{"id":63,"date":"2023-10-13T12:22:43","date_gmt":"2023-10-13T16:22:43","guid":{"rendered":"https:\/\/foe.com\/?page_id=63"},"modified":"2025-03-07T13:59:55","modified_gmt":"2025-03-07T18:59:55","slug":"compliance","status":"publish","type":"page","link":"https:\/\/foe.com\/compliance\/","title":{"rendered":"Compliance"},"content":{"rendered":"\n<p class=\"has-large-font-size\">Keeping In <strong>Compliance<\/strong><\/p>\n\n\n\n<p><br>Compliance is the key to maintaining a healthy Aerie and Auxiliary. To ensure you&#8217;re in full compliance with the Grand Aerie, make sure your Aerie\/Auxiliary has submitted the items on this page to the Grand Aerie Compliance Department.<br><br>Failing to remain in compliance can result in one or more of the following consequences:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Inability to receive representation from the Grand Aerie for any upcoming meetings or events.<\/li>\n\n\n\n<li>Loss of nonprofit tax status.<\/li>\n\n\n\n<li>Suspended or revoked Aerie\/Auxiliary Charter.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-obb-toggle-block organic-block obb-toggle\" style=\"text-align:left\"><div class=\"obb-toggle-trigger\" style=\"background-color:#f4f4f4\"><p class=\"obb-toggle-title\" style=\"color:#333\">1. General Liability Insurance<\/p><i class=\"obb-toggle-icon obb-open fas fa-plus\" style=\"color:#999\"><\/i><i class=\"obb-toggle-icon obb-close fas fa-minus\" style=\"color:#999\"><\/i><\/div><div class=\"obb-toggle-container\" style=\"text-align:left;background-color:#f4f4f4\"><div class=\"obb-toggle-content\" style=\"border-color:#ccc\">\n<p>You must submit the entire General Liability Insurance policy for the Aerie and Auxiliary with the Grand Aerie Fraternal Order of Eagles named as Additionally Insured. Auxiliary must either be a policy owner on the Aerie&#8217;s policy or have their own separate policy.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-obb-toggle-block organic-block obb-toggle\" style=\"text-align:left\"><div class=\"obb-toggle-trigger\" style=\"background-color:#f4f4f4\"><p class=\"obb-toggle-title\" style=\"color:#333\">2. Bond or Employee <strong>Dishonesty<\/strong> Coverage<\/p><i class=\"obb-toggle-icon obb-open fas fa-plus\" style=\"color:#999\"><\/i><i class=\"obb-toggle-icon obb-close fas fa-minus\" style=\"color:#999\"><\/i><\/div><div class=\"obb-toggle-container\" style=\"text-align:left;background-color:#f4f4f4\"><div class=\"obb-toggle-content\" style=\"border-color:#ccc\">\n<p>Your policy MUST include bond or employee dishonesty coverage in order to be considered in compliance with the Grand Aerie.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-obb-toggle-block organic-block obb-toggle\" style=\"text-align:left\"><div class=\"obb-toggle-trigger\" style=\"background-color:#f4f4f4\"><p class=\"obb-toggle-title\" style=\"color:#333\">3. Liquor <strong>Liability<\/strong> Insurance<\/p><i class=\"obb-toggle-icon obb-open fas fa-plus\" style=\"color:#999\"><\/i><i class=\"obb-toggle-icon obb-close fas fa-minus\" style=\"color:#999\"><\/i><\/div><div class=\"obb-toggle-container\" style=\"text-align:left;background-color:#f4f4f4\"><div class=\"obb-toggle-content\" style=\"border-color:#ccc\">\n<p>Obtaining Liquor Liability Coverage protects you in the event a patron causes property damage, physical damage to another individual or causes harm via a motor vehicle after being served at your establishment. A select number of states do not have dram shop laws, which means the establishment cannot be held responsible for the actions of an individual served there. In these states (Delaware, Kansas, Louisiana, Maryland, Nebraska, Nevada, South Dakota and Virginia) it is not required for an Aerie to obtain Liquor Liability Insurance.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-obb-toggle-block organic-block obb-toggle\" style=\"text-align:left\"><div class=\"obb-toggle-trigger\" style=\"background-color:#f4f4f4\"><p class=\"obb-toggle-title\" style=\"color:#333\">4. Signed <strong>Affiliation<\/strong> Agreement<\/p><i class=\"obb-toggle-icon obb-open fas fa-plus\" style=\"color:#999\"><\/i><i class=\"obb-toggle-icon obb-close fas fa-minus\" style=\"color:#999\"><\/i><\/div><div class=\"obb-toggle-container\" style=\"text-align:left;background-color:#f4f4f4\"><div class=\"obb-toggle-content\" style=\"border-color:#ccc\">\n<p class=\"has-medium-font-size\">Affiliation <strong>Agreement<\/strong><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Further, the Affiliation Agreement requires each Aerie to enter into a similar agreement with each of its Auxiliaries, clubs within 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.<\/p>\n\n\n\n<p><a href=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/2022affiliationagreementaerie.pdf\">2022 Aerie Affiliation Agreement<\/a><br><a href=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/2022affiliationagreementaux.pdf\">2022 Auxiliary Affiliation Agreement<\/a><br><a href=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/SubgroupAA.pdf\">2022 Internal Unit Affiliation Agreement<\/a><br><br><a href=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/2020AffAgreementStateAerie.pdf\">2020 State Aerie Affiliation Agreement<\/a><br><a href=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/2020AffAgreementStateAux.pdf\">2020 State Auxiliary Affiliation Agreement<\/a><br><br>For questions or information regarding the Affiliation Agreement, contact the Grand Aerie Legal Department at <a href=\"mailto:legal@foe.com\">legal@foe.com<\/a>.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-obb-toggle-block organic-block obb-toggle\" style=\"text-align:left\"><div class=\"obb-toggle-trigger\" style=\"background-color:#f4f4f4\"><p class=\"obb-toggle-title\" style=\"color:#333\">5. Auditors &amp; Treasurers <strong>Reports<\/strong><\/p><i class=\"obb-toggle-icon obb-open fas fa-plus\" style=\"color:#999\"><\/i><i class=\"obb-toggle-icon obb-close fas fa-minus\" style=\"color:#999\"><\/i><\/div><div class=\"obb-toggle-container\" style=\"text-align:left;background-color:#f4f4f4\"><div class=\"obb-toggle-content\" style=\"border-color:#ccc\">\n<p>Each Aerie and Auxiliary is responsible for submitting annual copies of their Auditors and Treasurers Reports in order to remain in compliance. These reports help gauge the financial viability of the Aerie\/Auxiliary and if executed properly can help protect you from potential risk. Aeries\/Auxiliaries who submit full 990s or the 990 EZ do NOT have to send in their Auditors Report as the 990 or 990 EZ will include the information requested on the Auditors Report. Aeries\/Auxiliaries who submit a 990-N postcard and all clubs in Canada MUST send in a separate Auditors Report. ALL are responsible for submitting a Treasurers Report, regardless of the type of 990 filed.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-obb-toggle-block organic-block obb-toggle\" style=\"text-align:left\"><div class=\"obb-toggle-trigger\" style=\"background-color:#f4f4f4\"><p class=\"obb-toggle-title\" style=\"color:#333\">6. 990 for Year Ending <strong>May 31<\/strong><\/p><i class=\"obb-toggle-icon obb-open fas fa-plus\" style=\"color:#999\"><\/i><i class=\"obb-toggle-icon obb-close fas fa-minus\" style=\"color:#999\"><\/i><\/div><div class=\"obb-toggle-container\" style=\"text-align:left;background-color:#f4f4f4\"><div class=\"obb-toggle-content\" style=\"border-color:#ccc\">\n<p>You must have a 990 filed for the most recent fraternal year ending May 31. If all extensions were filed, deadline is April 15. All extensions must be submitted to the Grand Aerie Compliance Department.<\/p>\n\n\n\n<p>The local Aerie and Auxiliary 990&#8217;s are due October 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.<\/p>\n\n\n\n<p>All 990 returns should include a copy of the April 5, 2007 IRS Determination Letter. This will avoid local returns being rejected. Open the link below to print a copy of the determination letter.<\/p>\n\n\n\n<p><a href=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/Grand-Aerie-501c8.pdf\">View a copy of the IRS determination letter.<\/a><\/p>\n\n\n\n<p>Charitable Gaming Reporting Information<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/GamingReportingForm990_NonProfits.pdf\">Gaming Reporting on Form 990 for Non-Profits<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/IRSPublication3079_Charitable_Gaming.pdf\">IRS Publication 3079: Tax-Exempt Organizations and Gaming<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/IRS_Form_990_Schedule_G.pdf\">IRS Form 990: Schedule G<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/IRS_Form_990_Schedule_G_Instructions.pdf\">IRS Form 990: Schedule G &#8211; Instructions<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-obb-toggle-block organic-block obb-toggle\" style=\"text-align:left\"><div class=\"obb-toggle-trigger\" style=\"background-color:#f4f4f4\"><p class=\"obb-toggle-title\" style=\"color:#333\">7. No Money <strong>Owed<\/strong> To The Grand Aerie<\/p><i class=\"obb-toggle-icon obb-open fas fa-plus\" style=\"color:#999\"><\/i><i class=\"obb-toggle-icon obb-close fas fa-minus\" style=\"color:#999\"><\/i><\/div><div class=\"obb-toggle-container\" style=\"text-align:left;background-color:#f4f4f4\"><div class=\"obb-toggle-content\" style=\"border-color:#ccc\">\n<p>All outstanding Per-Capita Tax, Membership Fees and Supplies Invoices must be paid in full to date to be considered in compliance.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-obb-toggle-block organic-block obb-toggle\" style=\"text-align:left\"><div class=\"obb-toggle-trigger\" style=\"background-color:#f4f4f4\"><p class=\"obb-toggle-title\" style=\"color:#333\">8. House Rules <strong>Approved<\/strong> By Grand Aerie<\/p><i class=\"obb-toggle-icon obb-open fas fa-plus\" style=\"color:#999\"><\/i><i class=\"obb-toggle-icon obb-close fas fa-minus\" style=\"color:#999\"><\/i><\/div><div class=\"obb-toggle-container\" style=\"text-align:left;background-color:#f4f4f4\"><div class=\"obb-toggle-content\" style=\"border-color:#ccc\">\n<p>All Aeries &amp; Auxiliaries, per Section 122.4 of the Grand Aerie Constitution &amp; Statutes and Rules &amp; Regulations, must have their House Rules submitted to the Grand Secretary&#8217;s Office for approval. Those who have yet to submit their House Rules or whose House Rules have been rejected will be considered out of compliance until their House Rules are properly approved. Any House Rules posted which have not been approved are NOT ENFORCEABLE.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-obb-toggle-block organic-block obb-toggle\" style=\"text-align:left\"><div class=\"obb-toggle-trigger\" style=\"background-color:#f4f4f4\"><p class=\"obb-toggle-title\" style=\"color:#333\">9. Officers &amp; Committee Lists <strong>Complete<\/strong> In MMS<\/p><i class=\"obb-toggle-icon obb-open fas fa-plus\" style=\"color:#999\"><\/i><i class=\"obb-toggle-icon obb-close fas fa-minus\" style=\"color:#999\"><\/i><\/div><div class=\"obb-toggle-container\" style=\"text-align:left;background-color:#f4f4f4\"><div class=\"obb-toggle-content\" style=\"border-color:#ccc\">\n<p>All Officer positions (unless your By-Laws allow the removal of an Outside Guard) and all required committee positions should be filled on the Officer List in MMS.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-light-gray-color has-alpha-channel-opacity has-light-gray-background-color has-background is-style-wide\"\/>\n\n\n\n<p class=\"has-large-font-size\">Grand Aerie <strong>Preferred<\/strong> Insurance Providers<\/p>\n\n\n\n<p>In an effort to help our Aeries and Auxiliaries with remaining in Compliance, the Grand Aerie recommends three preferred insurance providers.<br><br>These providers are aware of the coverages necessary for you to remain in compliance and will work with you to create a compliance-approved policy and send the full policy copy to the Grand Aerie Office on your behalf. Information for these three providers is available below.<br><br><\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"266\" height=\"58\" data-attachment-id=\"6698\" data-permalink=\"https:\/\/foe.com\/huntington\/\" data-orig-file=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/huntington.png\" data-orig-size=\"266,58\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"huntington\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/huntington.png\" data-large-file=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/huntington.png\" src=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/huntington.png\" alt=\"\" class=\"wp-image-6698\" style=\"width:280px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-center\">John Nave<br><a href=\"mailto:john.nave@huntington.com\">john.nave@huntington.com<\/a><br>614-962-3014<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"420\" height=\"91\" data-attachment-id=\"6699\" data-permalink=\"https:\/\/foe.com\/jackson\/\" data-orig-file=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/jackson.jpg\" data-orig-size=\"420,91\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"jackson\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/jackson-300x65.jpg\" data-large-file=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/jackson.jpg\" src=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/jackson.jpg\" alt=\"\" class=\"wp-image-6699\" style=\"width:297px;height:auto\" srcset=\"https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/jackson.jpg 420w, https:\/\/foe.com\/wp-content\/uploads\/2023\/11\/jackson-300x65.jpg 300w\" sizes=\"auto, (max-width: 420px) 100vw, 420px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\">Richard Harder<br><a href=\"mailto:richard@jjinsurance.com\">richard@jjinsurance.com<\/a><br>626-914-9944 ext. 231<\/p>\n<\/div>\n<\/div>\n\n\n\n<p><br><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Keeping In Compliance Compliance is the key to maintaining a healthy Aerie and Auxiliary. To ensure you&#8217;re in full compliance with the Grand Aerie, make sure your Aerie\/Auxiliary has submitted the items on this page to the Grand Aerie Compliance Department. Failing to remain in compliance can result in one or more of the following [&hellip;]<\/p>\n","protected":false},"author":30420369,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-blank","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_post_was_ever_published":false,"footnotes":""},"class_list":["post-63","page","type-page","status-publish","hentry"],"jetpack_likes_enabled":true,"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/Pfcqhm-11","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/foe.com\/wp-json\/wp\/v2\/pages\/63","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/foe.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/foe.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/foe.com\/wp-json\/wp\/v2\/users\/30420369"}],"replies":[{"embeddable":true,"href":"https:\/\/foe.com\/wp-json\/wp\/v2\/comments?post=63"}],"version-history":[{"count":13,"href":"https:\/\/foe.com\/wp-json\/wp\/v2\/pages\/63\/revisions"}],"predecessor-version":[{"id":8838,"href":"https:\/\/foe.com\/wp-json\/wp\/v2\/pages\/63\/revisions\/8838"}],"wp:attachment":[{"href":"https:\/\/foe.com\/wp-json\/wp\/v2\/media?parent=63"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}