FRATERNAL ORDER OF EAGLES AERIE 26… - Form 990 Financial Data

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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

1953

Legal Domicile

Principal Officer

RAMON RIOJAS

Phone

5095517630

Tax Period

2023-06-01 to 2024-05-31

FRATERNAL ORDER OF EAGLES AERIE 2647, founded in 1953, is a small nonprofit in the Mutual Benefit sector that reported $349K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $332K left a modest 5% surplus.

Mission

RAISING FUNDS TO AID CHARITIES AND INDIVIDUALS IN NEED.

Program Service Accomplishments

Program 1

SUPPORT OF MEMBERS THROUGH SPECIAL EVENTS AND MEETINGS AND DONATIONS TO LOCAL CAUSES THAT SUPPORT THE ORGANIZATION MISSION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1

Other Revenue $348,888

TOTAL REVENUE $348,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,873

Fundraising Expenses $11,464

Other Expenses $138,867

TOTAL EXPENSES $331,740

Year-over-Year Comparison

	2023	2022	Change
Revenue	$348,889	$274,142	+0.3%
Expenses	$331,740	$289,999	+0.1%
Net Income	$17,149	$-15,857	-2.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
STEFAN DALTHORP	Trustee	Director	$0	$0	$0
DAVID RODRIGUEZ	CHAPLIN	Director	$0	$0	$0
DANIEL VELOZ	Treasurer	Director	$0	$0	$0
TOM BOJANOWSKI	Secretary	Director	$0	$0	$0
RAMON RIOJAS	President	Director	$0	$0	$0
HOLT COX	Trustee	Director	$0	$0	$0
STEVE BOYLE	Trustee	Director	$0	$0	$0
PHIL MASSEN	Trustee	Director	$0	$0	$0
BRANDON FAYARD	Trustee	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	No data	No data	No data	No data
2024	$348,889	$331,740	$415,544	$17,149

FRATERNAL ORDER OF EAGLES AERIE 2647