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← AMERICAN LEGION ENDOWMENT FUND CORPORATION

Form 990 for tax year 2024

Filed by AMERICAN LEGION ENDOWMENT FUND CORPORATION.

Totals

Total revenue
$2,142,910
Total expenses
$507,965
Contributions and grants received
$1,610,120
Grants paid
$405,606
Program service revenue
$0
Investment income
$532,790
Other revenue
$0
Total assets, end of year
$20,759,256
Total liabilities, end of year
$2,000,024
Net assets or fund balances, end of year
$18,759,232
Program services expenses (Part IX)
$405,606
Management and general expenses
$102,359
Fundraising expenses
$0
Program service expenses (Part III)
$405,606

Program services were 79.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Anthony G Jordan

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Hon Vincent M Gaughan

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • James E Koutz

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • STACY L COPE

    SECRETARY

    Total calculated
    $60,999
    From this org
    $0
    From related orgs
    $53,664
    Other
    $7,335
    Hours/week
    1 + 40 related

  • CHARLES E SCHMIDT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Clarence E Hill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DENISE H ROHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fang A Wong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael D Helm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RICHARD H DAVISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shawn T Long

    National Treasurer

    Total calculated
    $329,225
    From this org
    $0
    From related orgs
    $227,876
    Other
    $101,349
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,876 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0 + $59,885 related
    Nontaxable benefits
    $0 + $41,464 related
    Filer's total
    $0 + $329,225 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INTERESTED PERSONS PARTICIPATED IN OR RECEIVED PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AS DESCRIBED IN IRC SECTION 457(F). PAYOUTS WERE RECEIVED FROM THE PLAN FOR THE FOLLOWING INDIVIDUALS: SHAWN T. LONG - $0 CONTRIBUTIONS WERE MADE TO THE PLAN FOR THE FOLLOWING Individual: SHAWN T. LONG - $51,673
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
American Legion National Headquarters (ALNH) EIN 35-0144250 is the partner organization for American Legion Endowment Fund and therefore established compensation for the Executive Director, Officers and key employees through engaging with the compensation committee; third party compensation surveys and approval by the executive committee and board.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.1
Source object
202513219349312546

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