Civic Intelligence

American Legion Placentia Post 277

990EZ • Fiscal year 2016 • EIN 95-3211847

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2017

230 S Bradford AvePlacentia, CA 92870

(714) 996-2190

Siviq Scores

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

Liabilities / Assets

79th percentile

0.06x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

76th percentile

16%

Higher net margin than 76% 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

54th percentile

1.2%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

36th percentile

-6.8%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Up

$33,926

Up $826 (+2.5%) from 2014

Net Assets

Up

$32,057

Up $6,062 (+23%) from 2014

Liabilities

Down

$1,869

Down $5,236 (-74%) from 2014

Revenue

Down

$71,908

Down $10,864 (-13%) from 2014

Expenses

Down

$60,310

Down $17,546 (-23%) from 2014

Net Income

Up

$11,598

Up $6,682 (+136%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $23,204Liabilities 2011: $5,0532011Assets 2012: $20,993Liabilities 2012: $6,7932012Assets 2013: $24,408Liabilities 2013: $3,329Net Assets 2013: $21,0792013Assets 2014: $33,100Liabilities 2014: $7,105Net Assets 2014: $25,9952014Assets 2016: $33,926Liabilities 2016: $1,869Net Assets 2016: $32,0572016Assets 2017: $34,304Liabilities 2017: $4,635Net Assets 2017: $29,6692017Assets 2018: $33,165Liabilities 2018: $5,071Net Assets 2018: $28,0942018Assets 2019: $31,327Liabilities 2019: $5,284Net Assets 2019: $26,0432019Assets 2020: $44,065Liabilities 2020: $299Net Assets 2020: $43,7662020Assets 2021: $56,206Liabilities 2021: $1,522Net Assets 2021: $54,6842021Assets 2022: $43,541Liabilities 2022: $3,508Net Assets 2022: $40,0332022Assets 2023: $48,595Liabilities 2023: $4,595Net Assets 2023: $44,0002023Assets 2024: $23,759Liabilities 2024: $3,785Net Assets 2024: $19,9742024Assets 2025: $25,710Liabilities 2025: $4,194Net Assets 2025: $21,5162025

Highlighted filing

2016

Assets$33,926
Liabilities$1,869
Net Assets$32,057

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $52,176Expenses 2011: $48,989Net Income 2011: $3,1872011Revenue 2012: $49,896Expenses 2012: $53,847Net Income 2012: -$3,9512012Revenue 2013: $50,530Expenses 2013: $43,651Net Income 2013: $6,8792013Revenue 2014: $82,772Expenses 2014: $77,856Net Income 2014: $4,9162014Revenue 2016: $71,908Expenses 2016: $60,310Net Income 2016: $11,5982016Revenue 2017: $74,204Expenses 2017: $76,592Net Income 2017: -$2,3882017Revenue 2018: $97,622Expenses 2018: $99,197Net Income 2018: -$1,5752018Revenue 2019: $88,022Expenses 2019: $90,073Net Income 2019: -$2,0512019Revenue 2020: $72,562Expenses 2020: $55,572Net Income 2020: $16,9902020Revenue 2021: $56,513Expenses 2021: $45,595Net Income 2021: $10,9182021Revenue 2022: $62,729Expenses 2022: $77,380Net Income 2022: -$14,6512022Revenue 2023: $73,227Expenses 2023: $69,260Net Income 2023: $3,9672023Revenue 2024: $41,721Expenses 2024: $65,747Net Income 2024: -$24,0262024Revenue 2025: $68,230Expenses 2025: $66,688Net Income 2025: $1,5422025

Highlighted filing

2016

Revenue$71,908
Expenses$60,310
Net Income$11,598
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2017
Return Version
2015v3.0
Gross Receipts
$151,690
Mission and Program Overview

Mission

This organization objective is to aquire funds to be distributed to other charitable organizations in support of their activities.

Program Services

DescriptionGrantsExpenses
THIS ORGANIZATION OBJECTIVE IS TO AQUIRE FUNDS TO BE DISTRIBUTED TO OTHER CHARITABLE ORGANIZATIONS IN SUPPORT OF THEIR ACTIVITIES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD RAMERIZCommander-$0--
JOE AVALOS2nd Vice COM-$0--
FABIAN FRAGIAOFinance Officer-$0--
GARY RICHARDS1st Vice Comm-$0--
Filing and Contact Details

Filer

Filer Name
American Legion Placentia Post 277
EIN
95-3211847
Phone
7149962190
Address
230 S BRADFORD AVE, PLACENTIA, CA 92870

Signing Officer

Name
Richard Rameriz
Title
Commander
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Piteraks Accounting Services
Address
4848 LAKEVIEW AVE SUITE F, YORBA LINDA, CA 92886
Preparer
Lisa a Piterak Ea
Phone
7147772550
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $7717

Other Expenses.1012

Insurance $661

Other Expenses.1

UTILITIES $15664

Other Expenses.2

LICENCES & FEES $8648

Other Expenses.3

Supplies $8493

Other Expenses.4

Repair & maintenance $5669

Other Expenses.5

Membership per-capita tax $2895

Other Expenses.6

TELEPHONES $1828

Other Expenses.9

Bank Charges $158

Other Assets.1010

Inventories - Beginning $2230 Inventories - Ending $2230

Total Liabilities.1

Payroll & Sales Tax Payable - Beginning $7105 Payroll & Sales Tax Payable - Ending $1869

Raw XML Appendix135 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/PersonNm0FABIAN FRAGIAO
IRS990EZ/BooksInCareOfDetail/PhoneNum07149962190
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0230 S BRADFORD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLACENTIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092870
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016633
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017459
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt076113
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011598
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01145
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033100
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033926
IRS990EZ/FundraisingGrossIncomeAmt013010
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0410
IRS990EZ/GrossProfitLossSlsOfInvntryAmt053647
IRS990EZ/GrossReceiptsAmt0151690
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt0129760
IRS990EZ/GroupExemptionNum00925
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05496
IRS990EZ/LandAndBuildingsGrp/BOYAmt014237
IRS990EZ/LandAndBuildingsGrp/EOYAmt014237
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03424
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025995
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032057
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025995
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032057
IRS990EZ/OccupancyRentUtltsAndMaintAmt05795
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD RAMERIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE AVALOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FABIAN FRAGIAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ND VICE COM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31ST VICE COMM
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02230
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02230
IRS990EZ/OtherChangesInNetAssetsAmt0-5536
IRS990EZ/OtherExpensesTotalAmt051733
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS ORGANIZATION OBJECTIVE IS TO AQUIRE FUNDS TO BE DISTRIBUTED TO OTHER CHARITABLE ORGANIZATIONS IN SUPPORT OF THEIR ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt01227
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS ORGANIZATION OBJECTIVE IS TO AQUIRE FUNDS TO BE DISTRIBUTED TO OTHER CHARITABLE ORGANIZATIONS IN SUPPORT OF THEIR ACTIVITIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03669
IRS990EZ/SpecialEventsNetIncomeLossAmt09341
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07105
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01869
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060310
IRS990EZ/TotalRevenueAmt071908
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $7717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $15664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENCES & FEES $8648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $8493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REPAIR & MAINTENANCE $5669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP PER-CAPITA TAX $2895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONES $1828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Charges $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Inventories - Beginning $2230 Inventories - Ending $2230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Payroll & Sales Tax Payable - Beginning $7105 Payroll & Sales Tax Payable - Ending $1869
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD RAMERIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMANDER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION PLACENTIA POST 277
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0953211847
ReturnHeader/Filer/PhoneNum07149962190
ReturnHeader/Filer/USAddress/AddressLine1Txt0230 S BRADFORD AVE
ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PITERAKS ACCOUNTING SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04848 LAKEVIEW AVE SUITE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07147772550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A PITERAK EA
ReturnHeader/ReturnTs02017-11-15T15:58:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.7$4.19$21.5$68.2$66.7$1.54
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.8$3.79$20.0$41.7$65.7$24.0
2023Detailed filing. Detailed filing data is available for this year.$48.6$4.60$44.0$73.2$69.3$3.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$3.51$40.0$62.7$77.4$14.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.2$1.52$54.7$56.5$45.6$10.9
2020Detailed filing. Detailed filing data is available for this year.$44.1$0.30$43.8$72.6$55.6$17.0
2019Detailed filing. Detailed filing data is available for this year.$31.3$5.28$26.0$88.0$90.1$2.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.2$5.07$28.1$97.6$99.2$1.58
2017Detailed filing. Detailed filing data is available for this year.$34.3$4.64$29.7$74.2$76.6$2.39
2016Detailed filing. Detailed filing data is available for this year.$33.9$1.87$32.1$71.9$60.3$11.6
2014Detailed filing. Detailed filing data is available for this year.$33.1$7.11$26.0$82.8$77.9$4.92
2013Detailed filing. Detailed filing data is available for this year.$24.4$3.33$21.1$50.5$43.7$6.88
2012Summary only. Only limited summary data is available for this year.$21.0$6.79$49.9$53.8$3.95
2011Summary only. Only limited summary data is available for this year.$23.2$5.05$52.2$49.0$3.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)19 • <$500k nonprofits