FRATERNAL ORDER OF EAGLES #362 AERIE (EIN 910850848) - 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

1969

Legal Domicile

Principal Officer

CARVALI RUFENER

Phone

4252599126

Tax Period

2024-06-01 to 2025-05-31

FRATERNAL ORDER OF EAGLES #362 AERIE, founded in 1969, is a small nonprofit that reported $621K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $571K left a modest 8% surplus.

Mission

FRATERNAL CHARITABLE SOCIAL

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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 $32,884

Program Service Revenue $305,043

Investment Income $105,670

Other Revenue $177,287

TOTAL REVENUE $620,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $569,386

TOTAL EXPENSES $570,566

Year-over-Year Comparison

	2024	2023	Change
Revenue	$620,884	$463,274	+0.3%
Expenses	$570,566	$469,377	+0.2%
Net Income	$50,318	$-6,103	-9.2%

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

352

Independent Members

352

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
VAL RUFENER	PAST WORTHY PRESIDENT	0.00	Director	$0	$0	$0
MARK GILDEROY	WORTHY PRESIDENT	2.00	Director	$0	$0	$0
SHANE WILSON	VICE PRESIDENT	1.00	Director	$0	$0	$0
CHRISSI WILSON	CHAPLAN	10.00	Director	$0	$0	$0
TRACEY VARGAS	SECRETARY	10.00	Director	$0	$0	$0
ERIN HEINEN	TREASURER	10.00	Director	$0	$0	$0
CJ KNOTTS	CONDUCTOR	1.00	Director	$0	$0	$0
BARBARA SCHMITZ	INSIDE GUARD	1.00	Director	$0	$0	$0
JOI BRUNETTE	TRUSTEE	25.00	Director	$0	$0	$0
CARL BRUNETTE	TRUSTEE	25.00	Director	$0	$0	$0
PAULA WARDEN	TRUSTEE	25.00	Director	$0	$0	$0
GARY BEARD	TRUSTEE	25.00	Director	$0	$0	$0
VICTOR PLAZA	TRUSTEE	25.00	Director	$0	$0	$0
MICHELLE GUSTAFSON	TRUSTEE	25.00	Director	$0	$0	$0
JESSE BARRON	TRUSTEE	25.00	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	$620,884	$570,566	$1,336,927	$50,318
2024	$463,274	$469,377	$398,980	$-6,103
2023	$457,434	$322,000	$502,706	$135,434
2022	$410,503	$273,618	$379,382	$136,885
2021	$213,170	$214,406	$546,481	$-1,236
2020	$333,365	$283,713	$558,864	$49,652
2019	$449,796	$288,232	$449,169	$161,564

FRATERNAL ORDER OF EAGLES #362 AERIE