CARE AND MAINTENANCE TRUST FUND OF SIX OAKS CEMETERY (EIN 562252954) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

VICTORIA SHANAHAN

Phone

8436711343

Tax Period

2024-01-01 to 2024-12-31

CARE AND MAINTENANCE TRUST FUND OF SIX OAKS CEMETERY, founded in 2002, is a small nonprofit in the Mutual Benefit sector that reported $202K in total revenue in fiscal year 2024. The organization ran a surplus of $196K, a strong 97% operating margin.

Mission

TO PAY ALL INVESTMENT INCOME FROM THE CARE AND MAINTENANCE TRUST FUND TO SIX OAKS CEMETERY, INC. FOR THE CARE AND MAINTENANCE OF SEA PINES CEMETERY (SIX OAKS CEMETERY) AND REASONABLE COSTS OF ADMINISTERING THE TRUST.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,025

Program Service Revenue $107,928

Investment Income $91,691

Other Revenue $0

TOTAL REVENUE $201,644

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,144

TOTAL EXPENSES $5,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,644	$209,974	0.0%
Expenses	$5,144	$4,639	+0.1%
Net Income	$196,500	$205,335	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$562,280

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ELLIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JIM KASKIE	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
LEE ANN LEAHY	TREASURER	1.00	Officer Director	$0	$0	$0
CARY CORBITT	SECRETARY	1.00	Officer Director	$0	$0	$0
DON SIGMON	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA SHANAHAN	VICE PRESIDENT & CFO	1.00	Officer	$0	$16,845	$194,517
CHARLES BENNET	CSA PRESIDENT	1.00	Officer	$0	$14,229	$367,763

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	$201,644	$5,144	$2,216,888	$196,500
2023	$209,974	$4,639	$1,901,877	$205,335
2022	$297,103	$2,863	$1,650,868	$294,240
2021	$256,774	$3,790	$1,567,471	$252,984
2020	$132,837	$3,594	$1,225,507	$129,243
2019	$81,468	$5,477	$1,040,859	$75,991
2018	$69,676	$7,525	$888,601	$62,151

CARE AND MAINTENANCE TRUST FUND OF SIX OAKS CEMETERY