Knights of Columbus Holy Spirit 9533 (EIN 431568891) - 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

1987

Legal Domicile

Principal Officer

Tony Shalloup

Phone

4178827227

Tax Period

2023-01-01 to 2023-12-31

Knights of Columbus Holy Spirit 9533, founded in 1987, is a small nonprofit that reported $255K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $90K, a strong 35% operating margin.

Mission

Rendering financial aid to sick, disabled, and needy members, their families, and 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 $35,624

Program Service Revenue $0

Investment Income $26,296

Other Revenue $192,676

TOTAL REVENUE $254,596

Expense Breakdown

Grants Paid $115,542

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,437

Other Expenses $45,004

TOTAL EXPENSES $164,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$254,596	$215,420	+0.2%
Expenses	$164,437	$102,326	+0.6%
Net Income	$90,159	$113,094	-0.2%

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
James Kresta	Director	2.00	Officer	$0	$0	$0
Charles Hornback	Director	2.00	Officer	$0	$0	$0
Ken Smith	Director	2.00	Officer	$0	$0	$0
Rick Hagan	Director	2.00	Officer	$0	$0	$0
Tony Shalloup	Treasurer	2.00	Officer	$0	$0	$0
Todd Carroll	Director	2.00	Officer	$0	$0	$0
Brian Casey	Trustee	2.00	Officer	$0	$0	$0
Andy Garcia	Director	2.00	Officer	$0	$0	$0
David Paulie	Director	2.00	Officer	$0	$0	$0
John Gambon	Director	2.00	Officer	$0	$0	$0
David Mitchell	Director	2.00	Officer	$0	$0	$0
Rocky Gambon	Trustee	2.00	Officer	$0	$0	$0
Chris Heil	Trustee	2.00	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	$254,596	$164,437	$1,088,453	$90,159
2022	$215,420	$102,326	$934,238	$113,094
2021	$248,130	$104,815	$941,570	$143,315
2020	$142,477	$108,159	$798,255	$34,318
2019	$270,213	$207,151	$763,937	$63,062
2018	$193,819	$145,805	$642,991	$48,014

Knights of Columbus Holy Spirit 9533