Civic Intelligence

American Legion Pat Tillman Post 117

990 • Fiscal year 2015 • EIN 86-0904144

Jul 01, 2014 to Jun 30, 2015 • Filed on May 10, 2016

16428 N 32ND ST Room 101Phoenix, AZ 85032

(602) 358-7370

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.

2015 filings • 501(c)19 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

49th percentile

0.00x

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

2015 filings • 501(c)19 • <$500k nonprofits • Source year 2015

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)19 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)19 • <$500k nonprofits • Source year 2015

Asset Growth

81st percentile

13%

Faster asset growth than 81% of similar nonprofits.

2015 filings • 501(c)19 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-26%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)19 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$215,874

Up $25,197 (+13%) from 2014

Net Assets

Up

$215,874

Up $25,197 (+13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$173,350

Down $59,815 (-26%) from 2014

Expenses

Down

$148,154

Down $32,661 (-18%) from 2014

Net Income

Down

$25,196

Down $27,154 (-52%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $51,759Liabilities 2011: $3,500Net Assets 2011: $48,2592011Assets 2012: $106,953Liabilities 2012: $3,500Net Assets 2012: $103,4532012Assets 2013: $138,327Liabilities 2013: $0Net Assets 2013: $138,3272013Assets 2014: $190,677Liabilities 2014: $0Net Assets 2014: $190,6772014Assets 2015: $215,874Liabilities 2015: $0Net Assets 2015: $215,8742015Assets 2016: $209,524Liabilities 2016: $0Net Assets 2016: $209,5242016Assets 2017: $222,478Liabilities 2017: $0Net Assets 2017: $222,4782017Assets 2018: $224,718Liabilities 2018: $0Net Assets 2018: $224,7182018Assets 2019: $194,952Liabilities 2019: $0Net Assets 2019: $194,9522019Assets 2020: $164,512Liabilities 2020: $0Net Assets 2020: $164,5122020Assets 2021: $178,360Liabilities 2021: $0Net Assets 2021: $178,3602021Assets 2022: $248,539Liabilities 2022: $0Net Assets 2022: $248,5392022Assets 2023: $207,634Liabilities 2023: $0Net Assets 2023: $207,6342023Assets 2024: $179,823Liabilities 2024: $0Net Assets 2024: $179,8232024

Highlighted filing

2015

Assets$215,874
Liabilities$0
Net Assets$215,874

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $117,470Expenses 2011: $75,073Net Income 2011: $42,3972011Revenue 2012: $130,678Expenses 2012: $75,484Net Income 2012: $55,1942012Revenue 2013: $95,952Expenses 2013: $61,078Net Income 2013: $34,8742013Revenue 2014: $233,165Expenses 2014: $180,815Net Income 2014: $52,3502014Revenue 2015: $173,350Expenses 2015: $148,154Net Income 2015: $25,1962015Revenue 2016: $130,593Expenses 2016: $128,912Net Income 2016: $1,6812016Revenue 2017: $139,770Expenses 2017: $126,816Net Income 2017: $12,9542017Revenue 2018: $153,899Expenses 2018: $151,659Net Income 2018: $2,2402018Revenue 2019: $219,088Expenses 2019: $248,854Net Income 2019: -$29,7662019Revenue 2020: $204,468Expenses 2020: $224,508Net Income 2020: -$20,0402020Revenue 2021: $227,619Expenses 2021: $213,771Net Income 2021: $13,8482021Revenue 2022: $362,771Expenses 2022: $290,940Net Income 2022: $71,8312022Revenue 2023: $318,149Expenses 2023: $358,546Net Income 2023: -$40,3972023Revenue 2024: $370,579Expenses 2024: $394,842Net Income 2024: -$24,2632024

Highlighted filing

2015

Revenue$173,350
Expenses$148,154
Net Income$25,196
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 10, 2016
Return Version
2014v6.0
Gross Receipts
$263,193
Mission and Program Overview

Mission

Support the general welfare common good of our community through assistance to needy veterans and their families, participation in patriotic events, and documention of the history of veterans of the usaf.

To support the general welfare and common good of our community through assistance to needy veterans and their families, participation in patriotic events, and documention of the history of veterans of the usaf.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$134,933$158,105▲ $23,172
Cash and Non-Interest-Bearing Accounts$37,229$36,569▼ $660
Land, Buildings, and Equipment, Net$7,635$10,524▲ $2,889
Inventories for Sale or Use$9,876$9,876→ $0
Accounts Receivable$204--
Total Assets$190,677$215,874▲ $25,197
Other Assets Total$800$800→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$190,677$215,874▲ $25,197
Total Net Assets Fund Balance$190,677$215,874▲ $25,197
Total Liabilities and Net Assets / Fund Balance$190,677$215,874▲ $25,197

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,861$14,896$22,757
Leasehold Improvements$2,663$2,196$4,859
Compensation and Service Providers

Board Members and Trustees

NameTitle
John JohnsonDirector
Mike CummingDirector
Phil SwartzDirector
Lars N Peterson1st Vice Comm
Deborah French2nd Vice Comm
Larry CoxAdjutant
Adam J GulleyCommander
Michelle McelroyFinance Officer
Patrick JonesJudge Advocate
Terry LaneService Officer
Ethan MerrillSgt at Arms
Revenue and Support

Revenue Composition

Contributions and Grants
$55,965
Program Service Revenue
$590
Investment Income
$200
Other Revenue
$116,595
All Other Contributions
$50,119
Change in Net Assets
$25,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,977
Grants and Similar Amounts Paid$19,177
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$55,749
Conferences and Meetings---$28,320
Grants to Domestic Orgs---$17,841
Fees for Services Management---$12,500
Office Expenses---$12,158
Travel---$3,787
Fees for Services Other---$3,006
Insurance---$2,911
Depreciation Depletion---$1,590
Other Expenses---$1,452
Grants to Domestic Individuals---$1,336
Fees for Services Accounting---$1,031
Advertising---$75
Total Functional Expenses$0$0$0$148,154
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
100 Club of ArizonaPhoenix, AZ501c3Support Veterans Needs$5,800
Military Assistance MissionPhoenix, AZ501c3Support Veterans Needs$5,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$36,969
Gaming Direct Expenses$23,671
Fundraising Gross Income$11,038
Fundraising Direct Expenses$4,380
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 11B

The treasurer of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.

Form 990, Part VI, Section A, Line 12C

At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.

Form 990, Part VI, Section C, Line 19

The organization will provide in a timely manner, copies of all governing documents including its conflict of interest policies when requested in writing or in person.

Filing and Contact Details

Filer

Filer Name
American Legion
EIN
86-0904144
Phone
6023587370
Address
16428 N 32ND ST Room 101, PHOENIX, AZ 85032
Doing Business As
American Legion Pat Tillman Post 117

Signing Officer

Name
Michelle Mcelroy
Title
Finance Officer
Signed
2016-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Allen
Formed
2009
Legal Domicile
Az
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
20

Preparer

Firm
Sechler CPA Pc
Address
921 E ORANGE DRIVE, PHOENIX, AZ 85014
Preparer
Carolyn S Sechler
Phone
6022302700
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0158105
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07861
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014896
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022757
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02663
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02196
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04859
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010524
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt07250
IRS990ScheduleG/GamingInformationGrp/CashPrizesPullTabsAmt010355
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt017605
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt023671
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt019984
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt016985
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt036969
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt013298
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt04597
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt06066
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt01469
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsPct01.00000
IRS990ScheduleG/GamingManagerBusinessName/BusinessNameLine1Txt0ARIZONA STATE LOTTERY
IRS990ScheduleG/GamingManagerServicesProvTxt0PULL TAB GAME CONDUCTED BY AZ STATE LOTTERY
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0STEVE ALLEN
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt016428 N 32ND ST
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0PHOENIX
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd085032
IRS990ScheduleG/StatesWhereGamingConductedCd0AZ
IRS990ScheduleG/ThirdPartyBusinessName/BusinessNameLine1Txt0ARIZONA STATE LOTTERY
IRS990ScheduleG/ThirdPartyUSAddress/AddressLine1Txt0PO BOX 2913
IRS990ScheduleG/ThirdPartyUSAddress/CityNm0PHOENIX
IRS990ScheduleG/ThirdPartyUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleG/ThirdPartyUSAddress/ZIPCd085062
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05800
IRS990ScheduleI/RecipientTable/CashGrantAmt15800
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT VETERANS NEEDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT VETERANS NEEDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MILITARY ASSISTANCE MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1100 CLUB OF ARIZONA
IRS990ScheduleI/RecipientTable/RecipientEIN0454084403
IRS990ScheduleI/RecipientTable/RecipientEIN1237172077
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt020819 N 25TH PLACE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1333 N 44TH STREET 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085050
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd185008
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS WHO ASSIST VETERANS IN OUR COMMUNITY ARE ELIGIBLE FOR GRANTS. OUR BOARD REVIEWS THE MISSION AND SERVICES AND SELECTS RECIPIENTS. THEY MUST BE 501C3
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, COPIES OF ALL GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0190677
IRS990/TotalAssetsEOYAmt0215874
IRS990/TotalAssetsGrp/BOYAmt0190677
IRS990/TotalAssetsGrp/EOYAmt0215874
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt055965
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0148154
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0190677
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0215874
IRS990/TotalProgramServiceRevenueAmt0590
IRS990/TotalRevenueGrp/ExclusionAmt0200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0590
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173350
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0190677
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0215874
IRS990/TravelGrp/TotalAmt03787
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0190677
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0215874
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016428 N 32ND ST
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085032
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE MCELROY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0860904144
ReturnHeader/Filer/PhoneNum06023587370

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$3.71$3.95$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$3.18$3.59$0.40
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$3.63$2.91$0.72
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$2.28$2.14$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$2.04$2.25$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$2.19$2.49$0.30
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$1.54$1.52$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$1.40$1.27$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.31$1.29$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.73$1.48$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$2.33$1.81$0.52
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.96$0.61$0.35
2012Summary only. Only limited summary data is available for this year.$1.07$0.04$1.03$1.31$0.75$0.55
2011Summary only. Only limited summary data is available for this year.$0.52$0.04$0.48$1.17$0.75$0.42