FRATERNAL ORDER OF EAGLES 4211 AERIE

EIN: 541485972

RICHMOND, VA

Total Revenue
$1,339,055
Total Expenses
$1,161,163
Total Assets
$1,043,945
Net Assets
$1,038,265
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
VA
Principal Officer
MEREDITH A SWOOPE THOMPSON
Phone
8043469898
Tax Period
2024-07-01 to 2025-06-30

FRATERNAL ORDER OF EAGLES 4211 AERIE, founded in 1988, is a small nonprofit that reported $632K in total revenue in fiscal year 2018. Revenue surged 242% from the prior year, signaling strong growth momentum. The organization ran a surplus of $190K, a strong 30% operating margin.

Mission

FRATERNAL AND SOCIAL ORGANIZATION- HELD MEETINGS AND EVENTS SUPPORT VARIOUS CHARITIES AND SUPPORT LOCAL COMMUNITY WHEN FUNDS ARE AVAILABLE

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,948
Program Service Revenue $1,232,770
Investment Income $85,337
Other Revenue $0
TOTAL REVENUE $1,339,055

Expense Breakdown

Grants Paid $293,749
Salaries & Benefits $116,162
Fundraising Expenses $0
Other Expenses $751,252
TOTAL EXPENSES $1,161,163

Year-over-Year Comparison

2024 2023 Change
Revenue $1,339,055 $1,043,685 +0.3%
Expenses $1,161,163 $924,455 +0.3%
Net Income $177,892 $119,230 +0.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
13
Volunteers
N/A

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
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MEREDITH A SWOOPE THOMPSON WORTHY SECRE N/A
Officer
$0 $0 $0
ANDREW THOMPSON TRUSTEE N/A
Director
$0 $0 $0
PETE PARTRIDGE WORTHY PRESI N/A
Officer
$0 $0 $0
DAVID PHILLIPS WORTHY VICE- N/A
Officer
$0 $0 $0
KRIS GLIDDEN TREASURER N/A
Officer
$0 $0 $0
JANIS KOSS WORTHY CHAPL N/A
Officer
$0 $0 $0
JAMES E WILSON INSIDE GUARD N/A
Director
$0 $0 $0
LAURIE RICHARDSON WORTHY CONDU N/A
Director
$0 $0 $0
DENNIS W VESTAL TRUSTEE CHAI N/A
Director
$0 $0 $0
MICHELE MALLORY TRUSTEE N/A
Director
$0 $0 $0
KIM HUGHES TRUSTEE N/A
Director
$0 $0 $0
CHARLES E SHELTON TRUSTEE N/A
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 $1,339,055 $1,161,163 $1,043,945 $177,892
2024 $1,043,685 $924,455 $864,877 $119,230
2023 $822,605 $766,419 $754,789 $56,186
2022 $808,784 $695,886 $696,421 $112,898
2022 $808,784 $695,886 $696,421 $112,898
2021 $773,930 $707,650 $579,416 $66,280
2020 $507,091 $428,125 $510,293 $78,966
2019 $631,999 $442,473 $429,302 $189,526
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