KNIGHTS OF COLUMBUS MASSACHUSETTS STATE COUNCIL CHARITY FUND (EIN 040616108) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

ROBERT S SCHWARTZ

Phone

7815510628

Tax Period

2024-05-01 to 2025-04-30

KNIGHTS OF COLUMBUS MASSACHUSETTS STATE COUNCIL CHARITY FUND, founded in 1957, is a small nonprofit in the Community Improvement sector that reported $258K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $46K, a strong 18% operating margin.

Mission

CHARITY FUND

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $267,655

Program Service Revenue $0

Investment Income $0

Other Revenue $-9,861

TOTAL REVENUE $257,794

Expense Breakdown

Grants Paid $156,290

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,290

Other Expenses $55,572

TOTAL EXPENSES $211,862

Year-over-Year Comparison

	2024	2023	Change
Revenue	$257,794	$271,626	-0.1%
Expenses	$211,862	$312,896	-0.3%
Net Income	$45,932	$-41,270	-2.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
ERIC D OULETTE	STATE ADVOCATE	5.00	Officer Director	$0	$0	$0
NICHOLAS W MELANCHOOK	STATE TREASURER	5.00	Officer Director	$0	$0	$0
ROBERT S SCHWARZ	STATE SECRETARY	5.00	Officer Director	$0	$0	$0
THOMAS M BUTLER	STATE DEPUTY	5.00	Officer Director	$0	$0	$0
REV MATTHEW J WESCOTT	STATE CHAPLAIN	5.00	Officer Director	$0	$0	$0
MICHAEL GIBSON	STATE WARDEN	5.00	Officer 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
2025	$257,794	$211,862	$4,325,366	$45,932
2024	$271,626	$312,896	$4,102,321	$-41,270
2023	$261,712	$262,146	$3,752,142	$-434
2022	$482,615	$164,417	$4,070,438	$318,198
2021	$139,839	$188,753	$4,014,752	$-48,914
2020	$338,856	$218,045	$3,231,389	$120,811
2019	$453,103	$500,895	$3,110,578	$-47,792
2018	$629,813	$603,956	$3,158,370	$25,857

KNIGHTS OF COLUMBUS MASSACHUSETTS STATE COUNCIL CHARITY FUND