Civic Intelligence

American Legion Post 368

990EZ • Fiscal year 2024 • EIN 75-2514213

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 12, 2024

940 E Belt Line Road Suite 164Richardson, TX 75081-1714

(972) 479-1505

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2024 filings • 501(c)19 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-6.0%

Faster asset growth than 27% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-17%

Faster revenue growth than 23% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$68,670

Down $4,385 (-6.0%) from 2023

Net Assets

Down

$68,670

Down $4,385 (-6.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$35,392

Down $7,088 (-17%) from 2023

Expenses

Up

$39,777

Up $2,418 (+6.5%) from 2023

Net Income

Down

-$4,385

Down $9,506 (-186%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $36,764Liabilities 2012: $02012Assets 2013: $41,318Liabilities 2013: $02013Assets 2014: $44,181Liabilities 2014: $02014Assets 2015: $43,793Liabilities 2015: $02015Assets 2016: $51,444Liabilities 2016: $02016Assets 2017: $46,871Liabilities 2017: $02017Assets 2018: $47,499Liabilities 2018: $02018Assets 2019: $39,319Liabilities 2019: $02019Assets 2020: $42,096Liabilities 2020: $02020Assets 2021: $78,394Net Assets 2021: $78,3942021Assets 2022: $67,934Net Assets 2022: $67,9342022Assets 2023: $73,055Net Assets 2023: $73,0552023Assets 2024: $68,670Net Assets 2024: $68,6702024Assets 2025: $61,206Liabilities 2025: $0Net Assets 2025: $61,2062025

Highlighted filing

2024

Assets$68,670
Liabilities-
Net Assets$68,670

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $32,038Expenses 2012: $25,092Net Income 2012: $6,9462012Revenue 2013: $46,802Expenses 2013: $42,248Net Income 2013: $4,5542013Revenue 2014: $49,075Expenses 2014: $46,212Net Income 2014: $2,8632014Revenue 2015: $49,685Expenses 2015: $50,073Net Income 2015: -$3882015Revenue 2016: $52,346Expenses 2016: $44,695Net Income 2016: $7,6512016Revenue 2017: $42,231Expenses 2017: $46,804Net Income 2017: -$4,5732017Revenue 2018: $40,718Expenses 2018: $40,090Net Income 2018: $6282018Revenue 2019: $33,084Expenses 2019: $42,264Net Income 2019: -$9,1802019Revenue 2020: $38,496Expenses 2020: $34,719Net Income 2020: $3,7772020Revenue 2021: $63,644Expenses 2021: $27,346Net Income 2021: $36,2982021Revenue 2022: $30,072Expenses 2022: $29,942Net Income 2022: $1302022Revenue 2023: $42,480Expenses 2023: $37,359Net Income 2023: $5,1212023Revenue 2024: $35,392Expenses 2024: $39,777Net Income 2024: -$4,3852024Revenue 2025: $35,798Expenses 2025: $42,555Net Income 2025: -$6,7572025

Highlighted filing

2024

Revenue$35,392
Expenses$39,777
Net Income-$4,385
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 12, 2024
Return Version
2023v5.1
Gross Receipts
$70,781
Mission and Program Overview

Mission

Veterans service organization

Providing assistance to veterans and family

Program Services

DescriptionGrantsExpenses
BOYS STATE CONVENTION-$2,070
VETERANS RECREATIONAL CENTER-$500
JUNIOR ROTC-$358
DESCRIBED in SCHEDULE O-$200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT FINCHCommanderPT$0--
LARRY TAYLORFinance OfficerPT$0--
HENRY FAHRLANDER JRAdjutantPT$0--
ZACK FRESQUEZService OfficerPT$0--
Filing and Contact Details

Filer

Filer Name
American Legion Post 368
EIN
75-2514213
Phone
9724791505
Address
940 E BELT LINE ROAD SUITE 164, RICHARDSON, TX 75081-1714

Signing Officer

Name
Larry Taylor
Title
Finance Officer
Phone
9724791505
Signed
2024-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Jim Oswalt Tax Service Inc
Address
407 E PINECREST DRIVE UNIT 4, MARSHALL, TX 75670-7210
Preparer
James E Oswalt
Phone
9039352260
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III, Line 31

Mothers of veteran suicide grief support

Part I, line 10

Activity: SENT STUDENTS TO BOYS STATE Grantee Name: AMERICAN LEGION TEXAS Grantee Address: AUSTIN TX 73301 Amount: 2070 Relationship: DEPARTMENT

Part I, line 10

Activity: NONE Grantee Name: VETERANS RECREATIONAL CENTER Grantee Address: DALLAS TX Amount: 500 Relationship: NONE

Part I, line 10

Activity: MEMBER AWARDS MEDALS Grantee Name: JUNIOR ROTC Grantee Address: RICHARDSON TX 75081 Amount: 358 Relationship: NONE

Part I, line 10

Activity: GRIEF SUPPORT Grantee Name: MOTHERS OF VETERAN SUICIDE Grantee Address: ST MARYS FL Amount: 200 Relationship: NONE

Part I, line 16

Description: OFFICE SUPPLIES Amount: 1158

Part I, line 16

Description: SALES TAX Amount: 3400

Part I, line 16

Description: BUSINESS REGISTRATION Amount: 360

Part II, line 24

Description: UNDEPRECIATED COMM REST EQUIP AND REPAIRS RESERVE BOY Amount: 21619 EOY Amount: 17619

Raw XML Appendix139 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/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION POST 368
IRS990EZ/BooksInCareOfDetail/PhoneNum09724791505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0940 E BELT LINE ROAD SUITE 164
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHARDSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750811714
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051436
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051051
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05640
IRS990EZ/CostOfGoodsSoldAmt031046
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4385
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05171
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073055
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068670
IRS990EZ/FundraisingGrossIncomeAmt05594
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03128
IRS990EZ/GrossProfitLossSlsOfInvntryAmt025379
IRS990EZ/GrossReceiptsAmt070781
IRS990EZ/GrossSalesOfInventoryAmt056425
IRS990EZ/GroupExemptionNum01723
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03122
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073055
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068670
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073055
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068670
IRS990EZ/OccupancyRentUtltsAndMaintAmt026431
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALBERT FINCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HENRY FAHRLANDER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ZACK FRESQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADJUTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SERVICE OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021619
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017619
IRS990EZ/OtherExpensesTotalAmt04918
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING ASSISTANCE TO VETERANS AND FAMILY
IRS990EZ/PrintingPublicationsPostageAmt0129
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VETERANS RECREATIONAL CENTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BOYS STATE CONVENTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2JUNIOR ROTC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3DESCRIBED in SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12070
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2358
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04343
IRS990EZ/SpecialEventsNetIncomeLossAmt01251
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039777
IRS990EZ/TotalProgramServiceExpensesAmt03128
IRS990EZ/TotalRevenueAmt035392
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MOTHERS OF VETERAN SUICIDE GRIEF SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity: SENT STUDENTS TO BOYS STATE Grantee Name: AMERICAN LEGION TEXAS Grantee Address: AUSTIN TX 73301 Amount: 2070 Relationship: DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity: NONE Grantee Name: VETERANS RECREATIONAL CENTER Grantee Address: DALLAS TX Amount: 500 Relationship: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity: MEMBER AWARDS MEDALS Grantee Name: JUNIOR ROTC Grantee Address: RICHARDSON TX 75081 Amount: 358 Relationship: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity: GRIEF SUPPORT Grantee Name: MOTHERS OF VETERAN SUICIDE Grantee Address: ST MARYS FL Amount: 200 Relationship: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: OFFICE SUPPLIES Amount: 1158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: SALES TAX Amount: 3400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: BUSINESS REGISTRATION Amount: 360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: UNDEPRECIATED COMM REST EQUIP AND REPAIRS RESERVE BOY Amount: 21619 EOY Amount: 17619
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III, LINE 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part II, line 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09724791505
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION POST 368
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0752514213
ReturnHeader/Filer/PhoneNum09724791505
ReturnHeader/Filer/USAddress/AddressLine1Txt0940 E BELT LINE ROAD SUITE 164
ReturnHeader/Filer/USAddress/CityNm0RICHARDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750811714
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752216824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JIM OSWALT TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0407 E PINECREST DRIVE UNIT 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0756707210
ReturnHeader/PreparerPersonGrp/PhoneNum09039352260
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E OSWALT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-12T13:17:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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.$61.2$0.00$61.2$35.8$42.6$6.76
2024Detailed filing. Detailed filing data is available for this year.$68.7$68.7$35.4$39.8$4.39
2023Detailed filing. Detailed filing data is available for this year.$73.1$73.1$42.5$37.4$5.12
2022Detailed filing. Detailed filing data is available for this year.$67.9$67.9$30.1$29.9$0.13
2021Detailed filing. Detailed filing data is available for this year.$78.4$78.4$63.6$27.3$36.3
2020Summary only. Only limited summary data is available for this year.$42.1$0.00$38.5$34.7$3.78
2019Summary only. Only limited summary data is available for this year.$39.3$0.00$33.1$42.3$9.18
2018Summary only. Only limited summary data is available for this year.$47.5$0.00$40.7$40.1$0.63
2017Summary only. Only limited summary data is available for this year.$46.9$0.00$42.2$46.8$4.57
2016Summary only. Only limited summary data is available for this year.$51.4$0.00$52.3$44.7$7.65
2015Summary only. Only limited summary data is available for this year.$43.8$0.00$49.7$50.1$0.39
2014Summary only. Only limited summary data is available for this year.$44.2$0.00$49.1$46.2$2.86
2013Summary only. Only limited summary data is available for this year.$41.3$0.00$46.8$42.2$4.55
2012Summary only. Only limited summary data is available for this year.$36.8$0.00$32.0$25.1$6.95
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)19 • <$500k nonprofits