Civic Intelligence

Fraternal Order of Eagles 623 Aerie

990 • Fiscal year 2018 • EIN 39-0290610

Jun 01, 2017 to May 31, 2018 • Filed on Aug 15, 2018

Refreshing map…

2400 W Sunset DrWaukesha, WI 53189

(608) 240-0033

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.03x

Higher debt load relative to assets than 53% of similar nonprofits.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.14x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2018

Net Margin

16th percentile

-14%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2018

Asset Growth

20th percentile

-4.2%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

6.3%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$611,223

Down $26,981 (-4.2%) from 2017

Net Assets

Down

$589,834

Down $20,963 (-3.4%) from 2017

Liabilities

Down

$21,389

Down $6,018 (-22%) from 2017

Revenue

Up

$148,357

Up $8,796 (+6.3%) from 2017

Expenses

Up

$169,320

Up $8,115 (+5.0%) from 2017

Net Income

Up

-$20,963

Up $681 (+3.1%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $652,391Liabilities 2011: $292Net Assets 2011: $652,0992011Assets 2012: $625,768Liabilities 2012: $625Net Assets 2012: $625,1432012Assets 2013: $608,347Liabilities 2013: $1,319Net Assets 2013: $607,0282013Assets 2014: $587,087Liabilities 2014: $835Net Assets 2014: $586,2522014Assets 2015: $602,812Liabilities 2015: $2,120Net Assets 2015: $600,6922015Assets 2016: $665,531Liabilities 2016: $33,090Net Assets 2016: $632,4412016Assets 2017: $638,204Liabilities 2017: $27,407Net Assets 2017: $610,7972017Assets 2018: $611,223Liabilities 2018: $21,389Net Assets 2018: $589,8342018Assets 2019: $583,934Liabilities 2019: $1,473Net Assets 2019: $582,4612019Assets 2020: $563,334Liabilities 2020: $2,962Net Assets 2020: $560,3722020Assets 2021: $545,186Liabilities 2021: $3,597Net Assets 2021: $541,5892021Assets 2022: $585,195Liabilities 2022: $1,338Net Assets 2022: $583,8572022Assets 2023: $615,216Liabilities 2023: $595Net Assets 2023: $614,6212023Assets 2024: $612,531Liabilities 2024: $980Net Assets 2024: $611,5512024Assets 2025: $639,179Liabilities 2025: $5,829Net Assets 2025: $633,3502025

Highlighted filing

2018

Assets$611,223
Liabilities$21,389
Net Assets$589,834

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $98,315Expenses 2011: $127,971Net Income 2011: -$29,6562011Revenue 2012: $137,578Expenses 2012: $164,534Net Income 2012: -$26,9562012Revenue 2013: $106,255Expenses 2013: $124,370Net Income 2013: -$18,1152013Revenue 2014: $109,268Expenses 2014: $130,044Net Income 2014: -$20,7762014Revenue 2015: $152,113Expenses 2015: $137,673Net Income 2015: $14,4402015Revenue 2016: $155,212Expenses 2016: $123,463Net Income 2016: $31,7492016Revenue 2017: $139,561Expenses 2017: $161,205Net Income 2017: -$21,6442017Revenue 2018: $148,357Expenses 2018: $169,320Net Income 2018: -$20,9632018Revenue 2019: $137,858Expenses 2019: $145,231Net Income 2019: -$7,3732019Revenue 2020: $109,720Expenses 2020: $131,809Net Income 2020: -$22,0892020Revenue 2021: $51,623Expenses 2021: $70,406Net Income 2021: -$18,7832021Revenue 2022: $170,590Expenses 2022: $128,322Net Income 2022: $42,2682022Revenue 2023: $194,869Expenses 2023: $164,105Net Income 2023: $30,7642023Revenue 2024: $176,739Expenses 2024: $179,809Net Income 2024: -$3,0702024Revenue 2025: $215,378Expenses 2025: $193,579Net Income 2025: $21,7992025

Highlighted filing

2018

Revenue$148,357
Expenses$169,320
Net Income-$20,963
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Aug 15, 2018
Return Version
2017v2.3
Gross Receipts
$388,389
Mission and Program Overview

Mission

Provide social club for members and to generate funds for local charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$581,210$559,400▼ $21,810
Cash and Non-Interest-Bearing Accounts$44,103$40,688▼ $3,415
Inventories for Sale or Use$6,947$6,478▼ $469
Savings and Temporary Cash Investments$5,944$4,657▼ $1,287
Total Assets$638,204$611,223▼ $26,981
Liabilities
Unsecured Notes Loans Payable$25,805$19,502▼ $6,303
Accounts Payable and Accrued Expenses$1,602$1,887▲ $285
Total Liabilities$27,407$21,389▼ $6,018
Net Assets / Fund Balance
Unrestricted Net Assets$610,797$589,834▼ $20,963
Total Net Assets Fund Balance$610,797$589,834▼ $20,963
Total Liabilities and Net Assets / Fund Balance$638,204$611,223▼ $26,981

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$326,198$302,443$628,641
Land$227,380-$227,380
Equipment$5,822$94,147$99,969
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christopher HolzapfelPresident
Ronald ChamberlainTrustee
Tv BrownTrustee
Kevin KellerTrustee Chai
Timothy PowersChaplain
Todd JohnsonConductor
Arnold MillerInside Guard
Leonard MondayJr Past Pres
Michael MeillerSecretary
Gary OlsonTreasurer
John ZimmermanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$11,444
Program Service Revenue
$0
Investment Income
$12
Other Revenue
$136,901
All Other Contributions
$8,109
Change in Net Assets
$-20,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,494
Salaries, Compensation, and Employee Benefits$33,826
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$32,040--$32,040
Other Salaries and Wages$31,227--$31,227
Depreciation Depletion$21,812--$21,812
Other Expenses$8,815--$8,815
Fees for Services Accounting$6,835--$6,835
Insurance$5,517--$5,517
Payroll Taxes$2,599--$2,599
Office Expenses$1,576--$1,576
Interest$688--$688
Advertising$501--$501
Total Functional Expenses$169,320$0$0$169,320
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$247,864
Fundraising Direct Expenses$206,093
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bingo$247,864$247,864$206,093$41,771
Total Events$247,864$247,864$206,093$41,771
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 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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Each member can vote for any open office at the annual elections. Different offices have different term lengths.

Form 990, Page 6, Part VI, Line 7B

The governing board has open meetings twice monthly, at which decisions of the board are discussed and subject to objections by the members and, when necessary, ratification by the membership.

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

Copy was provided by accountant to the governing board before filing this return.

Form 990, Page 6, Part VI, Line 12C

At least yearly, the board reviews and monitors adherence to the conflict of interest policy. Employment and business relationships between the organization and board members are reviewed for adherence with the conflict of interest policy.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Fraternal Order of Eagles 623 Aerie
EIN
39-0290610
Phone
6082400033
Address
2400 W SUNSET DR, WAUKESHA, WI 53189

Signing Officer

Name
Christopher Holzapfel
Title
President
Phone
6082400033
Signed
2018-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Holzapfel
Formed
1924
Legal Domicile
Wi
Voting Board Members
152
Independent Board Members
152
Employees
7
Volunteers
25

Preparer

Firm
Midwest Accounting of Waukesha Inc
Address
2400 W SUNSET DRIVE, WAUKESHA, WI 53189
Preparer
Tammy J Klaty Ea
Phone
2625471717
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

SOCIAL CLUB

Form 990, Part IX, Line 24E

Permits & licenses 6,195 0 0 subcontract 5,400 0 0 sales tax expense 4,500 0 0 water & sewer 3,317 0 0 security 3,128 0 0 state dues 2,032 0 0 national dues 1,895 0 0 garbage removal 1,837 0 0 cable tv 1,370 0 0 telephone 842 0 0 dues & subscriptions 377 0 0 vehicle expense 373 0 0 freight & postage 296 0 0 bank service charges 265 0 0 cash (over) & short 105 0 0 travel 97 0 0 small tools 11 0 0 total 32,040 0 0

Raw XML Appendix370 raw XML fields

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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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BINGO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0247864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0247864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0247864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0247864
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041771
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0206093
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0206093
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOCIAL CLUB
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER CAN VOTE FOR ANY OPEN OFFICE AT THE ANNUAL ELECTIONS. DIFFERENT OFFICES HAVE DIFFERENT TERM LENGTHS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BOARD HAS OPEN MEETINGS TWICE MONTHLY, AT WHICH DECISIONS OF THE BOARD ARE DISCUSSED AND SUBJECT TO OBJECTIONS BY THE MEMBERS AND, WHEN NECESSARY, RATIFICATION BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPY WAS PROVIDED BY ACCOUNTANT TO THE GOVERNING BOARD BEFORE FILING THIS RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AT LEAST YEARLY, THE BOARD REVIEWS AND MONITORS ADHERENCE TO THE CONFLICT OF INTEREST POLICY. EMPLOYMENT AND BUSINESS RELATIONSHIPS BETWEEN THE ORGANIZATION AND BOARD MEMBERS ARE REVIEWED FOR ADHERENCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PERMITS & LICENSES 6,195 0 0 SUBCONTRACT 5,400 0 0 SALES TAX EXPENSE 4,500 0 0 WATER & SEWER 3,317 0 0 SECURITY 3,128 0 0 STATE DUES 2,032 0 0 NATIONAL DUES 1,895 0 0 GARBAGE REMOVAL 1,837 0 0 CABLE TV 1,370 0 0 TELEPHONE 842 0 0 DUES & SUBSCRIPTIONS 377 0 0 VEHICLE EXPENSE 373 0 0 FREIGHT & POSTAGE 296 0 0 BANK SERVICE CHARGES 265 0 0 CASH (OVER) & SHORT 105 0 0 TRAVEL 97 0 0 SMALL TOOLS 11 0 0 TOTAL 32,040 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0638204
IRS990/TotalAssetsEOYAmt0611223
IRS990/TotalAssetsGrp/BOYAmt0638204
IRS990/TotalAssetsGrp/EOYAmt0611223
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011444
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0169320
IRS990/TotalFunctionalExpensesGrp/TotalAmt0169320
IRS990/TotalGrossUBIAmt03666
IRS990/TotalLiabilitiesBOYAmt027407
IRS990/TotalLiabilitiesEOYAmt021389
IRS990/TotalLiabilitiesGrp/BOYAmt027407
IRS990/TotalLiabilitiesGrp/EOYAmt021389
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0610797
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0589834
IRS990/TotalOtherProgSrvcExpenseAmt0169320
IRS990/TotalProgramServiceExpensesAmt0169320
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt091476
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0148357
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03666
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0638204
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0611223
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0610797
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0589834
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt025805
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt019502
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0348 LESCHINGER ST
IRS990/USAddress/CityNm0WATERLOO
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053594
IRS990/VotingMembersGoverningBodyCnt0152
IRS990/VotingMembersIndependentCnt0152
IRS990/WebsiteAddressTxt0MADISON-623.WI-EAGLES.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER HOLZAPFEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082400033
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRATERNAL ORDER OF EAGLES 623 AERIE
ReturnHeader/Filer/BusinessNameControlTxt0FRAT
ReturnHeader/Filer/EIN0390290610
ReturnHeader/Filer/PhoneNum06082400033
ReturnHeader/Filer/USAddress/AddressLine1Txt02400 W SUNSET DR
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053189
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId015DD3F0077A88AC5AED47B282FABD2E7F598E65F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId015DD3F0077A88AC5AED47B282FABD2E7F598E65F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.128.63.19
ReturnHeader/FilingSecurityInformation/IPDt02018-09-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:53:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391139465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDWEST ACCOUNTING OF WAUKESHA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 W SUNSET DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053189
ReturnHeader/PreparerPersonGrp/PhoneNum02625471717
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY J KLATY EA
ReturnHeader/ReturnTs02018-09-07T09:53:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

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.$6.39$0.06$6.33$2.15$1.94$0.22
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.01$6.12$1.77$1.80$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.15$0.01$6.15$1.95$1.64$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.01$5.84$1.71$1.28$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.04$5.42$0.52$0.70$0.19
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.63$0.03$5.60$1.10$1.32$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.01$5.82$1.38$1.45$0.07
2018Detailed filing. Detailed filing data is available for this year.$6.11$0.21$5.90$1.48$1.69$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.27$6.11$1.40$1.61$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$0.33$6.32$1.55$1.23$0.32
2015Summary only. Only limited summary data is available for this year.$6.03$0.02$6.01$1.52$1.38$0.14
2014Summary only. Only limited summary data is available for this year.$5.87$0.01$5.86$1.09$1.30$0.21
2013Summary only. Only limited summary data is available for this year.$6.08$0.01$6.07$1.06$1.24$0.18
2012Summary only. Only limited summary data is available for this year.$6.26$0.01$6.25$1.38$1.65$0.27
2011Summary only. Only limited summary data is available for this year.$6.52$0.00$6.52$0.98$1.28$0.30
Peer Organizations

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