ILLINOIS KNIGHTS TEMPLAR HOME ENDOWMENT FUND (EIN 363153303) - 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

1981

Legal Domicile

Principal Officer

WILLIAM E JEGEN

Phone

6308585550

Tax Period

2019-08-01 to 2020-07-31

ILLINOIS KNIGHTS TEMPLAR HOME ENDOWMENT FUND, founded in 1981, is a micro nonprofit that reported $77K in total revenue in fiscal year 2019. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 32% operating margin.

Mission

TO SUPPORT THE ILLINOIS KNIGHTS TEMPLAR HOME IN ITS MISSION, AS WELL AS SUPPORTING OTHER MASONIC CHARITIES AND MASONIC FRATERNAL ORGANIZATIONS QUALIFYING AS CHARITABLE ENTITIES

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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 (2019)

Revenue Breakdown

Contributions & Grants $2

Program Service Revenue $0

Investment Income $55,354

Other Revenue $21,750

TOTAL REVENUE $77,106

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $52,530

TOTAL EXPENSES $52,530

Year-over-Year Comparison

	2019	2018	Change
Revenue	$77,106	$47,988	+0.6%
Expenses	$52,530	$52,306	+0.0%
Net Income	$24,576	$-4,318	-6.7%

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

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
RICHARD T CARNALL	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM E JEGEN	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD YENA	SECRETARY	1.00	Officer Director	$0	$0	$0
HENRY J DEHEER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES W PATTON	DIRECTOR	1.00	Director	$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
2020	$77,106	$52,530	$6,078,114	$24,576
2019	$47,988	$52,306	$6,107,111	$-4,318
2018	$3,233,328	$12,635	$4,531,601	$3,220,693
2018	$4,797,269	$12,392	$6,096,802	$4,784,877

ILLINOIS KNIGHTS TEMPLAR HOME ENDOWMENT FUND