Civic Intelligence

Fraternal Order of Eagles 270 Aerie

990 • Fiscal year 2021 • EIN 39-0290575

Jun 01, 2020 to May 31, 2021 • Filed on Jan 31, 2022

Refreshing map…

515 N Park AveFond Du Lac, WI 54935

(920) 921-2705

Siviq Scores

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

Liabilities / Assets

91st percentile

0.38x

Higher debt load relative to assets than 91% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

1.10x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Net Margin

46th percentile

5.1%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$2,892

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Asset Growth

22nd percentile

-1.8%

Faster asset growth than 22% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

1.4%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$916,458

Down $16,396 (-1.8%) from 2020

Net Assets

Up

$564,613

Up $16,220 (+3.0%) from 2020

Liabilities

Down

$351,845

Down $32,616 (-8.5%) from 2020

Revenue

Up

$318,957

Up $4,458 (+1.4%) from 2020

Expenses

Down

$302,737

Down $21,495 (-6.6%) from 2020

Net Income

Up

$16,220

Up $25,953 (+267%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,296,931Liabilities 2011: $639,089Net Assets 2011: $657,8422011Assets 2012: $1,262,703Liabilities 2012: $616,635Net Assets 2012: $646,0682012Assets 2013: $1,256,926Liabilities 2013: $594,739Net Assets 2013: $662,1872013Assets 2014: $1,238,527Liabilities 2014: $570,493Net Assets 2014: $668,0342014Assets 2015: $1,169,000Liabilities 2015: $542,975Net Assets 2015: $626,0252015Assets 2016: $1,097,037Liabilities 2016: $513,178Net Assets 2016: $583,8592016Assets 2017: $1,037,126Liabilities 2017: $483,674Net Assets 2017: $553,4522017Assets 2018: $987,490Liabilities 2018: $451,777Net Assets 2018: $535,7132018Assets 2019: $977,002Liabilities 2019: $418,876Net Assets 2019: $558,1262019Assets 2020: $932,854Liabilities 2020: $384,461Net Assets 2020: $548,3932020Assets 2021: $916,458Liabilities 2021: $351,845Net Assets 2021: $564,6132021Assets 2022: $890,308Liabilities 2022: $315,656Net Assets 2022: $574,6522022Assets 2023: $870,149Liabilities 2023: $292,976Net Assets 2023: $577,1732023Assets 2025: $749,571Liabilities 2025: $274,330Net Assets 2025: $475,2412025

Highlighted filing

2021

Assets$916,458
Liabilities$351,845
Net Assets$564,613

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $268,0792011Expenses 2012: $349,4882012Revenue 2013: $362,505Expenses 2013: $346,386Net Income 2013: $16,1192013Revenue 2014: $342,403Expenses 2014: $336,556Net Income 2014: $5,8472014Revenue 2015: $286,950Expenses 2015: $344,830Net Income 2015: -$57,8802015Revenue 2016: $309,689Expenses 2016: $351,855Net Income 2016: -$42,1662016Revenue 2017: $334,371Expenses 2017: $364,778Net Income 2017: -$30,4072017Revenue 2018: $330,062Expenses 2018: $347,801Net Income 2018: -$17,7392018Revenue 2019: $365,073Expenses 2019: $342,660Net Income 2019: $22,4132019Revenue 2020: $314,499Expenses 2020: $324,232Net Income 2020: -$9,7332020Revenue 2021: $318,957Expenses 2021: $302,737Net Income 2021: $16,2202021Revenue 2022: $391,921Expenses 2022: $381,882Net Income 2022: $10,0392022Revenue 2023: $384,818Expenses 2023: $382,297Net Income 2023: $2,5212023Revenue 2025: $336,235Expenses 2025: $403,773Net Income 2025: -$67,5382025

Highlighted filing

2021

Revenue$318,957
Expenses$302,737
Net Income$16,220
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jan 31, 2022
Return Version
2020v4.0
Gross Receipts
$416,669
Mission and Program Overview

Mission

Unites fraternally in the spirit of liberty, truth, justice, and equality, to make human life more desirable by lessening its ills, and by promoting peace, prosperity, gladness and hope.

The fond du lac eagles aerie is a fraternal organization that works with its members to raise money to help our local community and our national eagle charities, through the fraternal order of eagles. Our motto is: "people helping people".

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$802,217$771,919▼ $30,298
Cash and Non-Interest-Bearing Accounts$84,313$98,426▲ $14,113
Savings and Temporary Cash Investments$30,000$30,000→ $0
Inventories for Sale or Use$13,134$13,134→ $0
Prepaid Expenses and Deferred Charges$3,190$2,979▼ $211
Total Assets$932,854$916,458▼ $16,396
Liabilities
Mortgage Notes Payable Secured by Investment Property$377,930$342,227▼ $35,703
Accounts Payable and Accrued Expenses$6,531$9,618▲ $3,087
Total Liabilities$384,461$351,845▼ $32,616
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$468,704$484,924▲ $16,220
Net Assets With Donor Restrictions$79,689$79,689→ $0
Total Net Assets Fund Balance$548,393$564,613▲ $16,220
Total Liabilities and Net Assets / Fund Balance$932,854$916,458▼ $16,396

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$641,932$597,211$1,239,143
Land$125,000-$125,000
Equipment$4,987$3,139$8,126
Compensation and Service Providers

Employees

NameTitleBaseTotal
James HaaseSecretary$2,892$2,892
Elmer PeckTreasurer$300$300
David CollinsAuditor$200$200

Board Members and Trustees

NameTitle
Eric DienerPresident
Daniel ScheerTrustee
Greg JagdfeldTrustee
Kenneth Kachelski SrTrustee
Dennis BarberChaplin/insi
Scott TheisenConductor
Ronald LilgePast Preside
Randy RedlinVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$275
Program Service Revenue
$25,764
Investment Income
$711
Other Revenue
$292,207
All Other Contributions
$275
Change in Net Assets
$16,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,764
Salaries, Compensation, and Employee Benefits$108,674
Grants and Similar Amounts Paid$9,299
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$92,725
Occupancy---$77,250
Depreciation Depletion---$33,114
Interest---$16,234
Office Expenses---$10,280
Payroll Taxes---$9,649
Insurance---$9,271
Grants to Domestic Orgs---$8,180
All Other Expenses---$7,471
Current Officers, Directors, Trustees, and Key Employees---$6,300
Fees for Services Accounting---$5,820
Other Expenses---$2,324
Grants to Domestic Individuals---$1,119
Conferences and Meetings---$1,027
Advertising---$459
Total Functional Expenses$0$0$0$302,737
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$97,913
Fundraising Gross Income$10,570
Fundraising Direct Expenses$2,795
Gaming Direct Expenses$299
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
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the board of trustees at the first meeting following the form's completion.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Fraternal Order of Eagles 270 Aerie
EIN
39-0290575
Phone
9209212705
Address
515 N PARK AVE, FOND DU LAC, WI 54935

Signing Officer

Name
James Haase
Title
Secretary
Phone
9209212705
Signed
2022-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Haase
Formed
1983
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
17
Volunteers
60

Preparer

Firm
Huberty & Associates Sc
Address
37 N PIONEER RD, FOND DU LAC, WI 54935-9401
Preparer
Greg Feucht CPA
Phone
9209238400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The fond du lac eagles aerie is a fraternal organization that works with its members to raise money to help our local community and our national eagle charities, through the fraternal order of eagles. Our motto is: "people helping people".

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02979
IRS990/PrincipalOfficerNm0JAMES HAASE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025764
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025764
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0125
IRS990/PYGrantsAndSimilarPaidAmt06100
IRS990/PYInvestmentIncomeAmt0700
IRS990/PYOtherExpensesAmt0210097
IRS990/PYOtherRevenueAmt0266894
IRS990/PYProgramServiceRevenueAmt046780
IRS990/PYRevenuesLessExpensesAmt0-9733
IRS990/PYSalariesCompEmpBnftPaidAmt0108035
IRS990/PYTotalExpensesAmt0324232
IRS990/PYTotalRevenueAmt0314499
IRS990/ReconcilationRevenueExpnssAmt016220
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0641932
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0597211
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01239143
IRS990ScheduleD/EquipmentGrp/BookValueAmt04987
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03139
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08126
IRS990ScheduleD/LandGrp/BookValueAmt0125000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0125000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0771919
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0299
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt097913
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt097913
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt097614
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt0299
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt0299
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerIsEmployeeInd0X
IRS990ScheduleG/GamingManagerPersonNm0JAMES HAASE
IRS990ScheduleG/GamingManagerServicesProvTxt0MANAGED GAMING MONEY
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0JAMES HAASE
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0515 PARK AVE
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0FOND DU LAC
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0WI
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd054935
IRS990ScheduleG/StatesWhereGamingConductedCd0WI
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOND DU LAC EAGLES AERIE IS A FRATERNAL ORGANIZATION THAT WORKS WITH ITS MEMBERS TO RAISE MONEY TO HELP OUR LOCAL COMMUNITY AND OUR NATIONAL EAGLE CHARITIES, THROUGH THE FRATERNAL ORDER OF EAGLES. OUR MOTTO IS: "PEOPLE HELPING PEOPLE".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE BOARD OF TRUSTEES AT THE FIRST MEETING FOLLOWING THE FORM'S COMPLETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0932854
IRS990/TotalAssetsEOYAmt0916458
IRS990/TotalAssetsGrp/BOYAmt0932854
IRS990/TotalAssetsGrp/EOYAmt0916458
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0275
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0302737
IRS990/TotalGrossUBIAmt018024
IRS990/TotalLiabilitiesBOYAmt0384461
IRS990/TotalLiabilitiesEOYAmt0351845
IRS990/TotalLiabilitiesGrp/BOYAmt0384461
IRS990/TotalLiabilitiesGrp/EOYAmt0351845
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0548393
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0564613
IRS990/TotalProgramServiceRevenueAmt025764
IRS990/TotalReportableCompFromOrgAmt03392
IRS990/TotalRevenueGrp/ExclusionAmt0169505
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0123378
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318957
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt018024
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0932854
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0916458
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0515 PARK AVE
IRS990/USAddress/CityNm0FOND DU LAC
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054935
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.270.FOE.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HAASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09209212705
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRATERNAL ORDER OF EAGLES 270 AERIE
ReturnHeader/Filer/BusinessNameControlTxt0FRAT
ReturnHeader/Filer/EIN0390290575
ReturnHeader/Filer/PhoneNum09209212705
ReturnHeader/Filer/USAddress/AddressLine1Txt0515 N PARK AVE
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054935
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391392227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBERTY & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 N PIONEER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549359401
ReturnHeader/PreparerPersonGrp/PhoneNum09209238400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG FEUCHT CPA
ReturnHeader/ReturnTs02022-02-11T14:44:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAASE
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.27$0.48$0.34$0.40$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.29$0.58$0.38$0.38$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.32$0.57$0.39$0.38$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.35$0.56$0.32$0.30$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.38$0.55$0.31$0.32$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.42$0.56$0.37$0.34$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.45$0.54$0.33$0.35$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.48$0.55$0.33$0.36$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.51$0.58$0.31$0.35$0.04
2015Summary only. Only limited summary data is available for this year.$1.17$0.54$0.63$0.29$0.34$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.57$0.67$0.34$0.34$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.26$0.59$0.66$0.36$0.35$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.62$0.65$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.64$0.66$0.27
Peer Organizations

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