VIVIAN SHAFER TRUST FUND XXXXX9004 (EIN 166232131) - 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

Phone

8004962583

Tax Period

2023-01-01 to 2023-12-31

VIVIAN SHAFER TRUST FUND XXXXX9004, founded in 1975, is a micro nonprofit that reported $25K in total revenue in fiscal year 2018. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $14K, a strong 57% operating margin.

Mission

TO CARE FOR, MAINTAIN, AND IMPROVE CEMETERIES IN RUSHVILLE, EASTCLARKSON & LAKEVIEW IN BROCKPORT, NY.

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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 $19,335

Other Revenue $0

TOTAL REVENUE $19,335

Expense Breakdown

Grants Paid $15,148

Salaries & Benefits $7,851

Fundraising Expenses $0

Other Expenses $327

TOTAL EXPENSES $23,326

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,335	$7,957	+1.4%
Expenses	$23,326	$17,024	+0.4%
Net Income	$-3,991	$-9,067	-0.6%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	2.0		$7,851	$0	$7,851

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	No data	No data	No data	No data
2023	$19,335	$23,326	$356,546	$-3,991
2022	$7,957	$17,024	$360,497	$-9,067
2021	$31,356	$22,531	$369,668	$8,825
2020	$18,623	$16,504	$360,788	$2,119
2019	$22,129	$18,349	$358,750	$3,780
2018	$25,357	$10,973	$354,947	$14,384

VIVIAN SHAFER TRUST FUND XXXXX9004