Civic Intelligence

American Legion Post 0227 Tustin

990EZ • Fiscal year 2024 • EIN 95-6070017

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 02, 2025

Organization ProfileWWW.ALTUSTINPOST227.ORG
360 E 1st Street 475Tustin, CA 92780

(714) 788-6060

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

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

Liabilities / Revenue

52nd percentile

0.00x

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

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

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

8th percentile

-30%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

27th percentile

-14%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$42,042

Down $18,064 (-30%) from 2023

Net Assets

Down

$42,042

Down $18,064 (-30%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin10th percentile

Revenue

Down

$51,311

Down $8,479 (-14%) from 2023

Expenses

Up

$69,375

Up $4,857 (+7.5%) from 2023

Net Income

Down

-$18,064

Down $13,336 (-282%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$80K$60K$40K$20K$0Assets 2019: $55,808Net Assets 2019: $55,8082019Assets 2020: $71,876Net Assets 2020: $74,1572020Assets 2021: $65,248Liabilities 2021: $0Net Assets 2021: $65,2482021Assets 2022: $64,834Liabilities 2022: $0Net Assets 2022: $64,8342022Assets 2023: $60,106Liabilities 2023: $0Net Assets 2023: $60,1062023Assets 2024: $42,042Liabilities 2024: $0Net Assets 2024: $42,0422024Assets 2025: $20,019Liabilities 2025: $0Net Assets 2025: $20,0192025

Highlighted filing

2024

Assets$42,042
Liabilities$0
Net Assets$42,042
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $54,558Expenses 2019: $58,707Net Income 2019: -$4,1492019Revenue 2020: $85,413Expenses 2020: $67,064Net Income 2020: $18,3492020Revenue 2021: $81,893Expenses 2021: $88,521Net Income 2021: -$6,6282021Revenue 2022: $106,584Expenses 2022: $106,998Net Income 2022: -$4142022Revenue 2023: $59,790Expenses 2023: $64,518Net Income 2023: -$4,7282023Revenue 2024: $51,311Expenses 2024: $69,375Net Income 2024: -$18,0642024Revenue 2025: $45,375Expenses 2025: $67,398Net Income 2025: -$22,0232025

Highlighted filing

2024

Revenue$51,311
Expenses$69,375
Net Income-$18,064
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 2, 2025
Return Version
2024v5.0
Gross Receipts
$70,989
Mission and Program Overview

Mission

1) to uphold and defend the constitution of the united states 2) to promote peace and good will among the peoples of the united states and all the nations of the earth 3) to preserve the memories and incidents of 2 world wars and the other great hostilities fought to uphold democracy 4) to cement the ties and comradership born of service and 5) to consecrate the efforts of its members to mutual helpfulness and service to their country.

Program Services

DescriptionGrantsExpenses
The Veterans Emergency Assistance Program provides local area U.S. Veterans with financial aid for unforeseen, temporary emergencies in the event that funding from other sources may not be easily obtained or readily available$50,974$50,974
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sy EllisCommanderPT$0--
Rod Watson1st Vice CommanderPT$0--
Jordan TimmreckAdjutantPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$42,781$42,781$0$42,781
Total Events$42,781$42,781$19,678$23,103
Filing and Contact Details

Filer

Filer Name
American Legion
EIN
95-6070017
Phone
7147886060
Address
360 E 1st Street 475, Tustin, CA 92780

Signing Officer

Name
Sy Ellis
Title
Commander
Phone
7146067573
Signed
2025-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Pacific Holding Co LLC dba
Address
27758 Santa Margarita Pkwy Ste 371, Mission Viejo, CA 92691
Preparer
Sandra Bensworth
Phone
7148135258
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^PAPER FOOTBALL;850|MISCELLANEOUS;46^Total;896^”

Form 990-EZ, Part I, Line 10

“Veteran Emergency Assistance Program and Other Veteran Support Programs”

Form 990-EZ, Part I, Line 16

“Description;Amount^FRAUD LOSSES;10400|ADVERTISING;200|SUPPLIES;816|UNIFORMS;282|STAR CARD EXPENSE;491|BANK FEES;86|AWARDS AND GIFTS;399|EAGLE SCOUT AWARDS;32|COLOR GUARD EXPENSE;522|FILING FEES;43|PAPER FOOTBALL EXPENSE;200|GUEST SPEAKERS;114|INSURANCE;746|IT AND WEB DEVELOPMENT;15|MEMBERSHIP DUES;2050|VENMO EXP;27|MEETING EXPENSES;22^Total;16445^”

Raw XML Appendix162 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0KURT BENSWORTH
IRS990EZ/BooksInCareOfDetail/PhoneNum09498728153
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0360 E 1st Street 475
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tustin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060106
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042042
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt019184
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-18064
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01775
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060106
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042042
IRS990EZ/FundraisingGrossIncomeAmt046461
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt050974
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt070989
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00925
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04448
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060106
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042042
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060106
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042042
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sy Ellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rod Watson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jordan Timmreck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Adjutant
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016445
IRS990EZ/OtherRevenueTotalAmt0896
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt01) TO UPHOLD AND DEFEND THE CONSTITUTION OF THE UNITED STATES 2) TO PROMOTE PEACE AND GOOD WILL AMONG THE PEOPLES OF THE UNITED STATES AND ALL THE NATIONS OF THE EARTH 3) TO PRESERVE THE MEMORIES AND INCIDENTS OF 2 WORLD WARS AND THE OTHER GREAT HOSTILITIES FOUGHT TO UPHOLD DEMOCRACY 4) TO CEMENT THE TIES AND COMRADERSHIP BORN OF SERVICE AND 5) TO CONSECRATE THE EFFORTS OF ITS MEMBERS TO MUTUAL HELPFULNESS AND SERVICE TO THEIR COUNTRY.
IRS990EZ/PrintingPublicationsPostageAmt0181
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Veterans Emergency Assistance Program provides local area U.S. Veterans with financial aid for unforeseen, temporary emergencies in the event that funding from other sources may not be easily obtained or readily available
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050974
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050974
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt019678
IRS990EZ/SpecialEventsNetIncomeLossAmt026783
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt069375
IRS990EZ/TotalProgramServiceExpensesAmt050974
IRS990EZ/TotalRevenueAmt051311
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALTUSTINPOST227.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019678
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042781
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023103
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt019678
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt019678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^PAPER FOOTBALL;850|MISCELLANEOUS;46^Total;896^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Veteran Emergency Assistance Program and Other Veteran Support Programs
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^FRAUD LOSSES;10400|ADVERTISING;200|SUPPLIES;816|UNIFORMS;282|STAR CARD EXPENSE;491|BANK FEES;86|AWARDS AND GIFTS;399|EAGLE SCOUT AWARDS;32|COLOR GUARD EXPENSE;522|FILING FEES;43|PAPER FOOTBALL EXPENSE;200|GUEST SPEAKERS;114|INSURANCE;746|IT AND WEB DEVELOPMENT;15|MEMBERSHIP DUES;2050|VENMO EXP;27|MEETING EXPENSES;22^Total;16445^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Sy Ellis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Commander
ReturnHeader/BusinessOfficerGrp/PhoneNum07146067573
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0POST 227 TUSTIN
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0956070017
ReturnHeader/Filer/PhoneNum07147886060
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 E 1st Street 475
ReturnHeader/Filer/USAddress/CityNm0Tustin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092780
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030550969
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pacific Holding Co LLC dba
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine2Txt0Bensworth Management
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027758 Santa Margarita Pkwy Ste 371
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mission Viejo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092691
ReturnHeader/PreparerPersonGrp/PhoneNum07148135258
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sandra Bensworth
ReturnHeader/ReturnTs02025-04-01T19:42:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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
$42,042
Liabilities
$0
Net assets
$42,042
Revenue
$51,311
Expenses
$69,375
Net income
-$18,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.45$0.67$0.22
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.51$0.69$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.60$0.65$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.07$1.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.82$0.89$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.74$0.85$0.67$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.55$0.59$0.04