ENGLEWOOD CEMETERY PERPETUAL FUND (EIN 446014629) - 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

1962

Legal Domicile

Principal Officer

JACK WETZEL

Phone

6608852241

Tax Period

2024-01-01 to 2024-12-31

ENGLEWOOD CEMETERY PERPETUAL FUND, founded in 1962, is a small nonprofit that reported $136K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $73K, a strong 53% operating margin.

Mission

MAINTENANCE OF CITY OWNED CEMETARY

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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 (2024)

Revenue Breakdown

Contributions & Grants $28,743

Program Service Revenue $0

Investment Income $107,612

Other Revenue $0

TOTAL REVENUE $136,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,314

Fundraising Expenses $0

Program Expenses $56,873

Other Expenses $50,216

TOTAL EXPENSES $63,530

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,355	$94,060	+0.4%
Expenses	$63,530	$51,990	+0.2%
Net Income	$72,825	$42,070	+0.7%

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
GERALD ATCHISON	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH COOPER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DONNA DOLL	TREASURER	1.00	Officer Director	$0	$0	$0
JACK WETZEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
THEA WISKUR	SECRETARY	1.00	Officer Director	$0	$0	$0
N/A	TRUSTEE/FIDU	3.00		$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
2024	$136,355	$63,530	$2,729,999	$72,825
2023	$94,060	$51,990	$2,657,174	$42,070
2022	$20,780	$18,797	$2,615,104	$1,983
2021	$66,963	$32,681	$2,613,121	$34,282
2020	$65,492	$51,173	$2,578,527	$14,319
2019	$86,218	$40,886	$2,563,105	$45,332
2018	$76,699	$27,845	$2,513,271	$48,854

ENGLEWOOD CEMETERY PERPETUAL FUND