Civic Intelligence

American Legion Post 41 Monterey Ca

990EZ • Fiscal year 2021 • EIN 94-1227688

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 20, 2022

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

87th percentile

0.18x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • 501(c)19 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.19x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)19 • <$500k nonprofits • Source year 2021

Net Margin

62nd percentile

16%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)19 • <$500k nonprofits • Source year 2021

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2021 filings • 501(c)19 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)19 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

28%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • 501(c)19 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$64,740

Up $8,787 (+16%) from 2020

Net Assets

Up

$53,026

Up $9,837 (+23%) from 2020

Liabilities

Down

$11,714

Down $1,050 (-8.2%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin62nd percentile

Revenue

Up

$60,291

Up $13,326 (+28%) from 2020

Expenses

Down

$50,454

Down $1,812 (-3.5%) from 2020

Net Income

Up

$9,837

Up $15,138 (+286%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2021

Assets$64,740
Liabilities$11,714
Net Assets$53,026
Open 2021 Filing

Operations Trend

Revenue Growth54th 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

2021

Revenue$60,291
Expenses$50,454
Net Income$9,837
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 20, 2022
Return Version
2021v4.0
Gross Receipts
$127,317
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.--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Byron HoffmanFinance-$0--
Lonnie DicksonSargent At Arms-$0--
Mike ForbesCommander-$0--
Eric FonferekJudge Adv-$0--
Daniel PresserAdjutant-$0--
Pete Antonian1st Vice Pres-$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
2022-07-20
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.1012

“Insurance $14108”

Other Expenses.1

“Utilities $15570”

Other Expenses.2

“Sales Tax $8427”

Other Expenses.3

“Supplies $4235”

Other Expenses.4

“Dues and Subscriptions $2938”

Other Expenses.5

“Ouside Services $1800”

Other Expenses.6

“Repairs $660”

Other Expenses.7

“Donations $294”

Other Expenses.8

“Rental Equipment $258”

Other Expenses.9

“Bank Charges $247”

Other Expenses.10

“Parking $225”

Other Expenses.12

“Licenses and Permits $70”

Other Expenses.13

“Misc. Expenses $25”

Other Assets.1

“land - Beginning $27260 land - Ending $27260”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $9732 Accounts Payable and Accrued Expenses - Ending $8682”

Total Liabilities.1

“Byron Hoffman - Beginning $3032 Byron Hoffman - Ending $3032”

Raw XML Appendix155 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/PersonNm0BYRON HOFFMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08313759015
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01110 VETERANS WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTEREY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028693
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037480
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06147
IRS990EZ/CostOfGoodsSoldAmt067026
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09837
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01409
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055953
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064740
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt052464
IRS990EZ/GrossReceiptsAmt0127317
IRS990EZ/GrossSalesOfInventoryAmt0119490
IRS990EZ/GroupExemptionNum00925
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043189
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043189
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053026
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Byron Hoffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lonnie Dickson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mike Forbes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Eric Fonferek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Daniel Presser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Pete Antonian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Sargent at Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Judge Adv
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Adjutant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt51st Vice Pres
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt027260
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027260
IRS990EZ/OtherExpensesTotalAmt048857
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/PrintingPublicationsPostageAmt0188
IRS990EZ/ProgramServiceRevenueAmt01680
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012764
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011714
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050454
IRS990EZ/TotalRevenueAmt060291
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $14108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Utilities $15570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Sales Tax $8427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies $4235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues and Subscriptions $2938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Ouside Services $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Repairs $660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Donations $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rental Equipment $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Parking $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Licenses and Permits $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Misc. Expenses $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13land - Beginning $27260 land - Ending $27260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Payable and Accrued Expenses - Beginning $9732 Accounts Payable and Accrued Expenses - Ending $8682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Byron Hoffman - Beginning $3032 Byron Hoffman - Ending $3032
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Byron Hoffman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Commander
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-20
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/ReturnTs02022-07-20T11:25:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Byron
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hoffman
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,740
Liabilities
$11,714
Net assets
$53,026
Revenue
$60,291
Expenses
$50,454
Net income
$9,837
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