Civic Intelligence

American Legion Post 0121 Edward H Lorenson

990EZ • Fiscal year 2017 • EIN 94-1060654

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 18, 2017

Organization ProfileN/A
214 Center StreetWatsonville, CA 95076

(831) 724-0481

Siviq Scores

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

Liabilities / Assets

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)19 • <$500k nonprofits • Source year 2017

Asset Growth

73rd percentile

7.7%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-17%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)19 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$96,351

Up $6,888 (+7.7%) from 2016

Net Assets

Up

$95,803

Up $7,656 (+8.7%) from 2016

Liabilities

Down

$548

Down $768 (-58%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin81st percentile

Revenue

Down

$37,920

Down $7,715 (-17%) from 2016

Expenses

Down

$30,264

Down $17,691 (-37%) from 2016

Net Income

Up

$7,656

Up $9,976 (+430%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$150K$100K$50K$0Assets 2012: $101,938Liabilities 2012: $02012Assets 2013: $97,364Liabilities 2013: $02013Assets 2014: $99,605Liabilities 2014: $02014Assets 2015: $92,242Liabilities 2015: $1,7752015Assets 2016: $89,463Liabilities 2016: $1,316Net Assets 2016: $88,1472016Assets 2017: $96,351Liabilities 2017: $548Net Assets 2017: $95,8032017Assets 2018: $99,494Liabilities 2018: $5492018

Highlighted filing

2017

Assets$96,351
Liabilities$548
Net Assets$95,803
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100K$50K$0-$50KRevenue 2012: $69,686Expenses 2012: $80,065Net Income 2012: -$10,3792012Revenue 2013: $52,994Expenses 2013: $56,968Net Income 2013: -$3,9742013Revenue 2014: $62,956Expenses 2014: $60,715Net Income 2014: $2,2412014Revenue 2015: $51,463Expenses 2015: $60,601Net Income 2015: -$9,1382015Revenue 2016: $45,635Expenses 2016: $47,955Net Income 2016: -$2,3202016Revenue 2017: $37,920Expenses 2017: $30,264Net Income 2017: $7,6562017Revenue 2018: $33,634Expenses 2018: $30,492Net Income 2018: $3,1422018

Highlighted filing

2017

Revenue$37,920
Expenses$30,264
Net Income$7,656
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 18, 2017
Return Version
2016v3.0
Gross Receipts
$64,215
Mission and Program Overview

Mission

To inform and assist local veterans.

Program Services

DescriptionGrantsExpenses
SUPPORT FOR INDIVIDUALS WHO HAVE PREVIOUSLY SERVED IN THE ARMED FORCES. ALSO PROVIDES FUNDS FOR THE STATE BOYS PROGRAM.-$30,264
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK SANCHEZCommander-$0--
JULIAN GARCIA1st Vice COM-$0--
O AL HOPSONAdjutant/Adv-$0--
MIKE BAKERFinance OffiPT$0--
ROBERT ALINEZ2nd Vice COM-$0--
FRED MARTINEZService Offi-$0--
JOHN COOPERSgt.-At-Arms-$0--
Filing and Contact Details

Filer

Filer Name
American Legion Post 0121
EIN
94-1060654
Phone
8317240481
Address
214 CENTER STREET, WATSONVILLE, CA 95076

Signing Officer

Name
Mike Baker
Title
Finance Officer
Phone
8317240481
Signed
2017-08-18
Discuss with paid preparer
Yes

Preparer

Firm
John J Teuteberg CPA
Address
PO BOX 1539, FREEDOM, CA 95019-1539
Preparer
John J Teuteberg
Phone
8317630997
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Club sales equipment rental 30 supplies 110 sales tax 2,565 licenses & fees 1,379 expenses alarm & security 598 bank charges 173 dues 4,133 fees & permits 1,084 property tax 1,106 repairs & maintenance 327 supplies 6,632 taxes & permits 302 non-investment depreciation 878 total 19,317”

Form 990-ez, Part II, Line 24

“Improvements 19,931 19,931 less accumulated depreciation 6,952 7,549 equipment 2,055 2,055 less accumulated depreciation 1,352 1,633 total 13,682 12,804”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,316 548”

Raw XML Appendix131 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/PersonNm0MIKE BAKER
IRS990EZ/BooksInCareOfDetail/PhoneNum08317240481
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0214 CENTER ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WATSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095076
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023886
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03200
IRS990EZ/CostOfGoodsSoldAmt017404
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07656
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089463
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096351
IRS990EZ/FundraisingGrossIncomeAmt011842
IRS990EZ/GrossProfitLossSlsOfInvntryAmt013735
IRS990EZ/GrossReceiptsAmt064215
IRS990EZ/GrossSalesOfInventoryAmt031139
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LandAndBuildingsGrp/BOYAmt059661
IRS990EZ/LandAndBuildingsGrp/EOYAmt059661
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088147
IRS990EZ/NetAssetsOrFundBalancesEOYAmt095803
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088147
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt095803
IRS990EZ/OccupancyRentUtltsAndMaintAmt09582
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIAN GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2O AL HOPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT ALINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRED MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE COM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADJUTANT/ADV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCE OFFI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42ND VICE COM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SERVICE OFFI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SGT.-AT-ARMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013682
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012804
IRS990EZ/OtherExpensesTotalAmt019317
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO INFORM AND ASSIST LOCAL VETERANS.
IRS990EZ/ProgramServiceRevenueAmt018015
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR INDIVIDUALS WHO HAVE PREVIOUSLY SERVED IN THE ARMED FORCES. ALSO PROVIDES FUNDS FOR THE STATE BOYS PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030264
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0115
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08891
IRS990EZ/SpecialEventsNetIncomeLossAmt02951
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01316
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0548
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030264
IRS990EZ/TotalProgramServiceExpensesAmt030264
IRS990EZ/TotalRevenueAmt037920
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB SALES EQUIPMENT RENTAL 30 SUPPLIES 110 SALES TAX 2,565 LICENSES & FEES 1,379 EXPENSES ALARM & SECURITY 598 BANK CHARGES 173 DUES 4,133 FEES & PERMITS 1,084 PROPERTY TAX 1,106 REPAIRS & MAINTENANCE 327 SUPPLIES 6,632 TAXES & PERMITS 302 NON-INVESTMENT DEPRECIATION 878 TOTAL 19,317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IMPROVEMENTS 19,931 19,931 LESS ACCUMULATED DEPRECIATION 6,952 7,549 EQUIPMENT 2,055 2,055 LESS ACCUMULATED DEPRECIATION 1,352 1,633 TOTAL 13,682 12,804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,316 548
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08317240481
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION POST 0121
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDWARD H LORENSON
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0941060654
ReturnHeader/Filer/PhoneNum08317240481
ReturnHeader/Filer/USAddress/AddressLine1Txt0214 CENTER STREET
ReturnHeader/Filer/USAddress/CityNm0WATSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095076
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FDB300DD8309B79A226A5D95C67CF44FBB924DCA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FDB300DD8309B79A226A5D95C67CF44FBB924DCA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770142495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN J TEUTEBERG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1539
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEDOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950191539
ReturnHeader/PreparerPersonGrp/PhoneNum08317630997
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J TEUTEBERG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-12T11:19:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,351
Liabilities
$548
Net assets
$95,803
Revenue
$37,920
Expenses
$30,264
Net income
$7,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$0.99$0.01$0.34$0.30$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.96$0.38$0.30$0.08
2016Summary only. Only limited summary data is available for this year.$0.89$0.01$0.88$0.46$0.48$0.02
2015Summary only. Only limited summary data is available for this year.$0.92$0.02$0.51$0.61$0.09
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.63$0.61$0.02
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.53$0.57$0.04
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$0.70$0.80$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)19 • <$500k nonprofits