FRATERNAL ORDER OF EAGLES #609

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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

1904

Legal Domicile

Principal Officer

ADAM MCLEOD

Phone

9254494557

Tax Period

2023-06-01 to 2024-05-31

FRATERNAL ORDER OF EAGLES #609, founded in 1904, is a micro nonprofit that reported $64K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $105K exceeded revenue, resulting in a 63% operating deficit.

Mission

TO PROVIDE FOR THE MUTUAL BENEFIT, PROTECTION, IMPROVEMENT AND SOCIAL ENJOYMENT OF ALL MEMBERS, AND TO MAKE HUMAN LIFE MORE DESIRABLE BY LESSENING ITS ILLS AND PROMOTING PEACE, PROSPERITY, GLADNESS AND HOPE.

Program Service Accomplishments

Program 1

Expenses: $96,857 Revenue: $54,652

PROGRAM SERVICES RELATED TO FRATERNAL ORDER EXEMPT PURPOSE.

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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 $9,700

Program Service Revenue $0

Investment Income $25,259

Other Revenue $29,393

TOTAL REVENUE $64,352

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,869

Fundraising Expenses $0

Program Expenses $96,857

Other Expenses $64,789

TOTAL EXPENSES $104,658

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,352	$46,523	+0.4%
Expenses	$104,658	$91,024	+0.1%
Net Income	$-40,306	$-44,501	-0.1%

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

$8,487

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK WILLS	TRUSTEE	2.00	Director	$0	$0	$0
MARK MILLS	TRUSTEE	2.00	Director	$0	$0	$0
JOE KOPPS	TRUSTEE	2.00	Director	$0	$0	$0
BRICK MONTANO	TRUSTEE	2.00	Director	$0	$0	$0
LEO WALTON	TRUSTEE	2.00	Director	$0	$0	$0
DORTHY COOPER	SECRETARY	28.00	Officer	$4,647	$0	$4,647
LAURA A OWENS	TREASURER	2.00	Officer	$3,840	$0	$3,840
ADAM MCLEOD	PRESIDENT	2.00	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
2024	$64,352	$104,658	$348,282	$-40,306
2023	$46,523	$91,024	$388,615	$-44,501
2022	$90,800	$93,066	$432,893	$-2,266
2021	$44,218	$63,742	$434,369	$-19,524
2020	$86,312	$109,190	$454,693	$-22,878
2019	$96,015	$111,296	$477,754	$-15,281
2018	$105,318	$127,808	$495,810	$-22,490