0702 Morrison Hayes FY2020 filing

Tax-deductible

Wellsville, NY501(c)(19)Public & Societal Benefit EIN 16-0708748Revenue $216K in FY2020

On file with the IRS23 Jefferson St, 14895-1131 · Wellsville, NYTax-exempt since Mar 1946

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Fraternity, benevolence, and charity to members and their families of veterans and members of the community; support local charities

501(c)(19) veterans' organization; the IRS lists gifts to it as tax-deductible.
$44K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(19)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $4K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$44K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
21 mo
of spending, in cash
Looks good: 21.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$24K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 13 voting members
Looks good: 10 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$216K
Spent
$257K
To programs
0%
Net assets
$836K
By yearFY2020–FY2024
Revenue
$216K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$216K
FY2021$391K
FY2022$215K
FY2023$320K
FY2024$302K
Expenses
$257K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$257K
FY2021$272K
FY2022$292K
FY2023$320K
FY2024$285K
Net assets
$836K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$836K
FY2021$955K
FY2022$877K
FY2023$878K
FY2024$895K

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2011-10-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

14 people listed on the 990; $44K paid to officers and key staff.

Part VII, Section A · reportable compensation
Historian
$12,768Pt VII · Sec A
Bookkeeper
$10,600Pt VII · Sec A
Commander
$7,948Pt VII · Sec A
First Vice
$7,200Pt VII · Sec A
Chaplain
$4,309Pt VII · Sec A
Trustee
$800Pt VII · Sec A
$0Pt VII · Sec A
Second Vice
$0Pt VII · Sec A

Dian Schwager’s $16K as Adjutant is at the 15th percentile of top reported officer pay among 1043 $100K–1M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Dian Schwager$15,869$16,045$13,772$11,213—
Doug Peters———$9,688$12,768
Deborah Marble$11,925$11,900———
Deborah Roberts——$11,900$9,175$10,600
Brent Roberts$9,305$9,385$9,300$8,322$7,948
Jaime White————$7,200
Tina Jackson$4,203$5,072$1,592$6,999$4,309
Dena Helms——$1,200$2,700$800

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides fraternity, benevolence, and charity to veterans and community members, supporting local causes.

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Provided by the organization

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1 program · $257K · in their own filed words · FY2020
01

Program Service Expenditures

expenditures for promoting fraternity, benevolence and charity amongst veteran members and family and community

$257Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$216K
Ln 12
Other incomeLn 4–11$154K
Investment incomeLn 3$45K
Gifts and grantsLn 1h$17K
Money outPt IX
$257K
Ln 25
Owns and owesPt X
$836K
net assets · Ln 32
Cash and savingsLn 1–2$460K
Total assetsLn 16$860K
LiabilitiesLn 26$24K
PeoplePt VI, VII
14
listed · VII A
PaidVII A6
Voting boardVI 1a13
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$17K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$45K
Other incomeLn 4–11$154K
Gains on assetsLn 7$0
Total revenueLn 12$216K
Assets in detailPt X, end of year
CashLn 1$110K
SavingsLn 2$350K
Cash and savings togetherLn 1–2$460K
Land, buildings, equipmentLn 10c$400K
Total assetsLn 16$860K
LiabilitiesLn 26$24K
Net assetsLn 32$836K
OperationsPt I, VI
EmployeesI 517
VolunteersI 6450
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$452K$460K
Land, buildings, equipmentLn 10c$425K$400K
Total assetsLn 16$877K$860K
LiabilitiesLn 26$0$24K
Net assetsLn 32$877K$836K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$16K
Grants to domestic individualsLn 2$4K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$44K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$69K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$6K
Payroll taxesLn 10$10K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$679
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$5K
Advertising and promotionLn 12$759
Office expensesLn 13$5K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$22K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$418
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$29K
InsuranceLn 23$15K
Other expenses (24a–d)Ln 24$29K
All other expensesLn 24e$1K
Total functional expensesLn 25$257K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $302K$285K$17K$895K 990 PDF
FY2023 $320K$320K$559$878K 990 PDF
FY2022 $215K$292K−$78K$877K 990 PDF
FY2021 $391K$272K$119K$955K 990 PDF
FY2020 Viewing $216K$257K−$41K$836K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $216,341 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $27,354$16,718
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $45,420$45,462
I-11 Other revenuePrior year $247,644$154,161
I-12 Total revenuePrior year $320,418$216,341
I-13 Grants and similar amounts paidPrior year $21,513$20,013
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $129,443$128,492
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $121,797$108,877
I-18 Total expensesPrior year $272,753$257,382
I-19 Revenue less expensesPrior year $47,665−$41,041
Part VI · Governance 10 of 13 board members independent, 5 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $216,341 across 14 lines filed
Lines not itemized here account for $154,823 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$10,027
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$6,691
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$16,718
VIII-3 Investment incomeRelated to mission $45,462 · Unrelated business $0 · Excluded from tax $0$45,462
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission −$662 · Unrelated business $0 · Excluded from tax $0−$662
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $199,623 · Unrelated business $0 · Excluded from tax $0$216,341
Part IX · Statement of functional expenses $257,382 across 31 lines filed
IX-1 Grants to domestic organizations$16,013
IX-2 Grants to domestic individuals$4,000
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$43,624
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$68,849
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$6,377
IX-10 Payroll taxes$9,642
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$679
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$5,139
IX-12 Advertising and promotion$759
IX-13 Office expenses$5,265
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$22,269
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$418
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$28,888
IX-23 Insurance$15,401
IX-24 Other expenses (24a–d)$28,663
IX-24e All other expenses$1,396
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$257,382
Part X · Balance sheet $859,925 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $140,367$109,743
X-2 Savings and temporary cash investmentsStart of year $311,471$349,987
X-10c Land, buildings and equipment, netStart of year $425,128$400,195
X-16 Total assetsStart of year $876,966$859,925
X-17 Accounts payable and accrued expenses$0
X-18 Grants payable$0
X-19 Deferred revenue$0
X-20 Tax-exempt bond liabilities$0
X-24 Unsecured notes and loans payableStart of year $0$24,000
X-26 Total liabilitiesStart of year $0$24,000
X-32 Total net assets or fund balancesStart of year $876,966$835,925
X-33 Total liabilities and net assetsStart of year $876,966$859,925
Part XI · Reconciliation of net assets $835,925 net assets at year end
XI-1 Total revenue$216,341
XI-2 Total expenses$257,382
XI-3 Revenue less expenses−$41,041
XI-4 Net assets at start of year$876,966
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$835,925

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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