Civic Intelligence

Fraternal Order of Eagles Morro Bay Aerie 3693

990EZ • Fiscal year 2018 • EIN 95-3023603

Jun 01, 2017 to May 31, 2018 • Filed on Apr 15, 2019

Organization ProfileN/A
PO Box 1176Morro Bay, CA 93443

(805) 772-1384

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$392,890

Flat from 2018

Net Assets

Flat

$392,890

Flat from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$57,089

Flat from 2018

Expenses

Flat

$74,089

Flat from 2018

Net Income

Flat

-$17,000

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $409,514Net Assets 2012: $409,5142012Assets 2013: $420,418Net Assets 2013: $420,4182013Assets 2014: $437,342Net Assets 2014: $437,3422014Assets 2015: $441,085Net Assets 2015: $441,0852015Assets 2016: $418,369Net Assets 2016: $418,3692016Assets 2017: $409,890Net Assets 2017: $409,8902017Assets 2018: $392,890Net Assets 2018: $392,8902018Assets 2018: $392,890Net Assets 2018: $392,8902018Assets 2019: $362,565Liabilities 2019: $1,157Net Assets 2019: $361,4082019Assets 2020: $331,261Liabilities 2020: $1,025Net Assets 2020: $330,2362020Assets 2021: $301,379Liabilities 2021: $390Net Assets 2021: $300,9892021Assets 2022: $281,748Liabilities 2022: $2,739Net Assets 2022: $279,0092022Assets 2023: $278,860Liabilities 2023: $3,291Net Assets 2023: $275,5692023Assets 2024: $292,750Liabilities 2024: $13,074Net Assets 2024: $279,6762024Assets 2025: $308,009Liabilities 2025: $17,033Net Assets 2025: $290,9762025

Highlighted filing

2018

Assets$392,890
Liabilities-
Net Assets$392,890
Open 2018 Filing

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $66,044Expenses 2012: $43,055Net Income 2012: $22,9892012Revenue 2013: $66,597Expenses 2013: $49,593Net Income 2013: $17,0042013Revenue 2014: $66,193Expenses 2014: $46,169Net Income 2014: $20,0242014Revenue 2015: $47,280Expenses 2015: $41,032Net Income 2015: $6,2482015Revenue 2016: $41,244Expenses 2016: $60,361Net Income 2016: -$19,1172016Revenue 2017: $58,389Expenses 2017: $64,216Net Income 2017: -$5,8272017Revenue 2018: $57,089Expenses 2018: $74,089Net Income 2018: -$17,0002018Revenue 2018: $57,089Expenses 2018: $74,089Net Income 2018: -$17,0002018Revenue 2019: $76,132Expenses 2019: $105,029Net Income 2019: -$28,8972019Revenue 2020: $65,262Expenses 2020: $96,433Net Income 2020: -$31,1712020Revenue 2021: $54,788Expenses 2021: $91,636Net Income 2021: -$36,8482021Revenue 2022: $76,287Expenses 2022: $92,592Net Income 2022: -$16,3052022Revenue 2023: $109,049Expenses 2023: $123,602Net Income 2023: -$14,5532023Revenue 2024: $152,760Expenses 2024: $136,307Net Income 2024: $16,4532024Revenue 2025: $138,963Expenses 2025: $131,510Net Income 2025: $7,4532025

Highlighted filing

2018

Revenue$57,089
Expenses$74,089
Net Income-$17,000
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 15, 2019
Return Version
2017v2.2
Gross Receipts
$97,294
Mission and Program Overview

Mission

Buffet and social room activities and other related programs including community welfare for approximately 175 members.

Program Services

DescriptionGrantsExpenses
PROVIDED SOCIAL ACTIVITIES FOR APPROXIMATELY 175 MEMBERS.$1,359-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN MARSHALLPast President-$0--
MARILYNNE OSWALDTreasurer-$0--
LYNN FOLSOMChaplain-$0--
BETTY TURNERSecretary-$0--
BECKY SIEMENTrustee-$0--
MARCIE JOHNSONConductor-$0--
FRANK PATTITrustee-$0--
WAYNE TURNERTrustee-$0--
LOUIS J MAYTrustee-$0--
DOUG JOHNSONTrustee-$0--
MELLINDA HOOPKINSInside Guard-$0--
SHARON ANDERSONPresident-$0--
JOHN BIGHAMVice President-$0--
Filing and Contact Details

Filer

Filer Name
Fraternal Order of Eagles
EIN
95-3023603
Phone
8057721384
Address
PO BOX 1176, MORRO BAY, CA 93443

Signing Officer

Name
Sharon Anderson
Title
President
Signed
2019-04-15
Discuss with paid preparer
Yes

Preparer

Firm
BT Wealth Management Services Inc
Address
5735 El Camino Real Suite J, Atascadero, CA 93422
Preparer
Janice N Borsch CPA
Phone
8054600749
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Other income - misc $5408”

Other Revenue.2

“Lotto and scratchers $1514”

Other Expenses.1001

“Advertising and Promotion $45”

Other Expenses.1002

“Office Expenses $3719”

Other Expenses.1003

“Information Technology $2725”

Other Expenses.1006

“Payments of Travel or Entertainment for Public Officials $300”

Other Expenses.1007

“Conferences, Conventions, and Meetings $8113”

Other Expenses.1009

“Depreciation $1706”

Other Expenses.1012

“Insurance $5530”

Other Expenses.1

“UTILITIES $9627”

Other Expenses.2

“Repair and maintenance $4988”

Other Expenses.3

“PROPERTY TAXES $4387”

Other Expenses.4

“OTHER SERVICES $1440”

Other Expenses.5

“EQUIPMENT REPAIR $663”

Other Expenses.6

“MISCELLANEOUS $600”

Other Expenses.7

“Merchant service fees $551”

Other Expenses.8

“SERVICE FEES $300”

Other Assets.1010

“Inventories - Beginning $4500 Inventories - Ending $4500”

Other Assets.1

“DEPOSITS - Beginning $500 DEPOSITS - Ending $346”

Raw XML Appendix185 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/CityNm0MORRO BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093442
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLEN MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARILYNNE OSWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYNN FOLSOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETTY TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BECKY SIEMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARCIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6FRANK PATTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WAYNE TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LOUIS J MAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DOUG JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MELLINDA HOOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SHARON ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JOHN BIGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chaplain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Conductor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Inside Guard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04846
IRS990EZ/OtherExpensesTotalAmt044694
IRS990EZ/OtherRevenueTotalAmt06922
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUFFET AND SOCIAL ROOM ACTIVITIES AND OTHER RELATED PROGRAMS INCLUDING COMMUNITY WELFARE FOR APPROXIMATELY 175 MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt04842
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SOCIAL ACTIVITIES FOR APPROXIMATELY 175 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01359
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt026102
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074089
IRS990EZ/TotalProgramServiceExpensesAmt01359
IRS990EZ/TotalRevenueAmt057089
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME - MISC $5408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOTTO AND SCRATCHERS $1514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $3719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Information Technology $2725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Payments of Travel or Entertainment for Public Officials $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conferences, Conventions, and Meetings $8113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Depreciation $1706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance $5530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9UTILITIES $9627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REPAIR AND MAINTENANCE $4988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PROPERTY TAXES $4387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OTHER SERVICES $1440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13EQUIPMENT REPAIR $663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISCELLANEOUS $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MERCHANT SERVICE FEES $551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SERVICE FEES $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Inventories - Beginning $4500 Inventories - Ending $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18DEPOSITS - Beginning $500 DEPOSITS - Ending $346
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRATERNAL ORDER OF EAGLES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MORRO BAY AERIE 3693
ReturnHeader/Filer/BusinessNameControlTxt0FRAT
ReturnHeader/Filer/EIN0953023603
ReturnHeader/Filer/PhoneNum08057721384
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1176
ReturnHeader/Filer/USAddress/CityNm0MORRO BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093443
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464513974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BT Wealth Management Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05735 El Camino Real Suite J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atascadero
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054600749
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janice N Borsch CPA
ReturnHeader/ReturnTs02019-04-15T20:45:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$392,890
Liabilities
-
Net assets
$392,890
Revenue
$57,089
Expenses
$74,089
Net income
-$17,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.08$0.17$2.91$1.39$1.32$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.13$2.80$1.53$1.36$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.03$2.76$1.09$1.24$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.03$2.79$0.76$0.93$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.55$0.92$0.37
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.01$3.30$0.65$0.96$0.31
2019Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.61$0.76$1.05$0.29
2018Detailed filing. Detailed filing data is available for this year.$3.93$3.93$0.57$0.74$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.93$3.93$0.57$0.74$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.10$4.10$0.58$0.64$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.18$4.18$0.41$0.60$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.41$4.41$0.47$0.41$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.37$4.37$0.66$0.46$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$4.20$0.67$0.50$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$4.10$0.66$0.43$0.23
Peer Organizations

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