HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST - TENNESSEE

EIN: 202651465 Mutual Benefit

ORLANDO, FL

Total Revenue
$1,356,855
Total Expenses
$402,032
Total Assets
$8,621,540
Net Assets
$8,621,540
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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
2001
Legal Domicile
TN
Principal Officer
TRUIST BANK
Phone
4232375907
Tax Period
2024-01-01 to 2024-12-31

HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST - TENNESSEE, founded in 2001, is a community nonprofit in the Mutual Benefit sector that reported $1.4M in total revenue in fiscal year 2024. The organization ran a surplus of $955K, a strong 70% operating margin.

Mission

IMPROVEMENT CARE AND MAINTENANCE OF CEMETERIES OWNED IN TENNESSEE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $241,093
Investment Income $1,115,762
Other Revenue $0
TOTAL REVENUE $1,356,855

Expense Breakdown

Grants Paid $0
Salaries & Benefits $27,815
Fundraising Expenses $0
Other Expenses $374,217
TOTAL EXPENSES $402,032

Year-over-Year Comparison

2024 2023 Change
Revenue $1,356,855 $-453,503 -4.0%
Expenses $402,032 $388,228 +0.0%
Net Income $954,823 $-841,731 -2.1%
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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$0 $0 $27,815
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 $1,356,855 $402,032 $8,621,540 $954,823
2023 $-453,503 $388,228 $7,645,772 $-841,731
2022 $221,430 $508,272 $8,507,846 $-286,842
2021 $1,215,379 $475,986 $8,800,663 $739,393
2020 $297,727 $495,471 $8,067,099 $-197,744
2019 $690,319 $339,599 $8,254,618 $350,720
2018 $382,482 $469,388 $7,913,624 $-86,906
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