Civic Intelligence

Theodore Roosevelt Post No 21

990EZ • Fiscal year 2023 • EIN 94-6086064

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 11, 2023

Organization Profilenone
PO Box 281Santa Rosa, CA 95402

(707) 291-3715

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-480%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-9.7%

Faster asset growth than 21% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$262,464

Down $28,243 (-9.7%) from 2022

Net Assets

Down

$262,432

Down $28,243 (-9.7%) from 2022

Liabilities

Flat

$32

Flat from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$5,879

Down $32,192 (-85%) from 2022

Expenses

Up

$34,122

Up $4,526 (+15%) from 2022

Net Income

Down

-$28,243

Down $36,718 (-433%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$300K$200K$100K$0Assets 2012: $199,377Liabilities 2012: $4,8532012Assets 2013: $184,232Liabilities 2013: $9682013Assets 2014: $173,902Liabilities 2014: $314Net Assets 2014: $173,5882014Assets 2015: $160,313Liabilities 2015: $32Net Assets 2015: $160,2812015Assets 2016: $164,388Liabilities 2016: $32Net Assets 2016: $164,3562016Assets 2017: $157,623Liabilities 2017: $32Net Assets 2017: $157,5912017Assets 2018: $146,640Liabilities 2018: $32Net Assets 2018: $146,6082018Assets 2019: $146,870Liabilities 2019: $32Net Assets 2019: $146,8382019Assets 2020: $283,649Liabilities 2020: $31Net Assets 2020: $283,6182020Assets 2021: $282,232Liabilities 2021: $32Net Assets 2021: $282,2002021Assets 2022: $290,707Liabilities 2022: $32Net Assets 2022: $290,6752022Assets 2023: $262,464Liabilities 2023: $32Net Assets 2023: $262,4322023Assets 2024: $228,680Liabilities 2024: $32Net Assets 2024: $228,6482024Assets 2025: $214,578Liabilities 2025: $32Net Assets 2025: $214,5462025

Highlighted filing

2023

Assets$262,464
Liabilities$32
Net Assets$262,432
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200K$100K$0-$100KRevenue 2012: $40,256Expenses 2012: $48,818Net Income 2012: -$8,5622012Revenue 2013: $41,140Expenses 2013: $52,399Net Income 2013: -$11,2592013Revenue 2014: $37,533Expenses 2014: $47,209Net Income 2014: -$9,6762014Revenue 2015: $36,512Expenses 2015: $49,819Net Income 2015: -$13,3072015Revenue 2016: $48,529Expenses 2016: $44,454Net Income 2016: $4,0752016Revenue 2017: $40,579Expenses 2017: $47,344Net Income 2017: -$6,7652017Revenue 2018: $34,887Expenses 2018: $45,870Net Income 2018: -$10,9832018Revenue 2019: $40,735Expenses 2019: $40,505Net Income 2019: $2302019Revenue 2020: $169,023Expenses 2020: $32,243Net Income 2020: $136,7802020Revenue 2021: $25,309Expenses 2021: $26,727Net Income 2021: -$1,4182021Revenue 2022: $38,071Expenses 2022: $29,596Net Income 2022: $8,4752022Revenue 2023: $5,879Expenses 2023: $34,122Net Income 2023: -$28,2432023Revenue 2024: $9,088Expenses 2024: $42,872Net Income 2024: -$33,7842024Revenue 2025: $24,038Expenses 2025: $38,140Net Income 2025: -$14,1022025

Highlighted filing

2023

Revenue$5,879
Expenses$34,122
Net Income-$28,243
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 11, 2023
Return Version
2022v5.0
Gross Receipts
$97,331
Mission and Program Overview

Mission

Veterans Organization

Social Activity and Support for Veterans

Program Services

DescriptionGrantsExpenses
Provided social activities for members and support for veterans and their families. Membership as of 6/30/23 was 285.--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark Kirby IIICommanderPT$0--
Vacant PositionSecond VicePT$0--
Terry ThurmanFinancePT$0--
Joan AquistapaceFirst Vice CommanderPT$0--
Filing and Contact Details

Filer

Filer Name
Theodore Roosevelt Post No 21
EIN
94-6086064
Address
PO Box 281, Santa Rosa, CA 95402

Signing Officer

Name
Terry Thurman
Title
Treasurer
Signed
2023-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Kyle W Hagemann CPA Inc
Address
122 South E Street, Santa Rosa, CA 95404
Preparer
Kyle W Hagemann
Phone
7075451033
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity All under 5,000 Amount 10,374”

Description of other expenses Part I line 16

“Description AmountPayroll tax 978Bank charges 2,171Dues and subscriptions 209Insurance 954Licenses and permits 250Office expense 112Repairs 378Taxes 909Supplies 377”

Description of other assets Part II line 24

“Category Beginning of Year End of YearInventory 703 179”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPayroll tax 32 32”

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/PersonNm0Terry Thurman
IRS990EZ/BooksInCareOfDetail/PhoneNum07072913715
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 281
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0290004
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0262285
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0171
IRS990EZ/CostOfGoodsSoldAmt04724
IRS990EZ/CostOrOtherBasisExpenseSaleAmt086728
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28243
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05940
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0290707
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0262464
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-13172
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010374
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01794
IRS990EZ/GrossReceiptsAmt097331
IRS990EZ/GrossSalesOfInventoryAmt06518
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08782
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05806
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0290675
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0262432
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0290675
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0262432
IRS990EZ/OccupancyRentUtltsAndMaintAmt0228
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt224.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mark Kirby III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Vacant Position
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Terry Thurman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joan Aquistapace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Second Vice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3First Vice Commander
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0703
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0179
IRS990EZ/OtherExpensesTotalAmt06338
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Social Activity and Support for Veterans
IRS990EZ/PrintingPublicationsPostageAmt0742
IRS990EZ/ProgramServiceRevenueAmt02498
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided social activities for members and support for veterans and their families. Membership as of 6/30/23 was 285.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010500
IRS990EZ/SaleOfAssetsGrossAmt073556
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt032
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt032
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034122
IRS990EZ/TotalRevenueAmt05879
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0none
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity All under 5,000 Amount 10,374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPayroll tax 978Bank charges 2,171Dues and subscriptions 209Insurance 954Licenses and permits 250Office expense 112Repairs 378Taxes 909Supplies 377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearInventory 703 179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearPayroll tax 32 32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Terry Thurman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Theodore Roosevelt Post No 21
ReturnHeader/Filer/BusinessNameControlTxt0THEO
ReturnHeader/Filer/EIN0946086064
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 281
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872966458
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kyle W Hagemann CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0122 South E Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075451033
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle W Hagemann
ReturnHeader/ReturnTs02023-09-19T18:37:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Terry
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Thurman
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,464
Liabilities
$32
Net assets
$262,432
Revenue
$5,879
Expenses
$34,122
Net income
-$28,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.24$0.38$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.09$0.43$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.06$0.34$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.38$0.30$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.25$0.27$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$1.69$0.32$1.37
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.41$0.41$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.35$0.46$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.41$0.47$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.49$0.44$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.37$0.50$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.38$0.47$0.10
2013Summary only. Only limited summary data is available for this year.$1.84$0.01$0.41$0.52$0.11
2012Summary only. Only limited summary data is available for this year.$1.99$0.05$0.40$0.49$0.09