EVERGREEN CEMETARY ASSOCIATION

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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

1905

Legal Domicile

Principal Officer

PATRICIA DAVIS

Phone

8143821447

Tax Period

2024-01-01 to 2024-12-31

EVERGREEN CEMETARY ASSOCIATION, founded in 1905, is a micro nonprofit that reported $27K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $46K exceeded revenue, resulting in a 70% operating deficit.

Mission

PROVIDES BURIAL SERVICES TO THE GENERAL PUBLIC, CONTINUAL MAINTENANCE, CARE OF CEMETARY PROPERTY AND GRAVE SITES.

Program Service Accomplishments

Program 1

Expenses: $45,132

PROVIDES BURIAL SERVICES TO THE GENERAL PUBLIC, CONTINUAL MAINTENANCE, CARE OF CEMETARY PROPERTY AND GRAVE 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 (2024)

Revenue Breakdown

Contributions & Grants $6,500

Program Service Revenue $5,575

Investment Income $13,458

Other Revenue $1,874

TOTAL REVENUE $27,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,000

Fundraising Expenses $0

Program Expenses $45,132

Other Expenses $45,497

TOTAL EXPENSES $46,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,407	$20,776	+0.3%
Expenses	$46,497	$39,489	+0.2%
Net Income	$-19,090	$-18,713	+0.0%

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

$1,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA DAVIS	TREASURER	005.00	Officer	$500	$0	$500
CATHY DAVIS	SECRETARY	005.00	Officer	$500	$0	$500
ELOISE BROOKS	TRUSTEE	001.00	Director	$0	$0	$0
YVONNE PORFILIO	TRUSTEE	001.00	Director	$0	$0	$0
ROBERT AGNEW	TRUSTEE	001.00	Director	$0	$0	$0
LORI SMITH	TRUSTEE	001.00	Director	$0	$0	$0
PAT JARRELL	TRUSTEE	001.00	Director	$0	$0	$0
WILLIAM AGNEW	PRESIDENT	001.00	Officer	$0	$0	$0
JAMES HANDY	VICE PRESIDENT	001.00	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
2024	$27,407	$46,497	$453,554	$-19,090
2023	$20,776	$39,489	$442,609	$-18,713
2022	$21,351	$42,849	$393,625	$-21,498
2021	$51,510	$48,925	$497,865	$2,585
2020	$48,058	$43,599	$442,348	$4,459
2019	$46,961	$38,000	$410,226	$8,961
2018	$43,561	$37,499	$579,101	$6,062