LEE CEMETERY PERPETUAL CARE & MAINTENANCE TRUST FUND (EIN 611258444) - 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

1994

Principal Officer

EDDIE HOLBROOK

Phone

6067763680

Tax Period

2024-01-01 to 2024-12-31

LEE CEMETERY PERPETUAL CARE & MAINTENANCE TRUST FUND, founded in 1994, is a micro nonprofit that reported $57K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 49% operating margin.

Mission

PROVIDES LONG TERM FUNDING FOR CEMETERY CARE AND MAINTENANCE OF APPROX 400 EXISTING LOTS AND FUTURE DEVELOPMENT. FUNDING IS FOR LEE CEMETERY COMPANY,INC (FEIN 61-1247308)

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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 $5,044

Program Service Revenue $0

Investment Income $52,044

Other Revenue $0

TOTAL REVENUE $57,088

Expense Breakdown

Grants Paid $19,870

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,870

Other Expenses $9,027

TOTAL EXPENSES $28,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,088	$40,476	+0.4%
Expenses	$28,897	$22,786	+0.3%
Net Income	$28,191	$17,690	+0.6%

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

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
EDDIE HOLBROOK	PRESIDENT	1.00	Officer Director	$0	$0	$0
TOM CAREW	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
RAMONA GARDNER	TREASURER	1.00	Officer Director	$0	$0	$0
ROBIN MIRUS	SECRETARY	1.00	Officer Director	$0	$0	$0
DWAYNE ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE PERKINS	DIRECTOR	1.00	Director	$0	$0	$0
ROGER RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
JD REEDER	DIRECTOR	1.00	Director	$0	$0	$0
CASS BLAIR	DIRECTOR	1.00	Director	$0	$0	$0
PAUL RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
PAUL STOKES	DIRECTOR	1.00	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
2024	$57,088	$28,897	$908,642	$28,191
2023	$40,476	$22,786	$841,585	$17,690
2022	$48,002	$25,396	$758,337	$22,606
2021	$63,710	$19,516	$977,999	$44,194
2020	$26,177	$17,492	$881,022	$8,685
2019	$9,190	$23,633	$784,204	$-14,443
2018	$47,238	$24,506	$669,127	$22,732

LEE CEMETERY PERPETUAL CARE & MAINTENANCE TRUST FUND