Oak HillsBikhor Cholim Cemetery Trust Perpetual Care c/o Union Bk & Tr Co-Trustee (EIN 436908806) - 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

1987

Legal Domicile

Principal Officer

Audrea Kappert

Phone

4028276954

Tax Period

2023-01-01 to 2023-12-31

Oak HillsBikhor Cholim Cemetery Trust Perpetual Care c/o Union Bk & Tr Co-Trustee, founded in 1987, is a micro nonprofit in the Mutual Benefit sector that reported $31K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $9K, a strong 28% operating margin.

Mission

THIS PERPETUAL CARE FUND WAS ESTABLISHED TO CARE FOR CEMETERIES OWNED BY OAK HILLS/BIKHOR CHILOM CEMETERY. FUND EARNINGS ARE USED FOR OWNED CEMETERIES' GENERAL BEAUTIFICATION/MAINT.

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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 $6,000

Program Service Revenue $0

Investment Income $25,462

Other Revenue $0

TOTAL REVENUE $31,462

Expense Breakdown

Grants Paid $17,106

Salaries & Benefits $3,920

Fundraising Expenses $0

Program Expenses $17,106

Other Expenses $1,528

TOTAL EXPENSES $22,554

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,462	$35,725	-0.1%
Expenses	$22,554	$22,166	+0.0%
Net Income	$8,908	$13,559	-0.3%

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

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
Union Bank Trust Company	Co-Trustee - as needed	5.0		$3,920	$0	$3,920

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	No data	No data	No data	No data
2023	$31,462	$22,554	$655,303	$8,908
2022	$35,725	$22,166	$646,395	$13,559
2021	$122,002	$53,638	$632,836	$68,364
2020	$41,003	$25,096	$564,472	$15,907
2019	$14,366	$20,657	$548,565	$-6,291
2018	$24,260	$23,452	$554,856	$808

Oak HillsBikhor Cholim Cemetery Trust Perpetual Care c/o Union Bk & Tr Co-Trustee