IVY HILL ASSOC TTEE FOR IVY HILL CEMETERY (EIN 237420133) - 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

1973

Legal Domicile

Principal Officer

JACQUELINE M RICKS

Phone

3014985238

Tax Period

2025-01-01 to 2025-12-31

IVY HILL ASSOC TTEE FOR IVY HILL CEMETERY, founded in 1973, is a small nonprofit that reported $234K in total revenue in fiscal year 2025. The organization ran a surplus of $135K, a strong 57% operating margin.

Mission

TO OVERSEE THE OPERATION, MAINTENANCE AND PRESERVATION OF THE IVY HILL CEMETERY.

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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 $100

Program Service Revenue $155,002

Investment Income $79,170

Other Revenue $0

TOTAL REVENUE $234,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $99,626

TOTAL EXPENSES $99,626

Year-over-Year Comparison

	2025	2024	Change
Revenue	$234,272	$235,877	0.0%
Expenses	$99,626	$84,418	+0.2%
Net Income	$134,646	$151,459	-0.1%

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

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
STEPHEN BENTON	DIRECTOR	3.00	Director	$0	$0	$0
STEVE CLAUDY	DIRECTOR	1.00	Director	$0	$0	$0
JAMES CROSS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN FLESTER	DIRECTOR	4.00	Director	$0	$0	$0
WILLIAM E WATTS III	DIRECTOR	4.00	Director	$0	$0	$0
GREG S KARPMAN	DIRECTOR	1.00	Director	$0	$0	$0
GAYLE SNYDER	DIRECTOR	1.00	Director	$0	$0	$0
LORIE SMALLETTS	DIRECTOR	1.00	Director	$0	$0	$0
GREG SWEITZER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MCLAUGHLIN	PRESIDENT	4.00	Officer	$0	$0	$0
DAVID R CHAMBERLIN	VICE-PRESIDENT	1.00	Officer	$0	$0	$0
JACQUELINE M RICKS	TREASURER	3.00	Officer	$0	$0	$0
MITZI BETMAN	SECRETARY	2.00	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	$234,272	$99,626	$2,247,374	$134,646
2024	$235,877	$84,418	$2,066,202	$151,459
2023	$175,426	$117,860	$1,903,425	$57,566
2022	$269,440	$133,668	$1,819,488	$135,772
2021	$238,742	$109,909	$1,684,686	$128,833
2020	$273,964	$115,566	$1,555,853	$158,398

IVY HILL ASSOC TTEE FOR IVY HILL CEMETERY