FRATERNAL ORDER OF EAGLES AERIE 22… - Form 990 Financial Data

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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

1950

Legal Domicile

Principal Officer

JIM WILLIAMS

Phone

2343470296

Tax Period

2023-06-01 to 2024-05-31

FRATERNAL ORDER OF EAGLES AERIE 2223, founded in 1950, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 207% from the prior year, signaling strong growth momentum. The organization ran a surplus of $265K, a strong 21% operating margin.

Mission

SOCIAL AND RECREATIONAL ACTIVITIES FOR ITS MEMBERS

Program Service Accomplishments

Program 1

THROUGH BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY, THE LODGE UNITES ITS MEMBERS WITH SOCIAL AND RECREATIONAL ACTIVITIES AND COMMUNITY EVENTS.

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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 $43,482

Program Service Revenue $0

Investment Income $682,481

Other Revenue $518,123

TOTAL REVENUE $1,244,086

Expense Breakdown

Grants Paid $58,024

Salaries & Benefits $290,899

Fundraising Expenses $0

Other Expenses $626,832

TOTAL EXPENSES $979,005

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,244,086	$404,832	+2.1%
Expenses	$979,005	$678,279	+0.4%
Net Income	$265,081	$-273,447	-2.0%

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

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

$9,208

Total Directors

$23,608

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL STANLEY	PRESIDENT	20.00	Officer Director	$0	$0	$0
BOBBY LEOS	VICE PRESIDENT	20.00	Officer Director	$0	$0	$0
JIM WILLIAMS	TREASURER	20.00	Officer Director	$1,200	$0	$1,200
JEFF MARSHALL	SECRETARY	20.00	Officer Director	$6,808	$0	$6,808
JOHN SCHOONOVER	SECRETARY	25.00	Officer Director	$1,200	$0	$1,200
BARNEY LOWDEN	TRUSTEE	20.00	Director	$4,800	$0	$4,800
KEN LOWMILLER	TRUSTEE	20.00	Director	$4,800	$0	$4,800
BOB KISHA	TRUSTEE	20.00	Director	$4,800	$0	$4,800
CHRIS SMOOT	TRUSTEE	20.00	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	$1,244,086	$979,005	$2,747,694	$265,081
2023	$404,832	$678,279	$2,435,071	$-273,447
2022	$442,655	$543,663	$2,708,518	$-101,008
2021	$334,016	$438,552	$2,809,526	$-104,536
2020	$397,227	$538,597	$2,914,062	$-141,370
2019	$472,532	$601,317	$3,055,432	$-128,785

FRATERNAL ORDER OF EAGLES AERIE 2223