BRUNSWICK AERIE #1136 FOE INC (EIN 520892535) - 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

1969

Legal Domicile

Principal Officer

PAUL J ARMSTRONG

Tax Period

2022-06-01 to 2023-05-31

BRUNSWICK AERIE #1136 FOE INC, founded in 1969, is a small nonprofit that reported $650K in total revenue in fiscal year 2022. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

PROMOTING FRATERNAL RELATIONS AND SUPPORTING CIVIC AND CHARITABLE CAUSES

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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 (2022)

Revenue Breakdown

Contributions & Grants $29,975

Program Service Revenue $0

Investment Income $856

Other Revenue $619,090

TOTAL REVENUE $649,921

Expense Breakdown

Grants Paid $24,160

Salaries & Benefits $305,313

Fundraising Expenses $15,714

Program Expenses $656,818

Other Expenses $368,627

TOTAL EXPENSES $698,152

Year-over-Year Comparison

	2022	2021	Change
Revenue	$649,921	$445,126	+0.5%
Expenses	$698,152	$417,010	+0.7%
Net Income	$-48,231	$28,116	-2.7%

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
STEVE SWANK	TRUSTEE SECRETARY	2.00	Director	$0	$0	$0
JAMES L SMOTHERS	CHAPLAIN	2.00	Director	$0	$0	$0
ROBERT A EURY	INSIDE GUARD	2.00	Director	$0	$0	$0
CURTIS M LEONARD	CONDUCTOR	4.00	Director	$0	$0	$0
LEWIS L RUSSELL	TRUSTEE	2.00	Director	$0	$0	$0
JOHN W HALL	OUTSIDE GUARD	2.00	Director	$0	$0	$0
WILLIAM RICHARDSON	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM G HOOPER Jr	TRUSTEE CHAIRMAN	2.00	Director	$0	$0	$0
JOHN TRAVERS	TRUSTEE CHAIRMAN	2.00	Director	$0	$0	$0
PAUL J ARMSTRONG	SECRETARY	24.00	Officer	$0	$0	$0
MARLIN BARNHART	JR PAST PRESIDENT	2.00	Officer	$0	$0	$0
SAM B BALSAM	VICE PRESIDENT	8.00	Officer	$0	$0	$0
GREG S NAILS	TREASURER	4.00	Officer	$0	$0	$0
RICK OCONNOR	PRESIDENT	8.00	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
2023	$649,921	$698,152	$974,796	$-48,231
2022	$445,126	$417,010	$1,040,361	$28,116
2021	$277,434	$257,065	$1,067,389	$20,369
2018	$945,550	$381,263	$1,115,760	$564,287

BRUNSWICK AERIE #1136 FOE INC