MERVIN LAWTON TA CJB-42D114015 363 (EIN 366226703) - 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

1969

Legal Domicile

Principal Officer

PEGGY ULFERTS

Phone

8158573625

Tax Period

2025-01-01 to 2025-12-31

MERVIN LAWTON TA CJB-42D114015 363, founded in 1969, is a micro nonprofit that reported $86K in total revenue in fiscal year 2025. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 81% operating margin.

Mission

PALMYRA CEMETERY: CEMETERY AND GRAVE SITE ADMINISTRATION

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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 $85,907

Other Revenue $0

TOTAL REVENUE $85,907

Expense Breakdown

Grants Paid $250

Salaries & Benefits $6,443

Fundraising Expenses $0

Program Expenses $9,682

Other Expenses $9,760

TOTAL EXPENSES $16,453

Year-over-Year Comparison

	2025	2024	Change
Revenue	$85,907	$58,358	+0.5%
Expenses	$16,453	$16,368	+0.0%
Net Income	$69,454	$41,990	+0.7%

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
N/A	TRUSTEE	1.00		$6,443	$0	$6,443
GARY BURRS	SUPERINTENDE	N/A	Director	$0	$0	$0
GARY BURGESS	PRESIDENT	N/A	Officer	$0	$0	$0
FREDERICK DREW	VICE PRESIDE	N/A	Officer	$0	$0	$0
MARK EBERT	SECRETARY	N/A	Officer	$0	$0	$0
PEGGY ULFERTS	TREASURER	N/A	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	$85,907	$16,453	$857,677	$69,454
2024	$58,358	$16,368	$763,090	$41,990
2023	$41,474	$17,584	$695,084	$23,890
2022	$20,018	$16,599	$625,863	$3,419
2021	$34,137	$10,101	$706,455	$24,036
2020	$21,548	$13,451	$641,643	$8,097
2019	$23,551	$13,103	$614,072	$10,448
2018	$25,983	$12,895	$544,476	$13,088

MERVIN LAWTON TA CJB-42D114015 363