FRATERNAL ORDER OF EAGLES 1040 (EIN 550247543) - 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

1933

Legal Domicile

Principal Officer

F W PETRY

Phone

3044428151

Tax Period

2024-06-01 to 2025-05-31

FRATERNAL ORDER OF EAGLES 1040, founded in 1933, is a small nonprofit that reported $271K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

TO UNITE FRATERNALLY FOR MUTUAL BENEFIT, PROTECTION, IMPROVEMENT, SOCIAL ENJOYMENT AND ASSOCIATION, ALL PERSONS OF GOOD MORAL CHARACTER WHO BELIEVE IN A SUPREME BEING TO INCULCATE THE PRINCIPLES OF LIBERTY, TRUTH, JUSTICE AND EQUALITY, TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION WITH THE OPERATION OF A BAR, RESTAURANT, AND OTHER SOCIAL/RECREATIONAL ACTIVITIES FOR MEMBERS AND THEIR BONA FIDE GUESTS IN ACCORDANCE WITH THE PROVISIONS UNDER IRC 501(C)(10) FRATERNAL ORGANIZATIONS.

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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 $11,962

Program Service Revenue $0

Investment Income $2

Other Revenue $259,133

TOTAL REVENUE $271,097

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,642

Fundraising Expenses $0

Other Expenses $185,604

TOTAL EXPENSES $270,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$271,097	$308,413	-0.1%
Expenses	$270,246	$279,771	0.0%
Net Income	$851	$28,642	-1.0%

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

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

$5,844

Total Directors

$6,874

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
F W PETRY	SECRETARY	20.00	Officer Director	$5,274	$0	$5,274
JIM BALANGEE	TRUSTEE	4.00	Director	$400	$0	$400
HAYMOND BUCKNER	TRUSTEE	10.00	Director	$400	$0	$400
CRAIG LEE LOY	TRUSTEE	4.00	Director	$400	$0	$400
ROBERT WHEELER	TRUSTEE	4.00	Director	$400	$0	$400
KIRK ADKINS	VICE PRESIDE	10.00	Officer	$250	$0	$250
JOE SAMPSON	PRESIDENT	10.00	Officer	$200	$0	$200
LARRY MCMICHEN	TREASURER	10.00	Officer	$120	$0	$120
ANTHONY CARROLL	TRUSTEE	4.00	Director	$0	$0	$0
WATSON COMPTON	TRUSTEE	4.00	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	$271,097	$270,246	$421,498	$851
2024	$308,413	$279,771	$427,102	$28,642
2023	$276,801	$275,731	$402,900	$1,070
2022	$283,430	$276,750	$390,715	$6,680
2021	$258,228	$225,070	$384,035	$33,158
2020	$165,324	$220,096	$350,877	$-54,772

FRATERNAL ORDER OF EAGLES 1040