Civic Intelligence

American Legion Morris Snugger

990 • Fiscal year 2016 • EIN 39-6108414

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 02, 2017

PO Box 21Holmen, WI 54636

(608) 526-4444

Siviq Scores

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

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)19 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.25x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)19 • $500k-$1M nonprofits • Source year 2016

Net Margin

33rd percentile

-3.0%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)19 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$3,450

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2016 filings • 501(c)19 • $500k-$1M nonprofits • Source year 2016

Asset Growth

79th percentile

8.8%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)19 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

14%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • 501(c)19 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$797,900

Up $64,632 (+8.8%) from 2015

Net Assets

Down

$716,128

Down $9,782 (-1.3%) from 2015

Liabilities

Up

$81,772

Up $74,414 (+1011%) from 2015

Revenue

Up

$331,366

Up $41,238 (+14%) from 2015

Expenses

Up

$341,148

Up $36,438 (+12%) from 2015

Net Income

Up

-$9,782

Up $4,800 (+33%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $688,249Liabilities 2010: $4,653Net Assets 2010: $683,5962010Assets 2011: $664,377Liabilities 2011: $5,021Net Assets 2011: $659,3562011Assets 2012: $704,693Liabilities 2012: $5,204Net Assets 2012: $699,4892012Assets 2013: $753,069Liabilities 2013: $5,227Net Assets 2013: $747,8422013Assets 2014: $745,477Liabilities 2014: $4,985Net Assets 2014: $740,4922014Assets 2015: $733,268Liabilities 2015: $7,358Net Assets 2015: $725,9102015Assets 2016: $797,900Liabilities 2016: $81,772Net Assets 2016: $716,1282016Assets 2017: $824,943Liabilities 2017: $65,734Net Assets 2017: $759,2092017Assets 2018: $825,413Liabilities 2018: $48,634Net Assets 2018: $776,7792018Assets 2019: $799,814Liabilities 2019: $31,211Net Assets 2019: $768,6032019Assets 2020: $748,002Liabilities 2020: $20,110Net Assets 2020: $727,8922020Assets 2021: $790,525Liabilities 2021: $5,657Net Assets 2021: $784,8682021Assets 2022: $799,522Liabilities 2022: $7,669Net Assets 2022: $791,8532022Assets 2023: $687,095Liabilities 2023: $44,333Net Assets 2023: $642,7622023Assets 2024: $692,289Liabilities 2024: $36,798Net Assets 2024: $655,4912024

Highlighted filing

2016

Assets$797,900
Liabilities$81,772
Net Assets$716,128

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $221,3462010Expenses 2011: $248,6562011Expenses 2012: $251,7522012Revenue 2013: $290,104Expenses 2013: $241,751Net Income 2013: $48,3532013Revenue 2014: $254,615Expenses 2014: $261,965Net Income 2014: -$7,3502014Revenue 2015: $290,128Expenses 2015: $304,710Net Income 2015: -$14,5822015Revenue 2016: $331,366Expenses 2016: $341,148Net Income 2016: -$9,7822016Revenue 2017: $384,632Expenses 2017: $341,551Net Income 2017: $43,0812017Revenue 2018: $331,732Expenses 2018: $314,162Net Income 2018: $17,5702018Revenue 2019: $273,181Expenses 2019: $281,357Net Income 2019: -$8,1762019Revenue 2020: $104,939Expenses 2020: $145,650Net Income 2020: -$40,7112020Revenue 2021: $240,067Expenses 2021: $183,091Net Income 2021: $56,9762021Revenue 2022: $229,632Expenses 2022: $222,647Net Income 2022: $6,9852022Revenue 2023: $72,061Expenses 2023: $221,152Net Income 2023: -$149,0912023Revenue 2024: $207,094Expenses 2024: $194,365Net Income 2024: $12,7292024

Highlighted filing

2016

Revenue$331,366
Expenses$341,148
Net Income-$9,782
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 2, 2017
Return Version
2016v3.0
Gross Receipts
$786,017
Mission and Program Overview

Mission

To provide support for veterans and the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$725,910$716,128▼ $9,782
Land, Buildings, and Equipment, Net$581,596$657,959▲ $76,363
Savings and Temporary Cash Investments$92,937$93,792▲ $855
Inventories for Sale or Use$15,409$25,410▲ $10,001
Cash and Non-Interest-Bearing Accounts$43,326$20,739▼ $22,587
Total Assets$733,268$797,900▲ $64,632
Liabilities
Mortgage Notes Payable Secured by Investment Property-$73,233-
Accounts Payable and Accrued Expenses$7,358$8,539▲ $1,181
Total Liabilities$7,358$81,772▲ $74,414
Net Assets / Fund Balance
Total Net Assets Fund Balance$725,910$716,128▼ $9,782
Total Liabilities and Net Assets / Fund Balance$733,268$797,900▲ $64,632

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$446,956$1,345-
Land$85,399--
Equipment$125,604$40,430-
Compensation and Service Providers

Employees

NameTitleBaseTotal
Jim Hewitt1st Vice Comma$3,450$3,450
Don JerryAdjutant$975$975

Board Members and Trustees

NameTitle
Bryan Taylor2nd Vice Comma
Tim Carrier3rd Vice Comma
Harvey JostadChaplain
Dave HarrisonCommander
Duane ZieglerFinance Office
Scott JonesHistorian
Francis BrownService Office
Ed GraySgt at Arms
Larry HoyerSgt at Arms
Revenue and Support

Revenue Composition

Contributions and Grants
$6,333
Program Service Revenue
$0
Investment Income
$141
Other Revenue
$324,892
All Other Contributions
$5,728
Change in Net Assets
$-9,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$174,054
Other Expenses$160,544
Grants and Similar Amounts Paid$6,550
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,851--$155,851
Occupancy$79,835--$79,835
Advertising$29,652--$29,652
Office Expenses$17,488--$17,488
Payroll Taxes$13,778--$13,778
Insurance$8,924--$8,924
Fees for Services Accounting$8,868--$8,868
Depreciation Depletion$7,220--$7,220
Grants to Domestic Orgs$6,550--$6,550
Information Technology$5,059--$5,059
Current Officers, Directors, Trustees, and Key Employees$4,425--$4,425
Other Expenses$2,309--$2,309
Total Functional Expenses$341,148$0$0$341,148
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$160,919
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI - Section B, Line 15

Part-time employees compensation discussed and decided at board meeting

Part VI - Section C, Line 19

A written request can be made to review documents

Filing and Contact Details

Filer

Filer Name
American Legion Morris Snugger
EIN
39-6108414
Phone
6085264444
Address
PO BOX 21, HOLMEN, WI 54636

Signing Officer

Name
Duane Ziegler
Title
Finance Officer
Signed
2017-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duane Ziegler
Formed
1924
Legal Domicile
Wi
Voting Board Members
301
Independent Board Members
301
Employees
29
Volunteers
100

Preparer

Firm
Engelson and Associates Ltd
Address
PO BOX 187, HOLMEN, WI 54636
Preparer
Bradley J Peterson
Phone
6085263437
Supplemental Narrative

Additional Explanations

Section B Line 11

Part vi-governance, management and disclosure, sect b, ln 11 form 990 is reviewed and discussed by the officers during a special meeting

Raw XML Appendix383 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.

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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0657959
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt01126
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0143814
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt015979
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0160919
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0160919
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingManagerCompensationAmt08277
IRS990ScheduleG/GamingManagerIsEmployeeInd0X
IRS990ScheduleG/GamingManagerPersonNm0PAMELA EDDY
IRS990ScheduleG/GamingManagerServicesProvTxt0MANAGES GAMING ACTIVITIES
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/StatesWhereGamingConductedCd0WI
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART VI-GOVERNANCE, MANAGEMENT AND DISCLOSURE, SECT B, LN 11 FORM 990 IS REVIEWED AND DISCUSSED BY THE OFFICERS DURING A SPECIAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART-TIME EMPLOYEES COMPENSATION DISCUSSED AND DECIDED AT BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A WRITTEN REQUEST CAN BE MADE TO REVIEW DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SECTION B LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI - SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI - SECTION C, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0733268
IRS990/TotalAssetsEOYAmt0797900
IRS990/TotalAssetsGrp/BOYAmt0733268
IRS990/TotalAssetsGrp/EOYAmt0797900
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06333
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0341148
IRS990/TotalFunctionalExpensesGrp/TotalAmt0341148
IRS990/TotalGrossUBIAmt086673
IRS990/TotalLiabilitiesBOYAmt07358
IRS990/TotalLiabilitiesEOYAmt081772
IRS990/TotalLiabilitiesGrp/BOYAmt07358
IRS990/TotalLiabilitiesGrp/EOYAmt081772
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0725910
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0716128
IRS990/TotalProgramServiceExpensesAmt0341148
IRS990/TotalReportableCompFromOrgAmt04425
IRS990/TotalRevenueGrp/ExclusionAmt0141
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0238219
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0331366
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt086673
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0733268
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0797900
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt0419 1ST ST W
IRS990/USAddress/CityNm0HOLMEN
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054636
IRS990/VotingMembersGoverningBodyCnt0301
IRS990/VotingMembersIndependentCnt0301
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DUANE ZIEGLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION MORRIS SNUGGER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0POST MEMBERSHIP CHRM
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0396108414
ReturnHeader/Filer/PhoneNum06085264444
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 21
ReturnHeader/Filer/USAddress/CityNm0HOLMEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054636
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03F076D414AF515263AD2776C7A8423C60C12EAF7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId049F371BE278F54048680F013D33C037636F74B2F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03938022017122g002793
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.115.40.106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391625814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ENGELSON AND ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 187
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLMEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054636
ReturnHeader/PreparerPersonGrp/PhoneNum06085263437
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY J PETERSON
ReturnHeader/ReturnTs02017-10-24T11:25:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$6.92$0.37$6.55$2.07$1.94$0.13
2023Summary only. Only limited summary data is available for this year.$6.87$0.44$6.43$0.72$2.21$1.49
2022Summary only. Only limited summary data is available for this year.$8.00$0.08$7.92$2.30$2.23$0.07
2021Summary only. Only limited summary data is available for this year.$7.91$0.06$7.85$2.40$1.83$0.57
2020Summary only. Only limited summary data is available for this year.$7.48$0.20$7.28$1.05$1.46$0.41
2019Summary only. Only limited summary data is available for this year.$8.00$0.31$7.69$2.73$2.81$0.08
2018Summary only. Only limited summary data is available for this year.$8.25$0.49$7.77$3.32$3.14$0.18
2017Summary only. Only limited summary data is available for this year.$8.25$0.66$7.59$3.85$3.42$0.43
2016Detailed filing. Detailed filing data is available for this year.$7.98$0.82$7.16$3.31$3.41$0.10
2015Summary only. Only limited summary data is available for this year.$7.33$0.07$7.26$2.90$3.05$0.15
2014Summary only. Only limited summary data is available for this year.$7.45$0.05$7.40$2.55$2.62$0.07
2013Summary only. Only limited summary data is available for this year.$7.53$0.05$7.48$2.90$2.42$0.48
2012Summary only. Only limited summary data is available for this year.$7.05$0.05$6.99$2.52
2011Summary only. Only limited summary data is available for this year.$6.64$0.05$6.59$2.49
2010Summary only. Only limited summary data is available for this year.$6.88$0.05$6.84$2.21