ENDOWMENT CARE FUND OF ROOSEVELT M… - Form 990 Financial Data

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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

2014

Legal Domicile

Principal Officer

R BRENDT STALLINGS

Phone

3103291113

Tax Period

2023-01-01 to 2023-12-31

ENDOWMENT CARE FUND OF ROOSEVELT MEMORIAL PARK, founded in 2014, is a community nonprofit in the Mutual Benefit sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 2885% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 98% operating margin.

Mission

CARE AND MAINTENANCE OF CEMETERY FOR ROOSEVELT MEMORIAL PARK CEMETERY.

Program Service Accomplishments

Program 1

Expenses: $22,825

NUMBER OF BURIALS INCLUDING CREMATED REMAINS, EXCLUDING CREMATED REMAINS IF THE CEMETERY HANDLED THE CREMATION WAS 190.NUMBER OF ENTOMBMENTS INCLUDING CREMATED REMAINS IN MAUSOLEUM, EXCLUDING...

NUMBER OF BURIALS INCLUDING CREMATED REMAINS, EXCLUDING CREMATED REMAINS IF THE CEMETERY HANDLED THE CREMATION WAS 190.NUMBER OF ENTOMBMENTS INCLUDING CREMATED REMAINS IN MAUSOLEUM, EXCLUDING CREMATED REMAINS IF THE CEMETERY HANDLED THE CREMATION WAS 70.NUMBER OF INTERMENTS IN COLUMBARIUM, EXCLUDING CREMATED REMAINS IF THE CEMETERY HANDLED CREMATION WAS 38.NUMBER OF CREMATIONS WAS 320.

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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 $1,142,506

Other Revenue $0

TOTAL REVENUE $1,142,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,250

Fundraising Expenses $0

Program Expenses $22,825

Other Expenses $20,575

TOTAL EXPENSES $22,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,142,506	$38,280	+28.8%
Expenses	$22,825	$64,500	-0.6%
Net Income	$1,119,681	$-26,220	-43.7%

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

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

$133,750

Total Directors

$1,017,301

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE GONZALEZ	TRUSTEE (THRU 07/23)	2.00	Director	$2,250	$8,249	$220,354
ROBERT M LETTEAU	DIRECTOR/TRUSTEE	1.00	Director	$0	$0	$228,197
R BRENDT STALLINGS	TRUSTEE (THRU 07/23)	3.00	Officer Director	$0	$0	$133,750
HUGH M GRANT	DIRECTOR/TRUSTEE	1.00	Director	$0	$0	$237,500
DAVID B WHARMBY	DIRECTOR/TRUSTEE	1.00	Director	$0	$0	$197,500

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	No data	No data	No data	No data
2023	$1,142,506	$22,825	$11,405,892	$1,119,681
2022	$38,280	$64,500	$7,690,162	$-26,220
2021	$617,921	$157,500	$8,587,107	$460,421
2020	$375,201	$105,871	$7,116,754	$269,330
2019	$411,149	$174,644	$6,207,292	$236,505

ENDOWMENT CARE FUND OF ROOSEVELT MEMORIAL PARK