROUP
IRS990EZ/BooksInCareOfDetail/PhoneNum07656646201
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0803 N WESTERN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARION
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013669
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02300
IRS990EZ/CostOfGoodsSoldAmt062908
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010895
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03389
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0259843
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0248309
IRS990EZ/GamingGrossIncomeAmt025860
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01746
IRS990EZ/GrossProfitLossSlsOfInvntryAmt084997
IRS990EZ/GrossReceiptsAmt0177145
IRS990EZ/GrossSalesOfInventoryAmt0147905
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0244489
IRS990EZ/LandAndBuildingsGrp/EOYAmt0233140
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0140107
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140286
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0140107
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140286
IRS990EZ/OccupancyRentUtltsAndMaintAmt039550
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM B ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DON WEATHERLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARCUS RIGBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILL MCCAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL BALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ADJUTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01964
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01500
IRS990EZ/OtherChangesInNetAssetsAmt0-10716
IRS990EZ/OtherExpensesTotalAmt042458
IRS990EZ/OtherRevenueTotalAmt01080
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT UNITED STATES VETERANS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE FELLOWSHIP AND COMMUNITY SERVICE AND TO PROVIDE EDUCATION AND ASSISTANCE FOR UNITED STATES VETERANS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE FELLOWSHIP AND COMMUNITY SERVICE AND TO PROVIDE EDUCATION AND ASSISTANCE FOR UNITED STATES VETERANS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt016199
IRS990EZ/SpecialEventsNetIncomeLossAmt09661
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0119736
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0108023
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087143
IRS990EZ/TotalRevenueAmt098038
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt016199
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt025860
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt025860
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt09661
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt016199
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt016199
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0THE MORITZ GROUP
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0803 N WESTERN AVE
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0MARION
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0IN
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd046952
IRS990ScheduleG/StatesWhereGamingConductedCd0IN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC 1,004 SALES TAX DISCOUNT 76 TOTAL 1,080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NATIONAL DUES 1,746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES CONFERENCE/CONVENTION 160 TRAVEL 21 BANK FEES 4,249 RENTALS & MAINT 6,671 MISC 313 SUPPLIES 15,133 CONTRIBUTIONS 620 OTHER COST 300 BUSINESS EXP 1,306 TAXES-OTHER 425 REGISTRATION FEES 268 SALES TAX 1,541 NON-INVESTMENT DEPRECIATION 11,451 TOTAL 42,458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENT TO SALES TAX PAYABLE -10,727 BOOK / TAX DEPRECIATION DIFFERENCE 11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4166,571 174,802 LESS ACCUMULATED DEPRECIATION 166,450 174,802 INVENTORY 1,500 1,500 MISC 0 0 AR FED & STATE 343 0 TOTAL 1,964 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MORTGAGE PAYABLE 119,736 106,765 SALE TAX PAY 0 1,258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TO PROMOTE FELLOWSHIP AND COMMUNITY SERVICE AND TO PROVIDE EDUCATION AND ASSISTANCE FOR UNITED STATES VETERANS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM B ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMANDER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRANT COUNTY AMVETS POST 5
ReturnHeader/Filer/BusinessNameControlTxt0GRAN
ReturnHeader/Filer/EIN0351425200
ReturnHeader/Filer/USAddress/AddressLine1Txt0705 WEST 37TH STREET
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046953
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351814335
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MORITZ GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0803 NORTH WESTERN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046952
ReturnHeader/PreparerPersonGrp/PhoneNum07656646201
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY MORITZ
ReturnHeader/ReturnTs02024-11-15T12:10:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings