PLEASANT HILL CEMETERY ASSOCIATION (EIN 221936246) - 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

1924

Legal Domicile

Principal Officer

MICHAEL J WADE

Phone

9732675588

Tax Period

2023-01-01 to 2023-12-31

PLEASANT HILL CEMETERY ASSOCIATION, founded in 1924, is a small nonprofit that reported $852K in total revenue in fiscal year 2023. Revenue surged 127% from the prior year, signaling strong growth momentum. The organization ran a surplus of $275K, a strong 32% operating margin.

Mission

PROVIDE FUNDS FOR BURIAL & PERPETUAL CARE OF SITES

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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 $287,730

Program Service Revenue $445,301

Investment Income $2,809

Other Revenue $116,438

TOTAL REVENUE $852,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $228,263

Fundraising Expenses $0

Program Expenses $397,537

Other Expenses $349,374

TOTAL EXPENSES $577,637

Year-over-Year Comparison

	2023	2022	Change
Revenue	$852,278	$376,004	+1.3%
Expenses	$577,637	$547,797	+0.1%
Net Income	$274,641	$-171,793	-2.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY BRESSLER	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE A COOPER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL J WADE	TREASURER	2.00	Officer Director	$0	$0	$0
LARRY ASHLEY	TRUSTEE	1.00	Director	$0	$0	$0
KURT ALSTEADE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ED HANNINGTON	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID CONOVER	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAULA HAYS	TRUSTEE	1.00	Director	$0	$0	$0
HOLLY TAQUINTO	TRUSTEE	1.00	Director	$0	$0	$0
KAREN DILLEY	TRUSTEE	1.00	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
2023	$852,278	$577,637	$5,389,038	$274,641
2022	$376,004	$547,797	$5,234,157	$-171,793
2021	$717,373	$477,394	$5,482,895	$239,979
2020	$679,872	$394,567	$5,317,528	$285,305
2019	$616,168	$404,830	$5,172,892	$211,338
2018	$419,352	$397,897	$5,060,422	$21,455

PLEASANT HILL CEMETERY ASSOCIATION