KNIGHTS OF COLUMBUS ST JOSEPH COUNC (EIN 237107477) - 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

Legal Domicile

Principal Officer

MARK SAGEN

Phone

8632135280

Tax Period

2023-07-01 to 2024-06-30

KNIGHTS OF COLUMBUS ST JOSEPH COUNC is a micro nonprofit that reported $34K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $54K exceeded revenue, resulting in a 60% operating deficit.

Mission

CHARITABLE AND SERVICE ORGANIZATION FOR THE CATHOLIC COMMUNITY

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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 $3,538

Program Service Revenue $0

Investment Income $23,688

Other Revenue $6,724

TOTAL REVENUE $33,950

Expense Breakdown

Grants Paid $26,649

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $26,978

TOTAL EXPENSES $54,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,950	$29,893	+0.1%
Expenses	$54,371	$23,401	+1.3%
Net Income	$-20,421	$6,492	-4.1%

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

Independent Members

N/A

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
SCOTT PHILLIPS	DEPUTY GRAND	4.00	Officer	$0	$0	$0
RICHARD MILLER	TREASURER	5.00	Officer	$0	$0	$0
STEVE JONES	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT RENNA	TRUSTEE	2.00	Director	$0	$0	$0
MARK SAGEN	GRAND KNIGHT	10.00	Officer	$0	$0	$0
FRANK KOTOMSKI	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES STOKES	FINANCIAL SE	10.00	Officer	$0	$0	$0
BRIAN KROLAK	RECORDER	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	No data	No data	No data	No data
2024	$33,950	$54,371	$931,384	$-20,421
2023	$29,893	$23,401	$879,646	$6,492
2022	$27,004	$48,584	$808,604	$-21,580
2021	$55,583	$47,263	$906,862	$8,320

KNIGHTS OF COLUMBUS ST JOSEPH COUNC