Civic Intelligence

American Legion

990EZ • Fiscal year 2016 • EIN 81-0227894

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2017

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

49th percentile

0.00x

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

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.00x

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

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Net Margin

61st percentile

7.5%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Asset Growth

53rd percentile

1.1%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

83rd percentile

30%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$264,436

Up $2,839 (+1.1%) from 2015

Net Assets

Up

$264,436

Up $2,839 (+1.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin61st percentile

Revenue

Up

$37,640

Up $8,753 (+30%) from 2015

Expenses

Up

$34,801

Up $2,366 (+7.3%) from 2015

Net Income

Up

$2,839

Up $6,387 (+180%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2016

Assets$264,436
Liabilities$0
Net Assets$264,436
Open 2016 Filing

Operations Trend

Revenue Growth83rd 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

2016

Revenue$37,640
Expenses$34,801
Net Income$2,839
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$64,488
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.-$12,338
COMMUNITY SERVICE PROJECTS INCLUDING MEMORIAL DAY SERVICES, VETERANS DAY SERVICES, HONOR GUARD SERVICES FOR DECEASED VETERANS AND FREE COMMUNITY PANCAKE SUPPER.-$602
Compensation and Service Providers
Top Officer Pay88th 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
Weekly Drawings$18,287$18,287$5,648$12,639
Awards Dinner$14,964$14,964$17,065$-2,101
Total Events$43,116$43,116$26,848$16,268
Filing and Contact Details

Filer

Filer Name
American Legion Post 64
EIN
81-0227894
Address
PO BOX 291, DUTTON, MT 59433

Signing Officer

Name
Ross Fitzgerald
Title
Finance Officer
Signed
2017-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Grabofsky Van Heel & Funderburk Pc
Address
101 RIVER DRIVE N SUITE 100, GREAT FALLS, MT 59401
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 1,256 box 6075 helena mt 59604”

Form 990-ez, Part I, Line 16

“Expenses bank charges 20 supplies 194 licenses 25 telephone 363 non-investment depreciation 12,338 total 12,940”

Form 990-ez, Part II, Line 24

“Equipment 36,528 36,528 less accumulated depreciation 32,886 33,057 total 3,642 3,471”

Raw XML Appendix123 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/PersonNm0ROSS FITZGERALD
IRS990EZ/BooksInCareOfDetail/PhoneNum04067881443
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 291
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUTTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059433
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021778
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036955
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016073
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02839
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0380
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0261597
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0264436
IRS990EZ/FundraisingGrossIncomeAmt043116
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01256
IRS990EZ/GrossReceiptsAmt064488
IRS990EZ/GroupExemptionNum00925
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02699
IRS990EZ/LandAndBuildingsGrp/BOYAmt0236177
IRS990EZ/LandAndBuildingsGrp/EOYAmt0224010
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02600
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0261597
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0264436
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0261597
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0264436
IRS990EZ/OccupancyRentUtltsAndMaintAmt020225
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/BOYAmt03642
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03471
IRS990EZ/OtherExpensesTotalAmt012940
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/ProgramServiceExpensesAmt012338
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1602
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt026848
IRS990EZ/SpecialEventsNetIncomeLossAmt016268
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034801
IRS990EZ/TotalProgramServiceExpensesAmt012940
IRS990EZ/TotalRevenueAmt037640
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026848
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WEEKLY DRAWINGS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AWARDS DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043116
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043116
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016268
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04135
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026848
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05648
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017065
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMERICAN LEGION OF MONTANA STATE & NAT'L CHAPTE 1,256 BOX 6075 HELENA MT 59604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 20 SUPPLIES 194 LICENSES 25 TELEPHONE 363 NON-INVESTMENT DEPRECIATION 12,338 TOTAL 12,940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 36,528 36,528 LESS ACCUMULATED DEPRECIATION 32,886 33,057 TOTAL 3,642 3,471
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSS FITZGERALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION POST 64
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0810227894
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 291
ReturnHeader/Filer/USAddress/CityNm0DUTTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059433
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810467674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRABOFSKY VAN HEEL & FUNDERBURK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 RIVER DRIVE N SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059401
ReturnHeader/PreparerPersonGrp/PhoneNum04067270322
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE GRABOFSKY CPA
ReturnHeader/ReturnTs02017-02-13T15:51:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$264,436
Liabilities
$0
Net assets
$264,436
Revenue
$37,640
Expenses
$34,801
Net income
$2,839
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