SHELBYVILLE CEMETERY TRUST (EIN 616232334) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Phone

5022592527

Tax Period

2024-01-01 to 2024-12-31

SHELBYVILLE CEMETERY TRUST, founded in 1979, is a small nonprofit in the Mutual Benefit sector that reported $102K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 64% operating margin.

Mission

SHELBYVILLE CEMETERY TRUST IS A PERPETUAL CARE ORGANIZATION WHICH RECEIVES, MAINTAINS AND ADMINISTERS FUNDS FOR THE BENEFIT OF THE SHELBYVILLE CEMETERY COMPANY, D/B/A GROVE HILL CEMETERY COMPANY, FORMED MARCH 1, 1854. THE INCOME FROM THIS TRUST IS DEVOTED EXCLUSIVELY TO THE PERPETUAL CARE AND MAINTENANCE OF THIS CEMETERY. INCOME IS DISTRIBUTED TO THE CEMETERY ON A QUARTERLY BASIS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $29,435

Program Service Revenue $0

Investment Income $72,137

Other Revenue $0

TOTAL REVENUE $101,572

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $14,371

Fundraising Expenses $0

Other Expenses $1,877

TOTAL EXPENSES $36,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,572	$76,270	+0.3%
Expenses	$36,248	$34,111	+0.1%
Net Income	$65,324	$42,159	+0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$14,371	$0	$14,371

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	$101,572	$36,248	$1,246,944	$65,324
2023	$76,270	$34,111	$1,181,620	$42,159
2022	$99,461	$33,689	$1,139,461	$65,772
2021	$83,626	$35,554	$1,073,689	$48,072
2020	$29,422	$32,160	$1,025,617	$-2,738
2019	$87,985	$37,124	$1,028,355	$50,861
2018	$86,881	$34,687	$977,494	$52,194

SHELBYVILLE CEMETERY TRUST