Fraternal Order of Eagles 140 Aerie (EIN 237591936) - 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

1964

Legal Domicile

Principal Officer

CHARLES LEE

Phone

8084572444

Tax Period

2023-06-01 to 2024-05-31

Fraternal Order of Eagles 140 Aerie, founded in 1964, is a small nonprofit that reported $284K in total revenue in fiscal year 2023. Revenue surged 423% from the prior year, signaling strong growth momentum. The organization ran a surplus of $113K, a strong 40% operating margin.

Mission

THE FOE IS AN INTERNATIONAL NONPROFIT ORGANIZATION UNITES FRATERNALLY THE SPIRIT OF LIBERTY TRUTH JUSTICE AND EQUALITY

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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 $506

Program Service Revenue $72,205

Investment Income $213,121

Other Revenue $-1,581

TOTAL REVENUE $284,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $170,955

TOTAL EXPENSES $170,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$284,251	$54,320	+4.2%
Expenses	$170,955	$126,132	+0.4%
Net Income	$113,296	$-71,812	-2.6%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH KAHOONEI	Trustee	N/A	Director	$0	$0	$0
CHARLES HOOPII	Trustee	N/A	Director	$0	$0	$0
ROBERT CUA	SecretaryTrustee	N/A	Officer Director	$0	$0	$0
JULIAN ROSA	Trustee	N/A	Director	$0	$0	$0
JAMES LOGUE	Vice President	N/A	Officer Director	$0	$0	$0
ERNIE CARAVALHO	Treasurer	N/A	Officer	$0	$0	$0
JON OMI DEJESUS	Trustee	N/A	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	$284,251	$170,955	$1,531,677	$113,296
2023	$54,320	$126,132	$1,533,068	$-71,812
2022	$63,523	$110,497	$1,618,529	$-46,974
2021	$25,958	$86,745	$1,724,669	$-60,787

Fraternal Order of Eagles 140 Aerie