218 Middletown Oh Post EIN 31-0200030 Form 990 (PDF) Claim this org

218 Middletown Oh Post FY2021 filing

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Provides a meeting hall and social activities for veterans and their families, including special events. For fiscal year 2021 it reported $213K in revenue, $193K in expenses, and $136K in net assets.Pt I

Type
Mutual-benefit / member-serving · Nonprofit
Location
Middletown, OH
Website
americanlegion.org
Filings
5 on file (2020–2021)
Revenue
$213KFY2021
Expenses
$193K
Net assets
$136K
People
6
Filings
5
Updates
0
More identity details & actions ⌄
EIN  31-0200030 Mutual-benefit / member-serving Middletown, OH
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Provides a meeting hall and social activities for veterans and their families, including special events.
Leadership
Bruce Whitaker · Adjutant
Money in and out
$213K revenue, $193K expenses
Bottom line
+9% surplus margin
Reported financial activity · FY2021
Total revenue
$213K
Pt VIII · Ln 12
Total expenses
$193K
Pt IX · Ln 25
Net assets
$136K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $20K
Where spending went · Part IX cols B–D
Program services $0.66 Management & general $0.34
Surplus margin
+9%
revenue over expenses, this year
Program spending
66%
of expenses reach programs

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$213K
FY2021▲ +13%
Expenses
$193K
FY2021▲ +16%
Total assets
$141K
FY2021▲ +19%
Total liabilities
$5K
FY2021▲ +67%
Total revenue
$213K
Pt VIII · Ln 12
Total expenses
$193K
Pt IX · Ln 25
Net assets
$136K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$20K
Total assetsPt X · Ln 16$141K
Program-expense ratioPt IX · col B66%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 48

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item C218 Middletown Oh Post
EINHdr · item D31-0200030
Principal addressHdr · item CMiddletown, OH
WebsiteHdr · item Jamericanlegion.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MOH
Exempt statusHdr · item I501(c)(19) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFMar 1946

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a8
Independent voting membersPt VI · Ln 1b8
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
1st Vice Commander
$0Pt VII · Sec A
Chaplain
$0Pt VII · Sec A
Post Commander
$0Pt VII · Sec A
Second Vice Commander
$0Pt VII · Sec A
$0Pt VII · Sec A
See 218 Middletown Oh Post executive salaries →

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Mission & Programs · Part III

Where the work happens

1 program service account for $127K of program spending, described in the organization's own filed words · FY2021.
01

Meeting hall and social activities for veterans and families. Veterans day events,memorial services for veterans. Organized for the support of the united states armed forces veterans of all wars and their spouses and children. Providing public awareness and social events to demonstrate needs of veterans.

$127Kprogram expense

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Statement of Revenue

Part VIII
Other revenue$174K · 82%
Contributions & grants$30K · 14%
Program service revenue$7K · 3%
Investment income$1K · 1%
Other revenue82%$174K
Contributions & grants14%$30K
Program service revenue3%$7K
Investment income1%$1K
Total revenueLn 12$213K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.66 Management & general $0.34
Program services66%$127K
Management & general34%$66K
Total functional expensesLn 25$193K

Balance Sheet

Part X · end of year
CashLn 1$105K
Total assetsLn 16$141K
Total liabilitiesLn 26$5K
Total net assetsLn 32$136K
Months of cash on handcomputed6.5

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $105K · Operating expenses/yr $193K
6.5 months
Where the money goes
Program services
Program services $127K · Total expenses $193K
66%
Management & General
Management & general $66K · Total expenses $193K
34%
Fundraising
Fundraising $0 · Total expenses $193K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $33K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $30K · Total revenue $213K
14%
Government reliance
Government grants — · Total revenue $213K
Earned-income share
Program service revenue $7K · Total revenue $213K
3%
Investment reliance
Investment income $1K · Total revenue $213K
+0.7%
Program self-sufficiency
Program service revenue $7K · Total expenses $193K
4%
Growth & trend
Revenue growth (YoY)
This year $213K · Prior year $189K
+13%
Net-asset trend (YoY)
End of year $136K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $213K · Expenses $193K
+9%
Liabilities-to-Assets
Total liabilities — · Total assets $141K
Net-asset ratio
Net assets $136K · Total assets $141K
96%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $141K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Bruce Whitaker · Reported title ADJUTANT · Highest reported compensation $0 · Total expenses $193K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $121K · Total expenses $193K
63%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 66%
Overhead ratio 34%
Fundraising cost ratio 0%
Revenue growth 13%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 2 funders$38K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$525K revenue · ⤓ 990 PDF
FY2023$208K revenue · ⤓ 990 PDF
FY2022$243K revenue · ⤓ 990 PDF
FY2021$213K revenue · viewing · ⤓ 990 PDF
FY2020$189K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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