HAROLD ELLISON TUW FOR JONES CEMETERY 002189

EIN: 356375837

MUNCIE, IN

Total Revenue
$14,445
Total Expenses
$15,431
Total Assets
$448,674
Net Assets
$448,674
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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
1994
Legal Domicile
IN
Principal Officer
LAUREN SNYDER
Phone
7657471500
Tax Period
2022-01-01 to 2022-12-31

HAROLD ELLISON TUW FOR JONES CEMETERY 002189, founded in 1994, is a micro nonprofit that reported $14K in total revenue in fiscal year 2022. Revenue fell 40% from the prior year — a significant decline worth monitoring. Net assets of $449K represent 373 months of operating reserves.

Mission

THIS IS A PERMANENT ENDOWMENT TRUST FOR THE BENEFIT OF THE JONES CEMETERY. EARNED INCOME IS DISTRIBUTED ANNUALLY TO SUPPORT THE GENERAL OPERATION OF THE CEMETERY.

Program Service Accomplishments

Program 1

MAINTAINING THE GROUNDS OF JONES 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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $9,400
Program Service Revenue $0
Investment Income $5,045
Other Revenue $0
TOTAL REVENUE $14,445

Expense Breakdown

Grants Paid $8,879
Salaries & Benefits $4,992
Fundraising Expenses $0
Other Expenses $1,560
TOTAL EXPENSES $15,431

Year-over-Year Comparison

2022 2021 Change
Revenue $14,445 $23,928 -0.4%
Expenses $15,431 $11,953 +0.3%
Net Income $-986 $11,975 -1.1%
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

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Governance

Voting Members
1
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 0.40
$4,992 $0 $4,992
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
2022 $14,445 $15,431 $448,674 $-986
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