KNIGHTS OF COLUMBUS 1266 MONROE (EIN 237141505) - 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

1951

Legal Domicile

Principal Officer

JULIAN RIOS

Phone

7342414640

Tax Period

2023-01-01 to 2023-12-31

KNIGHTS OF COLUMBUS 1266 MONROE, founded in 1951, is a micro nonprofit that reported $80K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $115K exceeded revenue, resulting in a 44% operating deficit.

Mission

TO PROVIDE ASSISTANCE TO OTHER CHARITABLE ORGANIZATIONS.

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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 $58,973

Program Service Revenue $0

Investment Income $43

Other Revenue $20,609

TOTAL REVENUE $79,625

Expense Breakdown

Grants Paid $54,909

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $59,913

TOTAL EXPENSES $114,822

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,625	$114,176	-0.3%
Expenses	$114,822	$93,240	+0.2%
Net Income	$-35,197	$20,936	-2.7%

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

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
HARLEY J AICHLER	TRUSTEE	N/A	Director	$0	$0	$0
DAVID G BURGARD	CHAPLAN	N/A	Officer Director	$0	$0	$0
JAMES M CHRISTENSEN	WARDEN	N/A	Officer Director	$0	$0	$0
JEFFREY COUTUTIER	DEPUTY GRAND	N/A	Officer Director	$0	$0	$0
TERRY P DUROUCHER	TRUSTEE	N/A	Director	$0	$0	$0
DAVID N HEILMAN	RECORDER	N/A	Officer Director	$0	$0	$0
ARTHUR BOMIA III	OUTSIDE GUAR	N/A	Officer Director	$0	$0	$0
DENNIS J MILLER	TRUSTEE	N/A	Director	$0	$0	$0
RICKY PARKER	INSIDE GUARD	N/A	Officer Director	$0	$0	$0
JOSEPH E LAMOUR PGK	ADVOCATE	N/A	Officer Director	$0	$0	$0
SHAWN PIEDMONTE	FINANCIAL SE	N/A	Officer Director	$0	$0	$0
LEWIS G POUPARD	CHANCELLOR	N/A	Officer Director	$0	$0	$0
JEFFREY C RUPP	LECTURER	N/A	Officer Director	$0	$0	$0
MICHAEL COCHRAN	TREASURER	N/A	Officer	$0	$0	$0
JULIAN RIOS	GRAND KNIGHT	N/A	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
2024	No data	No data	No data	No data
2023	$79,625	$114,822	$152,584	$-35,197
2022	$114,176	$93,240	$186,642	$20,936
2021	$133,959	$69,635	$165,706	$64,324
2020	$42,673	$80,235	$75,972	$-37,562

KNIGHTS OF COLUMBUS 1266 MONROE