BEVERLY HILLS CEMETERY CORPORATION (EIN 135615845) - 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

1931

Legal Domicile

Principal Officer

AARON SHIPPER

Phone

8455283516

Tax Period

2023-01-01 to 2023-12-31

BEVERLY HILLS CEMETERY CORPORATION, founded in 1931, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2023. Net assets of $11.2M represent 38 months of operating reserves.

Mission

TO PROVIDE PERMANENT MAINTENANCE,CURRENT MAINTENANCE,AND PERPETUAL CARE FOR THE CEMETERY.

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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 $1,023,590

Investment Income $482,137

Other Revenue $2,010,130

TOTAL REVENUE $3,515,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,861,459

Fundraising Expenses $0

Other Expenses $1,634,187

TOTAL EXPENSES $3,495,646

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,515,857	$3,270,460	+0.1%
Expenses	$3,495,646	$3,112,560	+0.1%
Net Income	$20,211	$157,900	-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

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

$458,839

Total Directors

$590,481

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA BOLLI	ASST. SECRETARY/ASST. TREA	25.00	Officer Director	$54,404	$39,078	$93,482
AARON SHIPPER	PRESIDENT	35.00	Officer Director	$175,000	$15,357	$190,357
EARL REISS	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE MAGNUSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WELSHONS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SHIPPER	VICE PRES./SECRETARY/TREAS	25.00	Officer Director	$175,000	$0	$175,000
SALVATORE MELI	SALES COUNSELOR	40.00	Director	$105,916	$25,726	$131,642
MICHELLE VALDES	SALES COUNSELOR	40.00	Highest	$180,018	$39,078	$219,096
STEVEN VALDES	SALES COUNSELOR	40.00	Highest	$140,889	$1,613	$142,502

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	$3,515,857	$3,495,646	$16,659,263	$20,211
2022	$3,270,460	$3,112,560	$15,770,290	$157,900
2021	$4,089,991	$2,914,253	$16,354,129	$1,175,738
2020	$4,011,445	$2,817,817	$15,042,480	$1,193,628
2019	$3,367,797	$2,660,870	$13,910,248	$706,927
2018	$3,549,321	$2,573,070	$12,795,365	$976,251

BEVERLY HILLS CEMETERY CORPORATION