FRATERNAL ORDER OF EAGLES 851 OWOS… - 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

1957

Legal Domicile

Phone

9897232544

Tax Period

2024-06-01 to 2025-05-31

FRATERNAL ORDER OF EAGLES 851 OWOSSO AERIE, founded in 1957, is a small nonprofit that reported $386K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Net assets of $806K represent 25 months of operating reserves.

Mission

THE FRATERNAL ORDER OF EAGLES IS A CHARITABLE COMMUNITY SERVICE ORGANIZATION THAT INCLUDES MEN AND WOMEN DEDICATED TO SERVING THEIR COMMUNITY AND FELLOW MEMBERS

Program Service Accomplishments

Program 1

Expenses: $404,161 Revenue: $381,707

MONIES WERE RAISED FOR NUMEROUS LOCAL CHARITIES WHO PROVIDE BENEFITS AND SERVICES TO THE UNDER PRIVILEDGED. EDUCATIONAL PROGRAMS WERE PROVIDED TO THE PUBLIC.

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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 $26,087

Program Service Revenue $355,620

Investment Income $4,650

Other Revenue $0

TOTAL REVENUE $386,357

Expense Breakdown

Grants Paid $9,099

Salaries & Benefits $74,221

Fundraising Expenses $0

Program Expenses $404,161

Other Expenses $319,841

TOTAL EXPENSES $404,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$386,357	$411,116	-0.1%
Expenses	$404,161	$379,104	+0.1%
Net Income	$-17,804	$32,012	-1.6%

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
WILLIAM G MARKS	TRUSTEE	10.00	Director	$0	$0	$0
DENNIS V LOYNES	TRUSTEE	10.00	Director	$0	$0	$0
JASON D SIMMONS	TRUSTEE	10.00	Director	$0	$0	$0
MICKEY S NEMETH	TRUSTEE	10.00	Director	$0	$0	$0
MARCUS LYNN	TRUSTEE	10.00	Director	$0	$0	$0
PHILLIP JENKINSON	SECRETARY	10.00	Officer	$0	$0	$0
PETER P VEJCIK	WORTHY VICE PRESIDENT	10.00	Officer	$0	$0	$0
BRIAN K GOOD	INSIDE GUARD	10.00	Officer	$0	$0	$0
LYNN D BOWNE	TREASURER	10.00	Officer	$0	$0	$0
ROBERT C ELLIS	PAST WORTHY PRESIDENT	10.00	Officer	$0	$0	$0
CHRISTOPHER KONEN	WORTHY CHAPLAIN	10.00	Officer	$0	$0	$0
CARL E SALANDER	WORTHY CONDUCTOR	10.00	Officer	$0	$0	$0
JULIE A VANSICKLE	WORTHY PRESIDENT	10.00	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	$386,357	$404,161	$807,091	$-17,804
2024	$411,116	$379,104	$824,730	$32,012
2023	$363,266	$342,412	$792,832	$20,854
2022	$353,985	$317,141	$771,964	$36,844
2021	$196,696	$191,422	$734,737	$5,274
2020	$248,527	$270,316	$728,931	$-21,789
2019	$321,302	$319,897	$751,602	$1,405
2018	$363,786	$350,392	$750,146	$13,394

FRATERNAL ORDER OF EAGLES 851 OWOSSO AERIE