KNIGHTS OF COLUMBUS #364 (EIN 237541584) - 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

1916

Legal Domicile

Principal Officer

DAVID GROESCH

Phone

2177872360

Tax Period

2023-01-01 to 2023-12-31

KNIGHTS OF COLUMBUS #364, founded in 1916, is a small nonprofit that reported $106K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $119K exceeded revenue, resulting in a 13% operating deficit.

Mission

THE MISSION IS TO SUPPORT COMMUNITY CHARITABLE GROUPS AND PROMOTE FELLOWSHIP WITHIN THE CATHOLIC COMMUNIY.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $105,521

TOTAL REVENUE $105,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $119,117

TOTAL EXPENSES $119,117

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,521	$178,042	-0.4%
Expenses	$119,117	$223,999	-0.5%
Net Income	$-13,596	$-45,957	-0.7%

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
GREG LUEKEN	TRUSTEE	1.00	Director	$0	$0	$0
TERRY FARMER	TRUSTEE	8.00	Director	$0	$0	$0
MIKE WORMAN	TRUSTEE	5.00	Director	$0	$0	$0
MIKE SHERMAN	FINANCIAL SECRETARY	15.00	Officer	$0	$0	$0
DAVID GROESCH	GRAND KNIGHT	3.50	Officer	$0	$0	$0
LARRY JOHNSON	TREASURER	7.00	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
2024	No data	No data	No data	No data
2023	$105,521	$119,117	$451,524	$-13,596
2022	$178,042	$223,999	$389,760	$-45,957
2021	$185,713	$102,368	$478,190	$83,345
2020	$104,155	$285,422	$596,164	$-181,267

KNIGHTS OF COLUMBUS #364