Fraternal Order of Eagles Aerie 506

Nonprofit profile at a glance

EIN
950750521
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
San Bernardino, CA, USA
Phone
9098885291
Rating confidence
Limited

Reported finances

Revenue
$60,370
Expenses
$85,701
Assets
$598,728
Liabilities
$48,051

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • Sandy Zavala (President)
  • Robert A Mendoza (Vice President)

Highest reported compensation

  • Valerie Guzman (Treasurer): $17,825 total reported compensation
  • Angelina Gomez (Secretary): $3,639 total reported compensation
  • Michael Alvarez (Trustee): $2,171 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide and maintain a meeting place for Fraternal Order of Eagles Aerie 506 members

What it reported doing in 2024

Provided a location for the members to gather and share time together

Operating model

Revenue model
No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: 24
  • Transparency & Controls: 82
  • Accountability: 63
  • Sustainability: 35
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: 31.7%; rating input score 32
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 18th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 1 of 8 controls in place; rating input score 12
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -42%; rating input score 31; 31st percentile among comparable filings
  • Total-asset coverage ratio: 6.99; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 27.6%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: -15.8% per year; rating input score 0; 21st percentile among comparable filings
  • Revenue growth: -6.4% per year; rating input score 0; 39th percentile among comparable filings
  • Asset growth: 0.6% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 31.7% of spending went to programs
  • Governance: 344 of 344 board members independent · 1 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $27K in reported program spending
  • Leadership: top reported pay $18K · 16 people listed
  • Consistency: 15 of 16 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Program expense ratio scored 32/100.
  • High — Accountability: Governance controls: 6 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
  • Moderate — Sustainability: Operating margin scored 31/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • High — Sustainability: Officer compensation ratio scored 11/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.