FRATERNAL ORDER OF EAGLES 3503 AERIE

EIN: 237366365 Mutual Benefit

INTERLOCHEN, MI

Total Revenue
$330,922
Total Expenses
$330,299
Total Assets
$169,548
Net Assets
$169,548
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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
1985
Principal Officer
CONNIE FERGUSON
Phone
2312757189
Tax Period
2023-06-01 to 2024-05-31

FRATERNAL ORDER OF EAGLES 3503 AERIE, founded in 1985, is a small nonprofit in the Mutual Benefit sector that reported $331K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

FRATERNAL

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $55,576
Program Service Revenue $276,513
Investment Income $0
Other Revenue $-1,167
TOTAL REVENUE $330,922

Expense Breakdown

Grants Paid $0
Salaries & Benefits $83,936
Fundraising Expenses $0
Other Expenses $246,363
TOTAL EXPENSES $330,299

Year-over-Year Comparison

2023 2022 Change
Revenue $330,922 $356,327 -0.1%
Expenses $330,299 $320,736 +0.0%
Net Income $623 $35,591 -1.0%
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

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Governance

Voting Members
10
Independent Members
10
Employees
6
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
4
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL BENNETT VICE PRESIDE N/A
Officer Director
$0 $0 $0
CONNIE FERGUSON SECRETARY N/A
Officer Director
$0 $0 $0
MELISSA KELSEY CHAPLAIN N/A
Director
$0 $0 $0
TRACEE ROSEMA TREASURER N/A
Officer Director
$0 $0 $0
TONY THARP PRESIDENT N/A
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 $330,922 $330,299 $169,548 $623
2023 $356,327 $320,736 $169,108 $35,591
2022 $221,564 $190,084 $133,517 $31,480
2021 $161,983 $148,207 $102,037 $13,776
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