FRATERNAL ORDER OF EAGLES AERIE 2960 (EIN 237163734) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

LYZ ECKHARDT

Phone

5303698624

Tax Period

2020-06-01 to 2021-05-31

FRATERNAL ORDER OF EAGLES AERIE 2960, founded in 1961, is a micro nonprofit that reported $50K in total revenue in fiscal year 2020. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $25K, a strong 50% operating margin.

Mission

AS A FRATERNAL ORGANIZATION ESTABLISED IN THE EARLY 1900'S OUR MISSION IS BESTDESCRIBED AS "PEOPLE HELPING PEOPLE". WE CONTRIBUTE TO OR ASSIST OTHER LOCAL AND NATIONAL TAX EXEMPT CHARITIES, PROVIDE SCHOLARSHIPS, PROVIDE ASSISTANCE TO INDIVIDUALS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,900

Investment Income $3,104

Other Revenue $42,839

TOTAL REVENUE $49,843

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,047

Other Expenses $25,108

TOTAL EXPENSES $25,108

Year-over-Year Comparison

	2020	2019	Change
Revenue	$49,843	$54,806	-0.1%
Expenses	$25,108	$50,641	-0.5%
Net Income	$24,735	$4,165	+4.9%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
MIKE SHORES	MEMBER	Director	$0	$0	$0
JOE TESSARO	MEMBER	Director	$0	$0	$0
JESSICA RAMIREZ	MEMBER	Director	$0	$0	$0
KATHLEEN BRUCE	MEMBER	Director	$0	$0	$0
JOHN HELBERG	President	Officer	$0	$0	$0
PAT DIXON	Vice President	Officer	$0	$0	$0
MARCY RUDE	Secretary	Officer	$0	$0	$0
LYZ ECKHARDT	Treasurer	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
2021	$49,843	$25,108	$832,066	$24,735
2020	$54,806	$50,641	$802,670	$4,165
2019	$76,308	$63,593	$798,505	$12,715
2018	$118,612	$134,633	$183,338	$-16,021

FRATERNAL ORDER OF EAGLES AERIE 2960