SANTA ROSA COLOMBIAN INC (EIN 942681692) - 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

1978

Legal Domicile

Principal Officer

Richard Dey

Phone

7074865164

Tax Period

2023-07-01 to 2024-06-30

SANTA ROSA COLOMBIAN INC, founded in 1978, is a micro nonprofit that reported $67K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 70% operating margin.

Mission

Established in 1978 to hold/manage the assets of Knights of Columbus Council #1324 and to transfer funds to Council #1324 for charitable giving.

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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 $0

Program Service Revenue $0

Investment Income $66,555

Other Revenue $0

TOTAL REVENUE $66,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $20,000

TOTAL EXPENSES $20,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,555	$44,393	+0.5%
Expenses	$20,000	$775	+24.8%
Net Income	$46,555	$43,618	+0.1%

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
Abraham Daniels	Director	0.5	Director	$0	$0	$0
Richard Dey	President	1	Officer Director	$0	$0	$0
Fred Wiele	Vice President	0.25	Officer Director	$0	$0	$0
Paul Peck	Secretary	0.25	Officer Director	$0	$0	$0
Thomas Byrne	Treasurer	1	Officer 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	$66,555	$20,000	$661,791	$46,555
2023	$44,393	$775	$615,236	$43,618
2022	$25,790	$20	$581,618	$25,770
2021	$13,954	$203	$704,111	$13,751

SANTA ROSA COLOMBIAN INC