Nonprofit · EIN 81-0105625
AMERICAN LEGION AUXILIARY
Also known as DEPARTMENT OF MONTANA HEADQUARTERS, Three Rivers District 8
Tax-exempt · POLSON, MT 59860
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-EZ | $116,853 | $96,521 | $20,332 | $181,818 | – | $181,818 |
| July 31, 2024 | 990-EZ | $108,321 | $80,928 | $27,393 | $160,515 | – | $160,515 |
| July 31, 2023 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENEE LOEHR | SECRETARY | 4 | $8,800 |
| LEILA SEYFERT | DISTRICT 1 | 4 | $4,000 |
| CHRISTINE NELSON | ALTERNATE N. | 1 | $0 |
| YVONNE KOSTELECKY | N.E.C. | 1 | $0 |
| LEONA SOMERFIELD | 1ST VICE PRE | 1 | $0 |
| CASSIE JOHNSON | PRESIDENT | 1 | $0 |
| MAUREEN WATT | TREASURER | 2 | $0 |
| KARI HOULD | CHAPLAIN | 1 | $0 |
| KARI HOULD | DISTRICT 2 | 0 | $0 |
| STACY BEAR | DISTRICT 3 | 0 | $0 |
| JILL ROSENBERRY | DISTRICT 4 | 0 | $0 |
| MICKIE ESMAY | DISTRICT 5 | 0 | $0 |
| SARAH RODRIQUEZ | DISTRICT 6 | 0 | $0 |
| JACKIE GANGSTAD | DISTRICT 7 | 0 | $0 |
| BARB CALLENDER | DISTRICT 8 | 0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRAN ALLEN | DISTRICT 9 | 0 | $0 |
| DAVID GEORGE | DISTRICT 10 | 0 | $0 |
| JEANETTE BOSSEN | DISTRICT 11 | 0 | $0 |
| LORIE NOBLE | SGT AT ARMS | 1 | $0 |
990-EZ for the year ended July 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENEE LOEHR | SECRETARY | 10 | $4,000 |
| CHRISTINE NELSON | NATIONAL EXE | 0 | $0 |
| YVONNE KOSTELECKY | PRESIDENT | 0 | $0 |
| LEONA SOMERFIELD | 2ND VICE PRE | 0 | $0 |
| CASSIE JOHNSON | 1ST VICE PR | 0 | $0 |
| MAUREEN WATT | TREASURER | 5 | $0 |
| LEILA SEYFERT | DISTRICT 1 | 0 | $0 |
| KARI HOULD | DISTRICT 2 | 0 | $0 |
| STACY BEAR | DISTRICT 3 | 0 | $0 |
| JILL ROSENBERRY | DISTRICT 4 | 0 | $0 |
| MICKIE ESMAY | DISTRICT 5 | 0 | $0 |
| KAREN SUSAG | DISTRICT 6 | 0 | $0 |
| JACKIE GANGSTAD | DISTRICT 7 | 0 | $0 |
| BARB CALLENDER | DISTRICT 8 | 0 | $0 |
| FRAN ALLEN | DISTRICT 9 | 0 | $0 |
| DAVID GEORGE | DISTRICT 10 | 0 | $0 |
| JEANETTE BOSSEN | DISTRICT 11 | 0 | $0 |
990-EZ for the year ended July 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENEE LOEHR | SECRETARY | 20 | $9,600 |
| CHRISTINE NELSON | NATIONAL EXE | 1 | $0 |
| YVONNE KOSTELECKY | PRESIDENT | 2 | $0 |
| CASSIE JOHNSON | 2ND VICE PRE | 1 | $0 |
| JAMIE DEBATES | TREASURER | 1 | $0 |
| CAROLYN SCHMOECKEL | DISTRICT 2 | 1 | $0 |
| PEGGY HARTWELL | DISTRICT 3 | 1 | $0 |
| JILL ROSENBERRY | DISTRICT 4 | 1 | $0 |
| MICKIE ESMAY | DISTRICT 5 | 1 | $0 |
| KAREN SUSAG | DISTRICT 6 | 1 | $0 |
| JACKIE GANGSTAD | DISTRICT 7 | 1 | $0 |
| LINDA ATKINSON | DISTRICT 8 | 1 | $0 |
| FRAN ALLEN | DISTRICT 9 | 1 | $0 |
| ESTHER HELMILA | DISTRICT 10 | 1 | $0 |
| JEANETTE BOSSEN | DISTRICT 11 | 1 | $0 |
| JENNIFER HERMAN | 1ST VICE PRE | 1 | $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.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-EZ on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-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
- Group exemption
- 0964: AMERICAN LEGION AUXILIARY
- Assets (IRS master file)
- $181,818
- Income (IRS master file)
- $118,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | July 2025 | $116,853 | $96,521 | $181,818 | XML |
| 990-EZ | July 2024 | $108,321 | $80,928 | $160,515 | XML |
| 990-EZ | July 2023 | $104,821 | $66,590 | $131,164 | XML |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | IRS |
| 990-EZ | July 2020 | – | – | – | IRS |
| 990-EZ | July 2019 | – | – | – | IRS |
| 990-EZ | July 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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