HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST - VIRGINIA (EIN 202651528) - 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

2001

Legal Domicile

Principal Officer

TRUIST BANK

Phone

4237573652

Tax Period

2023-01-01 to 2023-12-31

HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST - VIRGINIA, founded in 2001, is a small nonprofit in the Mutual Benefit sector that reported $185K in total revenue in fiscal year 2023. Revenue surged 768% from the prior year, signaling strong growth momentum. The organization ran a surplus of $164K, a strong 89% operating margin.

Mission

IMPROVEMENT CARE AND MAINTENANCE OF CEMETERIES OWNED IN VIRGINIA

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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 $18,175

Investment Income $166,493

Other Revenue $0

TOTAL REVENUE $184,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,265

Fundraising Expenses $0

Other Expenses $13,969

TOTAL EXPENSES $20,234

Year-over-Year Comparison

	2023	2022	Change
Revenue	$184,668	$21,271	+7.7%
Expenses	$20,234	$117,606	-0.8%
Net Income	$164,434	$-96,335	-2.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$6,265	$0	$6,265

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	$184,668	$20,234	$1,904,447	$164,434
2022	$21,271	$117,606	$1,908,596	$-96,335
2021	$265,364	$112,551	$2,005,825	$152,813
2020	$46,466	$121,103	$1,851,726	$-74,637
2019	$130,868	$63,476	$1,923,515	$67,392
2018	$57,191	$58,076	$1,858,829	$-885

HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST - VIRGINIA