Civic Intelligence

American Legion Harry Ollrich Post 4

990 • Fiscal year 2017 • EIN 38-2117913

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

401 North Groesbeck AveMT Clemens, MI 48043

(586) 731-5527

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

4.1%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

3.1%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

22nd percentile

-18%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Up

$236,003

Up $7,201 (+3.1%) from 2016

Net Assets

Up

$233,709

Up $7,393 (+3.3%) from 2016

Liabilities

Down

$2,294

Down $192 (-7.7%) from 2016

Revenue

Down

$181,422

Down $39,189 (-18%) from 2016

Expenses

Up

$174,029

Up $4,802 (+2.8%) from 2016

Net Income

Down

$7,393

Down $43,991 (-86%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $335,159Liabilities 2011: $10,926Net Assets 2011: $324,2332011Assets 2012: $274,887Liabilities 2012: $4,671Net Assets 2012: $270,2162012Assets 2013: $263,473Liabilities 2013: $2,692Net Assets 2013: $260,7812013Assets 2014: $280,224Liabilities 2014: $2,029Net Assets 2014: $278,1952014Assets 2015: $262,897Liabilities 2015: $1,775Net Assets 2015: $261,1222015Assets 2016: $228,802Liabilities 2016: $2,486Net Assets 2016: $226,3162016Assets 2017: $236,003Liabilities 2017: $2,294Net Assets 2017: $233,7092017Assets 2018: $220,939Liabilities 2018: $1,854Net Assets 2018: $219,0852018Assets 2019: $204,903Liabilities 2019: $1,709Net Assets 2019: $203,1942019Assets 2020: $235,292Liabilities 2020: $499Net Assets 2020: $234,7932020Assets 2021: $259,679Liabilities 2021: $2,076Net Assets 2021: $257,6032021Assets 2022: $277,714Liabilities 2022: $1,670Net Assets 2022: $276,0442022Assets 2023: $407,430Liabilities 2023: $1,549Net Assets 2023: $405,8812023

Highlighted filing

2017

Assets$236,003
Liabilities$2,294
Net Assets$233,709

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $246,444Expenses 2011: $245,435Net Income 2011: $1,0092011Revenue 2012: $206,424Expenses 2012: $217,576Net Income 2012: -$11,1522012Revenue 2013: $197,220Expenses 2013: $207,180Net Income 2013: -$9,9602013Revenue 2014: $190,634Expenses 2014: $173,220Net Income 2014: $17,4142014Revenue 2015: $173,844Expenses 2015: $179,248Net Income 2015: -$5,4042015Revenue 2016: $220,611Expenses 2016: $169,227Net Income 2016: $51,3842016Revenue 2017: $181,422Expenses 2017: $174,029Net Income 2017: $7,3932017Revenue 2018: $157,972Expenses 2018: $172,596Net Income 2018: -$14,6242018Revenue 2019: $179,790Expenses 2019: $190,263Net Income 2019: -$10,4732019Revenue 2020: $142,299Expenses 2020: $118,303Net Income 2020: $23,9962020Revenue 2021: $147,794Expenses 2021: $123,259Net Income 2021: $24,5352021Revenue 2022: $206,603Expenses 2022: $185,992Net Income 2022: $20,6112022Revenue 2023: $310,031Expenses 2023: $182,692Net Income 2023: $127,3392023

Highlighted filing

2017

Revenue$181,422
Expenses$174,029
Net Income$7,393
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Gross Receipts
$312,420
Mission and Program Overview

Mission

Social welfare of veterans, the community, and families

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$226,316$233,709▲ $7,393
Land, Buildings, and Equipment, Net$134,644$129,138▼ $5,506
Cash and Non-Interest-Bearing Accounts$87,285$76,718▼ $10,567
Savings and Temporary Cash Investments-$23,000-
Inventories for Sale or Use$6,873$5,052▼ $1,821
Total Assets$228,802$236,003▲ $7,201
Other Assets Total-$2,095-
Liabilities
Accounts Payable and Accrued Expenses$2,486$2,294▼ $192
Total Liabilities$2,486$2,294▼ $192
Net Assets / Fund Balance
Total Net Assets Fund Balance$226,316$233,709▲ $7,393
Total Liabilities and Net Assets / Fund Balance$228,802$236,003▲ $7,201

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$300,000$300,000
Leasehold Improvements$121,791$89,784$211,575
Equipment$7,347$101,498$108,845
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lee Gunter1st Vice Commander
Augie MieleAdjutant
Timothy ShoseyCommander
David MartinezFinance Officer
Mike ParrSergeant at Arms
Revenue and Support

Revenue Composition

Contributions and Grants
$35,243
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$146,179
All Other Contributions
$110
Change in Net Assets
$7,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$121,572
Salaries, Compensation, and Employee Benefits$48,924
Grants and Similar Amounts Paid$3,533
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$43,027--$43,027
Payments to Affiliates$39,407--$39,407
Other Expenses$9,074$28,330-$28,330
Insurance$9,443--$9,443
Payroll Taxes$5,897--$5,897
Fees for Services Other-$5,762-$5,762
Depreciation Depletion-$5,506-$5,506
Grants to Domestic Individuals$3,533--$3,533
Fees for Services Accounting-$1,500-$1,500
Advertising$641--$641
Office Expenses-$527-$527
Conferences and Meetings$40--$40
Total Functional Expenses$111,062$62,967$0$174,029
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$120,423
Gaming Direct Expenses$60,831
Fundraising Gross Income$16,020
Fundraising Direct Expenses$10,136
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
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
American Legion Harry Ollrich Post 4
EIN
38-2117913
Address
401 NORTH GROESBECK AVE, MT CLEMENS, MI 48043

Signing Officer

Name
Timothy Shosey
Title
Commander
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Martinez
Formed
1980
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
8

Preparer

Firm
Slifko & Associates Inc
Address
43219 SCHOENHERR RD, STERLING HEIGHTS, MI 48313
Preparer
Denice L Vitale
Phone
5867315527
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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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IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY SHOSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMANDER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION HARRY OLLRICH POST 4
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0382117913
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 NORTH GROESBECK AVE
ReturnHeader/Filer/USAddress/CityNm0MT CLEMENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048043
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A1EBC5425ED9DBD8284F43EB9E489B62C4B70939
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A1EBC5425ED9DBD8284F43EB9E489B62C4B70939
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.49.17.250
ReturnHeader/FilingSecurityInformation/IPDt02018-05-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:20:52
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SLIFKO & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043219 SCHOENHERR RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STERLING HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048313
ReturnHeader/PreparerPersonGrp/PhoneNum05867315527
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENICE L VITALE
ReturnHeader/ReturnTs02018-05-10T01:55:39-00:00
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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.02$4.06$3.10$1.83$1.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.02$2.76$2.07$1.86$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.02$2.58$1.48$1.23$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$1.42$1.18$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.02$2.03$1.80$1.90$0.10
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.21$0.02$2.19$1.58$1.73$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.02$2.34$1.81$1.74$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.02$2.26$2.21$1.69$0.51
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.02$2.61$1.74$1.79$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.80$0.02$2.78$1.91$1.73$0.17
2013Summary only. Only limited summary data is available for this year.$2.63$0.03$2.61$1.97$2.07$0.10
2012Summary only. Only limited summary data is available for this year.$2.75$0.05$2.70$2.06$2.18$0.11
2011Summary only. Only limited summary data is available for this year.$3.35$0.11$3.24$2.46$2.45$0.01
Peer Organizations

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