SHERWOOD MEMORIAL PARK EQUITY TRUST

EIN: 546132315

GLEN ALLEN, VA

Total Revenue
$339,181
Total Expenses
$294,594
Total Assets
$5,218,005
Net Assets
$5,218,005
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
VA
Principal Officer
ATLANTIC UNION BANK
Phone
5403816725
Tax Period
2023-01-01 to 2023-12-31

SHERWOOD MEMORIAL PARK EQUITY TRUST, founded in 1996, is a small nonprofit that reported $528K in total revenue in fiscal year 2018. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $327K, a strong 62% operating margin.

Mission

PURPOSE OF PERPETUALLY MAINTAINING A CEMETERY SITUATED IN THE CITY OF SALEM, VA

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $28,748
Program Service Revenue $0
Investment Income $214,765
Other Revenue $95,668
TOTAL REVENUE $339,181

Expense Breakdown

Grants Paid $237,745
Salaries & Benefits $22,787
Fundraising Expenses $0
Program Expenses $237,745
Other Expenses $34,062
TOTAL EXPENSES $294,594

Year-over-Year Comparison

2023 2022 Change
Revenue $339,181 $519,139 -0.3%
Expenses $294,594 $277,774 +0.1%
Net Income $44,587 $241,365 -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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$22,787 $0 $22,787
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 $339,181 $294,594 $5,218,005 $44,587
2022 $519,139 $277,774 $5,178,441 $241,365
2021 $690,769 $264,981 $4,939,571 $425,788
2020 $315,453 $251,571 $4,516,564 $63,882
2019 $240,836 $189,402 $4,452,919 $51,434
2018 $527,703 $200,959 $4,401,307 $326,744
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