FRATERNAL ORDER OF EAGLES MORRO BAY AERIE 3693 (EIN 953023603) - 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

1978

Legal Domicile

Phone

8057721384

Tax Period

2024-06-01 to 2025-05-31

FRATERNAL ORDER OF EAGLES MORRO BAY AERIE 3693, founded in 1978, is a small nonprofit that reported $139K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $132K left a modest 5% surplus.

Mission

BUFFET AND SOCIAL ROOM ACTIVITIES AND OTHER RELATED PROGRAMS INCLUDING COMMUNITY WELFARE FOR APPROXIMATELY 175 MEMBERS.

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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 $3,700

Program Service Revenue $43,381

Investment Income $6,193

Other Revenue $85,689

TOTAL REVENUE $138,963

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,001

Fundraising Expenses $0

Program Expenses $88,534

Other Expenses $72,509

TOTAL EXPENSES $131,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,963	$152,760	-0.1%
Expenses	$131,510	$136,307	0.0%
Net Income	$7,453	$16,453	-0.5%

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

N/A

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

$6,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY STEWART	Secretary	4.00	Officer	$6,350	$0	$6,350
CINDI CAGLE	Conductor	0.75	Director	$0	$0	$0
ROSA METZLER	Chaplain	0.75	Director	$0	$0	$0
RICHARD STEWART	Trustee	1.00	Director	$0	$0	$0
CREE PUTNEY	Trustee	1.00	Director	$0	$0	$0
TERRIE STONER	Trustee	1.00	Director	$0	$0	$0
BRYAN STULL	Trustee	1.00	Director	$0	$0	$0
SHARY GOULART	President	1.00	Officer	$0	$0	$0
CANDACE BERNARD	Vice President	0.75	Officer	$0	$0	$0
BILL TODD	Treasurer	1.00	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	$138,963	$131,510	$308,009	$7,453
2024	$152,760	$136,307	$292,750	$16,453

FRATERNAL ORDER OF EAGLES MORRO BAY AERIE 3693