KNOLLWOOD OPERATIONAL CARE TRUST (EIN 476363121) - 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

Phone

6143319046

Tax Period

2023-01-01 to 2023-12-31

KNOLLWOOD OPERATIONAL CARE TRUST, founded in 2014, is a micro nonprofit that reported $22K in total revenue in fiscal year 2023. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $19K, a strong 86% operating margin.

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 $4,730

Program Service Revenue $0

Investment Income $17,593

Other Revenue $0

TOTAL REVENUE $22,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,773

Fundraising Expenses $0

Other Expenses $1,282

TOTAL EXPENSES $3,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,323	$95,417	-0.8%
Expenses	$3,055	$2,851	+0.1%
Net Income	$19,268	$92,566	-0.8%

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		$1,773	$0	$1,773

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
2023	$22,323	$3,055	$304,959	$19,268
2022	$95,417	$2,851	$285,813	$92,566
2021	$15,422	$7,772	$193,157	$7,650
2020	$58,285	$136,996	$186,027	$-78,711
2019	$164,424	$245,368	$266,362	$-80,944
2018	$15,750	$156,912	$347,347	$-141,162

KNOLLWOOD OPERATIONAL CARE TRUST