Nonprofit · EIN 23-7336165
LEGIONAIRE INSURANCE TRUST
Tax-exempt · OXNARD, CA 93036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,808,320 | $2,407,820 | -$599,500 | $4,454,694 | $0 | $4,454,694 |
| December 31, 2024 | 990 | $2,582,747 | $3,787,337 | -$1,204,590 | $5,059,257 | $5,063 | $5,054,194 |
| December 31, 2023 | 990 | $3,785,828 | $1,776,201 | $2,009,627 | $6,262,084 | $3,300 | $6,258,784 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,686,361
- Investment income
- $121,959
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,107,124
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,353
Balance sheet and other
- Total assets, start of year
- $5,059,257
- Total assets, end of year
- $4,454,694
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,454,694
- Gross receipts
- $1,808,320
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1966
- State of legal domicile
- DC
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUBERT DAGLEY | CHAIRMAN Trustee or director | 2 | $0 |
| JIMMY HAWK | SECRETARY Trustee or director | 2 | $0 |
| RICHARD SANTOS | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| JOHN DERNER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| RONALD BRADSTREET | TRUST DIRECTOR Trustee or director | 2 | $0 |
| SHARON CHERRETTE | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| MIKE SIMON | DIRECTOR Trustee or director | 2 | $0 |
| CHARLES BERRY | TRUST DIRECTOR Trustee or director | 2 | $0 |
| BRUCE COMER | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| DEWEY MOSS | TRUST DIRECTOR Trustee or director | 2 | $0 |
| FRANCIS RIDDELL | TRUST DIRECTOR Trustee or director | 2 | $0 |
| WILLIAM SHEETS | TRUST DIRECTOR Trustee or director | 2 | $0 |
| MARTIN CONATSER | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| JIMMIE FOSTER | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| ROBERT KRAEMER | TRUST DIRECTOR Trustee or director | 2 | $0 |
36 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAM FLORES | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| JASON HALL | TRUST DIRECTOR Trustee or director | 2 | $0 |
| RUSSELL MYERS | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| TERRI CLINTON | TRUST DIRECTOR Trustee or director | 2 | $0 |
| RONALD RUNYAN | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| BILL BARBKNECHT | TRUST DIRECTOR Trustee or director | 2 | $0 |
| DEBORAH FIELDER | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| LOWRY FINLEY-JACKSON | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| DUANE CUNNINGHAM | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| LIONEL MOTTA | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| WAYNE PERRA | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| KENNETH CONNORS | TRUST DIRECTOR Trustee or director | 2 | $0 |
| TONY NAVARRETE | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| DETASHIA COLEMAN | TRUST DIRECTOR Trustee or director | 2 | $0 |
| DON HERRLY | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| JOHN ROBINSON | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| HAYDEN WOODS | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| JAMES HOGAN | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| CORY BATES | DIRECTOR Trustee or director | 2 | $0 |
| DEAN TUTTLE | TRUST DIRECTOR Trustee or director | 2 | $0 |
| WILLIAM WEST | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| TOM SCANLON | TRUST DIRECTOR Trustee or director | 2 | $0 |
| FRANK NICHOLSON | TRUST DIRECTOR Trustee or director | 2 | $0 |
| JULIE MUHLE | DIRECTOR Trustee or director | 2 | $0 |
| VANESSA STUART | DEPARTMENT ADJUTANTR Trustee or director | 2 | $0 |
| CHAD WOODBURN | TRUST DIRECTOR Trustee or director | 2 | $0 |
| GEORGE DUNCAN | TRUST DIRECTOR Trustee or director | 2 | $0 |
| LOUIS BRAULT | TRUST DIRECTOR Trustee or director | 2 | $0 |
| FLYNN PHILLIPS | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| HUGH HOLMES | TRUST DIRECTOR Trustee or director | 2 | $0 |
| RICHARD FISHER | DEPARTMENT ADJUTANT & TRUST DIRECTOR Trustee or director | 2 | $0 |
| DIXON LINDEN | INTERIM TD Trustee or director | 2 | $0 |
| BARBARA LOMBRANO | DEPARTMENT ADJUTANT Trustee or director | 2 | $0 |
| ERIC MARTIN | DEPARTMENT ADJUTANT Trustee or director | 2 | $0 |
| JINNY CASH | TRUST DIRECTOR Trustee or director | 2 | $0 |
| MARK CAUBLE | TRUST DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 49 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUGH DAGLEY | CHAIRMAN Trustee or director | 2 | $0 |
| JIMMY HAWK | SECRETARY Trustee or director | 2 | $0 |
| RICHARD SANTOS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| JOHN DERNER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| RONALD BRADSTREET | DIRECTOR Trustee or director | 2 | $0 |
| SHARON CHERRETTE | DIRECTOR Trustee or director | 2 | $0 |
| MIKE SIMON | DIRECTOR Trustee or director | 2 | $0 |
| BOB RENNER | DIRECTOR Trustee or director | 2 | $0 |
| JANET WILSON | DIRECTOR Trustee or director | 2 | $0 |
| CHARLES BERRY | DIRECTOR Trustee or director | 2 | $0 |
| GEORGE ROUNDTREE | DIRECTOR Trustee or director | 2 | $0 |
| BRUCE COMER | DIRECTOR Trustee or director | 2 | $0 |
| DEWEY MOSS | DIRECTOR Trustee or director | 2 | $0 |
| FRANCIS RIDDELL | DIRECTOR Trustee or director | 2 | $0 |
| DOUG HOFFMAN | DIRECTOR Trustee or director | 2 | $0 |
| MARTIN CONATSER | DIRECTOR Trustee or director | 2 | $0 |
| JIMMY FOSTER | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT KRAEMER | DIRECTOR Trustee or director | 2 | $0 |
| RUDOLPH RUDY BOURG | DIRECTOR Trustee or director | 2 | $0 |
| JASON HALL | DIRECTOR Trustee or director | 2 | $0 |
| RUSS MYERS | DIRECTOR Trustee or director | 2 | $0 |
| LOUIS BRAULT | DIRECTOR Trustee or director | 2 | $0 |
| RON RUNYAN | DIRECTOR Trustee or director | 2 | $0 |
| BILL BARBKNECHT | DIRECTOR Trustee or director | 2 | $0 |
| DEBORAH FIELDER | DIRECTOR Trustee or director | 2 | $0 |
| LOWRY FINLEY-JACKSON | DIRECTOR Trustee or director | 2 | $0 |
| DUANE CUNNINGHAM | DIRECTOR Trustee or director | 2 | $0 |
| DAVID SALAK | DIRECTOR Trustee or director | 2 | $0 |
| LIONEL MOTTA | DIRECTOR Trustee or director | 2 | $0 |
| WAYNE PERRA | DIRECTOR Trustee or director | 2 | $0 |
| KEN CONNORS | DIRECTOR Trustee or director | 2 | $0 |
| TONY NAVARRETE | DIRECTOR Trustee or director | 2 | $0 |
| FRANK STANCIL | DIRECTOR Trustee or director | 2 | $0 |
| DON HERRLY | DIRECTOR Trustee or director | 2 | $0 |
| JOHN ROBINSON | DIRECTOR Trustee or director | 2 | $0 |
| HAYDEN WOODS | DIRECTOR Trustee or director | 2 | $0 |
| CHARLES SCHMIDT | DIRECTOR Trustee or director | 2 | $0 |
| JAMES WOODY HOGAN | DIRECTOR Trustee or director | 2 | $0 |
| CORY BATES | DIRECTOR Trustee or director | 2 | $0 |
| FRED NELSON | DIRECTOR Trustee or director | 2 | $0 |
| DEAN TUTTLE | DIRECTOR Trustee or director | 2 | $0 |
| BILL WEST | DIRECTOR Trustee or director | 2 | $0 |
| N WAYNE JACKSON | DIRECTOR Trustee or director | 2 | $0 |
| TOM SCANLON | DIRECTOR Trustee or director | 2 | $0 |
| DAVID STEIN | DIRECTOR Trustee or director | 2 | $0 |
| FRANK NICHOLSON | DIRECTOR Trustee or director | 2 | $0 |
| JULIE MUHLE | DIRECTOR Trustee or director | 2 | $0 |
| BILL FRYE | DIRECTOR Trustee or director | 2 | $0 |
| WAYNE STEVENS | MANAGING DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 52 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRAXTON BRIDGERS | CHAIRMAN Trustee or director | 2 | $0 |
| HUGH DAGLEY | VICE CHAIRMAN Trustee or director | 2 | $0 |
| BEN HEADEN | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT KRAEMER | DIRECTOR Trustee or director | 2 | $0 |
| BOB RENNER | DIRECTOR Trustee or director | 2 | $0 |
| TERRI CLINTON | DIRECTOR Trustee or director | 2 | $0 |
| FRANK STANCIL | DIRECTOR Trustee or director | 2 | $0 |
| CHARLES BERRY | DIRECTOR Trustee or director | 2 | $0 |
| RIC SANTOS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| JIMMY HAWK | SECRETARY Trustee or director | 2 | $0 |
| BRUCE COMER | DIRECTOR Trustee or director | 2 | $0 |
| LOUIS BRAULT | DIRECTOR Trustee or director | 2 | $0 |
| SHARON CHERRETTE | DIRECTOR Trustee or director | 2 | $0 |
| JOHN DERNER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| JIMMIE FOSTER | DIRECTOR Trustee or director | 2 | $0 |
| LOWRY FINLEY-JACKSON | DIRECTOR Trustee or director | 2 | $0 |
| GARY WHITE | DIRECTOR Trustee or director | 2 | $0 |
| PATRICIA THURSTON | DIRECTOR Trustee or director | 2 | $0 |
| CHARLES ABRAHAMSON | DIRECTOR Trustee or director | 2 | $0 |
| RONALD RUNYON | DIRECTOR Trustee or director | 2 | $0 |
| BILL BARBKNECHT | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL FRONABARGER | DIRECTOR Trustee or director | 2 | $0 |
| DAVID SALAK | DIRECTOR Trustee or director | 2 | $0 |
| LIONEL MOTTA | DIRECTOR Trustee or director | 2 | $0 |
| WAYNE PERRA | DIRECTOR Trustee or director | 2 | $0 |
| KEN CONNORS | DIRECTOR Trustee or director | 2 | $0 |
| TONY R NAVARRETE | DIRECTOR Trustee or director | 2 | $0 |
| JOHN ROBINSON | DIRECTOR Trustee or director | 2 | $0 |
| JAMES HOGAN | DIRECTOR Trustee or director | 2 | $0 |
| CORY BATES | DIRECTOR Trustee or director | 2 | $0 |
| RONALD BRADSTREET | DIRECTOR Trustee or director | 2 | $0 |
| DEAN TUTTLE | DIRECTOR Trustee or director | 2 | $0 |
| WILLIAM WEST | DIRECTOR Trustee or director | 2 | $0 |
| GARY WOLKOW | DIRECTOR Trustee or director | 2 | $0 |
| JULIE MUHLE | DIRECTOR Trustee or director | 2 | $0 |
| DAVID STEIN | DIRECTOR Trustee or director | 2 | $0 |
| MARTY CONASTER | DIRECTOR Trustee or director | 2 | $0 |
| BILL FRYE | DIRECTOR Trustee or director | 2 | $0 |
| RUDY BOURG SR | DIRECTOR Trustee or director | 2 | $0 |
| ZESTE DEBRO | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT HAUGH | DIRECTOR Trustee or director | 2 | $0 |
| N WAYNE JACKSON | DIRECTOR Trustee or director | 2 | $0 |
| RONALD MATTHEWS | DIRECTOR Trustee or director | 2 | $0 |
| RUSS MYERS | DIRECTOR Trustee or director | 2 | $0 |
| STEPHEN PHILLIPS | DIRECTOR Trustee or director | 2 | $0 |
| FRANK NICHOLSON | DIRECTOR Trustee or director | 2 | $0 |
| TOM SCANLON | DIRECTOR Trustee or director | 2 | $0 |
| FRANCIS RIDDELL | DIRECTOR Trustee or director | 2 | $0 |
| BOB CLARK | DIRECTOR Trustee or director | 2 | $0 |
| GEORGE ROUNDTREE | DIRECTOR Trustee or director | 2 | $0 |
| JANET WILSON | DIRECTOR Trustee or director | 2 | $0 |
| WAYNE STEVENS | MANAGING DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 300 E ESPLANADE DR STE 2010, OXNARD, CA 93036-1229
- Principal officer (990 for 2025)
- HUGH DAGLEY, 300 E ESPLANADE DRIVE STE 2010, OXNARD, CA 930361238
- Signed the 990
- HUGH DAGLEY, CHAIRMAN
- Phone
- (805) 566-9191
- Website
- WWW.LEGIONINSURANCE.ORG
- Return prepared by
- NASIF HICKS HARRIS & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7336165 or by the name LEGIONAIRE INSURANCE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE LEGIONNAIRE INSURANCE TRUST'S PRIMARY EXEMPT PURPOSE IS TO OFFER PARTICIPATING AMERICAN LEGION MEMBERS THE OPPORTUNITY TO OBTAIN HIGH QUALITY DEPARTMENT ENDORSED INSURANCE PRODUCTS AT RATES THAT REFLECT MASSIVE GROUP BUYING POWER OF THE LEGION DEPARTMENTS.
Program accomplishments
- ALLOCATION TO DEPARTMENTS OF THE AMERICAN LEGIONExpenses $2,407,819 · grants $2,107,124 · revenue $1,808,320
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7336165
- Tax-exempt status
- 501(c)(19): Veterans' organization
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,454,694
- Income (IRS master file)
- $1,808,320
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,808,320 | $2,407,820 | $4,454,694 | XML |
| 990 | December 2024 | $2,582,747 | $3,787,337 | $5,059,257 | IRS |
| 990 | December 2023 | $3,785,828 | $1,776,201 | $6,262,084 | XML |
| 990 | December 2022 | $2,837,936 | $3,840,479 | $4,249,157 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 23-7336165).
Questions about LEGIONAIRE INSURANCE TRUST
- What is the EIN of LEGIONAIRE INSURANCE TRUST?
- The employer identification number (EIN) of LEGIONAIRE INSURANCE TRUST is 23-7336165.
- Is LEGIONAIRE INSURANCE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(19) since 1973.
- Are donations to LEGIONAIRE INSURANCE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does LEGIONAIRE INSURANCE TRUST 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 LEGIONAIRE INSURANCE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGIONAIRE INSURANCE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LEGIONAIRE INSURANCE TRUST?
- The 990 for the year ended December 31, 2025 names HUGH DAGLEY.
- Who are the officers and directors of LEGIONAIRE INSURANCE TRUST?
- The 990 for the year ended December 31, 2025 lists 51 people; 0 received compensation from the organization.
- How much revenue does LEGIONAIRE INSURANCE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,808,320, expenses of $2,407,820 and total assets of $4,454,694 at year end.
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