FRATERNAL ORDER OF EAGLES 4086 AERIE (EIN 341430462) - 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

1984

Legal Domicile

Principal Officer

DAVE SERGENT

Phone

4405850321

Tax Period

2024-06-01 to 2025-05-31

FRATERNAL ORDER OF EAGLES 4086 AERIE, founded in 1984, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $264K, a strong 25% operating margin.

Mission

A MEMBERSHIP ORGANIZATION THAT PROVIDES MEMEBERS THE MEANS TO HELP OTHERS THROUGH FUND RAISING ACTIVITIES, SOCIAL GATHERINGS AND VOLUNTEERISM.

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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 $10,181

Program Service Revenue $430,271

Investment Income $0

Other Revenue $601,567

TOTAL REVENUE $1,042,019

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,941

Fundraising Expenses $0

Program Expenses $777,695

Other Expenses $658,129

TOTAL EXPENSES $777,695

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,042,019	$639,960	+0.6%
Expenses	$777,695	$593,729	+0.3%
Net Income	$264,324	$46,231	+4.7%

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

334

Independent Members

334

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

$3,420

Total Directors

$2,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANN MEZACAPA	TRUSTEE	20.00	Director	$1,000	$0	$1,000
STEVE MYERS	TRUSTEE	15.00	Director	$500	$0	$500
DARREN DEFELICE	TRUSTEE	15.00	Director	$750	$0	$750
DAVE SERGENT	SECRETARY	15.00	Officer	$3,312	$0	$3,312
LORI TESCHNER	PRESIDENT	2.00	Officer	$36	$0	$36
ROBERT HEISS	VICE PRESIDENT	2.00	Officer	$36	$0	$36
CRAIG BRASDOVICH	TREASURER	8.00	Officer	$36	$0	$36

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	$1,042,019	$777,695	$747,616	$264,324
2024	$639,960	$593,729	$567,559	$46,231
2023	$465,039	$420,078	$446,793	$44,961
2022	$336,695	$318,517	$383,827	$18,178
2021	$237,937	$239,715	$364,869	$-1,778
2020	$258,420	$292,809	$364,433	$-34,389
2019	$339,441	$323,150	$407,222	$16,291
2018	$386,324	$365,922	$389,150	$20,402

FRATERNAL ORDER OF EAGLES 4086 AERIE