FOUNDATION OF KNIGHTS OF CARMEL MISSION (EIN 800837054) - 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

2012

Legal Domicile

Phone

8316262848

Tax Period

2024-01-01 to 2024-12-31

FOUNDATION OF KNIGHTS OF CARMEL MISSION, founded in 2012, is a micro nonprofit in the Human Services sector that reported $55K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 15% operating margin.

Mission

THE FOUNDATION OF THE KNIGHTS OF CARMEL MISSION, INC WAS FORMED TO ALLOW BROTHER KNIGHTS, PARISHIONERS AND FRIENDS TO OPPORTUNITY TO DOINATE AND SUPPORT THE PROJECTS ENDORSED BY THE KNIGHTS OF COLUMBUS OF CARMEL MISSION AND RECEIVE THE PERMITTED TAX BENEFIT

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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 (2024)

Revenue Breakdown

Contributions & Grants $15,655

Program Service Revenue $0

Investment Income $39,777

Other Revenue $0

TOTAL REVENUE $55,432

Expense Breakdown

Grants Paid $31,000

Salaries & Benefits $0

Fundraising Expenses $1,473

Program Expenses $37,491

Other Expenses $16,085

TOTAL EXPENSES $47,085

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,432	$40,863	+0.4%
Expenses	$47,085	$20,609	+1.3%
Net Income	$8,347	$20,254	-0.6%

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

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	Role	Reportable Comp	Other Comp	Total
RON FREDRICKSON	President	Director	$0	$0	$0
PAUL GUTIERREZ	Treasurer	Director	$0	$0	$0
JOE CRESCENTE	Secretary	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
2025	No data	No data	No data	No data
2024	$55,432	$47,085	$1,207,870	$8,347
2023	$40,863	$20,609	$1,038,187	$20,254
2022	$802,958	$17,763	$1,022,296	$785,195

FOUNDATION OF KNIGHTS OF CARMEL MISSION