FRATERNAL ORDER OF EAGLES AERIE 29… - 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

1974

Legal Domicile

Principal Officer

SHARI VANDYKE

Phone

4357349031

Tax Period

2024-06-01 to 2025-05-31

FRATERNAL ORDER OF EAGLES AERIE 2919, founded in 1974, is a micro nonprofit that reported $57K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $21K, a strong 38% operating margin.

Mission

THE ORGANIZATION IS A FRATERNAL ORGANIZATION DEDICATED TO LOYALTY, JUSTICE AND EQUALITY. THEY HAVE A PRIVATE CLUB LIQUOR LICENSE, PROVIDED FOR MEMBERS ONLY, THAT HELPS TO DEFRAY OCCUPANCY AND MAINTENANCE COSTS. IT ALSO PROVIDES INCENTIVE FOR MEMBERSHIP.

Program Service Accomplishments

Program 1

Expenses: $35,391 Revenue: $37,220

THE ORGANIZATION PROMOTES CITIZENSHIP AND RESPONSIBILITY.

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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 $19,530

Program Service Revenue $1,755

Investment Income $79

Other Revenue $35,386

TOTAL REVENUE $56,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,391

Other Expenses $35,391

TOTAL EXPENSES $35,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,750	$83,694	-0.3%
Expenses	$35,391	$43,617	-0.2%
Net Income	$21,359	$40,077	-0.5%

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

Volunteers

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
RAYMOND QUICK	PAST PRESIDENT	1.00	Director	$0	$0	$0
KENDRA MELLEN	CONDUCTOR	0.00	Director	$0	$0	$0
KANDIS LOTT	CHAPLAIN	0.00	Director	$0	$0	$0
JULIE GAILEY	SECRETARY	1.00	Director	$0	$0	$0
COREY JENSEN	GUARD	0.00	Director	$0	$0	$0
SHARI VANDYKE	TREASURER	1.00	Director	$0	$0	$0
BRET SIDWELL	PRESIDENT	0.00	Director	$0	$0	$0
COLBY JENSEN	TRUSTEE	0.00	Director	$0	$0	$0
ROBERT NORMAN	TRUSTEE	1.00	Director	$0	$0	$0
JESSICA ZIELINSKY	TRUSTEE	1.00	Director	$0	$0	$0
JACOB LOTT	TRUSTEE	1.00	Director	$0	$0	$0
JERILL BROWN	TRUSTEE	1.00	Director	$0	$0	$0
LANCE PALMER	VICE PRESIDENT	0.00	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	$56,750	$35,391	$973,239	$21,359
2024	$83,694	$43,617	$956,986	$40,077
2023	$87,211	$61,883	$929,757	$25,328
2022	$86,704	$54,611	$898,473	$32,093
2021	$77,722	$47,523	$865,051	$30,199
2020	$89,717	$70,950	$833,649	$18,767
2019	$87,829	$71,456	$816,780	$16,373

FRATERNAL ORDER OF EAGLES AERIE 2919