Civic Intelligence

American Legion Post 41 Monterey Ca

990EZ • Fiscal year 2018 • EIN 94-1227688

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 19, 2019

Organization ProfileN/A
P O Box 948Monterey, CA 93942

(831) 375-9015

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

8th percentile

-41%

Higher net margin than 8% 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

5th percentile

-35%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

86th percentile

36%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,622

Down $16,303 (-35%) from 2017

Net Assets

$29,622

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Up

$39,845

Up $10,624 (+36%) from 2017

Expenses

Up

$56,148

Up $20,228 (+56%) from 2017

Net Income

Down

-$16,303

Down $9,604 (-143%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$100K$50K$0Assets 2010: $29,644Liabilities 2010: $3,7682010Assets 2011: $81,872Liabilities 2011: $02011Assets 2013: $37,467Liabilities 2013: $02013Assets 2014: $50,701Liabilities 2014: $02014Assets 2015: $50,842Liabilities 2015: $02015Assets 2016: $52,624Liabilities 2016: $02016Assets 2017: $45,925Liabilities 2017: $02017Assets 2018: $29,622Net Assets 2018: $29,6222018Assets 2019: $58,368Liabilities 2019: $9,878Net Assets 2019: $48,4902019Assets 2020: $55,953Liabilities 2020: $12,764Net Assets 2020: $43,1892020Assets 2021: $64,740Liabilities 2021: $11,714Net Assets 2021: $53,0262021Assets 2022: $73,684Liabilities 2022: $10,817Net Assets 2022: $62,8672022Assets 2023: $77,767Liabilities 2023: $21,846Net Assets 2023: $55,9212023Assets 2024: $74,997Liabilities 2024: $23,005Net Assets 2024: $51,9922024

Highlighted filing

2018

Assets$29,622
Liabilities-
Net Assets$29,622
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $87,522Expenses 2010: $89,406Net Income 2010: -$1,8842010Revenue 2011: $59,818Expenses 2011: $3,822Net Income 2011: $55,9962011Revenue 2013: $61,621Expenses 2013: $58,958Net Income 2013: $2,6632013Revenue 2014: $30,866Expenses 2014: $17,632Net Income 2014: $13,2342014Revenue 2015: $28,549Expenses 2015: $28,408Net Income 2015: $1412015Revenue 2016: $27,381Expenses 2016: $25,599Net Income 2016: $1,7822016Revenue 2017: $29,221Expenses 2017: $35,920Net Income 2017: -$6,6992017Revenue 2018: $39,845Expenses 2018: $56,148Net Income 2018: -$16,3032018Revenue 2019: $72,113Expenses 2019: $53,245Net Income 2019: $18,8682019Revenue 2020: $46,965Expenses 2020: $52,266Net Income 2020: -$5,3012020Revenue 2021: $60,291Expenses 2021: $50,454Net Income 2021: $9,8372021Revenue 2022: $81,150Expenses 2022: $71,309Net Income 2022: $9,8412022Revenue 2023: $67,137Expenses 2023: $74,083Net Income 2023: -$6,9462023Revenue 2024: $109,302Expenses 2024: $113,231Net Income 2024: -$3,9292024

Highlighted filing

2018

Revenue$39,845
Expenses$56,148
Net Income-$16,303
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 19, 2019
Return Version
2018v3.1
Gross Receipts
$66,552
Mission and Program Overview

Mission

We are a Veterans service organization that is committed to mentoring youth and sponsorship of wholesome programs in our community. We advocate patriotism and honor, promote strong national security and continued devotion to our fellow servicemembers and veterans.

Program Services

DescriptionGrantsExpenses
We provide services for veterans in the Monterey Bay Area, and also to educate the community to the importance of veterans in our community and assist other non profits with a place to gather and support local youth activities.$48,522-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Byron HoffmanCommander-$0--
Mike ForbesVice President-$0--
Eric FonferekJudge Adv-$0--
Daniel PresserAdjutant-$0--
Wiley E Hatchett IIISvc Officer-$0--
Filing and Contact Details

Filer

Filer Name
American Legion Post 41
EIN
94-1227688
Phone
8313759015
Address
P O BOX 948, MONTEREY, CA 93942

Signing Officer

Name
Byron Hoffman
Title
Commander
Signed
2019-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Compass Financial Services Inc
Address
2511 Garden Road Suite B150, Monterey, CA 93940
Preparer
Debra Hill EA
Phone
8313244114
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $399”

Other Expenses.1008

“Interest $537”

Other Expenses.1012

“Insurance $10177”

Other Expenses.1

“Repairs $17272”

Other Expenses.2

“Utilities $13953”

Other Expenses.3

“Sales Tax $3157”

Other Expenses.4

“Supplies $1634”

Other Expenses.5

“Rent $888”

Other Expenses.6

“Bank Charges $355”

Other Expenses.7

“Licenses $180”

Other Assets.1

“land - Beginning $27760 land - Ending $27760”

Raw XML Appendix177 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/PhoneNum08313759015
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01110 VETERANS WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTEREY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018165
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01862
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07001
IRS990EZ/CostOfGoodsSoldAmt026707
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16303
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt023909
IRS990EZ/GrossReceiptsAmt066552
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt050616
IRS990EZ/GroupExemptionNum00925
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt029622
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045925
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Byron Hoffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mike Forbes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Eric Fonferek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniel Presser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Wiley E Hatchett III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Judge Adv
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Adjutant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Svc Officer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt027760
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027760
IRS990EZ/OtherExpensesTotalAmt048552
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We are a Veterans service organization that is committed to mentoring youth and sponsorship of wholesome programs in our community. We advocate patriotism and honor, promote strong national security and continued devotion to our fellow servicemembers and veterans.
IRS990EZ/PrintingPublicationsPostageAmt0120
IRS990EZ/ProgramServiceRevenueAmt08935
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We provide services for veterans in the Monterey Bay Area, and also to educate the community to the importance of veterans in our community and assist other non profits with a place to gather and support local youth activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt048522
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06976
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056148
IRS990EZ/TotalProgramServiceExpensesAmt048522
IRS990EZ/TotalRevenueAmt039845
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07252
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049348
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0256950
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0264202
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046017
IRS990ScheduleA/Total509Grp/TotalAmt0264202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046017
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0264202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Interest $537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $10177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Repairs $17272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Utilities $13953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Sales Tax $3157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $1634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rent $888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Charges $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Licenses $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10land - Beginning $27760 land - Ending $27760
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Byron Hoffman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Commander
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION POST 41
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MONTEREY CA
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0941227688
ReturnHeader/Filer/PhoneNum08313759015
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 948
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093942
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474122906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Compass Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02511 Garden Road Suite B150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313244114
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debra Hill EA
ReturnHeader/ReturnTs02019-06-19T13:17:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,622
Liabilities
-
Net assets
$29,622
Revenue
$39,845
Expenses
$56,148
Net income
-$16,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.23$0.52$1.09$1.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.22$0.56$0.67$0.74$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.11$0.63$0.81$0.71$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.12$0.53$0.60$0.50$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.13$0.43$0.47$0.52$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.10$0.48$0.72$0.53$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.40$0.56$0.16
2017Summary only. Only limited summary data is available for this year.$0.46$0.00$0.29$0.36$0.07
2016Summary only. Only limited summary data is available for this year.$0.53$0.00$0.27$0.26$0.02
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.29$0.28$0.00
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.31$0.18$0.13
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.62$0.59$0.03
2011Summary only. Only limited summary data is available for this year.$0.82$0.00$0.60$0.04$0.56
2010Summary only. Only limited summary data is available for this year.$0.30$0.04$0.88$0.89$0.02