Civic Intelligence

American Legion

990EZ • Fiscal year 2018 • EIN 95-3497951

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

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

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)19 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.02x

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

2018 filings • 501(c)19 • <$500k nonprofits • Source year 2018

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)19 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2018 filings • 501(c)19 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

8.4%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)19 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-7.3%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)19 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$161,771

Up $12,468 (+8.4%) from 2017

Net Assets

Up

$160,144

Up $12,468 (+8.4%) from 2017

Liabilities

Flat

$1,627

Flat from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin75th percentile

Revenue

Down

$85,318

Down $6,729 (-7.3%) from 2017

Expenses

Down

$72,850

Down $9,827 (-12%) from 2017

Net Income

Up

$12,468

Up $3,098 (+33%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$161,771
Liabilities$1,627
Net Assets$160,144
Open 2018 Filing

Operations Trend

Revenue Growth37th 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

2018

Revenue$85,318
Expenses$72,850
Net Income$12,468
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$165,492
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 Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD SHEPPARDFinance OfficerPT$0--
WILLIAM SAUTERCommanderPT$0--
RALPH JOHNSON1st Vice Commander & Chaplain-$0--
STEVE GEORGESgt Of Arms-$0--
RAYMOND GOULDService Officer-$0--
TERRY PHILLIPS2nd Vice Commander-$0--
JAMES BRONSONChaplain-$0--
GEORGE B GLOVERJudge Advocate-$0--
VITALIA GONZALOAdjutant-$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
9516787777
Signed
2018-11-13
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 11,600”

Description of other expenses Part I line 16

“Description amountdonations 2,520bus expenses 1,021program expenses 6,436janitorial supplies 4,469membership expenses 6,059office supplies and bank fees 561casual labor 14,304taxes 40advertising 1,225miscellaneous 1,113”

Description of total liabilities Part II line 26

“Category beginning of year end of yearaccounts payable and accrued e 1,627 1,627”

Raw XML Appendix158 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/BOYAmt019940
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032408
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07030
IRS990EZ/CostOfGoodsSoldAmt080174
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012468
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0149303
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161771
IRS990EZ/GrossProfitLossSlsOfInvntryAmt058258
IRS990EZ/GrossReceiptsAmt0165492
IRS990EZ/GrossSalesOfInventoryAmt0138432
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0129363
IRS990EZ/LandAndBuildingsGrp/EOYAmt0129363
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08208
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0147676
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0160144
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0147676
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0160144
IRS990EZ/OccupancyRentUtltsAndMaintAmt034437
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/PersonNm1WILLIAM SAUTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RALPH JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RAYMOND GOULD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TERRY PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMES BRONSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GEORGE B GLOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VITALIA GONZALO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VICE COMMANDER & CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SGT OF ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERVICE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt52ND VICE COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7JUDGE ADVOCATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ADJUTANT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt037748
IRS990EZ/OtherRevenueTotalAmt011600
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE SOCIAL WELFARE OF THE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0315
IRS990EZ/ProgramServiceRevenueAmt0222
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/BOYAmt01627
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01627
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072850
IRS990EZ/TotalRevenueAmt085318
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTRENTAL INCOME 11,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDONATIONS 2,520BUS EXPENSES 1,021PROGRAM EXPENSES 6,436JANITORIAL SUPPLIES 4,469MEMBERSHIP EXPENSES 6,059OFFICE SUPPLIES AND BANK FEES 561CASUAL LABOR 14,304TAXES 40ADVERTISING 1,225MISCELLANEOUS 1,113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE AND ACCRUED E 1,627 1,627
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD SHEPPARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09516787777
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId054FB3D31E6E31056D2296FEAF7B4A727F94F9A00
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId054FB3D31E6E31056D2296FEAF7B4A727F94F9A00
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId033314720183184ss4mih
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.157.171.164
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTm014:33:30
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/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINE M ANDERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T13:55:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,771
Liabilities
$1,627
Net assets
$160,144
Revenue
$85,318
Expenses
$72,850
Net income
$12,468
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)19 • <$500k nonprofits