FRATERNAL ORDER OF EAGLES AERIE 397

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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

1962

Legal Domicile

Principal Officer

WAYNE E TURNER

Phone

9373230671

Tax Period

2024-06-01 to 2025-05-31

FRATERNAL ORDER OF EAGLES AERIE 397, founded in 1962, is a small nonprofit that reported $799K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $746K left a modest 7% surplus.

Mission

THE AERIE OPERATES FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.

Program Service Accomplishments

Program 1

THE EXPENSES INCURRED BY THE ORGANIZATION RELATED TO THE MAINTAINING ITS PHYSICAL LOCATION, PROGRAM EVENTS AND ADMINISTRATIVE ITEMS. THESE EXPENSES WERE INCURRED DIRECTLY FOR THE BENEFIT OF ITS...

THE EXPENSES INCURRED BY THE ORGANIZATION RELATED TO THE MAINTAINING ITS PHYSICAL LOCATION, PROGRAM EVENTS AND ADMINISTRATIVE ITEMS. THESE EXPENSES WERE INCURRED DIRECTLY FOR THE BENEFIT OF ITS MEMBERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $18,631

Program Service Revenue $0

Investment Income $109

Other Revenue $780,749

TOTAL REVENUE $799,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,295

Fundraising Expenses $0

Other Expenses $579,925

TOTAL EXPENSES $746,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$799,489	$739,687	+0.1%
Expenses	$746,220	$665,349	+0.1%
Net Income	$53,269	$74,338	-0.3%

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

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

$3,800

Total Directors

$6,717

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG SCHMID	PRESIDENT	20.00	Officer Director	$0	$0	$0
BOB MERCHANT	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
DOUG BURNS	TRUSTEE	10.00	Director	$1,400	$0	$1,400
JOHN ZUGELDER	JR PAST WORTHY	10.00	Officer Director	$0	$0	$0
GREG FITZWATER	TRUSTEE	10.00	Officer Director	$1,400	$0	$1,400
GERALD PILLION	TREASURER	10.00	Officer Director	$1,000	$0	$1,000
MARK FUNDERBURG	TRUSTEE	10.00	Director	$1,050	$0	$1,050
KEN DELAET	TRUSTEE	10.00	Director	$467	$0	$467
WOODY ROLPH	TRUSTEE	10.00	Officer Director	$1,400	$0	$1,400
WAYNE E TURNER	SECRETARY	10.00	Director	$0	$0	$0
KEN ZIEGENBUSCH	INSIDE GUARD	10.00	Officer Director	$0	$0	$0
SCOTT HISLEY	CONDUCTOR	10.00	Officer Director	$0	$0	$0
KATHY TURNER	CHAPLAIN//AUDITOR	10.00	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
2025	$799,489	$746,220	$938,078	$53,269
2024	$739,687	$665,349	$897,703	$74,338
2023	$639,282	$527,571	$847,059	$111,711
2022	$429,448	$418,976	$725,150	$10,472
2021	$419,193	$381,884	$685,436	$37,309
2020	$369,734	$375,197	$643,358	$-5,463
2019	$420,405	$454,189	$662,985	$-33,784
2018	$491,751	$503,732	$690,937	$-11,981