Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
American Legion 564
EIN 94-2208267 • 501(c)19 • Santa Clara, CA
Profile
Veterans rehab & community service
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.02x
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
7th percentile
Faster asset growth than 7% of similar nonprofits.
Revenue Growth
19th percentile
Faster revenue growth than 19% of similar nonprofits.
Balance Sheet
Assets
Down$32,373
Down $23,941 (-43%) from 2022
Liabilities
Flat$488
Flat from 2022
Net Assets
Down$31,885
Down $23,941 (-43%) from 2022
Revenue
Down$29,892
Down $11,674 (-28%) from 2022
Expenses
Up$53,833
Up $1,115 (+2.1%) from 2022
Net Income
Down-$23,941
Down $12,789 (-115%) from 2022
Trend Graphs
Filings
Most recent year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $32,373
- Liabilities
- $488
- Net assets
- $31,885
- Revenue
- $29,892
- Expenses
- $53,833
- Net income
- -$23,941
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Nov 13, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $29,892
Mission and Program Overview
Mission
Veterans rehab & community service
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PALO ALTO VAMC VOLUNTARY SUPPORT AND WELFARE | - | - |
| SPECIAL CHILDRENS PARTYS AND AID TO DISABLED | - | - |
| VETERANS REHABILITATION AND SUPPORT | - | - |
| YOUTH SCHOLARSHIPS | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOHN FORRETT | Commander | - | $0 | - | - |
| RON FREY | Finance Officer | - | $0 | - | - |
| VINCENT BURKE | Adjutant | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- American Legion 564
- EIN
- 94-2208267
- Phone
- 4087277400
- Address
- PO BOX 2460, SANTA CLARA, CA 95055
Signing Officer
- Name
- Ron Frey
- Title
- Officer
- Signed
- 2023-11-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Edward L Grant CPA
- Address
- 6920 SANTA TERESA BLVD STE 103, SAN JOSE, CA 95119
- Preparer
- Edward L Grant CPA
- Phone
- 4083600500
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.18
“Class of Activity: VETERANS' BENEFITS | Donee's Name: MISSION CITY CHARITIES | Donee's Address: 2120 WALSH AVE SANTA CLARA CA 95050 | Cash Amount Given: $6000”
Other Expenses.1001
“Advertising and Promotion $395”
Other Expenses.1002
“Office Expenses $32”
Other Expenses.1005
“Travel $350”
Other Expenses.1007
“Conferences, Conventions, and Meetings $14408”
Other Expenses.1009
“Depreciation $934”
Other Expenses.1
“PER CAPITA $4291”
Other Expenses.2
“SUPPLIES $1234”
Other Expenses.3
“LICENSES & FEES $915”
Other Expenses.4
“Installation expense $682”
Other Expenses.5
“BANK CHARGES $181”
Other Expenses.7
“DUES & SUBSCRIPTIONS $28”
Other Assets.1003
“Machinery and Equipment - Beginning $2335 Machinery and Equipment - Ending $1401”
Other Assets.2
“UNRECONCILED PY ADJUSTMENT - Beginning $6767 UNRECONCILED PY ADJUSTMENT - Ending $6767”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $488 Accounts Payable and Accrued Expenses - Ending $488”
Raw XML Appendix143 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DON HARVEY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4087277400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2120 WALSH AVENUE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SANTA CLARA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95050 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 47212 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 24205 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 29892 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -23941 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3390 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 56314 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 32373 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 17747 |
| IRS990EZ/GrossReceiptsAmt | 0 | 29892 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 55826 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 31885 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 55826 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 31885 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOHN FORRETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RON FREY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | VINCENT BURKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Commander |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Finance Officer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Adjutant |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 9102 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 8168 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 23450 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | VETERANS REHAB & COMMUNITY SERVICE |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 189 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PALO ALTO VAMC VOLUNTARY SUPPORT AND WELFARE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | SPECIAL CHILDRENS PARTYS AND AID TO DISABLED |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | VETERANS REHABILITATION AND SUPPORT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | YOUTH SCHOLARSHIPS |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 9057 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 488 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 488 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 53833 |
| IRS990EZ/TotalRevenueAmt | 0 | 29892 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Class of Activity: VETERANS' BENEFITS | Donee's Name: MISSION CITY CHARITIES | Donee's Address: 2120 WALSH AVE SANTA CLARA CA 95050 | Cash Amount Given: $6000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Advertising and Promotion $395 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Office Expenses $32 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Travel $350 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Conferences, Conventions, and Meetings $14408 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Depreciation $934 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | PER CAPITA $4291 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | SUPPLIES $1234 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | LICENSES & FEES $915 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | INSTALLATION EXPENSE $682 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | BANK CHARGES $181 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | DUES & SUBSCRIPTIONS $28 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Machinery and Equipment - Beginning $2335 Machinery and Equipment - Ending $1401 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | UNRECONCILED PY ADJUSTMENT - Beginning $6767 UNRECONCILED PY ADJUSTMENT - Ending $6767 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Accounts Payable and Accrued Expenses - Beginning $488 Accounts Payable and Accrued Expenses - Ending $488 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Assets.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Total Liabilities.1001 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RON FREY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | OFFICER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | AMERICAN LEGION 564 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | MISSION CITY POST NO 564 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | AMER |
| ReturnHeader/Filer/EIN | 0 | 942208267 |
| ReturnHeader/Filer/PhoneNum | 0 | 4087277400 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 2460 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA CLARA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95055 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 200435450 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | EDWARD L GRANT CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6920 SANTA TERESA BLVD STE 103 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN JOSE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95119 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4083600500 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | EDWARD L GRANT CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-11-13T15:21:47-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | RON |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | FREY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
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