Civic Intelligence

Willard Sweitzer American Legion Trust Fund

990PF • Fiscal year 2012 • EIN 37-6127123

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 15, 2013

Organization Profile
1004 Westminster Dr61571
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

57th percentile

3.0%

Faster asset growth than 57% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$105,530

Up $3,083 (+3.0%) from 2011

Net Assets

$105,530

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,126

Down $600 (-16%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$150K$100K$50K$0Assets 2010: $103,379Liabilities 2010: $0Net Assets 2010: $103,3792010Assets 2011: $102,447Liabilities 2011: $12011Assets 2012: $105,530Liabilities 2012: $0Net Assets 2012: $105,5302012Assets 2013: $117,480Liabilities 2013: $1Net Assets 2013: $117,4802013Assets 2014: $118,140Liabilities 2014: $1Net Assets 2014: $118,1402014Assets 2015: $114,689Liabilities 2015: $1Net Assets 2015: $114,6892015Assets 2016: $108,638Liabilities 2016: $0Net Assets 2016: $108,6382016Assets 2017: $105,421Liabilities 2017: $0Net Assets 2017: $105,4212017Assets 2018: $119,840Liabilities 2018: $0Net Assets 2018: $119,8402018Assets 2019: $106,249Liabilities 2019: $1Net Assets 2019: $106,2492019Assets 2020: $106,366Liabilities 2020: $1Net Assets 2020: $106,3662020Assets 2021: $119,514Liabilities 2021: $1Net Assets 2021: $119,5142021Assets 2022: $116,315Liabilities 2022: $1Net Assets 2022: $116,3152022Assets 2023: $105,430Liabilities 2023: $1Net Assets 2023: $105,4302023Assets 2024: $112,887Liabilities 2024: $0Net Assets 2024: $112,8872024

Highlighted filing

2012

Assets$105,530
Liabilities$0
Net Assets$105,530
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KExpenses 2010: $3,1482010Revenue 2011: $2,794Expenses 2011: $3,726Net Income 2011: -$9322011Expenses 2012: $3,1262012Revenue 2013: $16,214Expenses 2013: $4,264Net Income 2013: $11,9502013Revenue 2014: $15,504Expenses 2014: $14,844Net Income 2014: $6602014Revenue 2015: $12,290Expenses 2015: $15,741Net Income 2015: -$3,4512015Revenue 2016: $6,161Expenses 2016: $12,212Net Income 2016: -$6,0512016Revenue 2017: $7,898Expenses 2017: $11,115Net Income 2017: -$3,2172017Revenue 2018: $24,169Expenses 2018: $9,750Net Income 2018: $14,4192018Revenue 2019: $7,873Expenses 2019: $21,464Net Income 2019: -$13,5912019Revenue 2020: $10,709Expenses 2020: $10,592Net Income 2020: $1172020Revenue 2021: $28,772Expenses 2021: $15,624Net Income 2021: $13,1482021Revenue 2022: $17,028Expenses 2022: $20,227Net Income 2022: -$3,1992022Revenue 2023: $10,054Expenses 2023: $20,939Net Income 2023: -$10,8852023Revenue 2024: $22,363Expenses 2024: $14,906Net Income 2024: $7,4572024

Highlighted filing

2012

Revenue-
Expenses$3,126
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL MADDENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP-WASHINGTON, IL, US$1,500
Paid Grant-SCHOLARSHIP-WASHINGTON, IL, US$1,000
Filing and Contact Details

Filer

EIN
37-6127123
Raw XML Appendix262 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome0495
AccountingFeesSchedule/AccountingFees/Amount0495
AccountingFeesSchedule/AccountingFees/Category0GORENZ AND ASSOCIATES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0495
CompensationExplanation/Compensation/PersonName0CAROL MADDEN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue028369
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue171766
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV043361
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1113378
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock02,233.96SH FIDELITY PURITAN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15,841.238SH FIDELITY PURITAN FUND
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount03077
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount02632
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0REIMBURSEMENT OF SCHOLARSHIP
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0500
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode025
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount06209
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA06209
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm0495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0495
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome03010
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm02632
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss02500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm03077
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm03077
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss03077
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses03083
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02632
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm072
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm072
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss072
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss02632
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome05127
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm015
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome03577
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm0567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0582
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03126
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome05709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses06209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm0567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0582
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0626
IRS990PF/BalanceSheets/CashBOY02252
IRS990PF/BalanceSheets/CashEOY05351
IRS990PF/BalanceSheets/CashEOYFMV05351
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0100135
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0100135
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0156739
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/PermanentlyRestrictedBOY0100135
IRS990PF/BalanceSheets/PermanentlyRestrictedEOY0100135
IRS990PF/BalanceSheets/PrepaidExpensesBOY060
IRS990PF/BalanceSheets/PrepaidExpensesEOY044
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV044
IRS990PF/BalanceSheets/TotalAssetsBOY0102447
IRS990PF/BalanceSheets/TotalAssetsEOY0105530
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0162134
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0102447
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0105530
IRS990PF/BalanceSheets/TotalNetAssetsBOY0102447
IRS990PF/BalanceSheets/TotalNetAssetsEOY0105530
IRS990PF/BalanceSheets/UnrestrictedBOY02312
IRS990PF/BalanceSheets/UnrestrictedEOY05395
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome02632
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses03083
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0105530
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0102447
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0105530
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted07477
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj07477
IRS990PF/DistributableAmount/DistributableAmountBeforeDed07477
IRS990PF/DistributableAmount/MinimumInvestmentReturn07580
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0103
IRS990PF/DistributableAmount/TotalTax0103
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment044
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0103
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0103
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0103
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue059
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments044
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0162134
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0153911
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04116
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0149795
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02309
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn07580
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0151602
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0153911
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CAROL MADDEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10301 S MAIN ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WASHINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode061571
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct08578
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets08527
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.056243
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.020874
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.021793
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.095493
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.086812
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0151602
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10143720
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20137661
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30117193
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40135601
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50161349
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome051
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions02500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear103000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear203000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4012949
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5014007
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.224972
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions02500
IRS990PF/QualifyingDistributions/ExpensesAndContributions02500
IRS990PF/QualifyingDistributions/QualifyingDistributions02500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CAROL MADDEN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03094443131
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10301 S MAIN ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WASHINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode061571
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE CRITERIA AND APPLICATION FORM ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CAROL MADDEN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03094443131
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10130 S MAIN ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WASHINGTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode061571
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0SEE CRITERIA AND APPLICATION FORM ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APPLICATIONS MUST BE SUBMITTED WITHIN 180 DAYS OF PUBLICATION NOTICE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0JULIE MARIE WILLIAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1REBECCA L NEIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine109 SARAH COURT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11401 E ROSEWOOD DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode061571
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode161571
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear02500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear02500
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07477
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404928
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus04928
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY04928
IRS990PF/UndistributedIncome/QualifyingDistributions02500
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover04928
IRS990PF/UndistributedIncome/UndistributedIncomeCY049
LegalFeesSchedule/LegalFees/AdjustedNetIncome072
LegalFeesSchedule/LegalFees/Amount072
LegalFeesSchedule/LegalFees/Category0BLACK, BLACK & BROWN
LegalFeesSchedule/LegalFees/NetInvestmentIncome072
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0500
OtherIncomeSchedule2/OtherIncome/Description0REIMBURSEMENT OF SCHOLARSHIP
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0500
TaxesSchedule/Taxes/Amount044
TaxesSchedule/Taxes/Amount115
TaxesSchedule/Taxes/Category0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/Taxes/Category1IL ATTY REGISTRATION FEE
TaxesSchedule/Taxes/NetInvestmentIncome015
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0376127123
ReturnHeader/Filer/Name/BusinessNameLine10WILLARD SWEITZER AMERICAN LEGION TR
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone03094443131
ReturnHeader/Filer/USAddress/AddressLine101004 WESTMINSTER DR
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode061571
ReturnHeader/Officer/DateSigned02013-03-15
ReturnHeader/Officer/Name0CAROL MADDEN
ReturnHeader/Officer/Phone03094443131
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-03-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GORENZ AND ASSOCIATES LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104200 N KNOXVILLE AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PEORIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode061614
ReturnHeader/Preparer/Name0TIM C CUSTIS CPA
ReturnHeader/Preparer/Phone03096857621
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-13T16:46:46-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,530
Liabilities
$0
Net assets
$105,530
Revenue
-
Expenses
$3,126
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.22$0.15$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.10$0.21$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.17$0.20$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.29$0.16$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.11$0.11$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.08$0.21$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.24$0.10$0.14
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.05$0.00$1.05$0.08$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.16$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.16$0.15$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.16$0.04$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.03$0.04$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03