Civic Intelligence

American Legion 0209 Kenneth S Wells Inc

990 • Fiscal year 2024 • EIN 39-6055219

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 19, 2024

Organization ProfileN/A
PO Box 356Orfordville, WI 53576

(608) 931-3460

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2024 filings • 501(c)19 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.00x

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

2024 filings • 501(c)19 • <$500k nonprofits • Source year 2024

Net Margin

91st percentile

44%

Higher net margin than 91% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Source year 2024

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.

2024 filings • 501(c)19 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

43%

Faster asset growth than 92% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

53%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$86,375

Up $26,051 (+43%) from 2023

Net Assets

Up

$86,375

Up $38,016 (+79%) from 2023

Liabilities

Down

$0

Down $11,965 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin91st percentile

Revenue

Up

$86,368

Up $29,992 (+53%) from 2023

Expenses

Down

$48,352

Down $813 (-1.7%) from 2023

Net Income

Up

$38,016

Up $30,805 (+427%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$100K$50K$0Assets 2011: $38,422Liabilities 2011: $02011Assets 2012: $41,540Liabilities 2012: $02012Assets 2013: $46,188Liabilities 2013: $02013Assets 2014: $47,889Liabilities 2014: $02014Assets 2015: $25,397Liabilities 2015: $13,6952015Assets 2016: $17,429Liabilities 2016: $12,1172016Assets 2017: $16,408Liabilities 2017: $8,6102017Assets 2018: $12,465Liabilities 2018: $02018Assets 2019: $11,149Liabilities 2019: $02019Assets 2020: $64,381Liabilities 2020: $54,0852020Assets 2022: $54,522Liabilities 2022: $13,374Net Assets 2022: $41,1482022Assets 2023: $60,324Liabilities 2023: $11,965Net Assets 2023: $48,3592023Assets 2024: $86,375Liabilities 2024: $0Net Assets 2024: $86,3752024Assets 2025: $88,214Liabilities 2025: $0Net Assets 2025: $88,2142025

Highlighted filing

2024

Assets$86,375
Liabilities$0
Net Assets$86,375
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KRevenue 2011: $51,730Expenses 2011: $62,826Net Income 2011: -$11,0962011Revenue 2012: $57,422Expenses 2012: $54,304Net Income 2012: $3,1182012Revenue 2013: $61,424Expenses 2013: $56,776Net Income 2013: $4,6482013Revenue 2014: $58,028Expenses 2014: $56,327Net Income 2014: $1,7012014Revenue 2015: $41,554Expenses 2015: $77,741Net Income 2015: -$36,1872015Revenue 2016: $48,167Expenses 2016: $54,557Net Income 2016: -$6,3902016Revenue 2017: $53,533Expenses 2017: $51,047Net Income 2017: $2,4862017Revenue 2018: $55,514Expenses 2018: $50,847Net Income 2018: $4,6672018Revenue 2019: $53,147Expenses 2019: $54,463Net Income 2019: -$1,3162019Revenue 2020: $45,132Expenses 2020: $45,985Net Income 2020: -$8532020Revenue 2022: $51,751Expenses 2022: $64,460Net Income 2022: -$12,7092022Revenue 2023: $56,376Expenses 2023: $49,165Net Income 2023: $7,2112023Revenue 2024: $86,368Expenses 2024: $48,352Net Income 2024: $38,0162024Revenue 2025: $99,482Expenses 2025: $97,643Net Income 2025: $1,8392025

Highlighted filing

2024

Revenue$86,368
Expenses$48,352
Net Income$38,016
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 19, 2024
Return Version
2023v5.1
Gross Receipts
$237,471
Mission and Program Overview

Mission

Promote purposes/goals of american legion

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$46,171$84,187▲ $38,016
Cash and Non-Interest-Bearing Accounts$12,880$43,324▲ $30,444
Land, Buildings, and Equipment, Net$47,444$43,051▼ $4,393
Pd in Cap Srpls Land Bldg Eqp Fund$2,188$2,188→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$60,324$86,375▲ $26,051
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$11,965--
Total Liabilities$11,965$0▼ $11,965
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,359$86,375▲ $38,016
Total Liabilities and Net Assets / Fund Balance$60,324$86,375▲ $26,051

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$43,051$103,748$146,799
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Steve ChampenyAdjudant
Phil JohnsonChaplain
Lenny FunkCommander
Mike CollinsFinance Officer
Kurt StuvengenHistorian
Karl StuvengenJudge Advocate
Gerald JorgensonQuartermaster
Bruce PetersonSargent ar Arms
DeLyle DavenportService Officer
Ted KnappSgt at Arms
Eugene A ShoemakerSgt. at Arms
Dale RosserVice Commander
Mike EgglestonVice Commander
Mike SchindlerVice Commander
Revenue and Support

Revenue Composition

Contributions and Grants
$14,130
Program Service Revenue
$4,210
Investment Income
$0
Other Revenue
$68,028
All Other Contributions
$14,130
Change in Net Assets
$38,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,352
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$17,730
Depreciation Depletion---$4,393
Insurance---$2,279
Other Expenses---$1,586
All Other Expenses---$800
Advertising---$687
Office Expenses---$551
Total Functional Expenses$0$0$0$48,352
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$125,724
Fundraising Direct Expenses$89,635
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefits and Fund Raisers$125,724$125,724$89,635$36,089
Total Events$125,724$125,724$89,635$36,089
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
American Legion 0209 Kenneth S Wells Inc
EIN
39-6055219
Phone
6089313460
Address
PO BOX 356, ORFORDVILLE, WI 53576

Signing Officer

Name
Mike Collins
Title
Finance Officer
Signed
2024-09-19
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
14
Independent Board Members
0
Employees
0

Preparer

Firm
Personalized Accounting LLC
Address
3236 S US Highway 51, Janesville, WI 53546
Preparer
Ronald S Ross EA
Phone
6087525461
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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/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02188
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02188
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04210
IRS990/ProgSrvcAccomActy2Grp/Desc0SPONSORSHIPS & GIFTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01815
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt038016
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt08960
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt046171
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt084187
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt043051
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0103748
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0146799
IRS990ScheduleD/TotalBookValueLandBuildingsAmt043051
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt089635
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BENEFITS AND FUND RAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0125724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0125724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0125724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0125724
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036089
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt089635
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt089635
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt060324
IRS990/TotalAssetsEOYAmt086375
IRS990/TotalAssetsGrp/BOYAmt060324
IRS990/TotalAssetsGrp/EOYAmt086375
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014130
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt048352
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011965
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt011965
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt048359
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt086375
IRS990/TotalProgramServiceExpensesAmt05540
IRS990/TotalProgramServiceRevenueAmt04210
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt036149
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt086368
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt060324
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt086375
IRS990/TravelGrp/TotalAmt00
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 356
IRS990/USAddress/CityNm0ORFORDVILLE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0535760356
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Collins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Finance Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION 0209 KENNETH S WELLS INC
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0396055219
ReturnHeader/Filer/PhoneNum06089313460
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 356
ReturnHeader/Filer/USAddress/CityNm0ORFORDVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053576
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201156769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Personalized Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03236 S US Highway 51
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Janesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053546
ReturnHeader/PreparerPersonGrp/PhoneNum06087525461
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald S Ross EA
ReturnHeader/ReturnTs02024-09-19T11:09:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,375
Liabilities
$0
Net assets
$86,375
Revenue
$86,368
Expenses
$48,352
Net income
$38,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$88.2$0.00$88.2$99.5$97.6$1.84
2024Detailed filing. Detailed filing data is available for this year.$86.4$0.00$86.4$86.4$48.4$38.0
2023Detailed filing. Detailed filing data is available for this year.$60.3$12.0$48.4$56.4$49.2$7.21
2022Detailed filing. Detailed filing data is available for this year.$54.5$13.4$41.1$51.8$64.5$12.7
2020Summary only. Only limited summary data is available for this year.$64.4$54.1$45.1$46.0$0.85
2019Summary only. Only limited summary data is available for this year.$11.1$0.00$53.1$54.5$1.32
2018Summary only. Only limited summary data is available for this year.$12.5$0.00$55.5$50.8$4.67
2017Summary only. Only limited summary data is available for this year.$16.4$8.61$53.5$51.0$2.49
2016Summary only. Only limited summary data is available for this year.$17.4$12.1$48.2$54.6$6.39
2015Summary only. Only limited summary data is available for this year.$25.4$13.7$41.6$77.7$36.2
2014Summary only. Only limited summary data is available for this year.$47.9$0.00$58.0$56.3$1.70
2013Summary only. Only limited summary data is available for this year.$46.2$0.00$61.4$56.8$4.65
2012Summary only. Only limited summary data is available for this year.$41.5$0.00$57.4$54.3$3.12
2011Summary only. Only limited summary data is available for this year.$38.4$0.00$51.7$62.8$11.1