KNOLLWOOD CEMETERY ENDOWMENT TRUST (EIN 476343241) - 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

2014

Legal Domicile

Principal Officer

HUNTINGTON BANK

Phone

6143319046

Tax Period

2023-01-01 to 2023-12-31

KNOLLWOOD CEMETERY ENDOWMENT TRUST, founded in 2014, is a small nonprofit that reported $389K in total revenue in fiscal year 2023. Net assets of $6.3M represent 194 months of operating reserves.

Mission

TRUST PROVIDES AN ENDOWMENT FUND OF WHICH THE INCOME IS DISTRIBUTABLE TO THE GREEN LAWN CEMETERY FOR CARE AND MAINTENANCE OF THE NON -PROFIT CEMETERY GROUNDS AND GRAVESITES.

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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 $47,298

Program Service Revenue $0

Investment Income $342,050

Other Revenue $0

TOTAL REVENUE $389,348

Expense Breakdown

Grants Paid $375,230

Salaries & Benefits $42,303

Fundraising Expenses $0

Program Expenses $375,230

Other Expenses $1,998

TOTAL EXPENSES $419,531

Year-over-Year Comparison

	2023	2022	Change
Revenue	$389,348	$393,858	0.0%
Expenses	$419,531	$468,727	-0.1%
Net Income	$-30,183	$-74,869	-0.6%

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

N/A

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	N/A		$42,303	$0	$42,303

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	$389,348	$419,531	$6,289,604	$-30,183
2022	$393,858	$468,727	$6,326,706	$-74,869
2021	$343,851	$219,532	$6,405,583	$124,319
2020	$446,573	$226,634	$6,285,038	$219,939
2019	$539,297	$241,025	$6,065,732	$298,272
2018	$283,941	$221,294	$5,764,343	$62,647

KNOLLWOOD CEMETERY ENDOWMENT TRUST