Knights Templar of the United States 13 Calvary (EIN 056009062) - 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

1860

Legal Domicile

Tax Period

2023-09-01 to 2024-08-31

Knights Templar of the United States 13 Calvary, founded in 1860, is a micro nonprofit that reported $73K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $64K left a modest 12% surplus.

Mission

TO PROVIDE A MASONIC ORDER TO GATHER FOR MORAL AND SOCIAL ACTIVITIES WHICH CONTRIBUTE TO COMMUNITY WELLBEING

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,176

Program Service Revenue $0

Investment Income $69,634

Other Revenue $0

TOTAL REVENUE $72,810

Expense Breakdown

Grants Paid $11,039

Salaries & Benefits $6,710

Fundraising Expenses $0

Program Expenses $32,866

Other Expenses $46,648

TOTAL EXPENSES $64,397

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,810	$53,401	+0.4%
Expenses	$64,397	$63,430	+0.0%
Net Income	$8,413	$-10,029	-1.8%

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

$5,680

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John A Lawson III	SecretaryArmorer	4.00	Officer	$3,280	$0	$3,280
David A Ogilvie	Treasurer	5.00	Officer	$2,400	$0	$2,400
Douglas Grant	Investment Committee	1.00	Officer	$0	$0	$0
Joseph A Kern	Eminent Commander President	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	No data	No data	No data	No data
2024	$72,810	$64,397	$2,223,287	$8,413
2023	$53,401	$63,430	$1,907,341	$-10,029
2022	$25,677	$47,544	$1,768,812	$-21,867
2021	$34,736	$49,518	$2,031,197	$-14,782
2020	$88,691	$54,479	$1,678,641	$34,212
2019	$38,314	$73,059	$1,542,210	$-34,745
2018	$490,926	$72,141	$1,586,647	$418,785

Knights Templar of the United States 13 Calvary