Civic Intelligence

American Legion Auxiliary

990EZ • Fiscal year 2021 • EIN 39-6078367

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 12, 2022

Organization Profile
3220 W College AveAppleton, WI 54914

(920) 734-7107

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2021 filings • 501(c)19 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.00x

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

2021 filings • 501(c)19 • <$500k nonprofits • Source year 2021

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)19 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)19 • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-3.0%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)19 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

1.8%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)19 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$106,062

Down $3,315 (-3.0%) from 2020

Net Assets

Down

$106,062

Down $3,315 (-3.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin11th percentile

Revenue

Up

$9,704

Up $171 (+1.8%) from 2020

Expenses

Up

$13,019

Up $2,277 (+21%) from 2020

Net Income

Down

-$3,315

Down $2,106 (-174%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2011: $95,779Liabilities 2011: $02011Assets 2012: $100,801Liabilities 2012: $02012Assets 2013: $98,223Liabilities 2013: $02013Assets 2014: $102,541Liabilities 2014: $02014Assets 2015: $108,450Liabilities 2015: $02015Assets 2016: $107,511Liabilities 2016: $02016Assets 2017: $107,105Liabilities 2017: $02017Assets 2018: $108,737Liabilities 2018: $02018Assets 2019: $110,586Liabilities 2019: $02019Assets 2020: $109,377Liabilities 2020: $0Net Assets 2020: $109,3772020Assets 2021: $106,062Liabilities 2021: $0Net Assets 2021: $106,0622021Assets 2022: $97,402Liabilities 2022: $0Net Assets 2022: $97,4022022Assets 2023: $96,775Liabilities 2023: $0Net Assets 2023: $96,7752023Assets 2024: $99,683Net Assets 2024: $99,6832024

Highlighted filing

2021

Assets$106,062
Liabilities$0
Net Assets$106,062
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $10,747Expenses 2011: $10,916Net Income 2011: -$1692011Revenue 2012: $15,989Expenses 2012: $10,967Net Income 2012: $5,0222012Revenue 2013: $6,946Expenses 2013: $9,650Net Income 2013: -$2,7042013Revenue 2014: $15,838Expenses 2014: $11,520Net Income 2014: $4,3182014Revenue 2015: $18,120Expenses 2015: $12,145Net Income 2015: $5,9752015Revenue 2016: $9,820Expenses 2016: $11,016Net Income 2016: -$1,1962016Revenue 2017: $12,421Expenses 2017: $12,827Net Income 2017: -$4062017Revenue 2018: $15,735Expenses 2018: $14,102Net Income 2018: $1,6332018Revenue 2019: $14,020Expenses 2019: $12,170Net Income 2019: $1,8502019Revenue 2020: $9,533Expenses 2020: $10,742Net Income 2020: -$1,2092020Revenue 2021: $9,704Expenses 2021: $13,019Net Income 2021: -$3,3152021Revenue 2022: $9,687Expenses 2022: $18,347Net Income 2022: -$8,6602022Revenue 2023: $15,126Expenses 2023: $15,753Net Income 2023: -$6272023Revenue 2024: $20,032Expenses 2024: $17,124Net Income 2024: $2,9082024

Highlighted filing

2021

Revenue$9,704
Expenses$13,019
Net Income-$3,315
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 12, 2022
Return Version
2021v4.1
Gross Receipts
$13,415
Mission and Program Overview

Mission

Community Programs

Program Services

DescriptionGrantsExpenses
Organize with other Auxiliaries and Legions for the Annual Poppy Drive to raise money for community programs-$2,465
Giving financial donations to community Childrens organizations and schools to assist with programs to encourage positive social development-$635
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marian BrownPresidentPT$0--
Rose HeinzSecretaryPT$0--
Debra RagenTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
American Legion Auxiliary Unit 38
EIN
39-6078367
Address
3220 W College Ave, APPLETON, WI 54914

Signing Officer

Name
Debra Ragen
Title
Member
Phone
9207347107
Signed
2022-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Emerald Tax and Accounting LLC
Address
841 E Apple Tree Ln, Appleton, WI 54911
Preparer
Patricia Rice
Phone
9207338770
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

“Awards $123 Donations Made $6310 Scholarships Paid $1050”

Form 990EZ Part I Line 16

“Bank Fees $123 Fees Paid $10 Food Provided $630 Gifts $70”

Form 990EZ Part I Line 16

“Gratuity $300 Membership Dues Paid $2725 Conference Expenses $404”

Raw XML Appendix105 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/PersonNm0Debra Ragen
IRS990EZ/BooksInCareOfDetail/PhoneNum09207347107
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03220 W College Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054914
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106062
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0762
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3315
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0109377
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106062
IRS990EZ/FundraisingGrossIncomeAmt09444
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07483
IRS990EZ/GrossReceiptsAmt013415
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0687
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02522
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109377
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106062
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0109377
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106062
IRS990EZ/OccupancyRentUtltsAndMaintAmt0100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marian Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rose Heinz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Debra Ragen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013000
IRS990EZ/OtherExpensesTotalAmt04262
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Programs
IRS990EZ/PrintingPublicationsPostageAmt0974
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Giving financial donations to community Childrens organizations and schools to assist with programs to encourage positive social development
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Organize with other Auxiliaries and Legions for the Annual Poppy Drive to raise money for community programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0635
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12465
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03711
IRS990EZ/SpecialEventsNetIncomeLossAmt05733
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013019
IRS990EZ/TotalProgramServiceExpensesAmt03100
IRS990EZ/TotalRevenueAmt09704
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Awards $123 Donations Made $6310 Scholarships Paid $1050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees $123 Fees Paid $10 Food Provided $630 Gifts $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Gratuity $300 Membership Dues Paid $2725 Conference Expenses $404
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ Part I Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ Part I Line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Ragen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Member
ReturnHeader/BusinessOfficerGrp/PhoneNum09207347107
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0American Legion Auxiliary Unit 38
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Oney Johnson-Edward Blessman
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0396078367
ReturnHeader/Filer/USAddress/AddressLine1Txt03220 W College Ave
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054914
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743139103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Emerald Tax and Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0841 E Apple Tree Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Appleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054911
ReturnHeader/PreparerPersonGrp/PhoneNum09207338770
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Rice
ReturnHeader/ReturnTs02022-10-21T10:56:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Debra
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ragen
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,062
Liabilities
$0
Net assets
$106,062
Revenue
$9,704
Expenses
$13,019
Net income
-$3,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.20$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.15$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.10$0.18$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.10$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.10$0.11$0.01
2019Summary only. Only limited summary data is available for this year.$1.11$0.00$0.14$0.12$0.02
2018Summary only. Only limited summary data is available for this year.$1.09$0.00$0.16$0.14$0.02
2017Summary only. Only limited summary data is available for this year.$1.07$0.00$0.12$0.13$0.00
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$0.10$0.11$0.01
2015Summary only. Only limited summary data is available for this year.$1.08$0.00$0.18$0.12$0.06
2014Summary only. Only limited summary data is available for this year.$1.03$0.00$0.16$0.12$0.04
2013Summary only. Only limited summary data is available for this year.$0.98$0.00$0.07$0.10$0.03
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.16$0.11$0.05
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.11$0.11$0.00