ORION OXFORD AERIE 3613 FRATERNAL … - 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

1975

Legal Domicile

Principal Officer

LISA CAULDER

Phone

2488845169

Tax Period

2024-06-01 to 2025-05-31

ORION OXFORD AERIE 3613 FRATERNAL ORDER OF EAGLES, founded in 1975, is a small nonprofit in the Mutual Benefit sector that reported $152K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $213K exceeded revenue, resulting in a 40% operating deficit.

Mission

TO UPHOLD AND DEFEND THE CONSTITUTION OF THE USA, TO MAINTAIN LAW AND ORDER, TO FOSTER AMERICANISM, TO SAFEGUARD JUSTICE, FREEDOM, AND DEMOCRACY

Program Service Accomplishments

Program 1

Expenses: $16,406

UNITE FRATERNALLY IN THE SPIRIT OF LIBERTY, TRUTH, JUSTICE, AND QUALITY

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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 $2,283

Program Service Revenue $17,802

Investment Income $0

Other Revenue $131,850

TOTAL REVENUE $151,935

Expense Breakdown

Grants Paid $9,454

Salaries & Benefits $55,482

Fundraising Expenses $0

Program Expenses $16,406

Other Expenses $147,746

TOTAL EXPENSES $212,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$151,935	$207,423	-0.3%
Expenses	$212,682	$165,728	+0.3%
Net Income	$-60,747	$41,695	-2.5%

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
JOHN SHAYNA	TRUSTEE	1.00	Director	$0	$0	$0
DAWN GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
DAN GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
JIM BACEVICIUS	VICE PRESIDE	1.00	Officer	$0	$0	$0
STEVEN WHITE	PRESIDENT	5.00	Officer	$0	$0	$0
LISA CAULDER	SECRETARY	10.00	Officer	$0	$0	$0
EDWIN MCBRIDE	TREASURER	1.00	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	$151,935	$212,682	$433,963	$-60,747
2024	$207,423	$165,728	$448,228	$41,695
2023	$140,498	$130,656	$406,533	$9,842
2022	$65,282	$48,874	$413,099	$16,408

ORION OXFORD AERIE 3613 FRATERNAL ORDER OF EAGLES