Fraternal Order of Eagles 3 Aerie (EIN 910226505) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1905

Legal Domicile

Principal Officer

Jerry L Brandfas

Phone

2534739123

Tax Period

2023-06-01 to 2024-05-31

Fraternal Order of Eagles 3 Aerie, founded in 1905, is a small nonprofit that reported $161K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $39K, a strong 24% operating margin.

Mission

People helping people by fundraising to help other nonprofits.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $19,593

Program Service Revenue $0

Investment Income $37

Other Revenue $141,820

TOTAL REVENUE $161,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $122,267

TOTAL EXPENSES $122,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,450	$177,587	-0.1%
Expenses	$122,267	$99,038	+0.2%
Net Income	$39,183	$78,549	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
Will Cummings	Head Trustee	020.00	Director	$0	$0	$0
Mike Bruce	Trustee	010.00	Director	$0	$0	$0
Richard Dickinson	Trustee	010.00	Director	$0	$0	$0
Robert Bohart	Trustss	010.00	Director	$0	$0	$0
John Carey	Trustee	010.00	Director	$0	$0	$0
David Shelvey	President	003.00	Officer	$0	$0	$0
Henry Buck	Junior Past Worthy President	003.00	Officer	$0	$0	$0
Fred Randall	Vice President	003.00	Officer	$0	$0	$0
Nancy Jennings	Worthy Secretary	030.00	Officer	$0	$0	$0
Michelle Gustafson	Treasurer	003.00	Officer	$0	$0	$0
Eddie Heyman	Chaplin	003.00	Officer	$0	$0	$0
Joe Handy	Conductor	003.00	Officer	$0	$0	$0
April Story	Inside Guard	003.00	Officer	$0	$0	$0
Jerry Brandfas	Auditor	003.00	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	No data	No data	No data	No data
2024	$161,450	$122,267	$547,634	$39,183
2023	$177,587	$99,038	$574,654	$78,549
2022	$161,724	$121,885	$493,333	$39,839

Fraternal Order of Eagles 3 Aerie