Civic Intelligence

American Legion Post 0121 Edward H Lorenson

990EZ • Fiscal year 2018 • EIN 94-1060654

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 31, 2018

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.

2018 filings • 501(c)19 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)19 • <$500k nonprofits • Source year 2018

Net Margin

67th percentile

9.3%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)19 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2018 filings • 501(c)19 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

3.3%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)19 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)19 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Flat

$99,494

Flat from 2018

Net Assets

$98,945

No earlier filing loaded for comparison.

Liabilities

Flat

$549

Flat from 2018

Revenue

Flat

$33,634

Flat from 2018

Expenses

Flat

$30,492

Flat from 2018

Net Income

Flat

$3,142

Flat from 2018

Historical Trend

Balance Sheet Trend

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: $549Net Assets 2018: $98,9452018Assets 2018: $99,494Liabilities 2018: $5492018

Highlighted filing

2018

Assets$99,494
Liabilities$549
Net Assets$98,945

Operations Trend

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: $3,1422018Revenue 2018: $33,634Expenses 2018: $30,492Net Income 2018: $3,1422018

Highlighted filing

2018

Revenue$33,634
Expenses$30,492
Net Income$3,142
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 31, 2018
Return Version
2017v2.3
Gross Receipts
$49,855
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.-$29,327
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK SANCHEZCommander-$0--
PAT HENDRIX1st Vice COM-$0--
O AL HOPSONAdjutant/Adv-$0--
MIKE BAKERFinance OffiPT$0--
DAVID AMBRIZ2nd V.C./Ser-$0--
RAFAEL HERNANDEZChaplain-$0--
MANNY FLORESSgt.-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
2018-07-31
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 sales tax 1,978 expenses insurance 10 alarm & security 593 bank charges 22 boys state 943 donations 550 dues 2,878 fees & permits 250 property tax 1,134 repairs & maintenance 785 supplies 7,182 taxes & permits 2,260 non-investment depreciation 801 total 19,386

Form 990-ez, Part II, Line 24

Improvements 19,931 19,931 less accumulated depreciation 7,549 8,125 equipment 2,055 2,055 less accumulated depreciation 1,633 1,858 total 12,804 12,003

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 548 549

Raw XML Appendix135 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08317240481
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0214 CENTER ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WATSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095076
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023886
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027830
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03933
IRS990EZ/CostOfGoodsSoldAmt013282
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03142
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01165
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt05081
IRS990EZ/GrossProfitLossSlsOfInvntryAmt010079
IRS990EZ/GrossReceiptsAmt049855
IRS990EZ/GrossSalesOfInventoryAmt023361
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt059661
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAT HENDRIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2O AL HOPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID AMBRIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAFAEL HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MANNY FLORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE COM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADJUTANT/ADV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCE OFFI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42ND V.C./SER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SGT.-AT-ARMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012804
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012003
IRS990EZ/OtherExpensesTotalAmt019386
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO INFORM AND ASSIST LOCAL VETERANS.
IRS990EZ/ProgramServiceRevenueAmt017469
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR INDIVIDUALS WHO HAVE PREVIOUSLY SERVED IN THE ARMED FORCES. ALSO PROVIDES FUNDS FOR THE STATE BOYS PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029327
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02939
IRS990EZ/SpecialEventsNetIncomeLossAmt02142
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0548
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0549
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030492
IRS990EZ/TotalProgramServiceExpensesAmt029327
IRS990EZ/TotalRevenueAmt033634
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB SALES SALES TAX 1,978 EXPENSES INSURANCE 10 ALARM & SECURITY 593 BANK CHARGES 22 BOYS STATE 943 DONATIONS 550 DUES 2,878 FEES & PERMITS 250 PROPERTY TAX 1,134 REPAIRS & MAINTENANCE 785 SUPPLIES 7,182 TAXES & PERMITS 2,260 NON-INVESTMENT DEPRECIATION 801 TOTAL 19,386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IMPROVEMENTS 19,931 19,931 LESS ACCUMULATED DEPRECIATION 7,549 8,125 EQUIPMENT 2,055 2,055 LESS ACCUMULATED DEPRECIATION 1,633 1,858 TOTAL 12,804 12,003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 548 549
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
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDWARD H LORENSON
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.170.176.196
ReturnHeader/FilingSecurityInformation/IPDt02018-08-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:01:08
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEDOM
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ReturnHeader/PreparerPersonGrp/PhoneNum08317630997
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J TEUTEBERG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-02T10:01:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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