SOSJ KNIGHTS HOSPITALLER PRIORY OF THE WESTERN USA (EIN 943145288) - 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

1991

Legal Domicile

Principal Officer

RICHARD CONNIFF

Phone

4087768900

Tax Period

2023-01-01 to 2023-12-31

SOSJ KNIGHTS HOSPITALLER PRIORY OF THE WESTERN USA, founded in 1991, is a small nonprofit in the Unknown sector that reported $311K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $358K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO CONTINUE THE TRADITION IN SERVING HUMANITY BY CHARITABLE WORKS FOR THE SICK AND NEEDY.

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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 $311,342

Program Service Revenue $0

Investment Income $77

Other Revenue $0

TOTAL REVENUE $311,419

Expense Breakdown

Grants Paid $244,579

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $334,128

Other Expenses $113,283

TOTAL EXPENSES $357,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,419	$207,196	+0.5%
Expenses	$357,862	$169,091	+1.1%
Net Income	$-46,443	$38,105	-2.2%

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
RICHARD CONNIFF	TREASURER	4.00	Officer	$0	$0	$0
SUZANNE G STEIN	SECRETARY	4.00	Officer	$0	$0	$0
CAROLINE MACNAB	CEO	15.00	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	$311,419	$357,862	$438,797	$-46,443
2022	$207,196	$169,091	$507,562	$38,105
2021	$147,658	$169,241	$391,503	$-21,583
2020	$279,382	$536,544	$418,581	$-257,162
2019	$422,879	$361,747	$647,795	$61,132
2018	$498,342	$305,185	$662,607	$193,157

SOSJ KNIGHTS HOSPITALLER PRIORY OF THE WESTERN USA