AERIE NO 3028 FRATERNAL ORDER OF E… - 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

1950

Legal Domicile

Principal Officer

TODD ROBLEDO

Phone

5107245792

Tax Period

2024-06-01 to 2025-05-31

AERIE NO 3028 FRATERNAL ORDER OF EAGLES, founded in 1950, is a micro nonprofit that reported $75K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $72K left a modest 4% surplus.

Mission

UNITES FRATERNALLY IN THE SPIRIT OF LIBERTY, TRUTH, JUSTICE, AND EQUALITY TO MAKE HUMAN LIFE MORE DESIRABLE BY LESSENING ITS ILLS, BY PROMOTING PEACE, PROSPERITY, GLADNESS AND HOPE

Program Service Accomplishments

Program 1

NONE TO REPORT

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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 $5,066

Program Service Revenue $10,489

Investment Income $0

Other Revenue $59,529

TOTAL REVENUE $75,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $71,731

TOTAL EXPENSES $71,731

Year-over-Year Comparison

	2024	2023	Change
Revenue	$75,084	$125,971	-0.4%
Expenses	$71,731	$110,344	-0.3%
Net Income	$3,353	$15,627	-0.8%

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

170

Independent Members

170

Employees

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD ROBLEDO	PRESIDENT	10	Officer	$0	$0	$0
DEVERE DUNHAM	SECRETARY	10	Officer	$0	$0	$0
RALPH DAKIN	TRUSTEE	5	Director	$0	$0	$0
ALLEN JEWELL	TRUSTEE	5	Director	$0	$0	$0
G BRADLEY	TRUSTEE	5	Director	$0	$0	$0
BARRY SCHRADER	TRUSTEE	5	Director	$0	$0	$0
CHARLES JENSEN	TRUSTEE	5	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	$75,084	$71,731	$936,954	$3,353
2024	$125,971	$110,344	$945,750	$15,627
2023	$46,749	$73,781	$935,361	$-27,032
2022	$58,147	$58,645	$961,265	$-498
2021	$37,095	$41,112	$962,245	$-4,017
2020	$57,553	$60,603	$948,918	$-3,050
2019	$68,563	$59,585	$953,865	$8,978

AERIE NO 3028 FRATERNAL ORDER OF EAGLES