Christ Church General & Cemetery Funds Bank of America NA Trustee (EIN 586049433) - 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

1966

Legal Domicile

Phone

4012786042

Tax Period

2022-01-01 to 2022-12-31

Christ Church General & Cemetery Funds Bank of America NA Trustee, founded in 1966, is a small nonprofit in the Religion sector that reported $251K in total revenue in fiscal year 2022. Revenue fell 40% from the prior year — a significant decline worth monitoring. Net assets of $6.1M represent 293 months of operating reserves.

Mission

TO SUPPORT CHRIST CHURCH 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $225,300

Other Revenue $25,300

TOTAL REVENUE $250,600

Expense Breakdown

Grants Paid $229,042

Salaries & Benefits $36,720

Fundraising Expenses $0

Program Expenses $229,042

Other Expenses $2,545

TOTAL EXPENSES $268,307

Year-over-Year Comparison

	2022	2021	Change
Revenue	$250,600	$420,018	-0.4%
Expenses	$268,307	$198,608	+0.4%
Net Income	$-17,707	$221,410	-1.1%

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

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
BANK OF AMERICA NA	Trustee	2.00		$36,720	$0	$36,720
GAY BARRON	VESTRY MEMBER	0.00	Director	$0	$0	$0
RIP GRAHAM	VESTRY MEMBER	0.00	Director	$0	$0	$0
SARAH KREIMBORG	Senior Warden	0.00	Director	$0	$0	$0
ULI KELLER	Junior Warden	0.00	Director	$0	$0	$0
Susan Lawhorne	VESTRY MEMBER	0.00	Director	$0	$0	$0
DEB LUGINBUHL	VESTRY MEMBER	0.00	Director	$0	$0	$0
HOLLY KOLKMEYER	VESTRY MEMBER	0.00	Director	$0	$0	$0
Gail Manning	Vestry Member	0.00	Director	$0	$0	$0
TROY MEEKS	VESTRY MEMBER	0.00	Director	$0	$0	$0
JULIANNE TEMPLE	VESTRY MEMBER	0.00	Director	$0	$0	$0
Angela Scott	VESTRY MEMBER	0.00	Director	$0	$0	$0
KATHRYN SAUNDERS	VESTRY MEMBER	0.00	Director	$0	$0	$0
GORDON ZEESE	Secretary	0.00	Officer Director	$0	$0	$0
BONNEY SHUMAN	Treasurer	0.00	Officer 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
2022	$250,600	$268,307	$6,126,053	$-17,707
2021	$420,018	$198,608	$6,143,760	$221,410
2020	$389,836	$269,993	$5,922,350	$119,843

Christ Church General & Cemetery Funds Bank of America NA Trustee