SUNSET HILLS ASSOC TRUST PERPETUAL CARE FUND (EIN 386041332) - 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

1959

Legal Domicile

Phone

8107666987

Tax Period

2023-01-01 to 2023-12-31

SUNSET HILLS ASSOC TRUST PERPETUAL CARE FUND, founded in 1959, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $385K, a strong 29% operating margin.

Mission

INCOME FOR SUNSET HILLS ASSOCIATION CEMETERY TO MAINTAIN THE GROUNDS AND BUILDINGS.

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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 $1,307,463

Other Revenue $0

TOTAL REVENUE $1,307,463

Expense Breakdown

Grants Paid $696,667

Salaries & Benefits $211,651

Fundraising Expenses $0

Program Expenses $696,667

Other Expenses $13,749

TOTAL EXPENSES $922,067

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,307,463	$1,526,131	-0.1%
Expenses	$922,067	$841,882	+0.1%
Net Income	$385,396	$684,249	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN KOEGEL	N/A	N/A	Officer Director	$0	$0	$0
ELIZABEATH M NEITHERCUT	N/A	N/A	Officer Director	$0	$0	$0
JEFFRY D ROCCO	N/A	N/A	Officer Director	$0	$0	$0
ALBERT J KOEGEL	N/A	N/A	Officer Director	$0	$0	$0
EDWARD NEITHERCUT	N/A	N/A	Director	$0	$0	$0
BARBARA L KOEGEL	N/A	N/A	Director	$0	$0	$0
JOHN C KOEGEL	N/A	N/A	Director	$0	$0	$0
N/A	TRUSTEE	N/A		$211,651	$0	$211,651

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
2023	$1,307,463	$922,067	$25,758,131	$385,396
2022	$1,526,131	$841,882	$25,379,141	$684,249
2021	$2,405,519	$687,320	$24,689,533	$1,718,199
2020	$360,792	$677,371	$22,983,622	$-316,579
2019	$1,067,552	$873,745	$23,291,105	$193,807
2018	$1,368,012	$759,151	$23,106,994	$608,861

SUNSET HILLS ASSOC TRUST PERPETUAL CARE FUND