Civic Intelligence

Fraternal Order of Eagles Aerie 3206

990 • Fiscal year 2020 • EIN 38-1894070

Jun 01, 2019 to May 31, 2020 • Filed on Jul 18, 2022

604 W 11 Mile RoadMadison Heights, MI 48071-3204

(248) 398-3155

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Net Margin

19th percentile

-25%

Higher net margin than 19% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Top Officer Pay

87th percentile

$2,606

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-12%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-38%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$263,148

Down $34,614 (-12%) from 2019

Net Assets

Down

$263,148

Down $27,458 (-9.4%) from 2019

Liabilities

Down

$0

Down $7,156 (-100%) from 2019

Revenue

Down

$111,848

Down $69,155 (-38%) from 2019

Expenses

Down

$139,306

Down $58,499 (-30%) from 2019

Net Income

Down

-$27,458

Down $10,656 (-63%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2012: $394,620Liabilities 2012: $4,737Net Assets 2012: $389,8832012Assets 2013: $388,955Liabilities 2013: $3,956Net Assets 2013: $384,9992013Assets 2014: $382,699Liabilities 2014: $2,719Net Assets 2014: $379,9802014Assets 2015: $348,414Liabilities 2015: $4,093Net Assets 2015: $344,3212015Assets 2016: $339,816Liabilities 2016: $3,784Net Assets 2016: $336,0322016Assets 2017: $329,916Liabilities 2017: $3,782Net Assets 2017: $326,1342017Assets 2018: $313,004Liabilities 2018: $5,596Net Assets 2018: $307,4082018Assets 2019: $297,762Liabilities 2019: $7,156Net Assets 2019: $290,6062019Assets 2020: $263,148Liabilities 2020: $0Net Assets 2020: $263,1482020Assets 2021: $280,434Liabilities 2021: $2,363Net Assets 2021: $278,0712021Assets 2023: $308,271Liabilities 2023: $1,482Net Assets 2023: $306,7892023

Highlighted filing

2020

Assets$263,148
Liabilities$0
Net Assets$263,148

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2012: $181,929Expenses 2012: $187,084Net Income 2012: -$5,1552012Revenue 2013: $192,861Expenses 2013: $197,745Net Income 2013: -$4,8842013Revenue 2014: $188,150Expenses 2014: $193,169Net Income 2014: -$5,0192014Revenue 2015: $154,069Expenses 2015: $189,728Net Income 2015: -$35,6592015Revenue 2016: $170,549Expenses 2016: $178,836Net Income 2016: -$8,2872016Revenue 2017: $168,410Expenses 2017: $178,308Net Income 2017: -$9,8982017Revenue 2018: $171,916Expenses 2018: $190,642Net Income 2018: -$18,7262018Revenue 2019: $181,003Expenses 2019: $197,805Net Income 2019: -$16,8022019Revenue 2020: $111,848Expenses 2020: $139,306Net Income 2020: -$27,4582020Revenue 2021: $118,790Expenses 2021: $103,867Net Income 2021: $14,9232021Revenue 2023: $166,032Expenses 2023: $186,882Net Income 2023: -$20,8502023

Highlighted filing

2020

Revenue$111,848
Expenses$139,306
Net Income-$27,458
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jul 18, 2022
Return Version
2019v5.1
Gross Receipts
$230,781
Mission and Program Overview

Mission

The organization's mission seeks to make life more desirable by lessening its ills. The organization's most significant activity is the chartible

The organization's mission seeks to make life more desirable by lessening its ills. The organization's most significant activity is the charitable

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$290,606$263,148▼ $27,458
Savings and Temporary Cash Investments$139,318$110,816▼ $28,502
Land, Buildings, and Equipment, Net$76,450$77,442▲ $992
Inventories for Sale or Use$59,411$59,411→ $0
Cash and Non-Interest-Bearing Accounts$21,813$14,709▼ $7,104
Prepaid Expenses and Deferred Charges$770$770→ $0
Total Assets$297,762$263,148▼ $34,614
Liabilities
Accounts Payable and Accrued Expenses$7,156$0▼ $7,156
Total Liabilities$7,156$0▼ $7,156
Net Assets / Fund Balance
Total Net Assets Fund Balance$290,606$263,148▼ $27,458
Total Liabilities and Net Assets / Fund Balance$297,762$263,148▼ $34,614

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$51,002$111,464$162,466
Equipment$5,077$122,140$127,217
Buildings$7,263$114,637$121,900
Land$14,100-$14,100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Richard OgdenSecretaryPT$2,606$2,606

Board Members and Trustees

NameTitle
Bill BedardPresident
Ken KuhrVice President
Darrin HebertTrustee
James WolfeTrustee
Kim HullTrustee
Matthew ReheseTrustee
Paul DonovanTrustee
Matthew EsbriTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,408
Program Service Revenue
$0
Investment Income
$2,804
Other Revenue
$104,636
Change in Net Assets
$-27,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,779
Salaries, Compensation, and Employee Benefits$54,077
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$0$0$47,891
Occupancy$0$0$0$28,323
All Other Expenses$0$0$0$28,203
Depreciation Depletion$0$0$0$7,975
Insurance$0$0$0$5,529
Benefits to Members$0--$4,450
Payroll Taxes$0$0$0$3,580
Conferences and Meetings$0$0$0$3,085
Payments to Affiliates$0$0$0$2,835
Current Officers, Directors, Trustees, and Key Employees$0$0$0$2,606
Office Expenses$0$0$0$2,073
Fees for Services Accounting$0$0$0$2,000
Interest$0$0$0$463
Advertising$0$0$0$293
Total Functional Expenses$0$0$0$139,306
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,346
Fundraising Direct Expenses$13,367
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Fraternal Order of Eagles Aerie 3206
EIN
38-1894070
Phone
2483983155
Address
604 W 11 Mile Road, Madison Heights, MI 48071-3204

Signing Officer

Name
Philip Satterla
Title
Secretary
Phone
2483983155
Signed
2022-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Vettori
Formed
1970
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
5
Volunteers
15

Preparer

Firm
Agnes C Szutkowski
Address
25689 KELLY RD STE C-8, ROSEVILLE, MI 48066
Preparer
Agnes C Szutkowski
Phone
5867742266
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The organization is a not for profit entity. There are no stockholders. At May 31, 2020 there were 332 members.

Pt VI, Line 7A

The members elect the governing body each year. These elected officials make decisions for the organization based on member needs and board approval as guided in the by-laws of the entity.

Pt VI, Line 11B

The independent accountant meets with an officer of the organization upon finalizing fiscal year management records. All fund activity is reviewed for accuracy and approved for tax reporting. All changes in fud balances and activity is presented to the board of trustees for review and approval for tax reporting.

Pt VI, Line 12C

The board of trustees monitors activity regularly in a monthly financial meeting. All organizational financial activity is reviewed. If any lack of independence within a transaction is detected, the board promptly removers the affected individual from the transaction to assure the organization's interests are represented without personal interest.

Pt VI, Line 15A

The organization does not include a CEO, executive manager or key employees.

Pt VI, Line 15B

Compensation of officer's and trustees is outlined in the by-laws of the Grand Aerie and provide subordinate entities with allowable compensation. The officer's and trustees may forfeit any allowable compensation for the good of the organization.

Pt VI, Line 19

All documents, policies and financial statements are available for review upon request. These documents are maintained by the organization's secretary on premise.

Form 990, Part IX, Line 24E

Bank Service Charges 746.

Form 990, Part IX, Line 24E

Charitable Contributions 8337.

Form 990, Part IX, Line 24E

Delivery Expense 52.

Form 990, Part IX, Line 24E

Dues-Membership 939.

Form 990, Part IX, Line 24E

Equipment Rental 1320.

Form 990, Part IX, Line 24E

Labor 2199.

Form 990, Part IX, Line 24E

Laundry Service 4780.

Form 990, Part IX, Line 24E

Licenses & Permits 1186.

Form 990, Part IX, Line 24E

Penalty-State of MI 120.

Form 990, Part IX, Line 24E

Pest Control 420.

Form 990, Part IX, Line 24E

Postage 110.

Form 990, Part IX, Line 24E

Repairs-Equipment 2684.

Form 990, Part IX, Line 24E

Satelite Service 1711.

Form 990, Part IX, Line 24E

Telephone 3599.

Financial Statement Notes

Pt IV, Line 2B

$450 represents tenant security deposit on rental property.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-4188
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0290606
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0263148
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0139318
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0110816
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt07263
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0114637
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0121900
IRS990ScheduleD/EquipmentGrp/BookValueAmt05077
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0122140
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0127217
IRS990ScheduleD/LandGrp/BookValueAmt014100
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt014100
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt051002
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0111464
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0162466
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0$450 represents tenant security deposit on rental property.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV, Line 2b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt077442
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is a not for profit entity. There are no stockholders. At May 31, 2020 there were 332 members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members elect the governing body each year. These elected officials make decisions for the organization based on member needs and board approval as guided in the by-laws of the entity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The independent accountant meets with an officer of the organization upon finalizing fiscal year management records. All fund activity is reviewed for accuracy and approved for tax reporting. All changes in fud balances and activity is presented to the board of trustees for review and approval for tax reporting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board of trustees monitors activity regularly in a monthly financial meeting. All organizational financial activity is reviewed. If any lack of independence within a transaction is detected, the board promptly removers the affected individual from the transaction to assure the organization's interests are represented without personal interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization does not include a CEO, executive manager or key employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation of officer's and trustees is outlined in the by-laws of the Grand Aerie and provide subordinate entities with allowable compensation. The officer's and trustees may forfeit any allowable compensation for the good of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6All documents, policies and financial statements are available for review upon request. These documents are maintained by the organization's secretary on premise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Service Charges 746.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Charitable Contributions 8337.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Delivery Expense 52.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Dues-Membership 939.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Equipment Rental 1320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Labor 2199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Laundry Service 4780.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Licenses & Permits 1186.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Penalty-State of MI 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Pest Control 420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Postage 110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Repairs-Equipment 2684.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Satelite Service 1711.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Telephone 3599.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0297762
IRS990/TotalAssetsEOYAmt0263148
IRS990/TotalAssetsGrp/BOYAmt0297762
IRS990/TotalAssetsGrp/EOYAmt0263148
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04408
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139306
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07156
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt07156
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0290606
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0263148
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt02606
IRS990/TotalRevenueGrp/ExclusionAmt06783
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100657
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0111848
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0297762
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0263148
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0604 W 11 Mile Rd
IRS990/USAddress/CityNm0Madison Heights
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048071
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip Satterla
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02483983155
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fraternal Order of Eagles Aerie 3206
ReturnHeader/Filer/BusinessNameControlTxt0FRAT
ReturnHeader/Filer/EIN0381894070
ReturnHeader/Filer/PhoneNum02483983155
ReturnHeader/Filer/USAddress/AddressLine1Txt0604 W 11 Mile Road
ReturnHeader/Filer/USAddress/CityNm0Madison Heights
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0480713204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGNES C SZUTKOWSKI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025689 KELLY RD STE C-8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048066

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