FRATERNAL ORDER OF EAGLES #3529 (EIN 237291053) - 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

1974

Legal Domicile

Principal Officer

JOHN SWIFT

Phone

4258881129

Tax Period

2023-01-01 to 2023-12-31

FRATERNAL ORDER OF EAGLES #3529, founded in 1974, is a small nonprofit that reported $155K in total revenue in fiscal year 2023. Revenue surged 121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 23% operating margin.

Mission

FRATERNAL ORGANIZATION PROVIDING SOCIAL ACTIVITIES FOR MEMBERS AND GUESTS. ORGANIZATION ALSO DONATES MONEY AND VOLUNTEER TIME FOR THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $12,456

Program Service Revenue $0

Investment Income $0

Other Revenue $142,470

TOTAL REVENUE $154,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,363

Fundraising Expenses $0

Other Expenses $113,386

TOTAL EXPENSES $118,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,926	$70,169	+1.2%
Expenses	$118,749	$123,406	0.0%
Net Income	$36,177	$-53,237	-1.7%

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

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
JOHN SWIFT	PRESIDENT	2.00	Officer	$0	$0	$0
TRISH LENN	VICE PRESIDENT	2.00	Officer	$0	$0	$0
LORRIE SWIFT	TRUSTEE	4.00	Officer Director	$0	$0	$0
MICHAEL CONN	CHAPLAIN	2.00	Officer	$0	$0	$0
WENDI FRENCH	SECRETARY	4.00	Officer	$0	$0	$0
RICK HARSTAD	TRUSTEE	2.00	Officer Director	$0	$0	$0
BRETT BACKUES	TRUSTEE	2.00	Officer Director	$0	$0	$0
MICHAEL WEBSTER	TRUSTEE	2.00	Officer Director	$0	$0	$0
JASON LENN	TRUSTEE	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$154,926	$118,749	$183,939	$36,177
2022	$70,169	$123,406	$147,762	$-53,237
2021	$105,486	$148,458	$202,176	$-42,972
2020	$96,440	$141,898	$236,944	$-45,458

FRATERNAL ORDER OF EAGLES #3529