Nonprofit · EIN 04-1028060
AMERICAN LEGION
Also known as 0024 DEPT OF MASSACHUSETTS
Tax-exempt · BOSTON, MA 02133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2023 | 990 | $2,130,447 | $1,289,285 | $841,162 | $5,859,401 | $41,438 | $5,817,963 |
| June 30, 2022 | 990 | $978,071 | $1,173,061 | -$194,990 | $4,844,094 | $41,438 | $4,802,656 |
Financial details: 990 for the year ended June 30, 2023
Revenue
- Contributions, gifts and grants
- $1,088,174
- Program service revenue
- $153,417
- Investment income
- $138,830
- Net gain from sales of assets
- -$20,046
- Net income from fundraising events
- $679
- Net income from gaming
- $36,277
- Other revenue
- $750,026
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $189,813
- Salaries, compensation and benefits (total)
- $210,918
- Professional fundraising fees
- $566,863
- Accounting fees
- $8,774
- Travel
- $41,881
- Program services (functional)
- $319,613
- Management and general (functional)
- $402,809
- Fundraising (functional)
- $566,863
Balance sheet and other
- Total assets, start of year
- $4,844,094
- Total assets, end of year
- $5,859,401
- Total liabilities, end of year
- $41,438
- Net assets, end of year
- $5,817,963
- Publicly traded securities
- $3,965,809
- Net assets without donor restrictions
- $5,238,654
- Net assets with donor restrictions
- $579,309
- Gross unrelated business income
- $24,308
- Gross receipts
- $2,838,476
- Employees
- 5
- Volunteers
- 100
- Year formed
- 1946
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NELSON BLAKE | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN TIDLUND | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT GAUTHIER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL A MORIN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL DAVIS | DIRECTOR Trustee or director, Officer | 1 | $0 |
| ANTHONY DIAS | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN HAMEL | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT JERDAN | DIRECTOR Trustee or director | 1 | $0 |
| PETER WILDE | DIRECTOR Trustee or director | 1 | $0 |
| SALLY NAY | DIRECTOR Trustee or director | 1 | $0 |
| SHAWN WHITE | DIRECTOR Trustee or director | 1 | $0 |
| SANDRA KEE | DIRECTOR Trustee or director | 1 | $0 |
| LISA MCPHEE | DIRECTOR/ADJUTANT Trustee or director | 1 | $0 |
| MICHAEL DEEGAN | DIRECTOR Trustee or director | 1 | $0 |
| JODIE PAJAK | DIRECTOR Trustee or director | 1 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT MACKAY | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT CONNER | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE OLEEN | DIRECTOR Trustee or director | 1 | $0 |
| JAMES MCMATH | DIRECTOR Trustee or director | 1 | $0 |
| NEYSA WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN SOUZA | DIRECTOR Trustee or director | 1 | $0 |
| JOE MANNING | DIRECTOR Trustee or director | 1 | $0 |
| FRED WHITE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID NELSON | DIRECTOR Trustee or director | 1 | $0 |
| PAUL ROMANELLI | DIRECTOR Trustee or director | 1 | $0 |
| JOHN P COMER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL GENEST | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE PONTES | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD CAMERON | DIRECTOR Trustee or director | 1 | $0 |
| LEO BARBER | DIRECTOR Trustee or director | 1 | $0 |
| CARLA NELSON | DIRECTOR Trustee or director | 1 | $0 |
| JIM BREHIO | TREASURER/DIRECTOR Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2022: 32 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NELSON BLAKE | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN TIDLUND | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT GAUTHIER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL A MORIN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL DAVIS | DIRECTOR Trustee or director, Officer | 1 | $0 |
| ANTHONY DIAS | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN HAMEL | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT JERDAN | DIRECTOR Trustee or director | 1 | $0 |
| PETER WILDE | DIRECTOR Trustee or director | 1 | $0 |
| SALLY NAY | DIRECTOR Trustee or director | 1 | $0 |
| SHAWN WHITE | DIRECTOR Trustee or director | 1 | $0 |
| SANDRA KEE | DIRECTOR Trustee or director | 1 | $0 |
| LISA MCPHEE | DIRECTOR/ADJUTANT Trustee or director | 1 | $0 |
| MICHAEL DEEGAN | DIRECTOR Trustee or director | 1 | $0 |
| JODIE PAJAK | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT MACKAY | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT CONNER | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE OLEEN | DIRECTOR Trustee or director | 1 | $0 |
| JAMES MCMATH | DIRECTOR Trustee or director | 1 | $0 |
| NEYSA WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN SOUZA | DIRECTOR Trustee or director | 1 | $0 |
| JOE MANNING | DIRECTOR Trustee or director | 1 | $0 |
| FRED WHITE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID NELSON | DIRECTOR Trustee or director | 1 | $0 |
| PAUL ROMANELLI | DIRECTOR Trustee or director | 1 | $0 |
| JOHN P COMER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL GENEST | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE PONTES | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD CAMERON | DIRECTOR Trustee or director | 1 | $0 |
| LEO BARBER | DIRECTOR Trustee or director | 1 | $0 |
| CARLA NELSON | DIRECTOR Trustee or director | 1 | $0 |
| JIM BREHIO | TREASURER/DIRECTOR Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- ROOM 5462 STATE HOUSE, BOSTON, MA 02133-1000
- Principal officer (990 for 2022)
- LISA MCPHEE, 546-2 STATE HOUSE, BOSTON, MA 02133
- Signed the 990
- LISA MCPHEE, ADJUTANT
- Phone
- (617) 727-2966
- Return prepared by
- LOISELLE & ASSOCIATES PC
Mission
TO PROVIDE ASSISTANCE AND SERVICES TO VETERANS OF THE U.S. ARMED FORCES. TO UPHOLD AND DEFEND THE CONSTITUTION OF THE USA. TO MAINTAIN LAW AND ORDER AND TO FOSTER AND PERPETUATE AMERICANISM. TO PRESERVE THE MEMORIES AND INCIDENTS OF THE ASSOCIATIONS IN THE GREAT WARS AND TO INCULCATE A SENSE OF INDIVIDUAL OBLIGATION TO THE COMMUNITY STATE AND NATION.
Program accomplishments
- REHABILITATION STAMP FUND PROVIDES FUNDING FOR VARIOUS VETERAN ADMIN HOSPITAL CANTEEN SERVICES, AND GIFTS AND RELIEF TO PATIENTS AND VETERANS IN NEED.
- BOYS' STATE FUND SENDS CHILDREN TO AN EDUCATIONAL CAMP TO LEARN ABOUT THE GOVERNMENT LEGISLATIVE PROCESS - IN EXCESS OF 400 PARTICIPANTS.
- VARIOUS SPECIAL PURPOSES FUNDS PROVIDES SCHOLARSHIP AND YOUTH PROGRAMS PROVIDING HIGHER EDUCATION GRANTS AND CONTINUING EDUCATION AND OTHER YOUTH SERVICES AS WELL AS VARIOUS CHARITABLE CONTRIBUTIONS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | Not on file |
IRS record
- EIN
- 04-1028060
- Tax-exempt status
- 501(c)(19): Veterans' organization
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0925: AMERICAN LEGION
- Assets (IRS master file)
- $5,859,401
- Income (IRS master file)
- $2,838,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2023 | $2,130,447 | $1,289,285 | $5,859,401 | XML |
| 990 | June 2022 | $978,071 | $1,173,061 | $4,844,094 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-1028060).
Questions about AMERICAN LEGION
- What is the EIN of AMERICAN LEGION?
- The employer identification number (EIN) of AMERICAN LEGION is 04-1028060.
- Is AMERICAN LEGION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(19) since 1946.
- Which annual return does AMERICAN LEGION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN LEGION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN LEGION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2023.
- Who is the principal officer of AMERICAN LEGION?
- The 990 for the year ended June 30, 2023 names LISA MCPHEE.
- Who are the officers and directors of AMERICAN LEGION?
- The 990 for the year ended June 30, 2023 lists 32 people; 0 received compensation from the organization.
- How much revenue does AMERICAN LEGION have?
- On its 990 for the year ended June 30, 2023 it reported revenue of $2,130,447, expenses of $1,289,285 and total assets of $5,859,401 at year end.
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