UPPER ALTON CEMETERY (EIN 370560403) - 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

1917

Legal Domicile

Principal Officer

PATRICIA TAULBEE

Phone

6184621672

Tax Period

2023-09-01 to 2024-08-31

Upper Alton Cemetery, founded in 1917, is a small nonprofit that reported $135K in total revenue in fiscal year 2019. Revenue surged 32% from the prior year, signaling strong growth momentum. Net assets of $898K represent 80 months of operating reserves.

Mission

CEMETERY OPERATIONS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $26,345

Other Revenue $57,928

TOTAL REVENUE $84,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,840

Fundraising Expenses $0

Program Expenses $142,327

Other Expenses $97,779

TOTAL EXPENSES $190,619

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,273	$127,465	-0.3%
Expenses	$190,619	$262,654	-0.3%
Net Income	$-106,346	$-135,189	-0.2%

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

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

$853

Total Directors

$853

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA TAULBEE	Treasurer	1.00	Officer Director	$853	$0	$853
MAURICE HAND JR	President	1.00	Officer Director	$0	$0	$0
JAMIE PRESS	Secretary	1.00	Officer Director	$0	$0	$0
MARVIN BOCK	Vice President	1.00	Director	$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	No data	No data	No data	No data
2024	$84,273	$190,619	$1,433,380	$-106,346
2023	$127,465	$262,654	$1,538,074	$-135,189
2022	$203,654	$424,985	$1,666,935	$-221,331
2021	$219,267	$150,632	$1,940,125	$68,635
2020	$134,690	$144,107	$1,874,466	$-9,417

UPPER ALTON CEMETERY