CEDAR MEMORIAL PARK CEMETERY CHAPEL OF MEMORIES TRUST - US BANK NA TRUSTEE (EIN 426053833) - 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

1941

Legal Domicile

Principal Officer

GRETCHEN OGDEN

Phone

3192353237

Tax Period

2023-11-01 to 2024-10-31

CEDAR MEMORIAL PARK CEMETERY CHAPEL OF MEMORIES TRUST - US BANK NA TRUSTEE, founded in 1941, is a small nonprofit that reported $228K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $78K, a strong 34% operating margin.

Mission

PERPETUAL CARE CEMETERY MAINTENANCE. SEE SCHEDULE D, PART XIII, AND SCHEDULE O FOR ADDITIONAL INFORMATION.

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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 $98,625

Investment Income $131,715

Other Revenue $-2,019

TOTAL REVENUE $228,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,055

Fundraising Expenses $0

Program Expenses $130,333

Other Expenses $131,987

TOTAL EXPENSES $150,042

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,321	$274,102	-0.2%
Expenses	$150,042	$138,937	+0.1%
Net Income	$78,279	$135,165	-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
N/A	TRUSTEE	1.00		$14,419	$0	$434,946

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
2024	$228,321	$150,042	$3,022,142	$78,279
2023	$274,102	$138,937	$2,563,752	$135,165
2022	$162,586	$148,243	$2,447,099	$14,343
2021	$154,195	$138,955	$2,896,977	$15,240
2020	$81,093	$141,005	$2,481,900	$-59,912
2019	$104,476	$136,374	$2,514,194	$-31,898
2018	$218,646	$134,595	$2,407,132	$84,051

CEDAR MEMORIAL PARK CEMETERY CHAPEL OF MEMORIES TRUST - US BANK NA TRUSTEE