Civic Intelligence

American Legion

990EZ • Fiscal year 2014 • EIN 94-2687276

Sep 01, 2013 to Aug 31, 2014 • Filed on Oct 27, 2014

145 West Clark AveOrcutt, CA 93455

(805) 937-0651

Siviq Scores

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

Liabilities / Assets

97th percentile

0.98x

Higher debt load relative to assets than 97% of similar nonprofits.

2014 filings • 501(c)19 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

4.80x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)19 • <$500k nonprofits • Source year 2014

Net Margin

13th percentile

-28%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)19 • <$500k nonprofits • Source year 2014

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2014 filings • 501(c)19 • <$500k nonprofits • Source year 2014

Asset Growth

24th percentile

-7.6%

Faster asset growth than 24% of similar nonprofits.

2014 filings • 501(c)19 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)19 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$224,194

Down $18,551 (-7.6%) from 2013

Net Assets

Down

$3,914

Down $12,849 (-77%) from 2013

Liabilities

Down

$220,280

Down $5,702 (-2.5%) from 2013

Revenue

Down

$45,929

Down $29,986 (-39%) from 2013

Expenses

Down

$58,778

Down $19,790 (-25%) from 2013

Net Income

Down

-$12,849

Down $10,196 (-384%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $247,788Liabilities 2011: $236,5562011Assets 2012: $250,996Liabilities 2012: $231,5802012Assets 2013: $242,745Liabilities 2013: $225,982Net Assets 2013: $16,7632013Assets 2014: $224,194Liabilities 2014: $220,280Net Assets 2014: $3,9142014Assets 2015: $212,468Liabilities 2015: $213,775Net Assets 2015: -$1,3072015Assets 2016: $199,810Liabilities 2016: $208,092Net Assets 2016: -$8,2822016Assets 2017: $194,083Liabilities 2017: $205,5152017

Highlighted filing

2014

Assets$224,194
Liabilities$220,280
Net Assets$3,914

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $55,714Expenses 2011: $55,577Net Income 2011: $1372011Revenue 2012: $64,503Expenses 2012: $55,686Net Income 2012: $8,8172012Revenue 2013: $75,915Expenses 2013: $78,568Net Income 2013: -$2,6532013Revenue 2014: $45,929Expenses 2014: $58,778Net Income 2014: -$12,8492014Revenue 2015: $49,455Expenses 2015: $54,677Net Income 2015: -$5,2222015Revenue 2016: $66,274Expenses 2016: $73,249Net Income 2016: -$6,9752016Revenue 2017: $43,140Expenses 2017: $46,290Net Income 2017: -$3,1502017

Highlighted filing

2014

Revenue$45,929
Expenses$58,778
Net Income-$12,849
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Oct 27, 2014
Return Version
2013v3.1
Gross Receipts
$92,699
Mission and Program Overview

Mission

Provide youth scholarships, sponsor Cub Scout and Boy Scout troops, highway clean-up programs, chair Veterans Day parades and provide honor guards for funeral services and other ceremonies

Provide youth scholarships, sponsor cub scout and boy scout troops, highway clean up programs, chair veterans day parades and provide honor guards for funeral services and other ceremonies.

Program Services

DescriptionGrantsExpenses
PROVIDE YOUTH SCHOLARSHIPS, SPONSOR CUB SCOUT AND BOY SCOUT TROOPS, HIGHWAY CLEAN UP PROGRAMS, CHAIR VETERANS DAY PARADES AND PROVIDE HONOR GUARDS FOR FUNERAL SERVICES AND OTHER CEREMONIES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS MAHERCommanderPT$0--
KERRY BROOKSVice Commander-$0--
KEITH MASONAdjudent-$0--
BOB BUMANNFinance OfficerPT$0--
Filing and Contact Details

Filer

EIN
94-2687276
Phone
8059370651

Signing Officer

Name
Bob Bumann
Title
Finance Officer
Signed
2014-10-27
Discuss with paid preparer
Yes

Preparer

Preparer
Adam Larsen MBA
Phone
8059378787
Supplemental Narrative

Additional Explanations

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

| Donee's Name: CHILD & YOUTH | Donee's Address: 145 W. CALRK AVENUE SANTA MARIA, CA 93455 | Cash Amount Given: $6922

Other Expenses.1

PER CAPITA EXPENSE $6509

Other Expenses.2

UTILITIES $6495

Other Expenses.3

BANK CHARGES $1695

Other Expenses.6

TAXES $752

Other Expenses.7

POST ACTIVITIES $465

Other Expenses.8

JANITORIAL $300

Other Assets.1002

Furniture and Fixtures - Beginning $2291 Furniture and Fixtures - Ending $2291

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $225982 Secured Mortgages and Notes Payable - Ending $220280

Raw XML Appendix130 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/PersonNm0ASSOC PROFESSIONAL ADVISORS
IRS990EZ/BooksInCareOfDetail/PhoneNum08059378787
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10205 UNION AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SANTA MARIA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093455
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033399
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021054
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013102
IRS990EZ/CostOfGoodsSoldAmt044942
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12849
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01255
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0242745
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0224194
IRS990EZ/FundraisingGrossIncomeAmt02417
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06922
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-301
IRS990EZ/GrossReceiptsAmt092699
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt044641
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt026346
IRS990EZ/LandAndBuildingsGrp/BOYAmt0207055
IRS990EZ/LandAndBuildingsGrp/EOYAmt0200849
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06193
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016763
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016763
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03914
IRS990EZ/OccupancyRentUtltsAndMaintAmt031595
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENNIS MAHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KERRY BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB BUMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADJUDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCE OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02291
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02291
IRS990EZ/OtherExpensesTotalAmt016216
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE YOUTH SCHOLARSHIPS, SPONSOR CUB SCOUT AND BOY SCOUT TROOPS, HIGHWAY CLEAN UP PROGRAMS, CHAIR VETERANS DAY PARADES AND PROVIDE HONOR GUARDS FOR FUNERAL SERVICES AND OTHER CEREMONIES.
IRS990EZ/PrintingPublicationsPostageAmt02790
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE YOUTH SCHOLARSHIPS, SPONSOR CUB SCOUT AND BOY SCOUT TROOPS, HIGHWAY CLEAN UP PROGRAMS, CHAIR VETERANS DAY PARADES AND PROVIDE HONOR GUARDS FOR FUNERAL SERVICES AND OTHER CEREMONIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01828
IRS990EZ/SpecialEventsNetIncomeLossAmt0589
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0225982
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0220280
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058778
IRS990EZ/TotalRevenueAmt045929
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CHILD & YOUTH | Donee's Address: 145 W. CALRK AVENUE SANTA MARIA, CA 93455 | Cash Amount Given: $6922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PER CAPITA EXPENSE $6509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $6495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $1695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES $752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POST ACTIVITIES $465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6JANITORIAL $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Furniture and Fixtures - Beginning $2291 Furniture and Fixtures - Ending $2291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Secured Mortgages and Notes Payable - Beginning $225982 Secured Mortgages and Notes Payable - Ending $220280
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1007
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB BUMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10AMERICAN LEGION 534 POST
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0942687276
ReturnHeader/Filer/PhoneNum08059370651
ReturnHeader/Filer/USAddress/AddressLine10145 WEST CLARK AVE
ReturnHeader/Filer/USAddress/City0ORCUTT
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093455
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Associated Professional Advisors Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10205 Union Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Orcutt
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059378787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam Larsen MBA
ReturnHeader/ReturnTs02014-11-18T14:51:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

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Filings