ST STEPHENS CEMETERY ASSN - FUND #1 (EIN 616199092) - 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

1991

Legal Domicile

Phone

4045887227

Tax Period

2025-01-01 to 2025-12-31

ST STEPHENS CEMETERY ASSN - FUND #1, founded in 1991, is a micro nonprofit that reported $17K in total revenue in fiscal year 2025. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4K, a strong 23% operating margin.

Mission

THE PURPOSE OF THE ASSOCIATION IS FOR ALL MEMBERS TO HAVE THE OPPOURTUNITY TO PROPERLY BURY THEIR FAMILY, FRIENDS AND LOVED ONES

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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 $0

Program Service Revenue $0

Investment Income $16,583

Other Revenue $0

TOTAL REVENUE $16,583

Expense Breakdown

Grants Paid $4,996

Salaries & Benefits $6,136

Fundraising Expenses $0

Other Expenses $1,617

TOTAL EXPENSES $12,749

Year-over-Year Comparison

	2025	2024	Change
Revenue	$16,583	$12,340	+0.3%
Expenses	$12,749	$7,561	+0.7%
Net Income	$3,834	$4,779	-0.2%

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
KEN HUDDLE	DIRECTOR	1.0	Director	$0	$0	$0
FRED WILLIAMS	DIRECTOR	1.0	Director	$0	$0	$0
EDWARD BARTLEY	DIRECTOR	1.0	Director	$0	$0	$0
N/A	TRUSTEE	10.0		$6,136	$0	$6,136
SUSAN SETTLES	PRESIDENT	1.0	Officer	$0	$0	$0
ELISE GAMBREL	SECRETARY	1.0	Officer	$0	$0	$0
LINDA COX	TREASURER	1.0	Officer	$0	$0	$0
PENNY MCNEAR	VICE PRESIDENT	1.0	Officer	$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	$16,583	$12,749	$256,497	$3,834
2024	$12,340	$7,561	$252,706	$4,779
2023	$10,449	$6,187	$302,097	$4,262
2022	$7,738	$7,715	$260,238	$23
2021	$10,846	$10,780	$318,838	$66
2020	$14,139	$3,803	$297,789	$10,336
2019	$11,493	$6,782	$269,409	$4,711
2018	$13,479	$3,820	$239,106	$9,659

ST STEPHENS CEMETERY ASSN - FUND #1