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Nonprofit · EIN 81-0105625

AMERICAN LEGION AUXILIARY

Also known as DEPARTMENT OF MONTANA HEADQUARTERS, Three Rivers District 8

Tax-exempt · POLSON, MT 59860

Financials

$105K$67K2022$108K$81K2023$117K$97K2024
Revenue Expenses · by fiscal year end
Financials of AMERICAN LEGION AUXILIARY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-EZ$116,853$96,521$20,332$181,818–$181,818
July 31, 2024990-EZ$108,321$80,928$27,393$160,515–$160,515
July 31, 2023990-EZ$104,821$66,590$38,231$131,164$20$131,144
Financial details: 990-EZ for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$84,106
Program service revenue
$19,005
Investment income
$544
Net gain from sales of assets
$902
Net income from fundraising events
$11,685
Net income from sales of inventory
$611

Expenses

Grants and similar amounts paid
$32,967
Compensation of officers, directors and key employees
$12,800
Salaries, compensation and benefits (total)
$15,922
Professional fees and payments to contractors
$2,260
Printing, publications and postage
$423
Other expenses
$44,949

Balance sheet and other

Total assets, start of year
$160,515
Total assets, end of year
$181,818
Total liabilities, end of year
–
Net assets, end of year
$181,818
Cash, savings and investments
$181,268
Gross receipts
$118,822

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-EZ for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RENEE LOEHRSECRETARY4$8,800
LEILA SEYFERTDISTRICT 14$4,000
CHRISTINE NELSONALTERNATE N.1$0
YVONNE KOSTELECKYN.E.C.1$0
LEONA SOMERFIELD1ST VICE PRE1$0
CASSIE JOHNSONPRESIDENT1$0
MAUREEN WATTTREASURER2$0
KARI HOULDCHAPLAIN1$0
KARI HOULDDISTRICT 20$0
STACY BEARDISTRICT 30$0
JILL ROSENBERRYDISTRICT 40$0
MICKIE ESMAYDISTRICT 50$0
SARAH RODRIQUEZDISTRICT 60$0
JACKIE GANGSTADDISTRICT 70$0
BARB CALLENDERDISTRICT 80$0
4 more people on this return
NameTitleHours / weekCompensation
FRAN ALLENDISTRICT 90$0
DAVID GEORGEDISTRICT 100$0
JEANETTE BOSSENDISTRICT 110$0
LORIE NOBLESGT AT ARMS1$0
990-EZ for the year ended July 31, 2024: 17 people
NameTitleHours / weekCompensation
RENEE LOEHRSECRETARY10$4,000
CHRISTINE NELSONNATIONAL EXE0$0
YVONNE KOSTELECKYPRESIDENT0$0
LEONA SOMERFIELD2ND VICE PRE0$0
CASSIE JOHNSON1ST VICE PR0$0
MAUREEN WATTTREASURER5$0
LEILA SEYFERTDISTRICT 10$0
KARI HOULDDISTRICT 20$0
STACY BEARDISTRICT 30$0
JILL ROSENBERRYDISTRICT 40$0
MICKIE ESMAYDISTRICT 50$0
KAREN SUSAGDISTRICT 60$0
JACKIE GANGSTADDISTRICT 70$0
BARB CALLENDERDISTRICT 80$0
FRAN ALLENDISTRICT 90$0
DAVID GEORGEDISTRICT 100$0
JEANETTE BOSSENDISTRICT 110$0
990-EZ for the year ended July 31, 2023: 16 people
NameTitleHours / weekCompensation
RENEE LOEHRSECRETARY20$9,600
CHRISTINE NELSONNATIONAL EXE1$0
YVONNE KOSTELECKYPRESIDENT2$0
CASSIE JOHNSON2ND VICE PRE1$0
JAMIE DEBATESTREASURER1$0
CAROLYN SCHMOECKELDISTRICT 21$0
PEGGY HARTWELLDISTRICT 31$0
JILL ROSENBERRYDISTRICT 41$0
MICKIE ESMAYDISTRICT 51$0
KAREN SUSAGDISTRICT 61$0
JACKIE GANGSTADDISTRICT 71$0
LINDA ATKINSONDISTRICT 81$0
FRAN ALLENDISTRICT 91$0
ESTHER HELMILADISTRICT 101$0
JEANETTE BOSSENDISTRICT 111$0
JENNIFER HERMAN1ST VICE PRE1$0

Address and contacts

Address (IRS master file)
502 BAYVIEW DR, POLSON, MT 59860-9677
In care of
% LEONA M SOMERFELD
Mailing address (990-N for 2013)
550-15th Lane NE, Power MT 59468
Principal officer (990-N for 2013)
Leona M Somerfeld, 550-15th Lane NE, Power MT 59468
Signed the 990-EZ
MAUREEN WATT, TREASURER
Phone
(406) 390-3552
Return prepared by
CAMPBELL & ASSOCIATES PC

Mission

TO PROVIDE SUPPORT TO VETERANS IN HOSPITALS WITH MEDICAL & PERSONAL NEEDS,TO PROMOTE INVOLVEMENT IN COMMUNITY AND GOVERNMENT TO YOUTH AND TO INFORM AND EDUCATE MEMBERS AND THE PUBLIC REGARDING VETERANS ISSUES.

990-EZ for the year ended July 31, 2025

Program accomplishments

  • TO AID IN PROVIDING MEDICAL AND OTHER SERVICES TO RETIRED MEMBERS OF THE ARMED FORCES RESIDING IN VETERAN'S HOSPITALS AND ASSISTED LIVING FACILITIES.
  • TO ENCOURAGE YOUTH PARTICIPATION AND TO PROMOTE INVOLVEMENT IN COMMUNITY AND GOVERNMENT ACTIVITIES PRINCIPALLY AIMED AT FEMALE HIGH SCHOOL STUDENTS AND TO PROVIDE COLLEGE SCHOLARSHIPS TO NEEDY STUDENTS.
  • TO ATTEND VETERAN-RELATED CONVENTIONS, CONFERENCES AND MEETINGS AND TO PROVIDE FINANCIAL SUPPORT TO FURTHER THE ORGANIZATION'S NATIONAL VETERAN'S PROJECTS ON A BROADER BASIS.

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-EZ on file
2023July 31, 2024December 16, 2024990-EZ on file

IRS record

EIN
81-0105625
Tax-exempt status
501(c)(19): Veterans' organization
Exempt since
1939
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$181,818
Income (IRS master file)
$118,822

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJuly 2025$116,853$96,521$181,818XML
990-EZJuly 2024$108,321$80,928$160,515XML
990-EZJuly 2023$104,821$66,590$131,164XML
990-EZJuly 2022–––IRS
990-EZJuly 2021–––IRS
990-EZJuly 2020–––IRS
990-EZJuly 2019–––IRS
990-EZJuly 2018–––IRS
990-N for 2013
Officer: Leona M Somerfeld
July 31, 2014≤ $50,000 receipts––e-Postcard

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 81-0105625).

Questions about AMERICAN LEGION AUXILIARY

What is the EIN of AMERICAN LEGION AUXILIARY?
The employer identification number (EIN) of AMERICAN LEGION AUXILIARY is 81-0105625.
Is AMERICAN LEGION AUXILIARY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(19) since 1939.
Which annual return does AMERICAN LEGION AUXILIARY 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 AUXILIARY due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AMERICAN LEGION AUXILIARY last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended July 2025.
Who is the principal officer of AMERICAN LEGION AUXILIARY?
The 990-N for 2013 names Leona M Somerfeld.
Who are the officers and directors of AMERICAN LEGION AUXILIARY?
The 990-EZ for the year ended July 31, 2025 lists 19 people; 2 received compensation from the organization, the highest $8,800 (RENEE LOEHR, SECRETARY).
How much revenue does AMERICAN LEGION AUXILIARY have?
On its 990-EZ for the year ended July 31, 2025 it reported revenue of $116,853, expenses of $96,521 and total assets of $181,818 at year end.

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