Civic Intelligence

American Legion

EIN 39-6057669 • 501(c)19 • Fort Atkinson, WI

Profile

The social welfare of the military veteran community to carry on programs perpetuating the memory of military veterans and members of the armed forces, and to sponsor and participate in patriotic events.

201 S Water St EFort Atkinson, WI 53538

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

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

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

35th percentile

-11%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$284,133

Down $6,951 (-2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$284,133

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue57th percentileNet Margin87th percentile

Revenue

Down

$61,625

Down $7,643 (-11%) from 2023

Expenses

Up

$39,458

Up $63 (+0.2%) from 2023

Net Income

Down

$22,167

Down $7,706 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $209,587Liabilities 2011: $3,513Net Assets 2011: $206,0742011Assets 2012: $185,694Liabilities 2012: $2,695Net Assets 2012: $182,9992012Assets 2013: $173,812Liabilities 2013: $4,014Net Assets 2013: $169,7982013Assets 2014: $152,090Liabilities 2014: $0Net Assets 2014: $152,0902014Assets 2016: $146,369Liabilities 2016: $0Net Assets 2016: $146,3692016Assets 2017: $152,167Liabilities 2017: $0Net Assets 2017: $152,1672017Assets 2018: $154,182Liabilities 2018: $0Net Assets 2018: $154,1822018Assets 2019: $192,368Liabilities 2019: $0Net Assets 2019: $192,3682019Assets 2020: $228,386Liabilities 2020: $0Net Assets 2020: $228,3862020Assets 2021: $245,239Liabilities 2021: $0Net Assets 2021: $245,2392021Assets 2022: $261,211Liabilities 2022: $02022Assets 2023: $291,084Liabilities 2023: $02023Assets 2024: $284,133Liabilities 2024: $0Net Assets 2024: $284,1332024

Highlighted filing

2024

Assets$284,133
Liabilities$0
Net Assets$284,133
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $124,155Expenses 2011: $158,478Net Income 2011: -$34,3232011Expenses 2012: $136,4952012Expenses 2013: $132,5112013Revenue 2014: $38,495Expenses 2014: $56,203Net Income 2014: -$17,7082014Revenue 2016: $24,209Expenses 2016: $20,246Net Income 2016: $3,9632016Revenue 2017: $29,962Expenses 2017: $24,164Net Income 2017: $5,7982017Revenue 2018: $29,242Expenses 2018: $27,227Net Income 2018: $2,0152018Revenue 2019: $72,376Expenses 2019: $34,190Net Income 2019: $38,1862019Revenue 2020: $55,328Expenses 2020: $36,124Net Income 2020: $19,2042020Revenue 2021: $64,020Expenses 2021: $47,167Net Income 2021: $16,8532021Revenue 2022: $55,633Expenses 2022: $39,661Net Income 2022: $15,9722022Revenue 2023: $69,268Expenses 2023: $39,395Net Income 2023: $29,8732023Revenue 2024: $61,625Expenses 2024: $39,458Net Income 2024: $22,1672024

Highlighted filing

2024

Revenue$61,625
Expenses$39,458
Net Income$22,167
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$284,133
Liabilities
$0
Net assets
$284,133
Revenue
$61,625
Expenses
$39,458
Net income
$22,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.62$0.39$0.22
2023Summary only. Only limited summary data is available for this year.$2.91$0.00$0.69$0.39$0.30
2022Summary only. Only limited summary data is available for this year.$2.61$0.00$0.56$0.40$0.16
2021Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$0.64$0.47$0.17
2020Summary only. Only limited summary data is available for this year.$2.28$0.00$2.28$0.55$0.36$0.19
2019Summary only. Only limited summary data is available for this year.$1.92$0.00$1.92$0.72$0.34$0.38
2018Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.29$0.27$0.02
2017Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.30$0.24$0.06
2016Summary only. Only limited summary data is available for this year.$1.46$0.00$1.46$0.24$0.20$0.04
2014Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.38$0.56$0.18
2013Summary only. Only limited summary data is available for this year.$1.74$0.04$1.70$1.33
2012Summary only. Only limited summary data is available for this year.$1.86$0.03$1.83$1.36
2011Summary only. Only limited summary data is available for this year.$2.10$0.04$2.06$1.24$1.58$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Nov 15, 2024
Return Version
2023v6.0
Gross Receipts
$66,381
Mission and Program Overview

Mission

Social welfare of the military vets

Program Services

DescriptionGrantsExpenses
OPERATION OF THE POST BUILDING AND GROUNDS,HALL RENTAL INCOME, SUPPORTING LOCAL YOUTH GROUPS AND ATHLETES, BADGER BOYS STATE ATTENDANCE, SCHOLARSHIPS--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL OSMUNDSONCommander-$0--
JIM CHEEKFinance Officer-$0--
TOM FREEMANFirst Vice-$0--
JENNIFER LYONAdjutant - Membership-$0--
BILL IMSLANDSargeant At Arms-$0--
BOB EHRKEHistorian-$0--
WILL KIRCHMAYERService Officer-$0--
RICHARD MILESSergeant At Arms-$0--
STEVE LEGGETTChaplain-$0--
CURT PETERSON2nd Vice-$0--
MATT BILLDeputy Adjustant-$0--
Filing and Contact Details

Filer

Filer Name
American Legion Post 0166 Paul Frank Flo
EIN
39-6057669
Address
201 S WATER ST E, FORT ATKINSON, WI 53538

Signing Officer

Name
Joel Osmundson
Title
Officer
Phone
9205632101
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bares Fort Tax Service Inc
Address
117 NORTH MAIN STREET, Fort Atkinson, WI 53538
Preparer
Margaret a Bare
Phone
9205636562
Supplemental Narrative

Additional Explanations

General explanation attachment

“The constitution and bylaws are distributed to every member. These are available to anyone upon request. Financial and tax statements are available to anyone for public inspection upon request following the meeting at which they are presented.”

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 7,355advertising 592bank fees merchant fees 17memorials 483scholarships 450awards 334flags 690membership expenses 2,250district dues 131uniforms 774donations 4,917license 226”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JIM CHEEK
IRS990EZ/BooksInCareOfDetail/PhoneNum09205632102
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 S WATER ST E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT ATKINSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053538
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080244
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070001
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IRS990EZ/ContributionsGiftsGrantsEtcAmt013522
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022167
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0261966
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0284133
IRS990EZ/FundraisingGrossIncomeAmt08897
IRS990EZ/GamingGrossIncomeAmt011126
IRS990EZ/GrossReceiptsAmt066381
IRS990EZ/GroupExemptionNum00925
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt083
IRS990EZ/LandAndBuildingsGrp/BOYAmt0181722
IRS990EZ/LandAndBuildingsGrp/EOYAmt0214132
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01670
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0261966
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0284133
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0261966
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0284133
IRS990EZ/OccupancyRentUtltsAndMaintAmt020847
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOEL OSMUNDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM CHEEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER LYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BILL IMSLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB EHRKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILL KIRCHMAYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICHARD MILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE LEGGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CURT PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MATT BILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FIRST VICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ADJUTANT - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SARGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SERVICE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt92ND VICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DEPUTY ADJUSTANT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt018219
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL WELFARE OF THE MILITARY VETS
IRS990EZ/PrintingPublicationsPostageAmt0392
IRS990EZ/ProgramServiceRevenueAmt031083
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF THE POST BUILDING AND GROUNDS,HALL RENTAL INCOME, SUPPORTING LOCAL YOUTH GROUPS AND ATHLETES, BADGER BOYS STATE ATTENDANCE, SCHOLARSHIPS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04756
IRS990EZ/SpecialEventsNetIncomeLossAmt015267
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039458
IRS990EZ/TotalRevenueAmt061625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CONSTITUTION AND BYLAWS ARE DISTRIBUTED TO EVERY MEMBER. THESE ARE AVAILABLE TO ANYONE UPON REQUEST. FINANCIAL AND TAX STATEMENTS ARE AVAILABLE TO ANYONE FOR PUBLIC INSPECTION UPON REQUEST FOLLOWING THE MEETING AT WHICH THEY ARE PRESENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 7,355ADVERTISING 592BANK FEES MERCHANT FEES 17MEMORIALS 483SCHOLARSHIPS 450AWARDS 334FLAGS 690MEMBERSHIP EXPENSES 2,250DISTRICT DUES 131UNIFORMS 774DONATIONS 4,917LICENSE 226
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL OSMUNDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09205632101
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION POST 0166 PAUL FRANK FLO
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0396057669
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 S WATER ST E
ReturnHeader/Filer/USAddress/CityNm0FORT ATKINSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053538
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472935168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARES FORT TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0117 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Atkinson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053538
ReturnHeader/PreparerPersonGrp/PhoneNum09205636562
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET A BARE
ReturnHeader/ReturnTs02025-07-09T11:13:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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