Fraternal Order of Eagles Aerie 2122 (EIN 340232867) - 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

Principal Officer

GERALD D SZELL

Phone

4404391440

Tax Period

2024-06-01 to 2025-05-31

Fraternal Order of Eagles Aerie 2122, founded in 1930, is a small nonprofit that reported $368K in total revenue in fiscal year 2024. The organization ran a surplus of $56K, a strong 15% operating margin.

Mission

TO PROVIDE FUNDS FOR LOCAL 501 C 3 CHARITIES 64,479 DONATED IN 2024

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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 $13,779

Program Service Revenue $0

Investment Income $0

Other Revenue $353,964

TOTAL REVENUE $367,743

Expense Breakdown

Grants Paid $68,749

Salaries & Benefits $71,608

Fundraising Expenses $0

Other Expenses $171,026

TOTAL EXPENSES $311,383

Year-over-Year Comparison

	2024	2023	Change
Revenue	$367,743	$363,285	+0.0%
Expenses	$311,383	$317,996	0.0%
Net Income	$56,360	$45,289	+0.2%

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

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

$7,710

Total Directors

$7,710

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY SZELL	SECRETARY	045.00	Officer Director	$7,710	$0	$7,710
CLIFFORD L GRIFFITH	TREASURER	010.00	Officer Director	$0	$0	$0
DAVID SIOHI	TRUSTEE CHAIRMAN	015.00	Officer Director	$0	$0	$0
JOHN ZUCCO	PRESIDENT	015.00	Officer Director	$0	$0	$0
JERRY ANDEL	TRUSTEE	010.00	Officer Director	$0	$0	$0
Robert Stanowick	VICEPRESIDENT	010.00	Officer Director	$0	$0	$0
JOHN NICHOLS	TRUSTEE	010.00	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	$367,743	$311,383	$2,543,895	$56,360
2024	$363,285	$317,996	$2,484,151	$45,289
2023	$376,219	$364,127	$2,431,005	$12,092
2022	$370,134	$416,078	$2,395,666	$-45,944
2021	$364,331	$354,487	$2,441,626	$9,844

Fraternal Order of Eagles Aerie 2122