Center Valley Cemetery Association (EIN 351015405) - 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

1913

Legal Domicile

Phone

3175396460

Tax Period

2025-01-01 to 2025-12-31

Center Valley Cemetery Association, founded in 1913, is a micro nonprofit that reported $46K in total revenue in fiscal year 2025. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 55% operating margin.

Mission

Sale of Burial Plots

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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 $0

Program Service Revenue $0

Investment Income $29,905

Other Revenue $15,625

TOTAL REVENUE $45,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,563

Other Expenses $20,563

TOTAL EXPENSES $20,563

Year-over-Year Comparison

	2025	2024	Change
Revenue	$45,530	$35,991	+0.3%
Expenses	$20,563	$17,775	+0.2%
Net Income	$24,967	$18,216	+0.4%

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
Jim Poor	Member	1.00	Director	$0	$0	$0
Milo Littell	Member	1.00	Director	$0	$0	$0
Aaron Lewis	Member	2.00	Director	$0	$0	$0
Jan Smith	Sexton	1.00	Director	$0	$0	$0
Steve Smith	Member	1.00	Director	$0	$0	$0
Isaac E Lewis	Treasurer	2.00	Officer	$0	$0	$0
Bonnie Littell	Deputy Treasurer	1.00	Officer	$0	$0	$0
Janet Ballou	Secretary	1.00	Officer	$0	$0	$0
John Gill	Vice President	1.00	Officer	$0	$0	$0
Barbara Thompson	President	1.00	Officer	$0	$0	$0
Dixie Moorton	Deputy Treasurer	1.00	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	$45,530	$20,563	$1,031,004	$24,967
2024	No data	No data	No data	No data
2023	$64,376	$167,410	$987,821	$-103,034
2022	$54,829	$41,616	$1,090,855	$13,213
2021	$28,113	$77,658	$1,077,642	$-49,545
2020	$24,219	$17,931	$1,127,187	$6,288
2019	$23,298	$17,115	$1,120,899	$6,183
2018	$13,932	$14,484	$1,114,716	$-552

Center Valley Cemetery Association