MT CARMEL CEMETERY (EIN 237394490) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Jordan Carlisle

Phone

5019448144

Tax Period

2025-01-01 to 2025-12-31

MT CARMEL CEMETERY, founded in 1983, is a small nonprofit in the Mutual Benefit sector that reported $204K in total revenue in fiscal year 2021. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 47% operating margin.

Mission

To bury people and their remains while also caring for and maintaining the present cemetery and extension thereof.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $31,570

Program Service Revenue $64,650

Investment Income $21,752

Other Revenue $6,801

TOTAL REVENUE $124,773

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,125

Fundraising Expenses $0

Program Expenses $0

Other Expenses $78,637

TOTAL EXPENSES $92,762

Year-over-Year Comparison

	2025	2024	Change
Revenue	$124,773	$89,840	+0.4%
Expenses	$92,762	$105,891	-0.1%
Net Income	$32,011	$-16,051	-3.0%

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

$14,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Harry Marshall	Assistant Secretary	5	Officer	$5,325	$0	$5,325
Jordan Carlisle	Treasurer	5	Officer	$4,800	$0	$4,800
Dorothy Putt	Secretary	5.00	Officer	$4,000	$0	$4,000
Tom Healea	Chairman	1	Officer	$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	$124,773	$92,762	$709,055	$32,011
2024	$89,840	$105,891	$602,043	$-16,051
2023	$115,425	$90,081	$618,092	$25,344
2022	$98,711	$76,817	$592,748	$21,894
2021	$204,244	$108,071	$570,428	$96,173

MT CARMEL CEMETERY