Civic Intelligence

Willard Sweitzer American Legion Trust Fund

990PF • Fiscal year 2017 • EIN 37-6127123

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 08, 2018

1004 Westminster DrWashington, IL 61571

(309) 444-3131

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-41%

Higher net margin than 11% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.0%

Faster asset growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$105,421

Down $3,217 (-3.0%) from 2016

Net Assets

Down

$105,421

Down $3,217 (-3.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$7,898

Up $1,737 (+28%) from 2016

Expenses

Down

$11,115

Down $1,097 (-9.0%) from 2016

Net Income

Up

-$3,217

Up $2,834 (+47%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$105,421
Liabilities$0
Net Assets$105,421

Operations Trend

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

2017

Revenue$7,898
Expenses$11,115
Net Income-$3,217
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 8, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL MADDENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Willard Sweitzer American Legion Tr
EIN
37-6127123
Phone
3094443131
Address
1004 WESTMINSTER DR, WASHINGTON, IL 61571

Signing Officer

Name
Carol Madden
Title
Trustee
Signed
2018-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Gorenz and Associates Ltd
Address
4200 N KNOXVILLE AVE, PEORIA, IL 61614
Preparer
Tim C Custis CPA
Phone
3096857621
Raw XML Appendix326 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61617 MAGNOLIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7301 LEXINGTON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8609 YORKSHIRE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92480 CENTENNIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd261571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd361571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd461571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd561571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd661571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd761571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd861571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd961571
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08941
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08941
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03524
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010335
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03524
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05752
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01059
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010335
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09276
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt075
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BLACK, BLACK & BROWN
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt075
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt075
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt015
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1IL ATTY REGISTRATION FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL MADDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLARD SWEITZER AMERICAN LEGION TR
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0376127123
ReturnHeader/Filer/PhoneNum03094443131
ReturnHeader/Filer/USAddress/AddressLine1Txt01004 WESTMINSTER DR
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061571
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0284665AB5FA4651B96B7D089B2C67F04A2C5DCF1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B44B1D927772564040D5E4C137EBD166F17C92D4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.91.96.117
ReturnHeader/FilingSecurityInformation/IPDt02018-03-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:00:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371017405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORENZ AND ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04200 N KNOXVILLE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061614
ReturnHeader/PreparerPersonGrp/PhoneNum03096857621
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM C CUSTIS CPA
ReturnHeader/ReturnTs02018-03-15T16:00:46-05:00
ReturnHeader/ReturnTypeCd0990PF
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.$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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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