FRATERNAL ORDER OF EAGLES #719

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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

1956

Legal Domicile

Phone

6267985312

Tax Period

2017-06-01 to 2018-05-31

FRATERNAL ORDER OF EAGLES #719, founded in 1956, is a small nonprofit that reported $222K in total revenue in fiscal year 2017. Revenue surged 152% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 24% operating margin.

Mission

THE ORGANIZATION OPERATES FOR THE EXCLUSIVE BENEFIT

Program Service Accomplishments

Program 1

Expenses: $151,958 Revenue: $206,891

SALES OF ALCOHOL, FOOD AND LOTTERY TICKETS TO MEMBERS AT MEETINGS, THESE ACTIVITIES HELP TO UNITE THE MEMBERS IN THE SPIRIT OF LIBERTY, TRUTH, JUSTICE & EQUALITY.

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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 (2017)

Revenue Breakdown

Contributions & Grants $14,995

Program Service Revenue $145,641

Investment Income $11

Other Revenue $61,250

TOTAL REVENUE $221,897

Expense Breakdown

Grants Paid $2,404

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,958

Other Expenses $160,633

TOTAL EXPENSES $169,537

Year-over-Year Comparison

	2017	2016	Change
Revenue	$221,897	$88,015	+1.5%
Expenses	$169,537	$41,840	+3.1%
Net Income	$52,360	$46,175	+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

203

Independent Members

203

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
JIM SHIRLEY	PRESIDENT	5.00	Officer	$0	$0	$0
JUAN DE LA TORRE	VICE PRESIDENT	5.00	Officer	$0	$0	$0
TOM CAMPBELL	SECRETARY	35.00	Officer	$0	$0	$0
STEVE RODRIQUEZ	TREASURER	15.00	Officer	$0	$0	$0
JERAME MOTE	TRUSTEE	25.00	Director	$0	$0	$0
MIKE WERNER	TRUSTEE	10.00	Director	$0	$0	$0
NELSEN ARANDA	TRUSTEE	5.00	Director	$0	$0	$0
JUAN YAVANEZ	TRUSTEE	15.00	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
2018	$221,897	$169,537	$88,498	$52,360