Civic Intelligence

American Legion

990EZ • Fiscal year 2014 • EIN 81-0227894

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 14, 2015

Organization ProfileN/A
PO Box 291Dutton, MT 59433

(406) 788-1443

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

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

2014 filings • 501(c)19 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

48th percentile

0.00x

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

2014 filings • 501(c)19 • <$500k nonprofits • Source year 2014

Net Margin

4th percentile

-84%

Higher net margin than 4% of similar nonprofits.

2014 filings • 501(c)19 • <$500k nonprofits • Source year 2014

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2014 filings • 501(c)19 • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-5.1%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)19 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-7.3%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)19 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$265,145

Down $14,153 (-5.1%) from 2013

Net Assets

Down

$265,145

Down $14,153 (-5.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin4th percentile

Revenue

Down

$16,897

Down $1,333 (-7.3%) from 2013

Expenses

Up

$31,050

Up $1,036 (+3.5%) from 2013

Net Income

Down

-$14,153

Down $2,369 (-20%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$400K$300K$200K$100K$0Assets 2011: $302,357Net Assets 2011: $302,3572011Assets 2012: $291,082Net Assets 2012: $291,0822012Assets 2013: $279,298Liabilities 2013: $0Net Assets 2013: $279,2982013Assets 2014: $265,145Liabilities 2014: $0Net Assets 2014: $265,1452014Assets 2015: $261,597Liabilities 2015: $0Net Assets 2015: $261,5972015Assets 2016: $264,436Liabilities 2016: $0Net Assets 2016: $264,4362016Assets 2017: $262,094Liabilities 2017: $0Net Assets 2017: $262,0942017

Highlighted filing

2014

Assets$265,145
Liabilities$0
Net Assets$265,145
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

$40K$20K$0-$20KRevenue 2011: $17,225Expenses 2011: $30,617Net Income 2011: -$13,3922011Revenue 2012: $20,226Expenses 2012: $31,501Net Income 2012: -$11,2752012Revenue 2013: $18,230Expenses 2013: $30,014Net Income 2013: -$11,7842013Revenue 2014: $16,897Expenses 2014: $31,050Net Income 2014: -$14,1532014Revenue 2015: $28,887Expenses 2015: $32,435Net Income 2015: -$3,5482015Revenue 2016: $37,640Expenses 2016: $34,801Net Income 2016: $2,8392016Revenue 2017: $24,505Expenses 2017: $26,847Net Income 2017: -$2,3422017

Highlighted filing

2014

Revenue$16,897
Expenses$31,050
Net Income-$14,153
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 14, 2015
Return Version
2013v4.0
Gross Receipts
$49,816
Mission and Program Overview

Mission

American legion veterans organization

Program Services

DescriptionGrantsExpenses
PROVIDES FUNDING FOR SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS, FUNDING FOR BOYS/GIRLS STATE CANDIDATES, AND DONATIONS TO LOCAL COMMUNITY RECREATION FUNCTIONS.-$12,588
COMMUNITY SERVICE PROJECTS INCLUDING MEMORIAL DAY SERVICES, VETERANS DAY SERVICES, HONOR GUARD SERVICES FOR DECEASED VETERANS AND FREE COMMUNITY PANCAKE SUPPER.-$1,087
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES PROFFCommander-$0--
LANNY CHRISTMANAdjutant-$0--
ROSS FITZGERALDFinance Offi-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$29,292$29,292$16,173$13,119
Event 2$7,650$7,650$9,821$-2,171
Total Events$43,752$43,752$32,325$11,427
Filing and Contact Details

Filer

EIN
81-0227894

Signing Officer

Name
Ross Fitzgerald
Title
Finance Officer
Signed
2015-02-14
Discuss with paid preparer
Yes

Preparer

Preparer
Dale Grabofsky CPA
Phone
4067270322
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“American legion of montana state & nat'l chapte 1,392 box 6075 helena mt 59604”

Form 990-ez, Part I, Line 16

“Expenses bank charges 91 supplies 358 donations & scholorships 250 licenses 335 property taxes 311 telephone 303 non-investment depreciation 12,338 total 13,986”

Form 990-ez, Part II, Line 24

“Equipment 36,528 36,528 less accumulated depreciation 32,543 32,715 total 3,985 3,813”

Raw XML Appendix126 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CHARLES PROFF
CompensationExplanation/CompensationExplanationGrp/PersonNm1LANNY CHRISTMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2ROSS FITZGERALD
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROSS FITZGERALD
IRS990EZ/BooksInCareOfDetail/PhoneNum04067881443
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 291
IRS990EZ/BooksInCareOfDetail/USAddress/City0DUTTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode059433
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014803
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012989
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02013
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14153
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0360
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0279298
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0265145
IRS990EZ/FundraisingGrossIncomeAmt043752
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01392
IRS990EZ/GrossReceiptsAmt049816
IRS990EZ/GroupExemptionNum00925
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02611
IRS990EZ/LandAndBuildingsGrp/BOYAmt0260510
IRS990EZ/LandAndBuildingsGrp/EOYAmt0248343
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01440
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0279298
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0265145
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0279298
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0265145
IRS990EZ/OccupancyRentUtltsAndMaintAmt015312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES PROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LANNY CHRISTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSS FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ADJUTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE OFFI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03985
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03813
IRS990EZ/OtherExpensesTotalAmt013986
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AMERICAN LEGION VETERANS ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES FUNDING FOR SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS, FUNDING FOR BOYS/GIRLS STATE CANDIDATES, AND DONATIONS TO LOCAL COMMUNITY RECREATION FUNCTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICE PROJECTS INCLUDING MEMORIAL DAY SERVICES, VETERANS DAY SERVICES, HONOR GUARD SERVICES FOR DECEASED VETERANS AND FREE COMMUNITY PANCAKE SUPPER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012588
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11087
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt032919
IRS990EZ/SpecialEventsNetIncomeLossAmt010833
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031050
IRS990EZ/TotalProgramServiceExpensesAmt013675
IRS990EZ/TotalRevenueAmt016897
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043752
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0AWARDS DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0WEEKLY DRAWINGS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011427
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06331
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032325
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016173
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09821
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMERICAN LEGION OF MONTANA STATE & NAT'L CHAPTE 1,392 BOX 6075 HELENA MT 59604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 91 SUPPLIES 358 DONATIONS & SCHOLORSHIPS 250 LICENSES 335 PROPERTY TAXES 311 TELEPHONE 303 NON-INVESTMENT DEPRECIATION 12,338 TOTAL 13,986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 36,528 36,528 LESS ACCUMULATED DEPRECIATION 32,543 32,715 TOTAL 3,985 3,813
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSS FITZGERALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10AMERICAN LEGION POST 64
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0810227894
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 291
ReturnHeader/Filer/USAddress/City0DUTTON
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059433
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810467674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GRABOFSKY VAN HEEL & FUNDERBURK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10101 RIVER DRIVE N SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode059401
ReturnHeader/PreparerPersonGrp/PhoneNum04067270322
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE GRABOFSKY CPA
ReturnHeader/ReturnTs02015-02-15T19:02:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$265,145
Liabilities
$0
Net assets
$265,145
Revenue
$16,897
Expenses
$31,050
Net income
-$14,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.25$0.27$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.38$0.35$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.29$0.32$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.17$0.31$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$0.18$0.30$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$2.91$0.20$0.32$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$3.02$0.17$0.31$0.13