FREDERICK AERIE 1067 FOE INC (EIN 521960826) - 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

1995

Legal Domicile

Principal Officer

GAIL MANN

Phone

3014715221

Tax Period

2024-06-01 to 2025-05-31

FREDERICK AERIE 1067 FOE INC, founded in 1995, is a small nonprofit that reported $158K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Net assets of $580K represent 44 months of operating reserves.

Mission

SOCIAL ROOM AND BAR FOR AERIE, AUXILIARY MEMBERS, AND FAMILIES: PROVIDES CHARITABLE DONATIONS.

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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 $11,164

Program Service Revenue $0

Investment Income $30,101

Other Revenue $116,677

TOTAL REVENUE $157,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,474

Fundraising Expenses $0

Other Expenses $83,265

TOTAL EXPENSES $169,739

Year-over-Year Comparison

	2024	2023	Change
Revenue	$157,942	$129,511	+0.2%
Expenses	$169,739	$164,453	+0.0%
Net Income	$-11,797	$-34,942	-0.7%

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

Employees

Volunteers

210

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

$5,409

Total Directors

$5,409

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAIL MANN	Secretary	8.00	Officer Director	$4,191	$0	$4,191
LEE RADCLIFFE	Treasurer	2.00	Officer Director	$1,218	$0	$1,218
RAYMOND CURTIS	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
TYLER WOLFE	Trustee	0.00	Officer Director	$0	$0	$0
ABRAHAM POTTENGER	Vice President	2.00	Officer Director	$0	$0	$0
RANDY FLOOK	Inside Guard	2.00	Officer Director	$0	$0	$0
KEVIN HEERD	Trustee	2.00	Director	$0	$0	$0
JOSEPH MORRIS	President	2.00	Officer Director	$0	$0	$0
MICHAEL TANTOS	CHAPLAIN	2.00	Officer Director	$0	$0	$0
KEVEN WATERS	CONDUCTOR	2.00	Officer Director	$0	$0	$0
JESSICA HINES	Trustee	2.00	Director	$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	$157,942	$169,739	$583,418	$-11,797
2024	$129,511	$164,453	$591,443	$-34,942
2023	$143,851	$173,963	$593,588	$-30,112
2022	$364,164	$138,420	$651,192	$225,744
2021	$58,577	$71,066	$425,929	$-12,489
2020	$73,622	$78,581	$438,107	$-4,959

FREDERICK AERIE 1067 FOE INC