Bay Area Knights of Columbus Foundation for The Mentally Retarded (EIN 941634335) - 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

Phone

4152422477

Tax Period

2025-01-01 to 2025-12-31

Bay Area Knights of Columbus Foundation for The Mentally Retarded is a micro nonprofit that reported $3K in total revenue in fiscal year 2025. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $6K exceeded revenue, resulting in a 115% operating deficit.

Mission

Provide safety, computer education, and recreational activities for mentally retarded children

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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 (2025)

Revenue Breakdown

Contributions & Grants $3,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,000

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,445

Other Expenses $3,445

TOTAL EXPENSES $6,445

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,000	$4,500	-0.3%
Expenses	$6,445	$34,450	-0.8%
Net Income	$-3,445	$-29,950	-0.9%

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	Role	Reportable Comp	Other Comp	Total
Ed Dollard	President	Director	$0	$0	$0
George Yen	CFO	Director	$0	$0	$0
Marie Carr	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	$3,000	$6,445	$309,206	$-3,445
2024	$4,500	$34,450	$312,651	$-29,950
2023	$2,000	$7,990	$342,601	$-5,990
2022	$1,664	$8,304	$348,591	$-6,640
2021	$30,679	$7,230	$355,231	$23,449
2020	$13,584	$5,848	$331,782	$7,736
2019	$6,205	$11,513	$324,046	$-5,308
2018	$23,538	$16,685	$329,354	$6,853

Bay Area Knights of Columbus Foundation for The Mentally Retarded