Fraternal Order of Eagles SW Volusia Aerie 4201 (EIN 592887162) - 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

1988

Legal Domicile

Principal Officer

Steve Smith

Phone

3867755329

Tax Period

2024-06-01 to 2025-05-31

Fraternal Order of Eagles SW Volusia Aerie 4201, founded in 1988, is a micro nonprofit that reported $37K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $69K exceeded revenue, resulting in a 90% operating deficit.

Mission

A fraternal organization promoting peace, prosperity, gladness and hope.

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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 $33,697

Program Service Revenue $0

Investment Income $137

Other Revenue $2,687

TOTAL REVENUE $36,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,700

Fundraising Expenses $0

Program Expenses $50,570

Other Expenses $61,048

TOTAL EXPENSES $69,448

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,521	$62,060	-0.4%
Expenses	$69,448	$110,139	-0.4%
Net Income	$-32,927	$-48,079	-0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Glen Kincaid	Past President	1.00	Director	$0	$0	$0
Charles Cowburn	Trustee	2.00	Director	$0	$0	$0
Larry Jones	Trustee	2.00	Director	$0	$0	$0
Daniel Reisinger	Trustee	2.00	Director	$0	$0	$0
Scott Tovinetti	Trustee	2.00	Director	$0	$0	$0
Dan Adkins	Trustee	2.00	Director	$0	$0	$0
Steve Smith	President	2.00	Officer	$0	$0	$0
Jeanne L Jewell	Secretary	5.00	Officer	$0	$0	$0
Sandy Jones	Treasurer	1.00	Officer	$0	$0	$0
Kevin Kellum	Vice President	2.00	Officer	$0	$0	$0
Lee Bash	Chaplin	2.00	Officer	$0	$0	$0
Karin Janz	Conductor	2.00	Officer	$0	$0	$0
Francee Meece	Guard	2.00	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	$36,521	$69,448	$757,288	$-32,927
2024	$62,060	$110,139	$790,215	$-48,079
2023	$249,083	$217,378	$543,065	$31,705
2022	$269,422	$196,990	$513,044	$72,432
2021	$242,630	$161,813	$440,821	$80,817
2020	$227,632	$178,208	$346,511	$49,424
2019	$246,738	$177,085	$371,494	$69,653
2018	$216,142	$156,978	$330,879	$59,164
2017	$169,701	$143,017	$284,073	$26,684

Fraternal Order of Eagles SW Volusia Aerie 4201