Civic Intelligence

American Legion Auxiliary Department of Alabama Inc

990EZ • Fiscal year 2020 • EIN 63-0008285

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 20, 2020

120 North Jackson StreetMontgomery, AL 36104

(334) 332-0688

Siviq Scores

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

Liabilities / Assets

87th percentile

0.19x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)19 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.25x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)19 • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

24%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)19 • <$500k nonprofits • Source year 2020

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2020 filings • 501(c)19 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

25%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)19 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

-2.1%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)19 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$141,126

Up $27,918 (+25%) from 2019

Net Assets

Up

$114,998

Up $25,141 (+28%) from 2019

Liabilities

Up

$26,128

Up $2,777 (+12%) from 2019

Revenue

Down

$102,921

Down $2,234 (-2.1%) from 2019

Expenses

Down

$77,780

Down $26,996 (-26%) from 2019

Net Income

Up

$25,141

Up $24,762 (+6534%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $82,486Liabilities 2011: $27,5552011Assets 2012: $78,065Liabilities 2012: $28,685Net Assets 2012: $49,3802012Assets 2013: $78,738Liabilities 2013: $32,508Net Assets 2013: $46,2302013Assets 2014: $67,302Liabilities 2014: $24,107Net Assets 2014: $43,1952014Assets 2015: $76,851Liabilities 2015: $26,171Net Assets 2015: $50,6802015Assets 2016: $84,488Liabilities 2016: $25,481Net Assets 2016: $59,0072016Assets 2017: $100,664Liabilities 2017: $27,405Net Assets 2017: $73,2592017Assets 2018: $113,761Liabilities 2018: $24,283Net Assets 2018: $89,4782018Assets 2019: $113,208Liabilities 2019: $23,351Net Assets 2019: $89,8572019Assets 2020: $141,126Liabilities 2020: $26,128Net Assets 2020: $114,9982020Assets 2021: $172,651Liabilities 2021: $28,808Net Assets 2021: $143,8432021Assets 2022: $196,596Liabilities 2022: $26,011Net Assets 2022: $170,5852022Assets 2023: $229,278Liabilities 2023: $29,307Net Assets 2023: $199,9712023Assets 2024: $234,219Liabilities 2024: $30,311Net Assets 2024: $203,9082024

Highlighted filing

2020

Assets$141,126
Liabilities$26,128
Net Assets$114,998

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $116,266Expenses 2011: $117,414Net Income 2011: -$1,1482011Revenue 2012: $124,906Expenses 2012: $130,457Net Income 2012: -$5,5512012Revenue 2013: $114,956Expenses 2013: $118,106Net Income 2013: -$3,1502013Revenue 2014: $117,671Expenses 2014: $120,706Net Income 2014: -$3,0352014Revenue 2015: $107,974Expenses 2015: $100,488Net Income 2015: $7,4862015Revenue 2016: $99,409Expenses 2016: $91,083Net Income 2016: $8,3262016Revenue 2017: $92,074Expenses 2017: $77,823Net Income 2017: $14,2512017Revenue 2018: $98,415Expenses 2018: $82,198Net Income 2018: $16,2172018Revenue 2019: $105,155Expenses 2019: $104,776Net Income 2019: $3792019Revenue 2020: $102,921Expenses 2020: $77,780Net Income 2020: $25,1412020Revenue 2021: $69,661Expenses 2021: $40,816Net Income 2021: $28,8452021Revenue 2022: $80,541Expenses 2022: $53,799Net Income 2022: $26,7422022Revenue 2023: $85,872Expenses 2023: $56,486Net Income 2023: $29,3862023Revenue 2024: $88,588Expenses 2024: $84,651Net Income 2024: $3,9372024

Highlighted filing

2020

Revenue$102,921
Expenses$77,780
Net Income$25,141
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 20, 2020
Return Version
2019v5.0
Gross Receipts
$102,921
Mission and Program Overview

Mission

American legion auxiliary, department of alabama, inc. Is a nonprofit organization that, through various auxiliary programs, serves veterans and promotes patriotism throughout the state of alabama.

Program Services

DescriptionGrantsExpenses
ASSIST VETERANS, PROVIDE FOR VETERNS IN VA HOSPITALS AND PROMOTE PATRIOTISM-$53,836
ASSIST VETERANS, PROVIDE FOR VETERNS IN VA HOSPITALS AND PROMOTE PATRIOTISM--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISH MONTGOMERYPresident-$0--
KATHY PHILLIPSPresident-$0--
IRIS KEEN2nd Vice Pre-$0--
CAROL TYSONSecretary-$0--
LORI DOCTERChaplain-$0--
JANET CARVERHistorian-$0--
Filing and Contact Details

Filer

Filer Name
American Legion Auxiliary
EIN
63-0008285
Address
120 NORTH JACKSON STREET, MONTGOMERY, AL 36104

Signing Officer

Name
Kathy Phillips
Title
President
Phone
3342621176
Signed
2020-10-20

Preparer

Firm
Diamond Carmichael & Gary Pa
Address
475 S HULL ST, MONTGOMERY, AL 36104
Preparer
James D Carmichael
Phone
3348347720
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supplies 689 travel 4,541 conferences and meetings 11,131 insurance 1,351 equipment rental/maint 3,039 unit donations 21,912 poppy expense 4,500 rent & utilities 6,000 bank charges 213 national convention 2,611 other 100 rounding -3 total 56,084

Form 990-ez, Part II, Line 24

Accounts receivable 0 20 prepaid expenses and deferred charges 1,847 1,566 17,632 17,632 less accumulated depreciation 17,632 17,632 total 1,847 1,586

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,261 403 deferred revenue 17,131 25,686 payroll tax liability 959 39

Form 990-ez, Part III

American legion auxiliary, department of alabama, inc. Is a nonprofit organization that, through various auxiliary programs, serves veterans and promotes patriotism throughout the state of alabama.

Form 990-ez, Part III, Line 31

Assist veterans, provide for veterns in va hospitals and promote patriotism

Raw XML Appendix120 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/PersonNm0JUDY DAUGHTRY
IRS990EZ/BooksInCareOfDetail/PhoneNum03343320688
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0120 NORTH JACKSON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111361
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0139540
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033612
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025141
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03360
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0113208
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0141126
IRS990EZ/GrossReceiptsAmt0102921
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0341
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039616
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089857
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114998
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089857
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114998
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRISH MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IRIS KEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROL TYSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORI DOCTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JANET CARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01847
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01586
IRS990EZ/OtherExpensesTotalAmt056084
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AMERICAN LEGION AUXILIARY, DEPARTMENT OF ALABAMA, INC. IS A NONPROFIT ORGANIZATION THAT, THROUGH VARIOUS AUXILIARY PROGRAMS, SERVES VETERANS AND PROMOTES PATRIOTISM THROUGHOUT THE STATE OF ALABAMA.
IRS990EZ/PrintingPublicationsPostageAmt0556
IRS990EZ/ProgramServiceRevenueAmt029352
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSIST VETERANS, PROVIDE FOR VETERNS IN VA HOSPITALS AND PROMOTE PATRIOTISM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ASSIST VETERANS, PROVIDE FOR VETERNS IN VA HOSPITALS AND PROMOTE PATRIOTISM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053836
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017780
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt023351
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt026128
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077780
IRS990EZ/TotalProgramServiceExpensesAmt053836
IRS990EZ/TotalRevenueAmt0102921
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 689 TRAVEL 4,541 CONFERENCES AND MEETINGS 11,131 INSURANCE 1,351 EQUIPMENT RENTAL/MAINT 3,039 UNIT DONATIONS 21,912 POPPY EXPENSE 4,500 RENT & UTILITIES 6,000 BANK CHARGES 213 NATIONAL CONVENTION 2,611 OTHER 100 ROUNDING -3 TOTAL 56,084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 0 20 PREPAID EXPENSES AND DEFERRED CHARGES 1,847 1,566 17,632 17,632 LESS ACCUMULATED DEPRECIATION 17,632 17,632 TOTAL 1,847 1,586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,261 403 DEFERRED REVENUE 17,131 25,686 PAYROLL TAX LIABILITY 959 39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AMERICAN LEGION AUXILIARY, DEPARTMENT OF ALABAMA, INC. IS A NONPROFIT ORGANIZATION THAT, THROUGH VARIOUS AUXILIARY PROGRAMS, SERVES VETERANS AND PROMOTES PATRIOTISM THROUGHOUT THE STATE OF ALABAMA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSIST VETERANS, PROVIDE FOR VETERNS IN VA HOSPITALS AND PROMOTE PATRIOTISM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03342621176
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION AUXILIARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEPARTMENT OF ALABAMA INC
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0630008285
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 NORTH JACKSON STREET
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630634040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIAMOND CARMICHAEL & GARY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 S HULL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036104
ReturnHeader/PreparerPersonGrp/PhoneNum03348347720
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D CARMICHAEL
ReturnHeader/ReturnTs02021-02-03T12:52:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.30$2.04$0.89$0.85$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.29$2.00$0.86$0.56$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.26$1.71$0.81$0.54$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.29$1.44$0.70$0.41$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.26$1.15$1.03$0.78$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.23$0.90$1.05$1.05$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.24$0.89$0.98$0.82$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.27$0.73$0.92$0.78$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.25$0.59$0.99$0.91$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.26$0.51$1.08$1.00$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.24$0.43$1.18$1.21$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.33$0.46$1.15$1.18$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.29$0.49$1.25$1.30$0.06
2011Summary only. Only limited summary data is available for this year.$0.82$0.28$1.16$1.17$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)19 • <$500k nonprofits