Civic Intelligence

Fraternal Order of Eagles 764 Aerie

EIN 42-0261127 • 501(c)8 • Waterloo, IA

Profile

Local & national eagles charity

PO Box 2066Waterloo, IA 50704

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.18x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

0.32x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2025

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)8 • <$500k nonprofits • Source year 2025

Asset Growth

64th percentile

3.9%

Faster asset growth than 64% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$140,406

Up $5,211 (+3.9%) from 2024

Liabilities

Down

$25,467

Down $11,140 (-30%) from 2024

Net Assets

Up

$114,939

Up $16,351 (+17%) from 2024

Revenue

Down

$80,390

Down $13,994 (-15%) from 2024

Expenses

Down

$64,039

Down $7,984 (-11%) from 2024

Net Income

Down

$16,351

Down $6,010 (-27%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $191,032Liabilities 2011: $106,119Net Assets 2011: $84,9132011Assets 2012: $183,416Liabilities 2012: $103,647Net Assets 2012: $79,7692012Assets 2013: $178,572Liabilities 2013: $100,924Net Assets 2013: $77,6482013Assets 2014: $174,668Liabilities 2014: $98,895Net Assets 2014: $75,7732014Assets 2015: $166,714Liabilities 2015: $100,461Net Assets 2015: $66,2532015Assets 2016: $144,974Liabilities 2016: $92,552Net Assets 2016: $52,4222016Assets 2017: $135,854Liabilities 2017: $78,694Net Assets 2017: $57,1602017Assets 2018: $122,925Liabilities 2018: $74,713Net Assets 2018: $48,2122018Assets 2019: $129,119Liabilities 2019: $69,4092019Assets 2020: $121,889Liabilities 2020: $63,0392020Assets 2021: $122,315Liabilities 2021: $58,2972021Assets 2022: $121,770Liabilities 2022: $56,0202022Assets 2023: $124,497Liabilities 2023: $48,270Net Assets 2023: $76,2272023Assets 2024: $135,195Liabilities 2024: $36,607Net Assets 2024: $98,5882024Assets 2025: $140,406Liabilities 2025: $25,467Net Assets 2025: $114,9392025

Highlighted filing

2025

Assets$140,406
Liabilities$25,467
Net Assets$114,939

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $138,4072011Expenses 2012: $136,5602012Expenses 2013: $140,6222013Revenue 2014: $140,423Expenses 2014: $142,298Net Income 2014: -$1,8752014Revenue 2015: $120,763Expenses 2015: $130,283Net Income 2015: -$9,5202015Revenue 2016: $92,639Expenses 2016: $106,470Net Income 2016: -$13,8312016Revenue 2017: $112,942Expenses 2017: $108,204Net Income 2017: $4,7382017Revenue 2018: $83,299Expenses 2018: $92,247Net Income 2018: -$8,9482018Revenue 2019: $92,985Expenses 2019: $81,487Net Income 2019: $11,4982019Revenue 2020: $53,523Expenses 2020: $54,383Net Income 2020: -$8602020Revenue 2021: $62,486Expenses 2021: $57,318Net Income 2021: $5,1682021Revenue 2022: $73,596Expenses 2022: $71,864Net Income 2022: $1,7322022Revenue 2023: $78,043Expenses 2023: $67,566Net Income 2023: $10,4772023Revenue 2024: $94,384Expenses 2024: $72,023Net Income 2024: $22,3612024Revenue 2025: $80,390Expenses 2025: $64,039Net Income 2025: $16,3512025

Highlighted filing

2025

Revenue$80,390
Expenses$64,039
Net Income$16,351

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.40$0.25$1.15$0.80$0.64$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.37$0.99$0.94$0.72$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.48$0.76$0.78$0.68$0.10
2022Summary only. Only limited summary data is available for this year.$1.22$0.56$0.74$0.72$0.02
2021Summary only. Only limited summary data is available for this year.$1.22$0.58$0.62$0.57$0.05
2020Summary only. Only limited summary data is available for this year.$1.22$0.63$0.54$0.54$0.01
2019Summary only. Only limited summary data is available for this year.$1.29$0.69$0.93$0.81$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.75$0.48$0.83$0.92$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.36$0.79$0.57$1.13$1.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.93$0.52$0.93$1.06$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.67$1.00$0.66$1.21$1.30$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.99$0.76$1.40$1.42$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.01$0.78$1.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$1.04$0.80$1.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$1.06$0.85$1.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$107,950
Mission and Program Overview

Mission

Local & national eagles charity

Program Services

DescriptionGrantsExpenses
UNITED FRATERNITY FOR THE MUTUAL BENEFIT, PROTECTION, IMPROVEMENT AND SOCIAL ENJOYMENT OF ITS MEMBERS AS A PART OF THE NATIONAL FRATERNAL ORDER OF THE EAGLES$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF MURPHYSecretaryPT$0--
DAVE COUTTSPresidentPT$0--
PHIL OLTROGGETreasurerPT$0--
ROBIN MUELLERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Fraternal Order of Eagles 764 Aerie
EIN
42-0261127
Phone
3192349369
Address
PO BOX 2066, WATERLOO, IA 50704

Signing Officer

Name
Phillip Oltrogge
Title
Treasurer
Phone
3192884517
Signed
2025-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Keith Oltrogge CPA PC
Address
201 E Main St, Denver, IA 50622-0310
Preparer
Keith Oltrogge CPA PC
Phone
3199845292
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 79345. Returns and Allowances: 0. Less Cost of Goods Sold: 27560. Gross Profit: 51785. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 27560. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 27560.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Interest. Amount: 442.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: ADVERTISING & TV. Amount: 4020. Description: INSURANCE. Amount: 7900. Description: KAROAKE. Amount: 7500. Total to Form 990-EZ, line 16: 19420.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: INVENTORY. Beg. of Year Amount: 3420. End of Year Amount: 3048.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: SALES TAX PAYABLE. Beg. of Year Amount: 6024. End of Year Amount: 5000. Description: MORTGAGE. Beg. of Year Amount: 30583. End of Year Amount: 20467.

Raw XML Appendix123 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
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IRS990EZ/OperateHospitalInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income: Gross Receipts: 79345. Returns and Allowances: 0. Less Cost of Goods Sold: 27560. Gross Profit: 51785. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 27560. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 27560.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
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ReturnHeader/ReturnTs02025-10-14T13:07:45-05:00
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ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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