CITY OF ROBERTA CEMETERY TRUST FUND (EIN 581624362) - 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

1985

Legal Domicile

Principal Officer

JAY ANDREWS

Phone

4788363465

Tax Period

2025-01-01 to 2025-12-31

CITY OF ROBERTA CEMETERY TRUST FUND, founded in 1985, is a micro nonprofit in the Mutual Benefit sector that reported $23K in total revenue in fiscal year 2025. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 30% operating margin.

Mission

CEMETERY TRUST FUND PURPOSE: TO OPERATE & MAINTAIN THE PUBLIC CEMETERY IN THE CITY OF ROBERTA, GA. THE TRUST SELLS LOTS AND MAINTAINS THE CEMETERY

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $14,000

Investment Income $9,003

Other Revenue $0

TOTAL REVENUE $23,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $16,185

TOTAL EXPENSES $16,185

Year-over-Year Comparison

	2025	2024	Change
Revenue	$23,003	$12,546	+0.8%
Expenses	$16,185	$10,807	+0.5%
Net Income	$6,818	$1,739	+2.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY ANDREWS	TRUSTEE	2.00	Director	$0	$0	$0
MARIE MCCONNELL	TRUSTEE	2.00	Director	$0	$0	$0
SHANNON WEST	TRUSTEE	2.00	Director	$0	$0	$0

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	$23,003	$16,185	$823,242	$6,818
2024	$12,546	$10,807	$816,424	$1,739
2023	$18,068	$17,226	$814,685	$842
2022	$23,817	$15,654	$813,842	$8,163
2021	$37,046	$25,222	$805,679	$11,824
2020	$15,985	$15,920	$793,855	$65

CITY OF ROBERTA CEMETERY TRUST FUND