KNIGHTS OF THE GOLDEN TRAIL

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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

1986

Legal Domicile

Principal Officer

Joseph Carey

Phone

5136834686

Tax Period

2022-01-01 to 2022-12-31

KNIGHTS OF THE GOLDEN TRAIL, founded in 1986, is a small nonprofit that reported $182K in total revenue in fiscal year 2022. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $240K exceeded revenue, resulting in a 32% operating deficit.

Mission

Manage and operate a castle museum for the benefit of the public and as Ohio Historic site

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $182,194

The Knights of the Golden Trail own and operate the Loveland Castle which is open to the public as a museum and an Ohio Historic site

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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 (2022)

Revenue Breakdown

Contributions & Grants $182,181

Program Service Revenue $0

Investment Income $12

Other Revenue $0

TOTAL REVENUE $182,193

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $239,937

TOTAL EXPENSES $239,937

Year-over-Year Comparison

	2022	2021	Change
Revenue	$182,193	$253,808	-0.3%
Expenses	$239,937	$161,191	+0.5%
Net Income	$-57,744	$92,617	-1.6%

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
Thomas Bell	Trustee	10	Director	$0	$0	$0
Fred Russel	Trustee	10	Director	$0	$0	$0
Scott Holms	Trustee	10	Director	$0	$0	$0
Joseph Carey	President	40	Officer	$0	$0	$0
David Buken	Dean	10	Officer	$0	$0	$0
Mark Wiley	Treasurer	10	Officer	$0	$0	$0
William Edwards	Secretary	10	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
2022	$182,193	$239,937	$393,747	$-57,744
2021	$253,808	$161,191	$451,491	$92,617