Civic Intelligence

American Legion John J Morris Post 62

990 • Fiscal year 2016 • EIN 86-6042858

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 17, 2017

9847 W Desert Cove AvenuePeoria, AZ 85345

(623) 972-2211

Siviq Scores

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

Liabilities / Assets

89th percentile

0.39x

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

2016 filings • 501(c)19 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

1.87x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)19 • $1M-$5M nonprofits • Source year 2016

Net Margin

33rd percentile

-2.8%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)19 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

2016 filings • 501(c)19 • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

-2.0%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)19 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)19 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,573,847

Down $51,719 (-2.0%) from 2015

Net Assets

Down

$1,577,143

Down $14,809 (-0.9%) from 2015

Liabilities

Down

$996,704

Down $36,910 (-3.6%) from 2015

Revenue

Down

$533,395

Down $131,192 (-20%) from 2015

Expenses

Down

$548,204

Down $50,157 (-8.4%) from 2015

Net Income

Down

-$14,809

Down $81,035 (-122%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,457,515Liabilities 2010: $1,313,253Net Assets 2010: $1,144,2622010Assets 2011: $2,519,980Liabilities 2011: $1,309,353Net Assets 2011: $1,210,6272011Assets 2012: $2,625,240Liabilities 2012: $1,226,888Net Assets 2012: $1,398,3522012Assets 2013: $2,599,588Liabilities 2013: $1,109,943Net Assets 2013: $1,489,6452013Assets 2014: $2,605,981Liabilities 2014: $1,080,255Net Assets 2014: $1,525,7262014Assets 2015: $2,625,566Liabilities 2015: $1,033,614Net Assets 2015: $1,591,9522015Assets 2016: $2,573,847Liabilities 2016: $996,704Net Assets 2016: $1,577,1432016Assets 2017: $2,550,589Liabilities 2017: $954,604Net Assets 2017: $1,595,9852017Assets 2018: $2,319,972Liabilities 2018: $719,742Net Assets 2018: $1,600,2302018Assets 2019: $2,260,731Liabilities 2019: $651,290Net Assets 2019: $1,609,4412019Assets 2020: $2,364,451Liabilities 2020: $754,029Net Assets 2020: $1,610,4222020Assets 2021: $2,471,052Liabilities 2021: $697,014Net Assets 2021: $1,774,0382021Assets 2022: $2,502,590Liabilities 2022: $512,893Net Assets 2022: $1,989,6972022Assets 2023: $2,433,835Liabilities 2023: $313,062Net Assets 2023: $2,120,7732023Assets 2024: $2,466,091Liabilities 2024: $86,555Net Assets 2024: $2,379,5362024

Highlighted filing

2016

Assets$2,573,847
Liabilities$996,704
Net Assets$1,577,143

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $621,371Expenses 2010: $599,205Net Income 2010: $22,1662010Revenue 2011: $605,643Expenses 2011: $539,278Net Income 2011: $66,3652011Revenue 2012: $725,975Expenses 2012: $538,250Net Income 2012: $187,7252012Revenue 2013: $660,858Expenses 2013: $569,565Net Income 2013: $91,2932013Revenue 2014: $587,119Expenses 2014: $551,038Net Income 2014: $36,0812014Revenue 2015: $664,587Expenses 2015: $598,361Net Income 2015: $66,2262015Revenue 2016: $533,395Expenses 2016: $548,204Net Income 2016: -$14,8092016Revenue 2017: $505,649Expenses 2017: $486,807Net Income 2017: $18,8422017Revenue 2018: $588,043Expenses 2018: $524,074Net Income 2018: $63,9692018Revenue 2019: $377,921Expenses 2019: $368,711Net Income 2019: $9,2102019Revenue 2020: $306,195Expenses 2020: $305,214Net Income 2020: $9812020Revenue 2021: $530,588Expenses 2021: $366,972Net Income 2021: $163,6162021Revenue 2022: $827,510Expenses 2022: $750,338Net Income 2022: $77,1722022Revenue 2023: $896,254Expenses 2023: $648,221Net Income 2023: $248,0332023Revenue 2024: $568,492Expenses 2024: $600,150Net Income 2024: -$31,6582024

Highlighted filing

2016

Revenue$533,395
Expenses$548,204
Net Income-$14,809
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 17, 2017
Return Version
2016v3.0
Gross Receipts
$1,252,656
Mission and Program Overview

Mission

Provides social and recreational activities for the members, who are veterans of the US armed forces. The organization also sponsors patriotic activities and provides assistance to disabled and needy war veterans, as well as current active personnel of the US armed forces.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,204,605$2,157,291▼ $47,314
Cash and Non-Interest-Bearing Accounts$410,100$403,334▼ $6,766
Inventories for Sale or Use$10,861$10,861→ $0
Prepaid Expenses and Deferred Charges-$2,361-
Total Assets$2,625,566$2,573,847▼ $51,719
Liabilities
Mortgage Notes Payable Secured by Investment Property$985,274$947,078▼ $38,196
Other Liabilities$48,340$49,626▲ $1,286
Total Liabilities$1,033,614$996,704▼ $36,910
Net Assets / Fund Balance
Unrestricted Net Assets$1,591,952$1,577,143▼ $14,809
Total Net Assets Fund Balance$1,591,952$1,577,143▼ $14,809
Total Liabilities and Net Assets / Fund Balance$2,625,566$2,573,847▼ $51,719

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,322,198$417,164$1,739,362
Land$883,718-$883,718
Equipment$-48,625$226,615$177,990
Compensation and Service Providers

Board Members and Trustees

NameTitle
Al FrancoPresidentCEO
Gale ReedDirector
Jose Chi Chi RodriguezDirector
Julian LuscoDirector
Margaret AhrensDirector
Len SinesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,131
Program Service Revenue
$48,310
Investment Income
$192
Other Revenue
$477,762
All Other Contributions
$7,131
Change in Net Assets
$-14,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$338,912
Salaries, Compensation, and Employee Benefits$209,292
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$188,576--$188,576
All Other Expenses$91,361$2,257-$93,618
Depreciation Depletion$7,949$39,365-$47,314
Interest-$40,997-$40,997
Payroll Taxes$20,716--$20,716
Insurance$15,964--$15,964
Office Expenses-$9,088-$9,088
Fees for Services Accounting-$6,693-$6,693
Occupancy$6,245--$6,245
Other Expenses$2,502--$2,502
Conferences and Meetings$908--$908
Advertising$225--$225
Total Functional Expenses$449,804$98,400$0$548,204
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$606,285
Gaming Direct Expenses$470,732
Fundraising Gross Income$39,760
Fundraising Direct Expenses$30,083
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sweepstakes$39,760$39,760$30,083$9,677
Total Events$39,760$39,760$30,083$9,677
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current Portion of Long Term Debt$39,000
Accrued Payroll Tax$4,707
Other Deposits$3,236
Credit Cards Payable$2,683
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

The members elect the governing body.

Form 990 governing body review Part VI line 11

A written or electronic copy of the organizations form 990, including the required schedules as ultimately filed with the IRS, was reviewed by the commander prior to the return being filed.

Governing documents etc available to public Part VI line 19

Upon request the organization makes available to the public any governing documents, policies, and financial statements.

Filing and Contact Details

Filer

Filer Name
American Legion John J Morris Post
EIN
86-6042858
Address
9847 W Desert Cove Avenue, Peoria, AZ 85345
Doing Business As
John J Morris Post 62

Signing Officer

Name
Len Sines
Title
Treasurer
Phone
6028037379
Signed
2017-02-17
Discuss with paid preparer
Yes

Organization Details

Formed
1961
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
18
Volunteers
30

Preparer

Firm
Hill Accounting & Tax PLC
Address
11225 N 28th Drive Suite D105, Phoenix, AZ 85029
Preparer
Karen D Hill CPA
Phone
6028662472
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Bar supplies: $12,432Donations: 13,737Entertainers: 36,385 Events: 2,798 Juke Box Expense: 2,490Kitchen Supplies: 12,340Licenses & Permits: 2,257Miscellaneous: 2,953Security: 342Supplies: 5,175Training: 51Uniforms: 213Sanitation: 2,445

Raw XML Appendix398 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.

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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0883718
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt039000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12683
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24707
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt33236
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Current Portion of Long Term Debt
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Credit Cards Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Accrued Payroll Tax
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Other Deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02157291
IRS990ScheduleD/TotalLiabilityAmt049626
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030083
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Sweepstakes
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039760
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09677
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030083
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030083
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt0431479
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt0431479
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0470732
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0606285
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0606285
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0135553
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt039253
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt039253
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoPct01.00000
IRS990ScheduleG/GamingManagerPersonNm0Vernon Fry - Volunteer
IRS990ScheduleG/GamingManagerServicesProvTxt0Coordinates Staffing For Bingo Event
IRS990ScheduleG/GamingOwnFacilityPct01.000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0Vernon Fry
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt09847 W Desert Cove Avenue
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Peoria
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd085345
IRS990ScheduleG/StatesWhereGamingConductedCd0AZ
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The members elect the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A written or electronic copy of the organizations form 990, including the required schedules as ultimately filed with the IRS, was reviewed by the commander prior to the return being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request the organization makes available to the public any governing documents, policies, and financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bar supplies: $12,432Donations: 13,737Entertainers: 36,385 Events: 2,798 Juke Box Expense: 2,490Kitchen Supplies: 12,340Licenses & Permits: 2,257Miscellaneous: 2,953Security: 342Supplies: 5,175Training: 51Uniforms: 213Sanitation: 2,445
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02625566
IRS990/TotalAssetsEOYAmt02573847
IRS990/TotalAssetsGrp/BOYAmt02625566
IRS990/TotalAssetsGrp/EOYAmt02573847
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07131
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098400
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0449804
IRS990/TotalFunctionalExpensesGrp/TotalAmt0548204
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01033614
IRS990/TotalLiabilitiesEOYAmt0996704
IRS990/TotalLiabilitiesGrp/BOYAmt01033614
IRS990/TotalLiabilitiesGrp/EOYAmt0996704
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01591952
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01577143
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0449804
IRS990/TotalProgramServiceRevenueAmt048310
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0145230
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0381034
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0533395
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02625566
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02573847
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01591952
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01577143
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.azpost62.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Len Sines
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06028037379
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0American Legion John J Morris Post
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0866042858
ReturnHeader/Filer/USAddress/AddressLine1Txt09847 W Desert Cove Avenue
ReturnHeader/Filer/USAddress/CityNm0Peoria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085345
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09246C831E3FF5F8A2D1D689854CE8B3E9A68DDF7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09246C831E3FF5F8A2D1D689854CE8B3E9A68DDF7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0863360201706802qyt4n
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-03-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.166.96.154
ReturnHeader/FilingSecurityInformation/IPDt02017-03-09
ReturnHeader/FilingSecurityInformation/IPTm018:44:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262557834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hill Accounting & Tax PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011225 N 28th Drive Suite D105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085029
ReturnHeader/PreparerPersonGrp/PhoneNum06028662472
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen D Hill CPA
ReturnHeader/ReturnTs02017-03-09T18:43:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.09$2.38$0.57$0.60$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.31$2.12$0.90$0.65$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.51$1.99$0.83$0.75$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.70$1.77$0.53$0.37$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.75$1.61$0.31$0.31$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.26$0.65$1.61$0.38$0.37$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.72$1.60$0.59$0.52$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.95$1.60$0.51$0.49$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.57$1.00$1.58$0.53$0.55$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.63$1.03$1.59$0.66$0.60$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.61$1.08$1.53$0.59$0.55$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.60$1.11$1.49$0.66$0.57$0.09
2012Summary only. Only limited summary data is available for this year.$2.63$1.23$1.40$0.73$0.54$0.19
2011Summary only. Only limited summary data is available for this year.$2.52$1.31$1.21$0.61$0.54$0.07
2010Summary only. Only limited summary data is available for this year.$2.46$1.31$1.14$0.62$0.60$0.02