Civic Intelligence

American Legion Post 56

990EZ • Fiscal year 2023 • EIN 95-6093728

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

Organization ProfileN/A
PO Box 455Santa Maria, CA 93456

(805) 925-2257

Siviq Scores

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

Liabilities / Assets

97th percentile

0.75x

Higher debt load relative to assets than 97% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

2.53x

Higher debt load relative to revenue than 99% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-175%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Asset Growth

6th percentile

-34%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$18,440

Down $9,545 (-34%) from 2022

Net Assets

Down

$4,590

Down $9,552 (-68%) from 2022

Liabilities

Up

$13,850

Up $7 (+0.1%) from 2022

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

Down

$5,467

Down $19,270 (-78%) from 2022

Expenses

Down

$15,019

Down $4,119 (-22%) from 2022

Net Income

Down

-$9,552

Down $15,151 (-271%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$40K$30K$20K$10K$0Assets 2011: $8,398Liabilities 2011: $1,1082011Assets 2012: $5,322Liabilities 2012: $1,774Net Assets 2012: $3,5482012Assets 2013: $3,949Liabilities 2013: $729Net Assets 2013: $3,2202013Assets 2014: $7,472Liabilities 2014: $3,688Net Assets 2014: $3,7842014Assets 2015: $10,401Liabilities 2015: $1,492Net Assets 2015: $8,9092015Assets 2016: $13,970Liabilities 2016: $984Net Assets 2016: $12,9862016Assets 2017: $11,538Liabilities 2017: $1,9572017Assets 2018: $16,767Liabilities 2018: $3,760Net Assets 2018: $13,0072018Assets 2019: $17,633Liabilities 2019: $3,457Net Assets 2019: $14,1762019Assets 2020: $31,062Liabilities 2020: $22,721Net Assets 2020: $8,3412020Assets 2021: $28,560Liabilities 2021: $20,017Net Assets 2021: $8,5432021Assets 2022: $27,985Liabilities 2022: $13,843Net Assets 2022: $14,1422022Assets 2023: $18,440Liabilities 2023: $13,850Net Assets 2023: $4,5902023Assets 2024: $31,385Liabilities 2024: $12,989Net Assets 2024: $18,3962024

Highlighted filing

2023

Assets$18,440
Liabilities$13,850
Net Assets$4,590
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $22,705Expenses 2011: $22,395Net Income 2011: $3102011Revenue 2012: $14,578Expenses 2012: $18,320Net Income 2012: -$3,7422012Revenue 2013: $17,862Expenses 2013: $18,190Net Income 2013: -$3282013Revenue 2014: $22,932Expenses 2014: $22,368Net Income 2014: $5642014Revenue 2015: $22,831Expenses 2015: $17,706Net Income 2015: $5,1252015Revenue 2016: $21,783Expenses 2016: $17,706Net Income 2016: $4,0772016Revenue 2017: $4,450Expenses 2017: $7,855Net Income 2017: -$3,4052017Revenue 2018: $19,777Expenses 2018: $16,351Net Income 2018: $3,4262018Revenue 2019: $24,550Expenses 2019: $23,381Net Income 2019: $1,1692019Revenue 2020: $10,559Expenses 2020: $16,394Net Income 2020: -$5,8352020Revenue 2021: $9,378Expenses 2021: $9,176Net Income 2021: $2022021Revenue 2022: $24,737Expenses 2022: $19,138Net Income 2022: $5,5992022Revenue 2023: $5,467Expenses 2023: $15,019Net Income 2023: -$9,5522023Revenue 2024: $26,224Expenses 2024: $12,418Net Income 2024: $13,8062024

Highlighted filing

2023

Revenue$5,467
Expenses$15,019
Net Income-$9,552
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$160,091
Mission and Program Overview

Mission

The organization's general mission is to promote the good of United States veterans and their families.

Program Services

DescriptionGrantsExpenses
Provided for the social welfare of its members--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard TilleyCommander-$0--
Leonard ColeAdjudant-$0--
Tom McDermottFinance Officer-$0--
Martha Garcia1st Vice-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fireworks$40,484$40,484$31,495$8,989
Total Events$40,484$40,484$31,495$8,989
Filing and Contact Details

Filer

Filer Name
American Legion
EIN
95-6093728
Phone
8059252257
Address
PO Box 455, Santa Maria, CA 93456

Signing Officer

Name
Tom McDermott
Title
Finance Officer
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Tax and Business Services
Address
1005 S Broadway, Santa Maria, CA 93454
Preparer
Kim Dickson
Phone
8059225909
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $318”

Other Expenses.1012

“Insurance $243”

Other Expenses.1

“Per Capita Dues $3220”

Other Expenses.2

“Telephone & internet $2468”

Other Expenses.3

“Dues $1695”

Other Expenses.4

“Socials/Activities $1521”

Other Expenses.6

“Bank Charges $39”

Other Expenses.7

“state taxes $20”

Other Expenses.8

“Socials/Activities $-1”

Other Assets.1003

“Machinery and Equipment - Beginning $3843 Machinery and Equipment - Ending $2606”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $3843 Accounts Payable and Accrued Expenses - Ending $4151”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $10000 Unsecured Notes and Loans Payable - Ending $9699”

Raw XML Appendix153 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/PersonNm0Tom McDermott
IRS990EZ/BooksInCareOfDetail/PhoneNum08059252257
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 N Pine St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Maria
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093458
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024142
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015834
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt0123129
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9552
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027985
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018440
IRS990EZ/FundraisingGrossIncomeAmt040484
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04010
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-11001
IRS990EZ/GrossReceiptsAmt0160091
IRS990EZ/GrossSalesOfInventoryAmt0112128
IRS990EZ/GroupExemptionNum00925
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07477
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014142
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04590
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014142
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04590
IRS990EZ/OccupancyRentUtltsAndMaintAmt0218
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 Tilley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leonard Cole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom McDermott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Martha Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Adjudant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Finance Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31st Vice
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03843
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02606
IRS990EZ/OtherExpensesTotalAmt09523
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's general mission is to promote the good of United States veterans and their families.
IRS990EZ/PrintingPublicationsPostageAmt0368
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided for the social welfare of its members
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt031495
IRS990EZ/SpecialEventsNetIncomeLossAmt08989
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013843
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013850
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015019
IRS990EZ/TotalRevenueAmt05467
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031495
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fireworks
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040484
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08989
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031495
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Per Capita Dues $3220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone & internet $2468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues $1695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Socials/Activities $1521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges $39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7state taxes $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Socials/Activities $-1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $3843 Machinery and Equipment - Ending $2606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $3843 Accounts Payable and Accrued Expenses - Ending $4151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Unsecured Notes and Loans Payable - Beginning $10000 Unsecured Notes and Loans Payable - Ending $9699
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.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1008
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom McDermott
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Finance Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0American Legion
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt056 CORPORAL MARSHALL N BRADEN CA
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0956093728
ReturnHeader/Filer/PhoneNum08059252257
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 455
ReturnHeader/Filer/USAddress/CityNm0Santa Maria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093456
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0854155588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax and Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01005 S Broadway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093454
ReturnHeader/PreparerPersonGrp/PhoneNum08059225909
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim Dickson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T17:47:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tom
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McDermott
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,440
Liabilities
$13,850
Net assets
$4,590
Revenue
$5,467
Expenses
$15,019
Net income
-$9,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$13.0$18.4$26.2$12.4$13.8
2023Detailed filing. Detailed filing data is available for this year.$18.4$13.9$4.59$5.47$15.0$9.55
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$13.8$14.1$24.7$19.1$5.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$20.0$8.54$9.38$9.18$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$22.7$8.34$10.6$16.4$5.84
2019Detailed filing. Detailed filing data is available for this year.$17.6$3.46$14.2$24.6$23.4$1.17
2018Detailed filing. Detailed filing data is available for this year.$16.8$3.76$13.0$19.8$16.4$3.43
2017Summary only. Only limited summary data is available for this year.$11.5$1.96$4.45$7.86$3.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.98$13.0$21.8$17.7$4.08
2015Detailed filing. Detailed filing data is available for this year.$10.4$1.49$8.91$22.8$17.7$5.13
2014Detailed filing. Detailed filing data is available for this year.$7.47$3.69$3.78$22.9$22.4$0.56
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.73$3.22$17.9$18.2$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$1.77$3.55$14.6$18.3$3.74
2011Summary only. Only limited summary data is available for this year.$8.40$1.11$22.7$22.4$0.31