Fraternal Order of Eagles 649 Aerie (EIN 910514356) - 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

1923

Legal Domicile

Phone

5096742385

Tax Period

2024-06-01 to 2025-05-31

Fraternal Order of Eagles 649 Aerie, founded in 1923, is a small nonprofit that reported $308K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $114K, a strong 37% operating margin.

Mission

To provide a lodge facility and meeting place for its members.

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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 $179,550

Program Service Revenue $0

Investment Income $218

Other Revenue $128,587

TOTAL REVENUE $308,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,745

Fundraising Expenses $0

Other Expenses $186,099

TOTAL EXPENSES $194,844

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,355	$432,166	-0.3%
Expenses	$194,844	$386,157	-0.5%
Net Income	$113,511	$46,009	+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

$8,745

Total Directors

$8,745

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Williams-Martinez	Secretary	1.00	Officer Director	$8,745	$0	$8,745
Patricia Miller-Jerke	President	1.00	Officer Director	$0	$0	$0
Terry Jerke	Trustee	1.00	Director	$0	$0	$0
Mike Wheelock	Vice President	1.00	Officer Director	$0	$0	$0
Bob Mc Ginnis	Trustee	1.00	Director	$0	$0	$0
Terry Ramage	Trustee	1.00	Director	$0	$0	$0
Marilyn Fudge	Trustee	1.00	Director	$0	$0	$0
Mark VanStanton	Trustee	1.00	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	$308,355	$194,844	$2,299,015	$113,511
2024	$432,166	$386,157	$899,333	$46,009
2023	$430,342	$447,011	$885,430	$-16,669
2022	$102,709	$106,772	$892,214	$-4,063
2021	$408,060	$247,558	$897,753	$160,502
2020	$202,719	$219,942	$769,932	$-17,223
2019	$191,902	$200,562	$759,444	$-8,660

Fraternal Order of Eagles 649 Aerie