0091-In FY2021 filing

Monticello, IN501(c)(19)EIN 35-1814977Revenue $298K in FY2021

On file with the IRS217 Northwestern Ave, 47960-0000 · Monticello, INTax-exempt since May 1945

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ESTABLISHING MEMORIALS TO VETERANS, POWs, MIAs. TO ACKNOWLEDGE VETERANS FOR THEIR SUPPORT IN SERVICE. PROVIDE TRAVEL FOR VETS TO VA HOSPITALS. HONOR AND PROVIDE SERVICES FOR VETS AND CURRENT MILITARY.

9¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2021 · 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
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 deficit $18K a year · 8% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
9%
of spending
Concern: 9% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.1 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
342
of 342 voting members
Looks good: 342 of 342 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$298K
+46% vs prior year
Spent
$240K
To programs
9%
Net assets
$361K
By yearFY2020–FY2024
Revenue
$298K
FY2021▲ +46%
Tap a bar for its year
Revenue by fiscal year
FY2020$204K
FY2021$298K
FY2022$198K
FY2023$219K
FY2024$159K
Expenses
$240K
FY2021▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2020$200K
FY2021$240K
FY2022$251K
FY2023$248K
FY2024$230K
Net assets
$361K
FY2021▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$321K
FY2021$361K
FY2022$308K
FY2023$279K
FY2024$209K

From the FY2021 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 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 May 1945.

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

Where the money goes

9 cents of each dollar spent went to programs.

Program services 9% · $22K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
1st Vice
$0Pt VII · Sec A
2nd Vice
$0Pt VII · Sec A
$0Pt VII · Sec A
Provost Marshall
$0Pt VII · Sec A
Judge Advocate
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022
Jay Zimmerman$9,306$7,184$393

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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Honors veterans and military by establishing memorials, providing travel to VA hospitals, and offering services.

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Provided by the organization

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3 programs · in their own filed words · FY2021
01

Provide flowers, food, and entertainment to members for loss of family and for veteran get togethers. Assist community with food, utilities, and medicines. Community projects.

Pt IX · col B
02

Upkeep to memorials for veterans/pows/mias. Provide funds and transportation to va hospitals. Acknowledge veterans for their support in service.

Pt IX · col B
03

Financial support for local youth. Sponsorships for youth activities. Educations scholarships.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$298K
Ln 12
Other incomeLn 4–11$276K
Gifts and grantsLn 1h$22K
Investment incomeLn 3$433
Money outPt IX
$240K
Ln 25
Programscol B$22K
Owns and owesPt X
$361K
net assets · Ln 32
Cash and savingsLn 1–2$83K
Total assetsLn 16$361K
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a342
IndependentVI 1b342
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$22K
Investment incomeLn 3$433
Other incomeLn 4–11$276K
Total revenueLn 12$298K
Assets in detailPt X, end of year
CashLn 1$7K
SavingsLn 2$76K
Cash and savings togetherLn 1–2$83K
Land, buildings, equipmentLn 10c$224K
Total assetsLn 16$361K
LiabilitiesLn 26$0
Net assetsLn 32$361K
OperationsPt I, VI
EmployeesI 513
VolunteersI 673
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 FY21End FY21
Cash and savingsLn 1–2$48K$83K
Land, buildings, equipmentLn 10c$241K$224K
Total assetsLn 16$321K$361K
LiabilitiesLn 26$0$0
Net assetsLn 32$321K$361K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$22K$22K
Other salaries and wagesLn 7$83K$0$0$0
Payroll taxesLn 10$7K$0$0$0
Accounting feesLn 11c$654$0$0$0
Advertising and promotionLn 12$688$0$0$0
Office expensesLn 13$157$0$0$0
OccupancyLn 16$55K$0$0$0
TravelLn 17$2K$0$0$0
InterestLn 20$1K$0$0$0
Depreciation, depletion and amortizationLn 22$17K$0$0$0
InsuranceLn 23$12K$0$0$0
All other expensesLn 24e$39K$0$0$0
Total functional expensesLn 25$240K$22K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $159K$230K−$71K$209K 990 PDF
FY2023 $219K$248K−$29K$279K 990 PDF
FY2022 $198K$251K−$53K$308K 990 PDF
FY2021 Viewing $298K$240K$57K$361K 990 PDF
FY2020 $204K$200K$4K$321K 990 PDF

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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 FY2021 990 (6 parts)
Part I · Summary $297,519 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $69,136$21,509
I-9 Program service revenue$0
I-10 Investment incomePrior year $25$433
I-11 Other revenuePrior year $134,412$275,577
I-12 Total revenuePrior year $203,573$297,519
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $21,505$22,309
I-15 Salaries and benefitsPrior year $69,924$90,221
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $108,110$127,794
I-18 Total expensesPrior year $199,539$240,324
I-19 Revenue less expensesPrior year $4,034$57,195
Part VI · Governance 342 of 342 board members independent, 4 to look at
VI-1a Voting members of the governing body342
VI-1b Independent voting members342
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 $297,519 across 5 lines filed
Lines not itemized here account for $275,577 of total revenue; see the IRS return.
VIII-1b Membership dues$1,700
VIII-1f All other contributions, gifts and grants$19,809
VIII-1h Total contributions, gifts and grants$21,509
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$433
VIII-12 Total revenueRelated to mission $276,010 · Unrelated business $0 · Excluded from tax $0$297,519
Part IX · Statement of functional expenses $240,324 across 12 lines filed
IX-4 Benefits paid to or for membersPrograms $22,309$22,309
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$83,107
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$7,114
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$654
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$688
IX-13 Office expensesPrograms $0 · Management $0 · Fundraising $0$157
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$54,910
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$2,025
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$1,476
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$16,577
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$11,933
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$39,374
IX-25 Total functional expensesPrograms $22,309 · Management $0 · Fundraising $0$240,324
Part X · Balance sheet $361,175 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $6,322$6,990
X-2 Savings and temporary cash investmentsStart of year $41,741$75,944
X-4 Accounts receivable$3,939
X-8 Inventories for sale or useStart of year $31,731$50,116
X-10c Land, buildings and equipment, netStart of year $240,763$224,186
X-16 Total assetsStart of year $320,557$361,175
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $320,557$361,175
X-33 Total liabilities and net assetsStart of year $320,557$361,175
Part XI · Reconciliation of net assets $361,175 net assets at year end
XI-1 Total revenue$297,519
XI-2 Total expenses$240,324
XI-3 Revenue less expenses$57,195
XI-4 Net assets at start of year$320,557
XI-9 Other changes in net assets−$16,577
XI-10 Net assets at end of year$361,175

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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