ALAMEDA AERIE NO 1076 OF THE FRATERNAL ORDER OF EAGLES (EIN 940486893) - 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

1911

Legal Domicile

Principal Officer

ROBERT PLATO

Phone

5105227626

Tax Period

2024-06-01 to 2025-05-31

ALAMEDA AERIE NO 1076 OF THE FRATERNAL ORDER OF EAGLES, founded in 1911, is a micro nonprofit that reported $72K in total revenue in fiscal year 2024. Expenses of $91K exceeded revenue, resulting in a 27% operating deficit.

Mission

Fraternal organization affiliated with national entity for charity and social activities.

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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 $0

Program Service Revenue $52,385

Investment Income $19,374

Other Revenue $0

TOTAL REVENUE $71,759

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,636

Fundraising Expenses $0

Program Expenses $91,253

Other Expenses $49,617

TOTAL EXPENSES $91,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,759	$71,981	0.0%
Expenses	$91,253	$100,091	-0.1%
Net Income	$-19,494	$-28,110	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judi Tansey	President	002.00	Officer Director	$0	$0	$0
Natalie Lewis	Past President	002.00	Officer Director	$0	$0	$0
Sheree Velez	President	002.00	Officer Director	$0	$0	$0
Reynette Reuter	Chaplain	002.00	Director	$0	$0	$0
Don Givens	Inside Guard	002.00	Director	$0	$0	$0
Chris Shores	Secretary	002.00	Officer Director	$0	$0	$0
Robert Plato	Treasurer	002.00	Officer Director	$0	$0	$0
Bryan Ashton	Trustee	002.00	Director	$0	$0	$0
Ernie Estoy	Trustee	002.00	Director	$0	$0	$0
Eric Richholt	Trustee	002.00	Director	$0	$0	$0
Monica Franco	Conductor	002.00	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	$71,759	$91,253	$409,222	$-19,494
2024	$71,981	$100,091	$414,573	$-28,110
2023	$283,422	$172,578	$441,018	$110,844

ALAMEDA AERIE NO 1076 OF THE FRATERNAL ORDER OF EAGLES