Civic Intelligence

American Legion

990EZ • Fiscal year 2016 • EIN 95-3497951

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 12, 2017

Organization Profile
PO Box 596Lake Elsinore, CA 92531-0596

(951) 837-6150

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

47th percentile

1.4%

Higher net margin than 47% 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

44th percentile

-0.6%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

3.2%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$139,683

Down $799 (-0.6%) from 2015

Net Assets

Up

$138,306

Up $953 (+0.7%) from 2015

Liabilities

Down

$1,377

Down $1,752 (-56%) from 2015

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin47th percentile

Revenue

Up

$69,292

Up $2,126 (+3.2%) from 2015

Expenses

Up

$68,339

Up $145 (+0.2%) from 2015

Net Income

Up

$953

Up $1,981 (+193%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$200K$150K$100K$50K$0Assets 2011: $145,565Liabilities 2011: $15,513Net Assets 2011: $130,0522011Assets 2013: $140,912Liabilities 2013: $9,569Net Assets 2013: $131,3412013Assets 2014: $146,141Liabilities 2014: $7,7602014Assets 2015: $140,482Liabilities 2015: $3,129Net Assets 2015: $137,3532015Assets 2016: $139,683Liabilities 2016: $1,377Net Assets 2016: $138,3062016Assets 2017: $149,303Liabilities 2017: $1,627Net Assets 2017: $147,6762017Assets 2018: $161,771Liabilities 2018: $1,627Net Assets 2018: $160,1442018Assets 2019: $165,914Liabilities 2019: $1,627Net Assets 2019: $164,2872019Assets 2020: $159,680Liabilities 2020: $1,627Net Assets 2020: $158,0532020Assets 2021: $164,633Liabilities 2021: $1,627Net Assets 2021: $163,0062021Assets 2022: $174,896Liabilities 2022: $1,627Net Assets 2022: $173,2692022Assets 2023: $179,695Liabilities 2023: $1,627Net Assets 2023: $178,0682023Assets 2024: $199,001Liabilities 2024: $1,627Net Assets 2024: $197,3742024

Highlighted filing

2016

Assets$139,683
Liabilities$1,377
Net Assets$138,306
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $53,909Expenses 2011: $45,927Net Income 2011: $7,9822011Revenue 2013: $38,697Expenses 2013: $45,449Net Income 2013: -$6,7522013Revenue 2014: $62,854Expenses 2014: $55,814Net Income 2014: $7,0402014Revenue 2015: $67,166Expenses 2015: $68,194Net Income 2015: -$1,0282015Revenue 2016: $69,292Expenses 2016: $68,339Net Income 2016: $9532016Revenue 2017: $92,047Expenses 2017: $82,677Net Income 2017: $9,3702017Revenue 2018: $85,318Expenses 2018: $72,850Net Income 2018: $12,4682018Revenue 2019: $96,824Expenses 2019: $92,681Net Income 2019: $4,1432019Revenue 2020: $77,139Expenses 2020: $83,373Net Income 2020: -$6,2342020Revenue 2021: $46,129Expenses 2021: $41,176Net Income 2021: $4,9532021Revenue 2022: $94,099Expenses 2022: $83,836Net Income 2022: $10,2632022Revenue 2023: $81,554Expenses 2023: $76,882Net Income 2023: $4,6722023Revenue 2024: $120,690Expenses 2024: $103,571Net Income 2024: $17,1192024

Highlighted filing

2016

Revenue$69,292
Expenses$68,339
Net Income$953
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 12, 2017
Return Version
2015v3.0
Gross Receipts
$141,683
Mission and Program Overview

Mission

Promote social welfare of the community

Program Services

DescriptionGrantsExpenses
ORG EXISTS TO PROMOTE SOCIAL WELFARE OF THE COMMUNITY PROVIDE CARE FOR VETERANS IN NEED CONDUCT PATRIOTIC ACTIVITIES & PROVIDE SOCIAL & RECREATIONAL ACTIVITIES FOR--
ITS MEMBERS--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD SHEPPARDFinance OfficerPT$0--
BILL SAUTERCommanderPT$0--
RALPH JOHNSON1st Vice Commander & Chaplain-$0--
JACOB MARSHALLSgt Of Arms-$0--
LOU PRIJATELAdjutant-$0--
RAYMOND GOULDService Officer-$0--
WAYNE CAMPBELL2nd Vice Commander-$0--
ROBERT HARRISChaplain-$0--
ALAN PARKSJudge Advocate-$0--
Filing and Contact Details

Filer

Filer Name
American Legion
EIN
95-3497951
Address
PO BOX 596, LAKE ELSINORE, CA 92531-0596

Signing Officer

Name
Ronald Sheppard
Title
Finance Officer
Phone
9518376150
Signed
2017-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Professional Services
Address
17620 GRAND AVENUE, Lake Elsinore, CA 92530-5914
Preparer
Kristine M Anderson
Phone
9516782165
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountrental income 12,600”

Description of other expenses Part I line 16

“Description amountdonations 3,819bus expenses 3,685program expenses 8,495janitorial supplies 3,777membership expenses 4,476office supplies and bank fees 550casual labor 14,050taxes 60advertising 741miscellaneous 166”

Description of total liabilities Part II line 26

“Category beginning of year end of yearaccounts payable and accrued e 2,427 1,377payable to officers 468 0unsecured notes and loans paya 234 0”

Raw XML Appendix150 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/PersonNm0RONALD SHEPPARD
IRS990EZ/BooksInCareOfDetail/PhoneNum09518376150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 596
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE ELSINORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0925310596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011119
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010320
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05756
IRS990EZ/CostOfGoodsSoldAmt072391
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0953
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0140482
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0139683
IRS990EZ/GrossProfitLossSlsOfInvntryAmt041179
IRS990EZ/GrossReceiptsAmt0141683
IRS990EZ/GrossSalesOfInventoryAmt0113570
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0129363
IRS990EZ/LandAndBuildingsGrp/EOYAmt0129363
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06070
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137353
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138306
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137353
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138306
IRS990EZ/OccupancyRentUtltsAndMaintAmt027762
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONALD SHEPPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL SAUTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RALPH JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACOB MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LOU PRIJATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAYMOND GOULD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WAYNE CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROBERT HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALAN PARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VICE COMMANDER & CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SGT OF ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ADJUTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SERVICE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt62ND VICE COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8JUDGE ADVOCATE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt039819
IRS990EZ/OtherRevenueTotalAmt012600
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE SOCIAL WELFARE OF THE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0408
IRS990EZ/ProgramServiceRevenueAmt03687
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORG EXISTS TO PROMOTE SOCIAL WELFARE OF THE COMMUNITY PROVIDE CARE FOR VETERANS IN NEED CONDUCT PATRIOTIC ACTIVITIES & PROVIDE SOCIAL & RECREATIONAL ACTIVITIES FOR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ITS MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03129
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01377
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068339
IRS990EZ/TotalRevenueAmt069292
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTRENTAL INCOME 12,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDONATIONS 3,819BUS EXPENSES 3,685PROGRAM EXPENSES 8,495JANITORIAL SUPPLIES 3,777MEMBERSHIP EXPENSES 4,476OFFICE SUPPLIES AND BANK FEES 550CASUAL LABOR 14,050TAXES 60ADVERTISING 741MISCELLANEOUS 166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE AND ACCRUED E 2,427 1,377PAYABLE TO OFFICERS 468 0UNSECURED NOTES AND LOANS PAYA 234 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD SHEPPARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09518376150
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0953497951
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 596
ReturnHeader/Filer/USAddress/CityNm0LAKE ELSINORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0925310596
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330486446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON PROFESSIONAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017620 GRAND AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Elsinore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0925305914
ReturnHeader/PreparerPersonGrp/PhoneNum09516782165
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINE M ANDERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-13T14:35:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$139,683
Liabilities
$1,377
Net assets
$138,306
Revenue
$69,292
Expenses
$68,339
Net income
$953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.97$1.21$1.04$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.80$0.02$1.78$0.82$0.77$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.02$1.73$0.94$0.84$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.02$1.63$0.46$0.41$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.02$1.58$0.77$0.83$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.02$1.64$0.97$0.93$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.02$1.60$0.85$0.73$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.02$1.48$0.92$0.83$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.38$0.69$0.68$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.03$1.37$0.67$0.68$0.01
2014Summary only. Only limited summary data is available for this year.$1.46$0.08$0.63$0.56$0.07
2013Summary only. Only limited summary data is available for this year.$1.41$0.10$1.31$0.39$0.45$0.07
2011Summary only. Only limited summary data is available for this year.$1.46$0.16$1.30$0.54$0.46$0.08