Civic Intelligence

American Legion Auxillary

990EZ • Fiscal year 2021 • EIN 72-0394077

Jun 01, 2020 to May 31, 2021 • Filed on Oct 15, 2021

P O Box 3749Baton Rouge, LA 70821

(225) 219-3493

Siviq Scores

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

Liabilities / Assets

79th percentile

0.06x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.34x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

15th percentile

-23%

Higher net margin than 15% 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

25th percentile

-4.0%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

21st percentile

-16%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Down

$198,393

Down $8,175 (-4.0%) from 2020

Net Assets

Down

$185,764

Down $8,553 (-4.4%) from 2020

Liabilities

Up

$12,629

Up $378 (+3.1%) from 2020

Revenue

Down

$37,343

Down $7,328 (-16%) from 2020

Expenses

Down

$45,896

Down $24,699 (-35%) from 2020

Net Income

Up

-$8,553

Up $17,371 (+67%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $174,190Liabilities 2010: $28,188Net Assets 2010: $146,0022010Assets 2011: $145,324Liabilities 2011: $13,001Net Assets 2011: $132,3232011Assets 2012: $149,263Liabilities 2012: $12,447Net Assets 2012: $136,8162012Assets 2013: $206,729Liabilities 2013: $18,372Net Assets 2013: $188,3572013Assets 2014: $241,487Liabilities 2014: $0Net Assets 2014: $241,4872014Assets 2015: $255,133Liabilities 2015: $10,876Net Assets 2015: $244,2572015Assets 2016: $262,765Liabilities 2016: $17,328Net Assets 2016: $245,4372016Assets 2017: $240,099Liabilities 2017: $12,307Net Assets 2017: $227,7922017Assets 2018: $228,694Liabilities 2018: $3,6592018Assets 2019: $225,406Liabilities 2019: $5,165Net Assets 2019: $220,2412019Assets 2020: $206,568Liabilities 2020: $12,251Net Assets 2020: $194,3172020Assets 2021: $198,393Liabilities 2021: $12,629Net Assets 2021: $185,7642021Assets 2022: $161,660Liabilities 2022: $15,606Net Assets 2022: $146,0542022Assets 2023: $174,053Liabilities 2023: $9,7572023Assets 2024: $183,887Liabilities 2024: $11,2372024Assets 2025: $228,420Liabilities 2025: $39,137Net Assets 2025: $189,2832025

Highlighted filing

2021

Assets$198,393
Liabilities$12,629
Net Assets$185,764

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $76,824Expenses 2010: $81,750Net Income 2010: -$4,9262010Revenue 2011: $73,409Expenses 2011: $87,088Net Income 2011: -$13,6792011Revenue 2012: $88,400Expenses 2012: $83,907Net Income 2012: $4,4932012Revenue 2013: $124,280Expenses 2013: $72,739Net Income 2013: $51,5412013Revenue 2014: $121,117Expenses 2014: $67,987Net Income 2014: $53,1302014Revenue 2015: $66,424Expenses 2015: $63,654Net Income 2015: $2,7702015Revenue 2016: $57,520Expenses 2016: $56,340Net Income 2016: $1,1802016Revenue 2017: $67,663Expenses 2017: $38,906Net Income 2017: $28,7572017Revenue 2018: $51,135Expenses 2018: $53,892Net Income 2018: -$2,7572018Revenue 2019: $60,404Expenses 2019: $65,198Net Income 2019: -$4,7942019Revenue 2020: $44,671Expenses 2020: $70,595Net Income 2020: -$25,9242020Revenue 2021: $37,343Expenses 2021: $45,896Net Income 2021: -$8,5532021Revenue 2022: $39,250Expenses 2022: $78,960Net Income 2022: -$39,7102022Revenue 2023: $56,394Expenses 2023: $38,152Net Income 2023: $18,2422023Revenue 2024: $35,123Expenses 2024: $26,769Net Income 2024: $8,3542024Revenue 2025: $44,864Expenses 2025: $28,231Net Income 2025: $16,6332025

Highlighted filing

2021

Revenue$37,343
Expenses$45,896
Net Income-$8,553
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 15, 2021
Return Version
2020v4.1
Gross Receipts
$37,343
Mission and Program Overview

Mission

Promote americanism and leadership

Program Services

DescriptionGrantsExpenses
HELD WORKSHOPS, CONFERENCES, AND GAVE AWARDS TOPROMOTE AMERICANISM AND LEADERSHIP-$46,045
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACKIE MONROEPresident Elect-$0--
JOAN SCHENDELHistorian-$0--
CHERYL BOSSENMEYERSecretaryPT$0--
CONNIE JACKSONVice President-$0--
KATE KELSAYPresident-$0--
YOLANDA ROBERTSONChaplain-$0--
Filing and Contact Details

Filer

Filer Name
American Legion Auxillary
EIN
72-0394077
Address
P O BOX 3749, BATON ROUGE, LA 70821

Signing Officer

Name
Kate Kelsay
Title
President
Phone
2252193493
Signed
2021-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Barry W Smith CPA Apc
Address
46406 N MORRISON BLVD SUITE A, HAMMOND, LA 70401
Preparer
Barry W Smith CPA
Phone
9855430572
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountoffice expense 647supplies 1,499payroll taxes 2,128appointed officers exp 75dept president exp 145telephone 1,4323rd district rev fund 148joint chidren & youth 8,146

Description of total liabilities Part II line 26

Category beginning of year end of yearaccounts payable 12,251 12,629

Raw XML Appendix153 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/PersonNm0CHERYL BOSSENMEYER
IRS990EZ/BooksInCareOfDetail/PhoneNum02252193493
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 3749
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BATON ROUGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0206568
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0198393
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04815
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8553
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt037343
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt0983
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031545
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0194317
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0185764
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0194317
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0185764
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACKIE MONROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOAN SCHENDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHERYL BOSSENMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CONNIE JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATE KELSAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5YOLANDA ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHAPLAIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014220
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE AMERICANISM AND LEADERSHIP
IRS990EZ/PrintingPublicationsPostageAmt04392
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD WORKSHOPS, CONFERENCES, AND GAVE AWARDS TOPROMOTE AMERICANISM AND LEADERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046045
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt026809
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012251
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012629
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045896
IRS990EZ/TotalProgramServiceExpensesAmt046045
IRS990EZ/TotalRevenueAmt037343
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035823
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt067262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0249861
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0983
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01139
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0401
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03646
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98560
IRS990ScheduleA/PublicSupportPY170Pct00.97740
IRS990ScheduleA/PublicSupportTotal170Amt0249861
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt035823
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt067262
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0249861
IRS990ScheduleA/TotalSupportAmt0253507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOFFICE EXPENSE 647SUPPLIES 1,499PAYROLL TAXES 2,128APPOINTED OFFICERS EXP 75DEPT PRESIDENT EXP 145TELEPHONE 1,4323RD DISTRICT REV FUND 148JOINT CHIDREN & YOUTH 8,146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE 12,251 12,629
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE KELSAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02252193493
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION AUXILLARY
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0720394077
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 3749
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070821
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721403913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARRY W SMITH CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt046406 N MORRISON BLVD SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070401
ReturnHeader/PreparerPersonGrp/PhoneNum09855430572
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY W SMITH CPA
ReturnHeader/ReturnTs02021-10-15T11:02:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELSAY
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.28$0.39$1.89$0.45$0.28$0.17
2024Summary only. Only limited summary data is available for this year.$1.84$0.11$0.35$0.27$0.08
2023Summary only. Only limited summary data is available for this year.$1.74$0.10$0.56$0.38$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.16$1.46$0.39$0.79$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.13$1.86$0.37$0.46$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.12$1.94$0.45$0.71$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.05$2.20$0.60$0.65$0.05
2018Summary only. Only limited summary data is available for this year.$2.29$0.04$0.51$0.54$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.12$2.28$0.68$0.39$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.17$2.45$0.58$0.56$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.11$2.44$0.66$0.64$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.21$0.68$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.18$1.88$1.24$0.73$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.12$1.37$0.88$0.84$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.13$1.32$0.73$0.87$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.28$1.46$0.77$0.82$0.05