JOSHUA CREEK CEMETERY PERPETUAL MAINTENANCE TRUST (EIN 237181563) - 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

1972

Legal Domicile

Principal Officer

HOWARD P BATEMAN

Phone

8634946624

Tax Period

2025-01-01 to 2025-12-31

JOSHUA CREEK CEMETERY PERPETUAL MAINTENANCE TRUST, founded in 1972, is a micro nonprofit that reported $86K in total revenue in fiscal year 2025. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 58% operating margin.

Mission

TO MAINTAIN AND PROVIDE LOTS IN THE JOSHUA CREEK CEMETERY, A SMALL CEMETERY IN EASTERN DESOTO COUNTY, FLORIDA

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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 (2025)

Revenue Breakdown

Contributions & Grants $36,262

Program Service Revenue $16,570

Investment Income $32,767

Other Revenue $0

TOTAL REVENUE $85,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $35,618

TOTAL EXPENSES $35,618

Year-over-Year Comparison

	2025	2024	Change
Revenue	$85,599	$58,663	+0.5%
Expenses	$35,618	$37,752	-0.1%
Net Income	$49,981	$20,911	+1.4%

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
JANICE AVANT	DIRECTOR	N/A	Director	$0	$0	$0
HOWARD P BATEMAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
OKEECHOBEE BATEMAN	DIRECTOR EME	N/A	Director	$0	$0	$0
JOHN CLEMMONS	DIRECTOR	N/A	Director	$0	$0	$0
BEVERLY HARPER	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
TOM HOLLINGSWORTH	DIRECTOR	N/A	Director	$0	$0	$0
JIMMY BARRERA JR	DIRECTOR	N/A	Director	$0	$0	$0
CARY MERCER	DIRECTOR	N/A	Director	$0	$0	$0
LYNN SHELFER	DIRECTOR	N/A	Officer Director	$0	$0	$0
TARA WELLES-JONES	VICE PRESIDE	N/A	Officer 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	$85,599	$35,618	$883,065	$49,981
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	$31,963	$29,613	$760,309	$2,350
2021	$89,882	$36,036	$757,959	$53,846
2020	$39,918	$21,798	$704,113	$18,120
2019	$22,073	$19,282	$685,993	$2,791
2018	$33,805	$24,240	$683,202	$9,565

JOSHUA CREEK CEMETERY PERPETUAL MAINTENANCE TRUST