ST JOSEPH AERIE NO 49 FRATERNAL ORDER OF EAGLES (EIN 440252170) - 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

1900

Legal Domicile

Principal Officer

Vincent E Lewis

Phone

8162793014

Tax Period

2024-06-01 to 2025-05-31

ST JOSEPH AERIE NO 49 FRATERNAL ORDER OF EAGLES, founded in 1900, is a small nonprofit in the Mutual Benefit sector that reported $273K in total revenue in fiscal year 2024. The organization ran a surplus of $52K, a strong 19% operating margin.

Mission

We are "People Helping People". We work to raise funds for our selected charities. We raise money through fundraisers and social room events.

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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 $16,566

Program Service Revenue $30,084

Investment Income $10,133

Other Revenue $216,237

TOTAL REVENUE $273,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,842

Fundraising Expenses $0

Program Expenses $0

Other Expenses $159,247

TOTAL EXPENSES $221,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,020	$284,461	0.0%
Expenses	$221,164	$285,133	-0.2%
Net Income	$51,856	$-672	-78.2%

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

$3,607

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Frank Roberts	President	Officer	$0	$0	$0
Rodney Sears Sr	Past Worthy President	Officer	$0	$0	$0
Kevin Helett	Vice President	Officer	$0	$0	$0
Vincent Lewis	Secretary	Officer	$3,607	$0	$3,607
Larry Parker	Treasurer	Officer	$0	$0	$0
Marlin England	Conductor	Officer	$0	$0	$0
Mike Burns	Inside Guard	Officer	$0	$0	$0
Terry Christian	Outside Guard	Officer	$0	$0	$0
Jeffrey Hodges	Trustee	Director	$0	$0	$0
Todd Phillips	Trustee	Director	$0	$0	$0
Manny Martinez	Trustee	Director	$0	$0	$0
Rodney Sears Jr	Trustee	Director	$0	$0	$0
Randey White	Trustee	Director	$0	$0	$0
Brent Powers	Auditor	Officer	$0	$0	$0
Greg Canchola	Chaplin	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	$273,020	$221,164	$1,061,072	$51,856
2024	$284,461	$285,133	$1,012,364	$-672
2023	$263,111	$273,206	$1,010,135	$-10,095
2022	$256,775	$229,488	$1,020,692	$27,287
2021	$172,088	$189,455	$992,757	$-17,367

ST JOSEPH AERIE NO 49 FRATERNAL ORDER OF EAGLES