FRATERNAL ORDER OF EAGLES 4017 AERIE (EIN 850302822) - 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

1979

Legal Domicile

Tax Period

2018-06-01 to 2019-05-31

FRATERNAL ORDER OF EAGLES 4017 AERIE, founded in 1979, is a micro nonprofit that reported $87K in total revenue in fiscal year 2018. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $167K exceeded revenue, resulting in a 92% operating deficit.

Mission

FRATERNAL ORDER HELPING THE SOCORRO AREA FUND WITH CHARITABLE ACTIVITIES

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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 (2018)

Revenue Breakdown

Contributions & Grants $7,333

Program Service Revenue $0

Investment Income $0

Other Revenue $79,341

TOTAL REVENUE $86,674

Expense Breakdown

Grants Paid $83,715

Salaries & Benefits $52,709

Fundraising Expenses $0

Program Expenses $129,299

Other Expenses $30,318

TOTAL EXPENSES $166,742

Year-over-Year Comparison

	2018	2017	Change
Revenue	$86,674	$113,773	-0.2%
Expenses	$166,742	$145,425	+0.1%
Net Income	$-80,068	$-31,652	+1.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT JARAMILLO	INSIDE GUARD	5.00	Director	$0	$0	$0
ALFONSO BENAVIDEZ	TRUSTEE	5.00	Director	$0	$0	$0
JOE DAVIS	WORTHY CHAPLAIN	5.00	Director	$0	$0	$0
JEREMY WIECZOREK	OUTSIDE GUARD	5.00	Director	$0	$0	$0
JAMES NEEDY	TRUSTEE CHAIRMAN	5.00	Director	$0	$0	$0
PEDRO GUERRERO	TRUSTEE	5.00	Director	$0	$0	$0
DAVID BEATTY	TRUSTEE	2.00	Director	$0	$0	$0
ANDY ROMERO	WORTHY VICE PRESIDENT	5.00	Officer	$0	$0	$0
KELLIE MACK	WORTHY SECRETARY	20.00	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
2019	$86,674	$166,742	No data	$-80,068

FRATERNAL ORDER OF EAGLES 4017 AERIE