FRATERNAL ORDER OF EAGLES 4077 AERI (EIN 382497056) - 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

ANTHONY FORD

Phone

9897854077

Tax Period

2024-06-01 to 2025-05-31

FRATERNAL ORDER OF EAGLES 4077 AERI, founded in 1984, is a small nonprofit in the Mutual Benefit sector that reported $207K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $194K left a modest 6% surplus.

Mission

A FRATERNAL ORGANIZATION THAT MAINTAINS ITS HOME FACILITY FOR THE USE, ACTIVITIES AND ENJOYMENT OF THE MEMBERSHIP AND COMMUNITY ORAGANIZATIONS. CHARITABLE DONATIONS ARE MADE TO WORTHY ORGANIZATIONS AND INDIVIDUALS AS FUNDING PERMITS.

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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 $18,062

Program Service Revenue $0

Investment Income $2

Other Revenue $189,097

TOTAL REVENUE $207,161

Expense Breakdown

Grants Paid $1,800

Salaries & Benefits $46,390

Fundraising Expenses $23,015

Other Expenses $145,925

TOTAL EXPENSES $194,115

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,161	$154,106	+0.3%
Expenses	$194,115	$183,107	+0.1%
Net Income	$13,046	$-29,001	-1.4%

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

260

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
CLAYTON HARDY	PRESIDENT	6.00	Officer	$0	$0	$0
TOM MORTON	TRUSTEE	3.00	Director	$0	$0	$0
JAMES SPURLOCK	TRUSTEE	3.00	Director	$0	$0	$0
GERRY BALCOM	VICE PRESIDE	3.00	Officer	$0	$0	$0
BOB BRETTIN	TREASURER	6.00	Officer	$0	$0	$0
JOEL JONES	CONDUCTOR	3.00	Officer	$0	$0	$0
GARY SIENKO	CHAPLIN	3.00	Officer	$0	$0	$0
ROGER PORTICE	PAST PRESIDE	3.00	Officer	$0	$0	$0
WAYNE FORSHEE	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL WEIGLAND	TRUSTEE	3.00	Director	$0	$0	$0
DANNY DUNN	GUARD	3.00	Officer	$0	$0	$0
TARRY DEO	TRUSTEE	3.00	Director	$0	$0	$0
CHARLES HIGH	TRUSTEE	3.00	Director	$0	$0	$0
ANTHONY FORD	SECRETARY	N/A	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	$207,161	$194,115	$62,457	$13,046
2024	No data	No data	No data	No data
2023	$195,866	$176,390	$74,764	$19,476
2022	$139,959	$147,590	$47,776	$-7,631
2021	$124,737	$101,892	$53,564	$22,845
2020	$145,512	$152,895	$30,719	$-7,383
2019	$173,047	$182,590	$66,181	$-9,543
2018	$187,559	$196,445	$221,835	$-8,886

FRATERNAL ORDER OF EAGLES 4077 AERI