Civic Intelligence

Theodore Roosevelt Post No 21

990EZ • Fiscal year 2024 • EIN 94-6086064

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 20, 2024

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

52nd percentile

0.00x

Higher debt load relative to assets than 52% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-372%

Higher net margin than 1% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$10,500

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 115.5% of source-year revenue.

2024 filings • 501(c)19 • <$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-13%

Faster asset growth than 16% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • 501(c)19 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$228,680

Down $33,784 (-13%) from 2023

Net Assets

Down

$228,648

Down $33,784 (-13%) from 2023

Liabilities

Flat

$32

Flat from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Up

$9,088

Up $3,209 (+55%) from 2023

Expenses

Up

$42,872

Up $8,750 (+26%) from 2023

Net Income

Down

-$33,784

Down $5,541 (-20%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2024

Assets$228,680
Liabilities$32
Net Assets$228,648
Open 2024 Filing

Operations Trend

Revenue Growth87th 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

2024

Revenue$9,088
Expenses$42,872
Net Income-$33,784
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 20, 2024
Return Version
2023v5.1
Gross Receipts
$119,479
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 6/30/24 was 279.--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terry ThurmanFinancePT$10,500-$10,500
Mark Kirby IIICommanderPT$0--
Vacant PositionSecond VicePT$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
2024-08-20
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 Membership dues Grantee Dept of CA American Legion Amount 5,477Activity All Under 5,000 Amount 7,397”

Description of other expenses Part I line 16

“Description AmountPayroll tax 999Bank charges 2,420Dues and subscriptions 160Insurance 905Licenses and permits 100Supplies 3,444”

Description of other assets Part II line 24

“Category Beginning of Year End of YearInventory 179 203”

Description of total liabilities Part II line 26

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

Raw XML Appendix125 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Terry Thurman
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Management, treasurer, administrator.
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/BOYAmt0262285
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0228477
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07607
IRS990EZ/CostOfGoodsSoldAmt0359
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0110032
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-33784
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05940
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0262464
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0228680
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-16466
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012874
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-359
IRS990EZ/GrossReceiptsAmt0119479
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08542
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05535
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0262432
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0228648
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0262432
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0228648
IRS990EZ/OccupancyRentUtltsAndMaintAmt04730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt224.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt210500
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/BOYAmt0179
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0203
IRS990EZ/OtherExpensesTotalAmt08028
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Social Activity and Support for Veterans
IRS990EZ/PrintingPublicationsPostageAmt0800
IRS990EZ/ProgramServiceRevenueAmt04229
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided social activities for members and support for veterans and their families. Membership as of 6/30/24 was 279.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010500
IRS990EZ/SaleOfAssetsGrossAmt093566
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt032
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt032
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042872
IRS990EZ/TotalRevenueAmt09088
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0none
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Membership dues Grantee Dept of CA American Legion Amount 5,477Activity All Under 5,000 Amount 7,397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPayroll tax 999Bank charges 2,420Dues and subscriptions 160Insurance 905Licenses and permits 100Supplies 3,444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearInventory 179 203
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Terry Thurman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-20
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle W Hagemann
ReturnHeader/ReturnTs02024-08-20T19:06:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$228,680
Liabilities
$32
Net assets
$228,648
Revenue
$9,088
Expenses
$42,872
Net income
-$33,784
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