Civic Intelligence

American Legion 0166 Paul Frank Flo

990EZ • Fiscal year 2019 • EIN 39-6057669

Aug 01, 2018 to Jul 31, 2019 • Filed on Jun 15, 2020

201 Water St EFort Atkinson, WI 53538

(920) 563-2102

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2019 filings • 501(c)19 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.00x

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

2019 filings • 501(c)19 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

53%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)19 • <$500k nonprofits • Source year 2019

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2019 filings • 501(c)19 • <$500k nonprofits • Source year 2019

Asset Growth

89th percentile

25%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)19 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

148%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)19 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$192,368

Up $38,186 (+25%) from 2018

Net Assets

Up

$192,368

Up $38,186 (+25%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$72,376

Up $43,134 (+148%) from 2018

Expenses

Up

$34,190

Up $6,963 (+26%) from 2018

Net Income

Up

$38,186

Up $36,171 (+1795%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$192,368
Liabilities$0
Net Assets$192,368

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$72,376
Expenses$34,190
Net Income$38,186
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jun 15, 2020
Return Version
2018v3.1
Gross Receipts
$94,711
Mission and Program Overview

Mission

Social welfare of the military vets

Program Services

DescriptionGrantsExpenses
OPERATION OF THE POST BUILDING AND GROUNDSHALL RENTAL INCOME SUPPORTING LOCAL YOUTH GROUPS AND ATHLETES BADGER BOYS STATE ATTENDANCE SCHOLARSHIPS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG LEHMANNCommander-$0--
BRIAN CLUVERFinance Officer-$0--
JOEL OSMUNDSONFirst Vice-$0--
RICHARD MILESAdjutant-$0--
KEN KLENANSargeant At Arms-$0--
BOB EHRKEHistorian-$0--
L DAY BECKERService Officer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Joel Osmundson
Title
First Vice
Signed
2020-06-15
Discuss with paid preparer
Yes

Preparer

Firm
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 revenue Part I line 8

Description amountrent 8,809

Description of other expenses Part I line 16

Description amountdepreciation from 4562 8,706advertising 1,162bank fees merchant fees 59flags 665scholarships 4,594chamber dues 154awards prizes memorials 1,632membership expenses 4,210license permits 625uniforms 567postage mailings 85

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN CLUVER
IRS990EZ/BooksInCareOfDetail/PhoneNum09205632102
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0318 CLARENCE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT ATKINSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053538
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037001
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054385
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08384
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt038186
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0154182
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0192368
IRS990EZ/FundraisingGrossIncomeAmt08956
IRS990EZ/GamingGrossIncomeAmt055819
IRS990EZ/GrossReceiptsAmt094711
IRS990EZ/GroupExemptionNum00925
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt057
IRS990EZ/LandAndBuildingsGrp/BOYAmt0117181
IRS990EZ/LandAndBuildingsGrp/EOYAmt0137983
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07299
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0154182
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0192368
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0154182
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0192368
IRS990EZ/OccupancyRentUtltsAndMaintAmt011731
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG LEHMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN CLUVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOEL OSMUNDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD MILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEN KLENAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB EHRKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6L DAY BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FIRST VICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ADJUTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SARGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SERVICE OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt022459
IRS990EZ/OtherRevenueTotalAmt08809
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL WELFARE OF THE MILITARY VETS
IRS990EZ/ProgramServiceRevenueAmt05387
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF THE POST BUILDING AND GROUNDSHALL RENTAL INCOME SUPPORTING LOCAL YOUTH GROUPS AND ATHLETES BADGER BOYS STATE ATTENDANCE SCHOLARSHIPS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt022335
IRS990EZ/SpecialEventsNetIncomeLossAmt042440
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034190
IRS990EZ/TotalRevenueAmt072376
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0true
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt016850
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt055421
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt055421
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt038571
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt016850
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt016850
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0JOEL OSMUNDSON
IRS990ScheduleG/GamingManagerServicesProvTxt0COLLECTION PAYOUTS PAPERWORK
IRS990ScheduleG/GamingOwnFacilityPct01.000
IRS990ScheduleG/GamingRevenueReceivedByOrgAmt055421
IRS990ScheduleG/GamingRevenueRtnBy3PrtyAmt011084
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0JOEL OSMUNDSON
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0201 WATER ST EAST
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0FORT ATKINSON
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0WI
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd053538
IRS990ScheduleG/StatesWhereGamingConductedCd0WI
IRS990ScheduleG/ThirdPartyPersonNm0GODFREY AMUSEMENTS SERVICES
IRS990ScheduleG/ThirdPartyUSAddress/AddressLine1Txt0W6232 HOARD ROAD
IRS990ScheduleG/ThirdPartyUSAddress/CityNm0FORT ATKINSON
IRS990ScheduleG/ThirdPartyUSAddress/StateAbbreviationCd0WI
IRS990ScheduleG/ThirdPartyUSAddress/ZIPCd053538
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 AMOUNTRENT 8,809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTDEPRECIATION FROM 4562 8,706ADVERTISING 1,162BANK FEES MERCHANT FEES 59FLAGS 665SCHOLARSHIPS 4,594CHAMBER DUES 154AWARDS PRIZES MEMORIALS 1,632MEMBERSHIP EXPENSES 4,210LICENSE PERMITS 625UNIFORMS 567POSTAGE MAILINGS 85
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL OSMUNDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIRST VICE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION POST 0166 PAUL FRANK FLO
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0396057669
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 WATER ST E
ReturnHeader/Filer/USAddress/CityNm0FORT ATKINSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053538
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00D20A2B5936170011B50BF0845779C4F5497E6A1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00D20A2B5936170011B50BF0845779C4F5497E6A1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03977852020168kw31ljs
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-06-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.196.64.170
ReturnHeader/FilingSecurityInformation/IPDt02020-06-16
ReturnHeader/FilingSecurityInformation/IPTm012:10:06
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORT 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/PreparationDt02020-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET A BARE
ReturnHeader/ReturnTs02020-06-16T12:05:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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