FRATERNAL ORDER OF THE EAGLES AERIE 4251

EIN: 911799721

BELLEVIEW, FL

Total Revenue
$52,285
Total Expenses
$29,306
Total Assets
$22,979
Net Assets
$22,979
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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
1990
Legal Domicile
FL
Principal Officer
DONA ZEFFERY
Phone
3523475994
Tax Period
2024-06-01 to 2025-05-31

FRATERNAL ORDER OF THE EAGLES AERIE 4251, founded in 1990, is a micro nonprofit that reported $52K in total revenue in fiscal year 2024. The organization ran a surplus of $23K, a strong 44% operating margin.

Mission

RAISING MONEY FOR LOCAL CHARITIES

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,016
Program Service Revenue $0
Investment Income $0
Other Revenue $35,269
TOTAL REVENUE $52,285

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $29,306
TOTAL EXPENSES $29,306

Year-over-Year Comparison

2024 2023 Change
Revenue $52,285 N/A N/A
Expenses $29,306 N/A N/A
Net Income $22,979 N/A N/A
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

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Governance

Voting Members
40
Independent Members
40
Employees
5
Volunteers
40

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
6
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN ZEFFERY PRESIDENT 3.00
Officer
$0 $0 $0
DONA ZEFFERY SEC 20.00
Officer
$0 $0 $0
KURT SCHMUCKER TREASURER 15.00
Officer
$0 $0 $0
JOE HOLDEN TRUSTEE 10.00
Officer
$0 $0 $0
SAMANTHA HOLDREN TRUSTEE 10.00
Officer
$0 $0 $0
RAY BAKER TRUSTEE 10.00
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 $52,285 $29,306 $22,979 $22,979
2024 $73,936 $65,103 No data $8,833
2023 $114,862 $72,667 No data $42,195
2022 $40,780 $39,779 No data $1,001
2021 $36,092 $34,668 No data $1,424
2020 $74,460 $110,034 No data $-35,574
2019 $111,461 $123,889 No data $-12,428
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