Civic Intelligence

American Legion 564 Mission City Post No 564

990EZ • Fiscal year 2017 • EIN 94-2208267

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 23, 2018

Organization ProfileN/A
PO Box 2460Santa Clara, CA 95055

(408) 727-7400

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

3rd percentile

-105%

Higher net margin than 3% 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

6th percentile

-31%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$186,456

Down $82,014 (-31%) from 2016

Net Assets

Down

$186,456

Down $82,014 (-31%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$78,357

Down $68,562 (-47%) from 2016

Expenses

Up

$160,371

Up $13,488 (+9.2%) from 2016

Net Income

Down

-$82,014

Down $82,050 (-227917%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$400K$300K$200K$100K$0Assets 2011: $281,151Liabilities 2011: $02011Assets 2012: $336,861Liabilities 2012: $0Net Assets 2012: $336,8612012Assets 2013: $378,232Liabilities 2013: $0Net Assets 2013: $378,2322013Assets 2014: $296,291Liabilities 2014: $02014Assets 2015: $268,434Net Assets 2015: $268,4342015Assets 2016: $268,470Net Assets 2016: $268,4702016Assets 2017: $186,456Net Assets 2017: $186,4562017Assets 2018: $110,908Net Assets 2018: $110,9082018Assets 2019: $110,084Net Assets 2019: $110,0842019Assets 2020: $103,709Net Assets 2020: $103,7092020Assets 2021: $66,978Net Assets 2021: $66,9782021Assets 2022: $56,314Liabilities 2022: $488Net Assets 2022: $55,8262022Assets 2023: $32,373Liabilities 2023: $488Net Assets 2023: $31,8852023

Highlighted filing

2017

Assets$186,456
Liabilities-
Net Assets$186,456
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $142,305Expenses 2011: $117,048Net Income 2011: $25,2572011Revenue 2012: $253,561Expenses 2012: $197,851Net Income 2012: $55,7102012Revenue 2013: $252,358Expenses 2013: $210,987Net Income 2013: $41,3712013Revenue 2014: $145,587Expenses 2014: $227,527Net Income 2014: -$81,9402014Revenue 2015: $187,420Expenses 2015: $215,277Net Income 2015: -$27,8572015Revenue 2016: $146,919Expenses 2016: $146,883Net Income 2016: $362016Revenue 2017: $78,357Expenses 2017: $160,371Net Income 2017: -$82,0142017Revenue 2018: $76,610Expenses 2018: $152,158Net Income 2018: -$75,5482018Revenue 2019: $83,477Expenses 2019: $84,301Net Income 2019: -$8242019Revenue 2020: $68,324Expenses 2020: $74,699Net Income 2020: -$6,3752020Revenue 2021: $4,959Expenses 2021: $41,690Net Income 2021: -$36,7312021Revenue 2022: $41,566Expenses 2022: $52,718Net Income 2022: -$11,1522022Revenue 2023: $29,892Expenses 2023: $53,833Net Income 2023: -$23,9412023

Highlighted filing

2017

Revenue$78,357
Expenses$160,371
Net Income-$82,014
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 23, 2018
Return Version
2016v3.0
Gross Receipts
$78,357
Mission and Program Overview

Mission

Veterans rehab & community service

Program Services

DescriptionGrantsExpenses
PALO ALTO VAMC VOLUNTARY SUPPORT AND WELFARE--
SPECIAL CHILDRENS PARTYS AND AID TO DISABLED--
VETERANS REHABILITATION AND SUPPORT--
YOUTH SCHOLARSHIPS--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY HENRYCommander-$0--
DON HARVEYFinance Officer-$0--
LARRY LEONARDOAdjutant-$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
Don Harvey
Title
Officer
Signed
2018-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Edward L Grant CPA
Address
6920 SANTA TERESA BLVD STE 103, SAN JOSE, CA 95119-1344
Preparer
Edward L Grant CPA
Phone
4083600500
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: VETERANS' BENEFITS | Donee's Name: VETERANS ADMIN MEDICAL CENTER | Donee's Address: 3801 MIRANDA AVENUE PALO ALTO CA 94304 | Cash Amount Given: $9362”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: CHILDRENS' BENEFIT | Donee's Name: YOUTH AWARDS & SCHOLARSHIPS | Donee's Address: 2120 WALSH AVE SANTA CLARA CA 95050 | Cash Amount Given: $9564”

Grants and Similar Amounts Paid In Excess of $5,000.7

“Class of Activity: VETERANS' BENEFITS | Donee's Name: MISCELLANEOUS CASH DONATIONS | Donee's Address: 2120 WALSH AVE SANTA CLARA CA 95050 | Cash Amount Given: $47817”

Other Expenses.1002

“Office Expenses $2868”

Other Expenses.1007

“Conferences, Conventions, and Meetings $41131”

Other Expenses.1009

“Depreciation $2526”

Other Expenses.1

“POST PROGRAM $12198”

Other Expenses.2

“PER CAPITA $7750”

Other Expenses.3

“SUPPLIES $6464”

Other Expenses.4

“Repairs & maintenance $5550”

Other Expenses.5

“OUTSIDE SERVICES $1648”

Other Expenses.6

“UTILITIES $1040”

Other Expenses.7

“LICENSES & FEES $200”

Other Expenses.8

“GIFTS $92”

Other Expenses.9

“BANK CHARGES $80”

Other Expenses.10

“CLEANING $26”

Other Assets.1002

“Furniture and Fixtures - Beginning $6199 Furniture and Fixtures - Ending $3673”

Other Assets.1

“LOAN RECEIVABLE - Beginning $12160 LOAN RECEIVABLE - Ending $12160”

Raw XML Appendix139 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/PersonNm0DON HARVEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04087277400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02120 WALSH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA CLARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0250111
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0170623
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt072031
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-82014
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02180
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0268470
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0186456
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt076618
IRS990EZ/GrossReceiptsAmt078357
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06319
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0268470
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0186456
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0268470
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0186456
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRY HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DON HARVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY LEONARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Finance Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADJUTANT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt018359
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015833
IRS990EZ/OtherExpensesTotalAmt081573
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0VETERANS REHAB & COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PALO ALTO VAMC VOLUNTARY SUPPORT AND WELFARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPECIAL CHILDRENS PARTYS AND AID TO DISABLED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VETERANS REHABILITATION AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3YOUTH SCHOLARSHIPS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0160371
IRS990EZ/TotalRevenueAmt078357
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: VETERANS' BENEFITS | Donee's Name: VETERANS ADMIN MEDICAL CENTER | Donee's Address: 3801 MIRANDA AVENUE PALO ALTO CA 94304 | Cash Amount Given: $9362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: CHILDRENS' BENEFIT | Donee's Name: YOUTH AWARDS & SCHOLARSHIPS | Donee's Address: 2120 WALSH AVE SANTA CLARA CA 95050 | Cash Amount Given: $9564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: VETERANS' BENEFITS | Donee's Name: MISCELLANEOUS CASH DONATIONS | Donee's Address: 2120 WALSH AVE SANTA CLARA CA 95050 | Cash Amount Given: $47817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $2868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $41131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation $2526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POST PROGRAM $12198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PER CAPITA $7750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $6464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REPAIRS & MAINTENANCE $5550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OUTSIDE SERVICES $1648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11UTILITIES $1040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LICENSES & FEES $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GIFTS $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK CHARGES $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15CLEANING $26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Furniture and Fixtures - Beginning $6199 Furniture and Fixtures - Ending $3673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17LOAN RECEIVABLE - Beginning $12160 LOAN RECEIVABLE - Ending $12160
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DON HARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION 564
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MISSION CITY POST NO 564
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0942208267
ReturnHeader/Filer/PhoneNum04087277400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2460
ReturnHeader/Filer/USAddress/CityNm0SANTA CLARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARD L GRANT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06920 SANTA TERESA BLVD STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951191344
ReturnHeader/PreparerPersonGrp/PhoneNum04083600500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD L GRANT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-23T09:17:10-08:00
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
$186,456
Liabilities
-
Net assets
$186,456
Revenue
$78,357
Expenses
$160,371
Net income
-$82,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.30$0.54$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.42$0.53$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.05$0.42$0.37
2020Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.68$0.75$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.83$0.84$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.77$1.52$0.76
2017Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.78$1.60$0.82
2016Detailed filing. Detailed filing data is available for this year.$2.68$2.68$1.47$1.47$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.68$2.68$1.87$2.15$0.28
2014Summary only. Only limited summary data is available for this year.$2.96$0.00$1.46$2.28$0.82
2013Summary only. Only limited summary data is available for this year.$3.78$0.00$3.78$2.52$2.11$0.41
2012Summary only. Only limited summary data is available for this year.$3.37$0.00$3.37$2.54$1.98$0.56
2011Summary only. Only limited summary data is available for this year.$2.81$0.00$1.42$1.17$0.25