SACRED HEART CEMETERY OF BURLINGTON IOWA INC (EIN 420783069) - 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

2000

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

SACRED HEART CEMETERY OF BURLINGTON IOWA INC, founded in 2000, is a micro nonprofit that reported $64K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $85K exceeded revenue, resulting in a 32% operating deficit.

Mission

CEMETERY OPERATIONS INCLUDE SALE AND MAINTENANCE OF CEMETERY LOTS AND GRAVE MARKERS AND SERVICES RELATED TO BURIALS.

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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 $51,673

Investment Income $8,764

Other Revenue $3,829

TOTAL REVENUE $64,266

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,902

Fundraising Expenses $0

Program Expenses $84,873

Other Expenses $41,971

TOTAL EXPENSES $84,873

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,266	$102,263	-0.4%
Expenses	$84,873	$74,915	+0.1%
Net Income	$-20,607	$27,348	-1.8%

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

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
DANIEL HARTMAN	BOARD MEMBERSECRETARY	0.00	Officer	$0	$0	$0
JOHN BOYLE	BOARD MEMBER	0.00	Officer	$0	$0	$0
KENNETH DAVIS	BOARD MEMBER	0.00	Officer	$0	$0	$0
ANDREW MAHONEY	BOARD MEMBER	0.00	Officer	$0	$0	$0
REV MARTY GOETZ	BOARD MEMBER	0.00	Officer	$0	$0	$0
CHARLES BUHMEYER	SEXTON	40.00	Officer	$0	$0	$0
STEVE BERRY	BOARD MEMBER	0.00	Officer	$0	$0	$0
JOSEPH STEVENS	ADNINISTRATIVE BOARD MEMBER	13.00	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
2023	$64,266	$84,873	$508,054	$-20,607
2022	$102,263	$74,915	$528,747	$27,348
2021	$107,405	$73,350	$501,434	$34,055

SACRED HEART CEMETERY OF BURLINGTON IOWA INC