Knights of Columbus Council 4060 (EIN 942742929) - 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

1975

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Knights of Columbus Council 4060, founded in 1975, is a small nonprofit that reported $113K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 25% operating margin.

Mission

Charity, faith based education, parish support.

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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 $29,882

Program Service Revenue $47,948

Investment Income $1,100

Other Revenue $34,421

TOTAL REVENUE $113,351

Expense Breakdown

Grants Paid $79,666

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,666

Other Expenses $4,842

TOTAL EXPENSES $84,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$113,351	$80,939	+0.4%
Expenses	$84,508	$58,201	+0.5%
Net Income	$28,843	$22,738	+0.3%

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

250

Independent Members

250

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
JOHN PLUTH	1ST YR TRUSTEE	Director	$0	$0	$0
JAMES FIEDLER	3RD YR TRUSTEE	Director	$0	$0	$0
STEVEN BATTLES	2ND YR TRUSTEE	Director	$0	$0	$0
RICHARD SCHMIDT	Treasurer	Officer	$0	$0	$0
ELMER SPARTZ	RECORDER	Officer	$0	$0	$0
RONALD M CORTEZ	ADVOCATE	Officer	$0	$0	$0
STEPHEN CORNELL	OUTSIDE GUARD	Officer	$0	$0	$0
EDWARD MESHINSKY	WARDEN	Officer	$0	$0	$0
GEORGE C KERRIGAN	INSIDE GUARD	Officer	$0	$0	$0
DENNIS FRESQUEZ	FINANCIAL SEC	Officer	$0	$0	$0
SHAWN MORTE	LECTURER	Officer	$0	$0	$0
JACK MARTIN JR	GRAND KNIGHT	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
2025	No data	No data	No data	No data
2024	$113,351	$84,508	$80,861	$28,843
2023	$80,939	$58,201	$52,018	$22,738
2022	$33,598	$39,064	$29,280	$-5,466
2021	$50,803	$48,678	$34,746	$2,125
2020	$57,753	$54,004	$32,621	$3,749
2019	$62,178	$80,830	$28,872	$-18,652

Knights of Columbus Council 4060