WESTOVER MEMORIAL PARK PERPETUAL CARE IRREV T/U/A C/O TRUIST BANK (EIN 586037779) - 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

2001

Legal Domicile

Principal Officer

TRUIST BANK

Phone

7068212258

Tax Period

2025-01-01 to 2025-12-31

WESTOVER MEMORIAL PARK PERPETUAL CARE IRREV T/U/A C/O TRUIST BANK, founded in 2001, is a small nonprofit that reported $264K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $141K, a strong 53% operating margin.

Mission

PERPETUAL CARE OF CEMETERY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $78,048

Program Service Revenue $0

Investment Income $185,855

Other Revenue $0

TOTAL REVENUE $263,903

Expense Breakdown

Grants Paid $89,576

Salaries & Benefits $32,952

Fundraising Expenses $0

Program Expenses $123,161

Other Expenses $633

TOTAL EXPENSES $123,161

Year-over-Year Comparison

	2025	2024	Change
Revenue	$263,903	$237,285	+0.1%
Expenses	$123,161	$187,487	-0.3%
Net Income	$140,742	$49,798	+1.8%

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

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

$6,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE A SANCKEN	PRESIDENT	4.00	Director	$0	$0	$1,200
TOMMY BLANCHARD JR	BOARD MEMBER	0.50	Director	$0	$0	$1,200
ROBERT BOVARD	BOARD MEMBER	0.50	Director	$0	$0	$400
MARK CAPERS	BOARD MEMBER	0.50	Director	$0	$0	$800
BEN MCELREATH	BOARD MEMBER	0.50	Director	$0	$0	$400
PAT PERRY	BOARD MEMBER	0.50	Director	$0	$0	$1,200
RIDGE WHITEHURST	BOARD MEMBER	0.50	Director	$0	$0	$1,200
N/A	TRUSTEE	5.00		$32,952	$0	$32,952

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	$263,903	$123,161	$3,750,437	$140,742
2024	$237,285	$187,487	$3,609,695	$49,798
2023	$203,937	$96,669	$3,559,897	$107,268
2022	$214,150	$69,942	$3,452,629	$144,208
2021	$324,495	$62,100	$3,308,421	$262,395
2020	$124,897	$59,315	$3,046,023	$65,582
2019	$192,674	$66,136	$2,980,438	$126,538
2018	$147,876	$62,116	$2,853,897	$85,760

WESTOVER MEMORIAL PARK PERPETUAL CARE IRREV T/U/A C/O TRUIST BANK