FRATERNAL ORDER OF EAGLES 2322 AERIE (EIN 344237259) - 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

1939

Legal Domicile

Principal Officer

JEFFERY RODRIGUEZ

Phone

4194905068

Tax Period

2024-06-01 to 2025-05-31

FRATERNAL ORDER OF EAGLES 2322 AERIE, founded in 1939, is a small nonprofit that reported $487K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 22% operating margin.

Mission

PROVIDE SOCAL ACTIVITIES FOR IT'S MEMBERS AND TO PROMOTE A CHARITABLE PHILOSPHY OF PEOPLE HELPING PEOPLE.

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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 $23,962

Program Service Revenue $458,278

Investment Income $4,292

Other Revenue $0

TOTAL REVENUE $486,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,876

Fundraising Expenses $0

Other Expenses $309,168

TOTAL EXPENSES $381,437

Year-over-Year Comparison

	2024	2023	Change
Revenue	$486,532	$352,405	+0.4%
Expenses	$381,437	$300,756	+0.3%
Net Income	$105,095	$51,649	+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

523

Independent Members

523

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM BOUCHA	TRUSTEE	N/A	Officer Director	$0	$0	$0
DALE LEHMANN	TRUSTEE	N/A	Officer Director	$0	$0	$0
PAT MCVICTOR	TRUSTEE	N/A	Officer Director	$0	$0	$0
JIM NEVEL	CHAPLAIN	N/A	Officer Director	$0	$0	$0
HEATHER POST	TRUSTEE	N/A	Officer Director	$0	$0	$0
MICHAEL RODRIQUEZ	TRUSTEE	N/A	Officer Director	$0	$0	$0
CAROL HANLEY	INSIDE GUARD	N/A		$0	$0	$0
RICK ERIC JANIS	VICE PRESIDE	N/A		$0	$0	$0
CHRIS PAWLOWSKI	AUDITOR/ASSI	N/A		$0	$0	$0
JOYCE POLLOCK	TREASURER	N/A		$0	$0	$0
JEFFERY RODRIGUEZ	SECRETARY	N/A		$0	$0	$0
DON WEBB	PRESIDENT	N/A		$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	$486,532	$381,437	$1,606,370	$105,095
2024	$352,405	$300,756	$1,501,275	$51,649
2023	$304,194	$328,927	$1,449,626	$-24,733
2022	$241,419	$212,164	$1,474,359	$29,255
2021	$295,303	$119,987	$1,445,104	$175,316

FRATERNAL ORDER OF EAGLES 2322 AERIE