Iowa State Aux Of Fraternal Eagles (EIN 237143562) - Form 990 Financial Analysis & Trantor Score

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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

1900

Legal Domicile

Principal Officer

Cynthia Balsanek

Phone

3193642117

Tax Period

2018-06-01 to 2019-05-31

Iowa State Aux Of Fraternal Eagles, founded in 1900, is a small nonprofit that reported $133K in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year. Expenses of $128K left a modest 4% surplus.

Mission

THE PURPOSE OF THE IOWA STATE AUXILIARY OF THE FRATERNAL EAGLES IS TO PRIMARILY RAISE MONEY FOR CHARITIES. IT HAS ALSO ESTABLISHED A SCHOLARSHIP FUND.

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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 (2018)

Revenue Breakdown

Contributions & Grants $132,807

Program Service Revenue $0

Investment Income $41

Other Revenue $0

TOTAL REVENUE $132,848

Expense Breakdown

Grants Paid $97,937

Salaries & Benefits $5,992

Fundraising Expenses $0

Program Expenses $216

Other Expenses $24,006

TOTAL EXPENSES $128,151

Year-over-Year Comparison

	2018	2017	Change
Revenue	$132,848	$155,455	-0.1%
Expenses	$128,151	$159,569	-0.2%
Net Income	$4,697	$-4,114	-2.1%

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

105

Independent Members

105

Employees

N/A

Volunteers

3506

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
Cynthia Balsanek	Secretary	10.00	Officer	$0	$0	$0
Debbie Gilson	Jr Past President	1.00	Officer	$0	$0	$0
Lisa Miller	President	1.00	Officer	$0	$0	$0
Robin Cunningham	President Elect	1.00	Officer	$0	$0	$0
Eva Knepp	Vice President	1.00	Officer	$0	$0	$0
Patty Kalvelege	Trustee#2	1.00	Officer	$0	$0	$0
Debbie Clark	Chaplain	1.00	Officer	$0	$0	$0
Julie Ervin	Trustee	1.00	Officer	$0	$0	$0
Lisa Zook	Conductor	1.00	Officer	$0	$0	$0
Bobbi Jo Reed	Trustee	1.00	Officer	$0	$0	$0
Deb Allbaugh	Recording Secretary	1.00	Officer	$0	$0	$0
Goldie Adams	Auditor	1.00	Officer	$0	$0	$0
Kathy Bennett	Historian	1.00	Officer	$0	$0	$0
Dara May	Outside Guard	1.00	Officer	$0	$0	$0
Roxanne Chatterton	Inside Guard	1.00	Officer	$0	$0	$0
Deb Kressley	Treasurer	1.00	Officer	$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
2019	$132,848	$128,151	$61,025	$4,697

Iowa State Aux Of Fraternal Eagles