FRATERNAL ORDER OF EAGLES FOREST ROSE AERIE #2120 (EIN 314184010) - 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

1930

Legal Domicile

Phone

7406549058

Tax Period

2023-06-01 to 2024-05-31

FRATERNAL ORDER OF EAGLES FOREST ROSE AERIE #2120, founded in 1930, is a small nonprofit that reported $347K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Net assets of $966K represent 33 months of operating reserves.

Mission

The Fraternal Order of Eagles is an international non-profit, united in the spirit of liberty, truth, justice and equality to make life more desirable by lessening its ills and by promoting peace, prosperity, gladness and hope.

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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 $23,732

Program Service Revenue $0

Investment Income $31

Other Revenue $323,616

TOTAL REVENUE $347,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,425

Fundraising Expenses $0

Program Expenses $342,311

Other Expenses $232,886

TOTAL EXPENSES $342,311

Year-over-Year Comparison

	2023	2022	Change
Revenue	$347,379	$429,527	-0.2%
Expenses	$342,311	$246,875	+0.4%
Net Income	$5,068	$182,652	-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

Governance

Voting Members

Independent Members

N/A

Employees

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
JON P MASTEL	TRUSTEE Chairman	25	Director	$0	$0	$0
TIMOTHY HATZER	TRUSTEE	10	Director	$0	$0	$0
DEBBIE SHERRICK	TRUSTEE	50	Director	$0	$0	$0
Jeff Davis	Trustee	15	Director	$0	$0	$0
Francis Seitz Jr	Trustee	20	Director	$0	$0	$0
Julie Hatzer	Inside Guard	20	Director	$0	$0	$0
JOHN WELLS	PRESIDENT	10	Officer	$0	$0	$0
DAVID DONNAL	Worthy VICE PRESIDENT	10	Officer	$0	$0	$0
SHARYN A MASTEL	SECRETARY	35	Officer	$0	$0	$0
HAROLD J MCCLASKEY	TREASURER	30	Officer	$0	$0	$0
Dan Ramey	Worthy Conductor	5	Officer	$0	$0	$0
Bobbie Donnal	Worthy Chaplain	10	Officer	$0	$0	$0
William Yerlan II	Jr Past Worthy President	5	Officer	$0	$0	$0
Anitra Scott	Worthy Auditor	15	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	No data	No data	No data	No data
2024	$347,379	$342,311	$984,375	$5,068
2023	$429,527	$246,875	$975,459	$182,652
2022	$236,492	$168,058	$851,042	$68,434
2021	$84,790	$119,714	$852,399	$-34,924
2020	$191,228	$130,121	$883,897	$61,107

FRATERNAL ORDER OF EAGLES FOREST ROSE AERIE #2120