AERIE 1034 FRATERNAL ORDER OF

EIN: 237593036

JACKSONVILLE, OH

Total Revenue
$294,711
Total Expenses
$245,529
Total Assets
$578,990
Net Assets
$578,990
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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
1905
Legal Domicile
OH
Principal Officer
DANIELLE BROOKS
Phone
7407672900
Tax Period
2024-06-01 to 2025-05-31

AERIE 1034 FRATERNAL ORDER OF, founded in 1905, is a small nonprofit that reported $295K in total revenue in fiscal year 2024. The organization ran a surplus of $49K, a strong 17% operating margin.

Mission

GENERAL YEAR ROUND SCHEDULE OF FOR MEMBERS, THEIR FAMILIES AND GUESTS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $294,711
TOTAL REVENUE $294,711

Expense Breakdown

Grants Paid $2,860
Salaries & Benefits $68,490
Fundraising Expenses $0
Program Expenses $423,631
Other Expenses $174,179
TOTAL EXPENSES $245,529

Year-over-Year Comparison

2024 2023 Change
Revenue $294,711 $276,347 +0.1%
Expenses $245,529 $145,864 +0.7%
Net Income $49,182 $130,483 -0.6%
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

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Governance

Voting Members
7
Independent Members
N/A
Employees
9
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
$839
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN RUSSELL PRESIDENT 1
Officer
$0 $0 $0
JUSTIN WARD VP 1
Officer
$0 $0 $0
DANIELLE BROOK SECRETARY 2
Officer
$839 $0 $839
RANDY BARTLETT TREASURER 1
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
2025 $294,711 $245,529 $578,990 $49,182
2024 $276,347 $145,864 $529,808 $130,483
2023 $210,329 $144,974 $483,516 $65,355
2022 $134,086 $143,986 $418,161 $-9,900
2021 $191,898 $97,392 $428,061 $94,506
2020 $87,225 $93,494 $218,705 $-6,269
2019 $86,049 $100,324 $224,974 $-14,275
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