Liabilities / Assets
43rd percentile
Higher debt load relative to assets than 43% of similar nonprofits.
Fraternal Order of Eagles Morro Bay Aerie 3693
990EZ • Fiscal year 2021 • EIN 95-3023603
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
46th percentile
Higher debt load relative to revenue than 46% of similar nonprofits.
Net Margin
6th percentile
Higher net margin than 6% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
16th percentile
Faster asset growth than 16% of similar nonprofits.
Revenue Growth
37th percentile
Faster revenue growth than 37% of similar nonprofits.
Balance Sheet
Assets
Down$301,379
Down $29,882 (-9.0%) from 2020
Net Assets
Down$300,989
Down $29,247 (-8.9%) from 2020
Liabilities
Down$390
Down $635 (-62%) from 2020
Revenue And Expenses
Revenue
Down$54,788
Down $10,474 (-16%) from 2020
Expenses
Down$91,636
Down $4,797 (-5.0%) from 2020
Net Income
Down-$36,848
Down $5,677 (-18%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2020 to May 31, 2021
- Signed
- Apr 18, 2022
- Return Version
- 2020v4.0
- Gross Receipts
- $67,015
Mission and Program Overview
Mission
Buffet and social room activities and other related programs including community welfare for approximately 175 members.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED SOCIAL ACTIVITIES FOR APPROXIMATELY 175 MEMBERS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALLEN MARSHALL | Trustee | - | $0 | - | - |
| BETH WITTER | Treasurer | - | $0 | - | - |
| LYNN FOLSOM | Chaplain | - | $0 | - | - |
| BECKY VICKERS | Treasurer | - | $0 | - | - |
| VAN GRIFFITH | Trustee | - | $0 | - | - |
| MARCIE JOHNSON | President | - | $0 | - | - |
| SANDRA LEAGE | Trustee | - | $0 | - | - |
| CHARLIE PENROSE | Trustee | - | $0 | - | - |
| TERRY STONER | Trustee | - | $0 | - | - |
| DOUG JOHNSON | Trustee | - | $0 | - | - |
| JOHN BIGHAM | Jr Past Pres | - | $0 | - | - |
| VIRGINIA MORENO | Secretary | - | $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
- 2022-04-18
- 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 $2353”
Other Expenses.1001
“Advertising and Promotion $75”
Other Expenses.1002
“Office Expenses $1450”
Other Expenses.1003
“Information Technology $2712”
Other Expenses.1009
“Depreciation $2064”
Other Expenses.1
“Repairs and maintenance $15748”
Other Expenses.2
“PROGRAM SERVICES $4921”
Other Expenses.3
“MISCELLANEOUS $2030”
Other Expenses.4
“Merchant service fees $615”
Other Assets.1003
“Machinery and Equipment - Beginning $2561 Machinery and Equipment - Ending $2023”
Other Assets.1010
“Inventories - Beginning $4500 Inventories - Ending $4500”
Other Assets.1
“DEPOSITS - Beginning $500 DEPOSITS - Ending $500”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $1025 Accounts Payable and Accrued Expenses - Ending $390”
Raw XML Appendix179 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | NATASHA LITTLEWOOD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8057721384 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 1176 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MORRO BAY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93442 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 235370 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 207552 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 12227 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -36848 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2550 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 331261 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 301379 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 1000 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 19447 |
| IRS990EZ/GrossReceiptsAmt | 0 | 67015 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 31674 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2515 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 88330 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 86804 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 12334 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 330236 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 300989 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 330236 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 300989 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 22707 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALLEN MARSHALL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BETH WITTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LYNN FOLSOM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BECKY VICKERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | VAN GRIFFITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MARCIE JOHNSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | SANDRA LEAGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | CHARLIE PENROSE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | TERRY STONER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | DOUG JOHNSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | JOHN BIGHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | VIRGINIA MORENO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Chaplain |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Jr Past Pres |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 7561 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 7023 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 7601 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 29615 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2353 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | BUFFET AND SOCIAL ROOM ACTIVITIES AND OTHER RELATED PROGRAMS INCLUDING COMMUNITY WELFARE FOR APPROXIMATELY 175 MEMBERS. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 334 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 18139 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED SOCIAL ACTIVITIES FOR APPROXIMATELY 175 MEMBERS. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 35430 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1025 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 390 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 91636 |
| IRS990EZ/TotalRevenueAmt | 0 | 54788 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | LOTTO AND SCRATCHERS $2353 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Advertising and Promotion $75 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Office Expenses $1450 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Information Technology $2712 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Depreciation $2064 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | REPAIRS AND MAINTENANCE $15748 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | PROGRAM SERVICES $4921 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | MISCELLANEOUS $2030 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | MERCHANT SERVICE FEES $615 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Machinery and Equipment - Beginning $2561 Machinery and Equipment - Ending $2023 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Inventories - Beginning $4500 Inventories - Ending $4500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | DEPOSITS - Beginning $500 DEPOSITS - Ending $500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Accounts Payable and Accrued Expenses - Beginning $1025 Accounts Payable and Accrued Expenses - Ending $390 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.1010 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Total Liabilities.1001 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARCIE JOHNSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-04-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FRATERNAL ORDER OF EAGLES |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | MORRO BAY AERIE 3693 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FRAT |
| ReturnHeader/Filer/EIN | 0 | 953023603 |
| ReturnHeader/Filer/PhoneNum | 0 | 8057721384 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1176 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MORRO BAY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93443 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 464513974 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BT Wealth Management Services |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5735 El Camino Real Suite J |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Atascadero |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93422 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8054600749 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Janice N Borsch CPA |
| ReturnHeader/ReturnTs | 0 | 2022-04-18T21:49:31-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | MARCIE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | JOHNSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-05-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $301,379
- Liabilities
- $390
- Net assets
- $300,989
- Revenue
- $54,788
- Expenses
- $91,636
- Net income
- -$36,848