PERPETUAL CARE FUND TRUST FOR CONC… - Form 990 Financial Data

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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

1968

Legal Domicile

Principal Officer

CO OLD NATIONAL WEALTH MGMT

Phone

8008300362

Tax Period

2024-10-01 to 2025-09-30

PERPETUAL CARE FUND TRUST FOR CONCORDIA, founded in 1968, is a micro nonprofit in the Mutual Benefit sector that reported $19K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $35K exceeded revenue, resulting in a 83% operating deficit.

Mission

TO RECEIVE AND MAINTAIN FUNDS FOR THE PERPETUAL CARE AND MAINTENANCE OF CONCORDIA EV. LUTHERAN CEMETERY ASSOCIATION.

Program Service Accomplishments

Program 1

Expenses: $25,265

THE ORGANIZATION PROVIDES FUNDS, TO BE HELD IN PERPETUAL TRUST, IN KEEPING UP THE FOREVER NECESSARY CARE AND MAINTENANCE OF THE INDIVIDUAL LOTS AND GRAVES.

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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 $0

Program Service Revenue $0

Investment Income $19,066

Other Revenue $0

TOTAL REVENUE $19,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,551

Fundraising Expenses $0

Program Expenses $25,265

Other Expenses $26,318

TOTAL EXPENSES $34,869

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,066	$31,025	-0.4%
Expenses	$34,869	$17,056	+1.0%
Net Income	$-15,803	$13,969	-2.1%

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

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
N/A	TRUSTEE	1.0		$8,551	$0	$8,551

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	$19,066	$34,869	$506,575	$-15,803
2024	$31,025	$17,056	$522,377	$13,969
2023	$5,652	$16,392	$510,145	$-10,740
2022	$-8,863	$8,128	$445,094	$-16,991
2021	$22,123	$7,961	$539,471	$14,162
2020	$22,479	$11,023	$499,812	$11,456

PERPETUAL CARE FUND TRUST FOR CONCORDIA