WORCESTER AERIE 4311 FRATERNAL ORD… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

WILFRED ANDERSON

Phone

5087910851

Tax Period

2024-06-01 to 2025-05-31

WORCESTER AERIE 4311 FRATERNAL ORDER OF EAGLES INC, founded in 1996, is a micro nonprofit that reported $43K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $59K exceeded revenue, resulting in a 39% operating deficit.

Mission

TO UNITE FRATERNALLY FOR THE MUTUAL BENEFIT AND SOCIAL ENJOYMENT OF ITS MEMBERS. ALSO TO PROVIDE COMMUNITY ASSISTANCE AND SCHOLARSHIP.

Program Service Accomplishments

Program 1

Expenses: $29,231

FRATERNAL ORGANIZATION OPERATING UNDER THE LODGE SYSTEM, PROVIDING ACTIVITIES FOR THE MEMBERSHIP AS WELL SPONSORSHIPS FOR EVENTS WITHIN THE COMMUNITY.

Program 2

Expenses: $810

TO PROVIDE COMMUNITY SUPPORT FOR THE CITY OF WORCESTER AND SURROUNDING COMMUNITIES AS WELL AS PROVIDE SUPPORT FOR MANY WORTHY CHARITABLE GROUPS WITHIN THE COMMUNITY AS WELL AS THE GREATER NATION.

Program 3

Expenses: $0

TO PROVIDE SCHOLARSHIPS FOR THE STUDENTS IN THE COMMUNITY FOR COLLEGE EDUCATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,334

Program Service Revenue $0

Investment Income $0

Other Revenue $40,468

TOTAL REVENUE $42,802

Expense Breakdown

Grants Paid $810

Salaries & Benefits $0

Fundraising Expenses $429

Program Expenses $30,041

Other Expenses $58,556

TOTAL EXPENSES $59,366

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,802	$75,173	-0.4%
Expenses	$59,366	$96,197	-0.4%
Net Income	$-16,564	$-21,024	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL RIVERA	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MARSHELL FARMELANT	PRESIDENT	4.00	Officer Director	$0	$0	$0
LEE WARREN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
WILFRED ANDERSON	SECRETARY	2.00	Officer Director	$0	$0	$0
RICHARD NOBLE	TREASURER	4.00	Officer Director	$0	$0	$0
DAVID ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT AUGER	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE DONAHUE	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK ROCK	DIRECTOR	2.00	Director	$0	$0	$0
ERIC CARLSEN	DIRECTOR	2.00	Director	$0	$0	$0
DON GERARDI	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$42,802	$59,366	$159,424	$-16,564
2024	$75,173	$96,197	$175,988	$-21,024
2023	$82,021	$109,264	$191,632	$-27,243
2022	$83,620	$95,869	$220,802	$-12,249
2021	$56,861	$78,831	$232,740	$-21,970
2020	$99,426	$104,109	$253,094	$-4,683
2019	$123,539	$104,403	$261,135	$19,136

WORCESTER AERIE 4311 FRATERNAL ORDER OF EAGLES INC