MONTICELLO CEMETERY CO INC (EIN 610284680) - 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

1998

Legal Domicile

Principal Officer

CURTIS HARRIS

Phone

6063488411

Tax Period

2024-01-01 to 2024-12-31

MONTICELLO CEMETERY CO INC, founded in 1998, is a small nonprofit in the Mutual Benefit sector that reported $234K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $201K left a modest 14% surplus.

Mission

TO OPERATE A PUBLIC 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $230,298

Investment Income $1,241

Other Revenue $2,719

TOTAL REVENUE $234,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,739

Fundraising Expenses $0

Other Expenses $95,484

TOTAL EXPENSES $201,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$234,258	$179,332	+0.3%
Expenses	$201,223	$180,224	+0.1%
Net Income	$33,035	$-892	-38.0%

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

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
CURTIS HARRIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
HELEN DOLEN-RICHARDSON	VICE PRESIDENT SECTREASURER	2.00	Officer Director	$0	$0	$0
TIM DALTON	DIRECTOR	1.00	Director	$0	$0	$0
VAN PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
BILLY HURD	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE D EDWARDS	ASSISTANT SECRETARY TREASURER	2.00	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
2024	$234,258	$201,223	$938,400	$33,035
2023	$179,332	$180,224	$905,522	$-892
2022	$208,540	$160,370	$857,163	$48,170
2021	$235,054	$178,195	$810,718	$56,859
2021	$235,054	$127,175	$861,738	$107,879
2020	$172,796	$146,568	$753,956	$26,228
2019	$166,585	$148,986	$728,790	$17,599
2018	$150,158	$148,288	$700,866	$1,870

MONTICELLO CEMETERY CO INC