SMITH TUW OB PERPETUAL TR XXXXX1000

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1934

Legal Domicile

Phone

8004962583

Tax Period

2024-01-01 to 2024-12-31

SMITH TUW OB PERPETUAL TR XXXXX1000, founded in 1934, is a small nonprofit in the Mutual Benefit sector that reported $271K in total revenue in fiscal year 2024. The organization ran a surplus of $47K, a strong 17% operating margin.

Mission

AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE PLEASANT HILL CEMETERY ASSOCIATION.

Program Service Accomplishments

Program 1

AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE PLEASANT HILL CEMETERY ASSOCIATION THROUGH THE DISTRIBUTIONS OF ITS INCOME TO THE PLEASANT HILL CEMETERY ASSOCIATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $271,123

Other Revenue $0

TOTAL REVENUE $271,123

Expense Breakdown

Grants Paid $153,371

Salaries & Benefits $67,342

Fundraising Expenses $0

Other Expenses $3,456

TOTAL EXPENSES $224,169

Year-over-Year Comparison

	2024	2023	Change
Revenue	$271,123	$273,387	0.0%
Expenses	$224,169	$205,275	+0.1%
Net Income	$46,954	$68,112	-0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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		$67,341	$0	$67,341

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	$271,123	$224,169	$4,633,645	$46,954
2023	$273,387	$205,275	$4,593,804	$68,112
2022	$112,422	$251,324	$4,526,911	$-138,902
2021	$386,092	$171,623	$4,666,151	$214,469
2020	$238,350	$176,163	$4,451,294	$62,187
2019	$330,514	$174,420	$4,390,605	$156,094
2018	$230,996	$137,681	$4,234,525	$93,315