FRATERNAL ORDER OF EAGLES 764 AERIE

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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

Legal Domicile

Principal Officer

KATHY ERICKSON

Phone

3192349369

Tax Period

2017-06-01 to 2018-05-31

FRATERNAL ORDER OF EAGLES 764 AERIE is a micro nonprofit that reported $83K in total revenue in fiscal year 2017. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $92K exceeded revenue, resulting in a 11% operating deficit.

Mission

LOCAL & NATIONAL EAGLES CHARITY

Program Service Accomplishments

Program 1

UNITED FRATERNALLY FOR THE MUTUAL BENEFIT, PROTECTION, IMPROVEMENT AND SOCIAL ENJOYMENT OF ITS MEMBERS AS A PART OF THE NATIONAL FRATERNAL ORDER OF THE EAGLES.

Program 2

MEMBERSHIP DUES USED TO SUPPORT LOCAL & NATIONAL CHARITIES SALES OF INVENTORY INCLUDE FOOD & BEVERAGES FOR CHILDREN'S HALLOWEEN, CHRISTMAS & EASTER PARTIES, PICNICS, DINNERS, DANCES, BOWLING AND POOL.

Program 3

THESE ACTIVITIES RAISE MONEY FOR OUR NINE NATIONAL CHARITIES AND ALSO PROVIDE WHAT SUPPORT WE CAN TO OUR LOCAL COMMUNITY.

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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 (2017)

Revenue Breakdown

Contributions & Grants $8,561

Program Service Revenue $0

Investment Income $0

Other Revenue $74,738

TOTAL REVENUE $83,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,958

Fundraising Expenses $0

Other Expenses $56,289

TOTAL EXPENSES $92,247

Year-over-Year Comparison

	2017	2016	Change
Revenue	$83,299	$112,942	-0.3%
Expenses	$92,247	$108,204	-0.1%
Net Income	$-8,948	$4,738	-2.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLIE ALDRICH	PRESIDENT	4.00	Officer	$0	$0	$0
KENT GEORGE	PAST WORTHY	4.00	Officer	$0	$0	$0
RAY SMITH	INSIDE GUARD	4.00	Officer	$0	$0	$0
RANDY BUSH	TRUSTEE	4.00	Officer	$0	$0	$0
KATHY ERICKSON	SECRETARY	8.00	Officer	$0	$0	$0
JOHN GROTH	TRUSTEE	4.00	Officer	$0	$0	$0
AARON MORGAN	TRUSTEE	4.00	Officer	$0	$0	$0
GARY PAPENHEIM	TREASURER	4.00	Officer	$0	$0	$0
THOMAS E LOGSDON	VICE PRESIDE	4.00	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
2018	$83,299	$92,247	$122,925	$-8,948