Civic Intelligence

Fraternal Order of Eagles Morro Bay Aerie 3693

990EZ • Fiscal year 2019 • EIN 95-3023603

Jun 01, 2018 to May 31, 2019 • Filed on Apr 15, 2020

PO Box 1176Morro Bay, CA 93443

(805) 772-1384

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

Higher debt load relative to assets than 46% of similar nonprofits.

2019 filings • 501(c)8 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2019 filings • 501(c)8 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-38%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)8 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)8 • <$500k nonprofits • Source year 2019

Asset Growth

23rd percentile

-7.7%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)8 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

33%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)8 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$362,565

Down $30,325 (-7.7%) from 2018

Net Assets

Down

$361,408

Down $31,482 (-8.0%) from 2018

Liabilities

$1,157

No earlier filing loaded for comparison.

Revenue

Up

$76,132

Up $19,043 (+33%) from 2018

Expenses

Up

$105,029

Up $30,940 (+42%) from 2018

Net Income

Down

-$28,897

Down $11,897 (-70%) 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 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

2019

Assets$362,565
Liabilities$1,157
Net Assets$361,408

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 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

2019

Revenue$76,132
Expenses$105,029
Net Income-$28,897
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 15, 2020
Return Version
2018v3.1
Gross Receipts
$125,556
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN FOLSOMChaplain-$0--
BECKY VICKERTrustee-$0--
MARCIE JOHNSONPresident-$0--
VAN GRIFFITHTrustee-$0--
CHARLIE PENROSETrustee-$0--
GARY STONERTrustee-$0--
DOUG JOHNSONTrustee-$0--
BETH WITTERTreasurer-$0--
VIRGINIA MORENOSecretary-$0--
JOHN BIGHAMPast 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
Marcie Johnson
Title
President
Signed
2020-04-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Revenue.1

Lotto and scratchers $4801

Other Expenses.1001

Advertising and Promotion $269

Other Expenses.1002

Office Expenses $1815

Other Expenses.1003

Information Technology $2082

Other Expenses.1009

Depreciation $2137

Other Expenses.1

PROGRAM SERVICES $8341

Other Expenses.2

OTHER SERVICES $2053

Other Expenses.3

Merchant service fees $1183

Other Expenses.4

EQUIPMENT REPAIR $824

Other Expenses.5

SERVICE FEES $425

Other Assets.1003

Machinery and Equipment - Beginning $2565 Machinery and Equipment - Ending $3099

Other Assets.1010

Inventories - Beginning $4500 Inventories - Ending $4500

Other Assets.1

DEPOSITS - Beginning $346 DEPOSITS - Ending $500

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1157

Raw XML Appendix165 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/PhoneNum08057721384
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRO BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0934431176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0296370
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0264463
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IRS990EZ/GrossSalesOfInventoryAmt096818
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MembershipDuesAmt012325
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0392890
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNN FOLSOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BECKY VICKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARCIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VAN GRIFFITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLIE PENROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GARY STONER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DOUG JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BETH WITTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VIRGINIA MORENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOHN BIGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chaplain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07411
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08099
IRS990EZ/OtherChangesInNetAssetsAmt0-2585
IRS990EZ/OtherExpensesTotalAmt019129
IRS990EZ/OtherRevenueTotalAmt04801
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUFFET AND SOCIAL ROOM ACTIVITIES AND OTHER RELATED PROGRAMS INCLUDING COMMUNITY WELFARE FOR APPROXIMATELY 175 MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt0210
IRS990EZ/ProgramServiceRevenueAmt09348
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SOCIAL ACTIVITIES FOR APPROXIMATELY 175 MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt043344
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01157
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105029
IRS990EZ/TotalRevenueAmt076132
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOTTO AND SCRATCHERS $4801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $2082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation $2137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM SERVICES $8341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER SERVICES $2053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MERCHANT SERVICE FEES $1183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EQUIPMENT REPAIR $824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SERVICE FEES $425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Machinery and Equipment - Beginning $2565 Machinery and Equipment - Ending $3099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Inventories - Beginning $4500 Inventories - Ending $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DEPOSITS - Beginning $346 DEPOSITS - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1157
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-15
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
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/ReturnTs02020-04-15T20:33:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
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