SAMUEL A LLEWELYN BURIAL FUND COMMISSION (EIN 216017022) - 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

1951

Legal Domicile

Principal Officer

DAPHNE P ROBERTS

Phone

7329916733

Tax Period

2024-06-01 to 2025-05-31

SAMUEL A LLEWELYN BURIAL FUND COMMISSION, founded in 1951, is a micro nonprofit that reported $20K in total revenue in fiscal year 2024. Net assets of $1.5M represent 911 months of operating reserves.

Mission

To provide burial benefits to members

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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 (2024)

Revenue Breakdown

Contributions & Grants $19,125

Program Service Revenue $0

Investment Income $603

Other Revenue $0

TOTAL REVENUE $19,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $300

Fundraising Expenses $0

Program Expenses $16,500

Other Expenses $4,059

TOTAL EXPENSES $20,859

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,728	$18,812	+0.0%
Expenses	$20,859	$13,900	+0.5%
Net Income	$-1,131	$4,912	-1.2%

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

$300

Total Directors

$300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAPHNE P ROBERTS	PRESIDENT	2	Officer Director	$0	$0	$0
CLIFTON J HARDY	VICE PRESIDENT	1	Officer Director	$0	$0	$0
PAMELLA T MUNSON	FINANCIAL SECRETARY	2	Officer Director	$100	$0	$100
DEINSE BURROUGHS	RECORDING SECRETARY	1	Officer Director	$100	$0	$100
BRYAN MORRIS	TREASURER	2	Officer Director	$100	$0	$100
ANDREW BURROUGHS	TRUSTEE	1	Director	$0	$0	$0
J RONALD HYMAN	TRUSTEE	1	Director	$0	$0	$0
MARTHA MEYERS	TRUSTEE	1	Director	$0	$0	$0
W SPENCER PERSON JR	TRUSTEE	1	Director	$0	$0	$0
JESSACA WALKER	TRUSTEE	1	Director	$0	$0	$0

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	$19,728	$20,859	$1,497,316	$-1,131
2024	$18,812	$13,900	$1,309,083	$4,912
2023	$15,831	$18,929	$1,072,924	$-3,098
2022	$9,795	$16,585	$1,043,551	$-6,790
2021	$25,169	$20,468	$1,183,208	$4,701
2020	$128,273	$17,926	$906,097	$110,347
2019	$46,659	$17,117	$795,750	$29,542

SAMUEL A LLEWELYN BURIAL FUND COMMISSION