KNIGHTS OF THE YORK CROSS OF HONOUR CONVENT GENERA (EIN 136198846) - 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

1930

Legal Domicile

Principal Officer

D ALLEN SURRATT

Phone

3368572394

Tax Period

2024-07-01 to 2025-06-30

KNIGHTS OF THE YORK CROSS OF HONOUR CONVENT GENERA, founded in 1930, is a small nonprofit that reported $105K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 16% operating margin.

Mission

FRATERNAL BENEFICIARY ORDER

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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 (2024)

Revenue Breakdown

Contributions & Grants $80,778

Program Service Revenue $0

Investment Income $24,441

Other Revenue $0

TOTAL REVENUE $105,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,936

Other Expenses $88,795

TOTAL EXPENSES $88,795

Year-over-Year Comparison

	2024	2023	Change
Revenue	$105,219	$86,891	+0.2%
Expenses	$88,795	$68,057	+0.3%
Net Income	$16,424	$18,834	-0.1%

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

1393

Independent Members

1393

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN A BLECHER	GRAND SENTINEL	2.00	Officer	$0	$0	$0
JAMES R MCGEE JR	GRAND MASTER-GENERAL	10.00	Officer	$0	$0	$0
LELAND D BURLISON	DEPUTY GRAND MASTER GENERAL	2.00	Officer	$0	$0	$0
REESE L HARRISON JR	GRAND TREASURER-GENERAL	2.00	Officer	$0	$0	$0
D ALLEN SURRATT	GRAND REGISTRAR-GENERAL	20.00	Officer	$0	$0	$0
H BART HENDERSON	GRAND WARDER OF THE TEMPLE	2.00	Officer	$0	$0	$0
CHARLES L MCCOLLUM	GRAND SENESCHAL	2.00	Officer	$0	$0	$0
CHRISTOPHER LARSEN	GRAND MARSHAL	2.00	Officer	$0	$0	$0
TERRY R PLEMONS	GRAND PRELATE	2.00	Officer	$0	$0	$0
RICK N MCCAMPBELL	GRAND ORGANIST	2.00	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	$105,219	$88,795	$1,646,349	$16,424
2024	$86,891	$68,057	$1,450,849	$18,834
2023	$81,610	$62,272	$1,230,466	$19,338
2022	$82,474	$51,489	$1,115,004	$30,985
2021	$64,751	$53,338	$1,278,712	$11,413
2020	$57,187	$43,713	$1,016,672	$13,474
2019	$90,395	$149,229	$966,623	$-58,834
2018	$73,821	$57,977	$1,009,481	$15,844

KNIGHTS OF THE YORK CROSS OF HONOUR CONVENT GENERA