Operations

Operations

Providing our members with the best programs, resources, and Fraternal Order of Eagles experience is a main goal of the Grand Aerie and Grand Auxiliary. We strive each day to ensure our local Aeries and Auxiliaries have what they need to best serve their communities and members.

Affiliation Agreement

As some of you may know, the Grand Aerie and some local Aeries have been found liable in recent lawsuits, costing the organization in dollars, valuable membership and leadership and adding additional stress and frustration which inhibits our ability to grow. With these situations and the protection of our members in mind, our legal team drafted the Affiliation Agreement. The Agreement provides protection to local members, officers, their buildings and property, as well as the Grand Aerie, and provides us with a valuable resource to guide decision making on all levels.

The Worthy President and Secretary of the Aerie are required to sign the Affiliation Agreement and send it back to the Grand Aerie Office to the attention of the Compliance Administrator. Once received, a Grand Aerie official will also sign the agreement and send a copy back to your Aerie for record keeping purposes. The Affiliation Agreement is located in the MMS Admin section of the Member Management System (MMS) for your review and signature.

Further, the Affiliation Agreement requires each Aerie to into a similar agreement with each of its Auxiliaries, clubs with a club (such as REAC, Eagle Riders, etc.), and any other subordinate groups. A sample agreement has also been placed in the reports section of MMS for your reference. Please note the waiver on the first page of the agreement. Due to the variations in the laws across the United States, we cannot give each Aerie a finalized form to use, but we wanted to at least give an example of what the agreement between your Aerie and its associated groups could look like.

2022 Aerie Affiliation Agreement

2022 Auxiliary Affiliation Agreement

2022 Internal Unit Affiliation Agreement

2025 State Aerie Affiliation Agreement

2025 State Auxiliary Affiliation Agreement

For questions or information regarding the Affiliation Agreement, contact the Grand Aerie Paralegal at legal@foe.com.

Per Capita Tax

Per Capita Tax rate is currently $20 annually (due June 1).
PCT is calculated each May 31 based on the number of members in good standing.

The Grand Aerie does not charge Per Capita Tax on dual members.

The PCT is calculated May 31st at 12:00 midnight, EST. Each Aerie & Auxiliary are responsible for printing and mailing their PCT invoices. The PCT reports will be available to be printed in MMS on June 1st.

PCT is DUE June 1st and considered late after 30 days.

PCT payments must be current in order for Aeries and Auxiliaries to be in good standing.

Delinquent Aeries and Auxiliaries are subject to suspension for non-payment of PCT.

State/Provincial PCT payments should be paid directly to the State/Provincial Secretary. The Grand Aerie does not collect State/Provincial PCT. An invoice is provided to assist the State/Provincial Secretaries.

For questions or issues concering PCT, please email percapitatax@foe.com for support.

Treasurer and Auditor Reports

Annual filing requirements to the Grand Aerie include Treasurer and Auditor reports. These reports and instructions are part of the bi-annual Per Capita Tax package set from the Grand Aerie. Blank forms and instructions are available below.

Opening interactive PDF forms within your web browser may cause errors. To ensure forms work as intended, please right click on the form and choose “Save File As”, then open the file from your dekstop.

Auditor’s Report

  • Auditor Report Form Instructions
  • Auditor Report Form
    • Pursuant to Section 102.1 of The Articles of Incorporation Constitution and Statutes of the Grand Aerie Fraternal Order of Eagles, the Auditor is required to make an annual examination of the financial records of the Aerie and report those findings to the Grand Aerie and the local Aerie.
    • The year to date report of the Auditor is due for all Aeries by Oct 15 each fiscal year.
    • Auxiliaries are required to report annually, due Oct 15 each fiscal year.
    • Please complete report and note any differences between Auditor’s report and Treasurer’s report.
    • Cash balances should tie to the Bank Statements of the Aerie/Auxiliary.
  • Auditor’s Monthly Workbook
    • Use this great tool courtesy of Grand Worth Vice President Brian Rogers to track monthly auditor’s totals and generate complete reports for the year.

Grand Survey

Treasurer’s Report

Due ANNUALLY for both Aerie and Auxiliary on Oct 15 for May 31 Year Ended.

Grand Representatives

The Grand Aerie & Auxiliary are happy to provide representatives for Local and State/Provincial Aeries & Auxiliaries for anniversaries, conventions, conferences, training seminars and more. To request a representative, please use the form below and submit to the Grand Worthy President’s Office or Grand Madam President’s Office.

Please note, Aeries/Auxiliaries must be in compliance to receive representation.

Representative Assignment Request Form.

990 Information

The local Aerie and Auxiliary 990’s are due Oct 15 with the IRS. The IRS does not have the Grand Aerie classification updated at all of their tax return centers. The Grand Aerie classification was changed from a 501(c)10 to a 501(c)8 in 2007.

All 990 returns should include a copy of the April 5, 2007 IRS Determination Letter. This will avoid local returns bring rejected. Open the link below to print a copy of the determination letter.

View a copy of the IRS determination letter.

Related Information

Protecting Non-Profit Status

Applying for a Federal Tax Identification Number (EIN).

IRS links

Charitable Gaming Reporting Information

Bylaws

Bylaws

Bylaws are the blueprint for our organization. All members are required to abide by the bylaws of the organization and those of their individual Aerie or Auxiliary. Changes to bylaws must be in accordance with the regulations set in the F.O.E. Constitution. For information regarding how to amend bylaws, see below.


FREQUENTLY ASKED QUESTIONS

How do I find out if our Aerie or Auxiliary is incorporated?
You must contact the Department of State in which you live (not the State Aerie or Auxiliary).

If the Aerie is incorporated, doesn’t that mean the Auxiliary is also?
No. The Aerie and Auxiliary have their own Federal Tax ID Number, therefore, they would each have to apply for their own Incorporation papers.

How do I apply for incorporation?
Incorporation is filed through State government. Due to differing requirements throughout the U.S, the Grand Aerie does not supply paperwork for incorporation.

For information on Aerie bylaws, please email bylaws@foe.com.

Officer Duties

Officer Duties

Aerie

The duties listed are a brief overview of duties spelled out by the Constitution and Bylaws of the Order. If you wish to find out more about an office, please see the section indicated below the office name.

Jr. Past Worthy President
(Sections 81.1-81.3)
The Jr. Past Worthy President serves only as a member of the Board of Trustees when permitted by Aerie bylaws.

Worthy President
(Sections 82.1-82.3)
The Worthy President presides over all meetings of the Aerie, shall enforce the laws of the Order, and can decide upon questions in the Aerie for which there is an equal division, with the exception of electing offiers and candidates for membership. This position has general supervision over all the affairs of the Aerie unless otherwise noted.

Worthy Vice President
(Sections 83.1-83.2)
The main duty of the Worthy Vice President is to preside in the absence of the Worthy President and assist with preserving order in the Aerie. If for some reason the Worthy President is incapable of performing the duties of his office, the Worthy Vice President may exercise the powers and perform the duties of the Worthy President.

Worthy Chaplain
(Section 84.1)
Any and all devotional exercises of the Aerie in accordance with Ritual are the responsibility of the Worthy Chaplain.

Secretary
(Sections 85.1-85.17)
The duties of the Secretary are numerous, including keeping a full proceedings of the Aerie in a book provided for that purpose by the Grand Aerie; reading all reports, bills and communications which may be presented; fill out certificates and cards granted by the Aerie; keep and maintain an up-to-date roster; to affix the seal of the Aerie to all documents requiring it and to perform any other such duty assigned to them within the bylaws.

Treasurer
(Sections 86.1-86.8)
The duties of the Treasurer include demanding and receiving all money from the Secretary belonging to the Aerie; providing receipts for the money; depositing funds within 48 hours in the bank account designated by the Aerie; signing warrant checks; keeping all records and books related to money; hold in trust all securities designated to the Aerie and any other such duty assigned to their position within the laws of the Order.

Worthy Conductor
(Sections 87.1-87.3)
The Worthy Conductor will ensure that all participants in attendance at the opening of any session are permitted to remain; prepare the ballot box for the election of candidates to membership and supervise the voting; introduce all visitors and seat them; hold custody of all Ritual items and any other such duty assigned to their position within the laws of the Order.

Guards
(Sections 88.1-88.2)
The Inside Guard will maintain a position at the inner door of the Aerie, examining the official receipt of every member entering the meeting room while the Aerie is in session. The Outside Guard will have charge of the outer room during a session and permit only members in good standing to enter the room.

Trustees
(Sections 89.1-89.11)
Under the direction of the Aerie, the Board of Trustees will hold all real property belonging to the Aerie and all personal property not entrusted to any other officer by the Laws of the Order and maintain an inventory of such property. Immediately following the installation of officers each year, the trustees will elect one of the other members as Chairman for one year. The board shall meet at least weekly and keep all official records of their meetings as required. The board maintains control of maintenance and operations throughout the club and shall control the conduct and duties of the employees of the Aerie. The Board of Trustees shall enforce all House Rules adopted by the Aerie. The Board of Trustees must also perform or maintain any other duties as stated within the Laws of the Order.

Auxiliary

The duties listed are a brief overview of duties spelled out by the Constitution and Bylaws of the Order. If you wish to find out more about an office, please see the section indicated below the office name.

Jr. Past Madam President
(Sections 9.1-9.3)
The retiring Madam President shall become Junior Past Madam President by virtue of having served as Madam President to the end of her term.

Madam President
(Sections 10.1-10.4)
The Madam President shall preside at all regular and special meetings of the Auxiliary and at all officers meetings. She shall see that harmony is preserved and shall enforce the Laws of the Order. She shall have general supervision over all the affairs of the Auxiliary, except where such power is vested elsewhere.

Madam Vice President
(Sections 11.1-11.2)
The Madam Vice President shall assist the Madam President in preserving order and decorum in the Auxiliary; and shall, in conjunction with the Madam President, inspect all ballots on applications, and report the same to the Auxiliary; she shall preside in the absence of the Madam President; and shall perform all other duties required of her by the Laws of the Order.

Madam Chaplain
(Section 12.1)
The Madam Chaplain shall have charge of the devotional exercises of the Auxiliary in accordance with the Ritual.

Madam Secretary
(Sections 13.1-13.14)
It shall be the duty of the Madam Secretary to keep a full and complete record of the proceedings of the Auxiliary, read all reports, bills and communications, fill out certificates and cards, keep and maintain the roster, issue summonses and notices, affix the Seal of the Auxiliary to documents requiring it, notify the Grand Secretary of removed officers, collect dues and more.

Madam Treasurer
(Sections 14.1-14.7)
The duties of the Treasurer include demanding and receiving all money from the Secretary belonging to the Auxiliary; providing receipts for the money; depositing funds within 48 hours in the bank account designated by the Auxiliary; signing warrant checks; keeping all records and books related to money; hold in trust all securities designated to the Auxiliary and any other such duty assigned to their position within the Laws of the Order.

Madam Conductor
(Sections 15.1-15.4)
The Madam Conductor will ensure that all participants in attendance at the opening of any session are permitted to remain; prepare the ballot box for the election of candidates to membership and supervise the voting; introduce all visitors and seat them; hold custody of all Ritual items and any other sich duty assigned to their position within the Laws of the Order.

Guards
(Sections 16.1-16.2)
The Inside Guard will maintain a position at the inner door of the Auxiliary, examining the official receipt of every member entering the meeting room while the Auxiliary is in session. The Outside Guard will have charge of the outer room during a session and permit only members in good standing to enter the room.

Madam Trustees
(Sections 17.1-17.8)
Under the direction of the Auxiliary, the Board of Trustees will hold all real property belonging to the Auxiliary and all personal property not entrusted to any other officer by the Laws of the Order and maintain an inventory of such property. Immediately following the installation of officers each year, the trustees will elect one of the other members as Chairman for one year. Under the direction of the Auxiliary, the Madam Trustees shall be the medium between the officers and members of the Auxiliary and the Aerie They shall consult with the Trustees of the Aerie with relation to the use of the Aerie premises for Auxiliary meetings, social functions, entertainments and charitable undertakings of a local nature. The Board of Trustees must also perform or maintain any other duties as stated within the Laws of the Order.

Trial Process

Trial Process

In the interest of fairness and to ensure the tenets of the Eagles’ constitution are upheld, formal action can be taken on issues through a trial process. This process can act as a checks-and-balances system and ensures that all Eagle members are treated fairly and respectfully. The proper steps for initiating a formal trial can be found using the PDF links below.

Trial Forms

Trial Training Powerpoints

Troubled Aerie

Troubled Aerie

What is the difference between an agent and a deputy grand worthy president?
The Aerie must be suspended in order for an Agent to be assigned. An Agent has the authority to remove officers and sign legal documents, a Deputy Grand Worthy President does not have the authority to remove officers or sign any legal documents and the Aerie does not need to be suspended in order for a Deputy Grand Worthy President to be assigned into an Aerie/Auxiliary.

When the Aerie is suspended, how does this affect the Auxiliary?
An Aerie suspension has no effect upon the Charter of the Auxiliary and the Auxiliary is considered to be in good standing.

May the Aerie officers be employed by the Aerie?
Only if the bylaws of the Aerie allow for the employment of Aerie Officers. Also, the Aerie Trustees, Aerie Auditor, and their spouses or persons living in a marriage like situation may not be employees of the Aerie at any time.

If the Aerie officers are not fulfilling the duties of their office, who do I contact?
The Grand Worthy Presidents office should be notified in writing with the signature of at least one member of the Aerie or Auxiliary being affected.

I have exhausted all of the resources available to me and still cannot find the answer to my question. What do I do next?
You may ask for assistance in writing by mailing or e-mailing your question to gwp@foe.com. A response will be sent as soon as possible.

Troubled Auxiliary

Troubled Auxiliary

My Auxiliary is having problems. How do we get help?
Look to the resources available to you. The Rules and Regulations Book, Ritual Book, Officer Handbook, Local Auxiliary By-Laws, the Aerie Constitution & Statutes Book and Aerie House Rules are all tools that should be read, studied and used to help determine what steps are needed during specific situations. Many of the questions can be answered in one or more of the publications listed.

How do I obtain my own copy of the Rules & Regulations or Constitution & Statutes books?
Contact your Local Secretary. These publications may already be available at your Local Auxiliary. If they are not available, you may place a personal order through the Grand Aerie Supply Department. However, you will be required to pay for your order in full before it will be shipped. Only the Madam Secretary may place an order on the Auxiliary’s Supply Account.

When the Aerie is suspended, how does this affect the Auxiliary?
An Aerie suspension has no effect upon the Charter of the Auxiliary and the Auxiliary is considered to be in good standing.

I have exhausted all of the resources available to me and still cannot find the answer to my question. What do I do next?
You may ask for assistance in writing by mailing or e-mailing your question to GMP@foe.com. A response will be sent as soon as possible.