American Legion FY2020 filing

Not tax-deductible

Lee Center, NY501(c)(19)EIN 16-1013471Revenue $45K in FY2020

On file with the IRS9025 Veterans Memorial Hwy, 13363-1838 · Lee Center, NYTax-exempt since Oct 1946

This page gets seen. Tell your story. Claim this org.

Providing social and recreational activities for members.

83¢ of each $1 spent went to programs.
$6K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · 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
No
Donations are not tax-deductible
Worth a look: the IRS does not list 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
2 of 5
filings with a surplus
Average surplus $3K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$6K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
20 mo
of spending, in cash
Looks good: 19.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 9 voting members
Looks good: 7 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$45K
Spent
$56K
To programs
83%
Net assets
$243K
By yearFY2020–FY2024
Revenue
$45K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$45K
FY2021$105K
FY2022$70K
FY2023$71K
FY2024$73K
Expenses
$56K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$56K
FY2021$61K
FY2022$80K
FY2023$81K
FY2024$71K
Net assets
$243K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$243K
FY2021$308K
FY2022$272K
FY2023$292K
FY2024$326K

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. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1946.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $47K Management & general 17% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

9 people listed on the 990; $6K paid to officers and key staff.

Part VII, Section A · reportable compensation
Vice Commander
$5,706Pt VII · Sec A
Vice Commander
$319Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Chaplain
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Service Officer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lucy Burgard$11,251$10,404$10,045$8,800$5,706
Jackie Sweeney————$319

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.

See American Legion executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers social and recreational activities for members.

Questions for American Legion

Tap to ask. American Legion sees how many people are interested.

Your first name shows with your question. American Legion answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $47K · in their own filed words · FY2020
01

Operation and maintenance of facility not otherwise available to members for various patriotic, social, civic and recreational functions.

$45Kprogram expense
02

Sponsoring and participating in patriotic activities. Assisting needy and disabled veterans, widows or orphans of deceased veterans.

$862program expense
03

Grants to misc local scholarship and non-profit entities. Promoting the social welfare of the community.

$400program expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$45K
Ln 12
Other incomeLn 4–11$29K
Gifts and grantsLn 1h$16K
Investment incomeLn 3$13
Money outPt IX
$56K
Ln 25
Programscol B$47K
Managementcol C$10K
Owns and owesPt X
$243K
net assets · Ln 32
Cash and savingsLn 1–2$93K
Total assetsLn 16$243K
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$16K
Fundraising eventsLn 1c$3K
Investment incomeLn 3$13
Other incomeLn 4–11$29K
Total revenueLn 12$45K
Assets in detailPt X, end of year
CashLn 1$75K
SavingsLn 2$18K
Cash and savings togetherLn 1–2$93K
InvestmentsLn 11–13$93K
Land, buildings, equipmentLn 10c$52K
Total assetsLn 16$243K
LiabilitiesLn 26$0
Net assetsLn 32$243K
OperationsPt I, VI
EmployeesI 510
VolunteersI 60
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$102K$93K
InvestmentsLn 11–13$75K$93K
Land, buildings, equipmentLn 10c$54K$52K
Total assetsLn 16$236K$243K
LiabilitiesLn 26$0$0
Net assetsLn 32$236K$243K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$400$400
Pay of current officers, directors and key staffLn 5$6K$6K
Accounting feesLn 11c$4K$4K
Office expensesLn 13$611$611
OccupancyLn 16$32K$32K
Payments to affiliatesLn 21$10K$10K
Depreciation, depletion and amortizationLn 22$2K$2K
Other expenses (24a–d)Ln 24$1K$1K$75
Total functional expensesLn 25$56K$47K$10K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $73K$71K$2K$326K 990 PDF
FY2023 $71K$81K−$10K$292K 990 PDF
FY2022 $70K$80K−$10K$272K 990 PDF
FY2021 $105K$61K$44K$308K 990 PDF
FY2020 Viewing $45K$56K−$11K$243K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $44,958 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $12,378$16,202
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $40$13
I-11 Other revenuePrior year $62,671$28,743
I-12 Total revenuePrior year $75,089$44,958
I-13 Grants and similar amounts paidPrior year $2,680$400
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,668$6,025
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $66,313$49,955
I-18 Total expensesPrior year $76,661$56,380
I-19 Revenue less expensesPrior year −$1,572−$11,422
Part VI · Governance 7 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members7
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
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $44,958 across 7 lines filed
Lines not itemized here account for $28,743 of total revenue; see the IRS return.
VIII-1b Membership dues$11,126
VIII-1c Fundraising events$3,213
VIII-1f All other contributions, gifts and grants$1,863
VIII-1h Total contributions, gifts and grants$16,202
VIII-3 Investment incomeExcluded from tax $13$13
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $1,498 · Unrelated business $0 · Excluded from tax $27,258$44,958
Part IX · Statement of functional expenses $56,380 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $400$400
IX-5 Pay of current officers, directors and key staffManagement $6,025$6,025
IX-11c Accounting feesManagement $3,650$3,650
IX-13 Office expensesPrograms $611$611
IX-16 OccupancyPrograms $31,521$31,521
IX-21 Payments to affiliatesPrograms $10,308$10,308
IX-22 Depreciation, depletion and amortizationPrograms $2,463$2,463
IX-24 Other expenses (24a–d)Programs $1,327 · Management $75$1,402
IX-25 Total functional expensesPrograms $46,630 · Management $9,750 · Fundraising $0$56,380
Part X · Balance sheet $242,602 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $84,265$74,656
X-2 Savings and temporary cash investmentsStart of year $17,522$18,174
X-8 Inventories for sale or useStart of year $5,300$5,300
X-10c Land, buildings and equipment, netStart of year $54,176$51,713
X-11 Publicly traded securitiesStart of year $74,777$92,759
X-16 Total assetsStart of year $236,040$242,602
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $236,040$242,602
X-33 Total liabilities and net assetsStart of year $236,040$242,602
Part XI · Reconciliation of net assets $242,602 net assets at year end
XI-1 Total revenue$44,958
XI-2 Total expenses$56,380
XI-3 Revenue less expenses−$11,422
XI-4 Net assets at start of year$236,040
XI-5 Net unrealized gains (losses) on investments$17,984
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$242,602

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.