FRATERNAL ORDER OF EAGLES AERIE 200

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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

1940

Legal Domicile

Phone

4027210829

Tax Period

2024-06-01 to 2025-05-31

FRATERNAL ORDER OF EAGLES AERIE 200, founded in 1940, is a small nonprofit that reported $200K in total revenue in fiscal year 2024. Expenses of $223K exceeded revenue, resulting in a 11% operating deficit.

Mission

PROGRAMS FOR ENTERTAINMENT AND BENEFITS FOR MEMBERS AND QUESTS OF THE FRATERNAL ORDER OF EAGLES

Program Service Accomplishments

Program 1

Expenses: $1,355

PROGRAM FOR ENTERTAINMENT AND BENEFITS FOR MEMBERS AND GUESTS OF THE FRATERNAL ORDER OF EAGLES

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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 $14,743

Program Service Revenue $0

Investment Income $0

Other Revenue $185,297

TOTAL REVENUE $200,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,096

Fundraising Expenses $0

Program Expenses $1,355

Other Expenses $128,087

TOTAL EXPENSES $222,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,040	$197,789	+0.0%
Expenses	$222,538	$256,653	-0.1%
Net Income	$-22,498	$-58,864	-0.6%

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
RON SPOONER	TRUSTEE	5.00	Director	$0	$0	$0
BRETT WILBUR	TRUSTEE	5.00	Director	$0	$0	$0
JEFF NELSON	TRUSTEE	5.00	Director	$0	$0	$0
JESSE H GROTHENDICK	TRUSTEE	5.00	Director	$0	$0	$0
ROBERT SCHULZ	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT SCHULZ	WORTHY JR PAST PRESIDENT	2.00	Officer	$0	$0	$0
CHAD R PORTER	WORTHY PRESIDENT	5.00	Officer	$0	$0	$0
NICK J ADAMS	WORTHY VICE-PRESIDENT	2.00	Officer	$0	$0	$0
BOB F HOWARD	WORTHY CHAPLAIN	2.00	Officer	$0	$0	$0
DAVID E WEBSTER	WORTHY CONDUCTOR	2.00	Officer	$0	$0	$0
MARK R PORTER	SECRETARY	20.00	Officer	$0	$0	$0
DANNY W PORTER	TREASURER	5.00	Officer	$0	$0	$0
CODY L HORROCKS	INSIDE GUARD	2.00	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	$200,040	$222,538	$457,112	$-22,498
2024	$197,789	$256,653	$480,366	$-58,864
2023	$213,501	$227,976	$539,230	$-14,475
2022	$178,229	$191,271	$553,705	$-13,042
2021	$98,077	$134,389	$566,915	$-36,312
2020	$355,881	$282,528	$574,730	$73,353
2019	$124,866	$131,447	$498,873	$-6,581