FRATERNAL ORDER OF EAGLES AERIE4315 (EIN 541644960) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

BARBARA BATES

Tax Period

2024-06-01 to 2025-05-31

Fraternal Order of Eagles Aerie4315, founded in 2012, is a small nonprofit that reported $509K in total revenue in fiscal year 2018. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $450K left a modest 12% surplus.

Mission

TO HELP WITH FINANCIAL SUPPORT FOR ALL WHOM MAY NEED IT

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $28,254

Program Service Revenue $0

Investment Income $0

Other Revenue $306,347

TOTAL REVENUE $334,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,595

Fundraising Expenses $0

Other Expenses $293,126

TOTAL EXPENSES $302,721

Year-over-Year Comparison

	2024	2023	Change
Revenue	$334,601	$488,108	-0.3%
Expenses	$302,721	$370,494	-0.2%
Net Income	$31,880	$117,614	-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

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

$50,367

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA BATES	PRESIDENT	10.00	Officer	$42,266	$0	$42,266
SHARON SCHELLIN	SECRETARY	10.00	Officer	$5,101	$0	$5,101
ERIC SCHELLIN	TREASURER	10.00	Officer	$3,000	$0	$3,000
PATRICIA CARLE	TRUSTEE	3.00	Director	$0	$0	$0
BILL CHILDERS	INSIDE GUARD	3.00	Director	$0	$0	$0
DAVID COLLAWN	TRUSTEE	3.00	Director	$0	$0	$0
RALPH COOK	CONDUCTOR	3.00	Director	$0	$0	$0
DONNIE GAYLE	TRUSTEE	3.00	Director	$0	$0	$0
ALTON GRAY	PAST PRESIDE	3.00	Director	$0	$0	$0
JAMEY KING	CHAPLAIN	3.00	Director	$0	$0	$0
JOSEPH PAUL	TRUSTEE	3.00	Director	$0	$0	$0
FRANK SANTARA	TRUSTEE	3.00	Director	$0	$0	$0
LLOYD EDWARDS	VICE PRESIDE	3.00	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	$334,601	$302,721	$854,313	$31,880
2024	$488,108	$370,494	$834,991	$117,614
2023	$328,483	$224,696	$723,598	$103,787
2022	$314,564	$191,138	$626,469	$123,426
2021	$196,831	$120,774	$513,530	$76,057
2020	$439,864	$424,426	$542,690	$15,438
2019	$509,172	$450,298	$486,490	$58,874

FRATERNAL ORDER OF EAGLES AERIE4315