St Mary's Immaculate Conception Cemetery and Chapel (EIN 042772307) - 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

1982

Legal Domicile

Principal Officer

James M Jacobs

Phone

9786828181

Tax Period

2023-07-01 to 2024-06-30

St Mary's Immaculate Conception Cemetery and Chapel, founded in 1982, is a small nonprofit that reported $902K in total revenue in fiscal year 2023. Net assets of $4.2M represent 56 months of operating reserves.

Mission

Operation of a cemetery & mausoleum.

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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 $535,858

Investment Income $132,775

Other Revenue $232,868

TOTAL REVENUE $901,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $524,061

Fundraising Expenses $0

Program Expenses $521,256

Other Expenses $355,794

TOTAL EXPENSES $879,855

Year-over-Year Comparison

	2023	2022	Change
Revenue	$901,501	$915,908	0.0%
Expenses	$879,855	$944,729	-0.1%
Net Income	$21,646	$-28,821	-1.8%

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

$84,999

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joanne Castiglione	Director Minimum	0.00	Director	$0	$0	$0
Craig Gibson	Director Minimum	0.00	Director	$0	$0	$0
Atty Wendy Y Estrella	Director Minimum	0.00	Director	$0	$0	$0
Rev Israel J Rodriguez	President - Treasurer	0.00	Officer Director	$0	$0	$0
James M Jacobs	Executive Director	40.00	Officer	$72,432	$12,567	$84,999

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	$901,501	$879,855	$5,500,116	$21,646
2023	$915,908	$944,729	$5,216,013	$-28,821
2022	$998,593	$989,265	$5,090,124	$9,328
2021	$1,012,174	$956,987	$5,390,539	$55,187
2020	$1,048,618	$873,550	$4,612,081	$175,068
2019	$981,759	$842,092	$4,577,424	$139,667

St Mary's Immaculate Conception Cemetery and Chapel