Civic Intelligence

American Legion

990EZ • Fiscal year 2016 • EIN 95-2562712

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

Organization ProfileN/A
PO Box 626Adelanto, CA 92301

(760) 221-6623

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Net Margin

86th percentile

26%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Asset Growth

3rd percentile

-54%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Annualized from 2013 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$7,917

Down $73,283 (-90%) from 2013

Net Assets

$7,917

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin86th percentile

Revenue

Up

$30,987

Up $8,652 (+39%) from 2013

Expenses

Down

$23,070

Down $11,256 (-33%) from 2013

Net Income

Up

$7,917

Up $19,908 (+166%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$100K$50K$0Assets 2011: $78,200Liabilities 2011: $02011Assets 2012: $78,200Liabilities 2012: $02012Assets 2013: $81,200Liabilities 2013: $02013Assets 2016: $7,917Liabilities 2016: $0Net Assets 2016: $7,9172016

Highlighted filing

2016

Assets$7,917
Liabilities$0
Net Assets$7,917
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

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

$40K$20K$0-$20KRevenue 2011: $35,116Expenses 2011: $26,981Net Income 2011: $8,1352011Revenue 2012: $20,511Expenses 2012: $34,024Net Income 2012: -$13,5132012Revenue 2013: $22,335Expenses 2013: $34,326Net Income 2013: -$11,9912013Revenue 2016: $30,987Expenses 2016: $23,070Net Income 2016: $7,9172016

Highlighted filing

2016

Revenue$30,987
Expenses$23,070
Net Income$7,917
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$56,931
Mission and Program Overview

Mission

To provide service and financial assistance to low income families, senior citizens, homeless and veterans. All our services are provided by post members volunteering to the community.

Program Services

DescriptionGrantsExpenses
PROVIDING SERVICES IN OUR COMMUNITY FOR LOW INCOME FAMILIES, SENIOR CITIZENS, HOMELESS, AND VETERANS.$5,875-
WE PROVIDE FINANCIAL ASSISTANCE TO LOW INCOME VETERANS FAMILIES AND SENIOR CITIZENS IN THE COMMUNITY.$5,425-
WE DONATE SUPPLIES TO THE SCHOOLS IN THE LOCAL AREA, THE FIRE DEPARTMENT, KIDS MAKE-A-WISH, WOUNDED WARRIORS, AND LOCAL HIGH SCHOOL SCHOLARSHIP PROGRAMS.$4,800-
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSE L PEREZCommander-$0--
Filing and Contact Details

Filer

Filer Name
American Legion Leo Collins Post 229
EIN
95-2562712
Phone
7602216623
Address
PO BOX 626, ADELANTO, CA 92301

Signing Officer

Name
Jose L Perez
Title
Commander
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
BT Wealth Management Services Inc
Address
1145 E Clark Avenue Ste E, Santa Maria, CA 93455
Preparer
Janice N Borsch CPA
Phone
8059348120
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $3236”

Other Expenses.1

“Miscellaneous $8368”

Other Expenses.2

“Telephone/ Internet $1100”

Other Expenses.3

“Security $588”

Raw XML Appendix100 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/PersonNm0JOSE L PEREZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07602562712
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 626
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ADELANTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092301
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07917
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt025944
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07917
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0394
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07917
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt030987
IRS990EZ/GrossReceiptsAmt056931
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt056931
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07917
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07917
IRS990EZ/OccupancyRentUtltsAndMaintAmt09171
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSE L PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Commander
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherExpensesTotalAmt013292
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE AND FINANCIAL ASSISTANCE TO LOW INCOME FAMILIES, SENIOR CITIZENS, HOMELESS AND VETERANS. ALL OUR SERVICES ARE PROVIDED BY POST MEMBERS VOLUNTEERING TO THE COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt0213
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING SERVICES IN OUR COMMUNITY FOR LOW INCOME FAMILIES, SENIOR CITIZENS, HOMELESS, AND VETERANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WE PROVIDE FINANCIAL ASSISTANCE TO LOW INCOME VETERANS FAMILIES AND SENIOR CITIZENS IN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WE DONATE SUPPLIES TO THE SCHOOLS IN THE LOCAL AREA, THE FIRE DEPARTMENT, KIDS MAKE-A-WISH, WOUNDED WARRIORS, AND LOCAL HIGH SCHOOL SCHOLARSHIP PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05875
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15425
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023070
IRS990EZ/TotalProgramServiceExpensesAmt016100
IRS990EZ/TotalRevenueAmt030987
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $3236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous $8368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Telephone/ Internet $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Security $588
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSE L PEREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Commander
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION LEO COLLINS POST 229
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0952562712
ReturnHeader/Filer/PhoneNum07602216623
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 626
ReturnHeader/Filer/USAddress/CityNm0ADELANTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BT Wealth Management Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01145 E Clark Avenue Ste E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059348120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janice N Borsch CPA
ReturnHeader/ReturnTs02017-11-08T20:17:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,917
Liabilities
$0
Net assets
$7,917
Revenue
$30,987
Expenses
$23,070
Net income
$7,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$31.0$23.1$7.92
2013Summary only. Only limited summary data is available for this year.$81.2$0.00$22.3$34.3$12.0
2012Summary only. Only limited summary data is available for this year.$78.2$0.00$20.5$34.0$13.5
2011Summary only. Only limited summary data is available for this year.$78.2$0.00$35.1$27.0$8.14