Knights Templar of the United States of America Forest City Commandery 40 KT (EIN 340336149) - 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

1900

Legal Domicile

Principal Officer

JAMES A LANGMEAD

Phone

4405824883

Tax Period

2021-06-01 to 2022-05-31

Knights Templar of the United States of America Forest City Commandery 40 KT, founded in 1900, is a micro nonprofit that reported $20K in total revenue in fiscal year 2021. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $24K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO PROVIDE MORAL ETHICAL EDUCATION TO MEMBERS AND INDIRECTLY SUPORT FOUNDATIONS

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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 (2021)

Revenue Breakdown

Contributions & Grants $3,269

Program Service Revenue $0

Investment Income $17,000

Other Revenue $0

TOTAL REVENUE $20,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,000

Other Expenses $24,196

TOTAL EXPENSES $24,196

Year-over-Year Comparison

	2021	2020	Change
Revenue	$20,269	$193,431	-0.9%
Expenses	$24,196	$193,919	-0.9%
Net Income	$-3,927	$-488	+7.0%

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

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
ROBERT A ESAREY	Capt General	2.000	Officer	$0	$0	$0
JAMES A LANGMEAD	RECORDER	N/A	Officer	$0	$0	$0
JOBIE W DOTSON	TREASURER	N/A	Officer	$0	$0	$0
CHRISTOPHER J SHELLITO	Commander	2.000	Officer	$0	$0	$0
ROY J KURKA	Generalissimo	2.000	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	$20,269	$24,196	$687,483	$-3,927
2021	$193,431	$193,919	$748,637	$-488

Knights Templar of the United States of America Forest City Commandery 40 KT