Mt Pleasant Greenwood Perpetual Care Trust (EIN 616610433) - 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

2018

Legal Domicile

Principal Officer

Fifth Third Bank

Phone

8124563215

Tax Period

2024-01-01 to 2024-12-31

Mt Pleasant Greenwood Perpetual Care Trust, founded in 2018, is a micro nonprofit that reported $20K in total revenue in fiscal year 2024. Revenue surged 268% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 68% operating margin.

Mission

Provide funds for the care and preservation of Mount Pleasant Greenwood Cemetery Association Inc.

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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 $0

Investment Income $20,315

Other Revenue $0

TOTAL REVENUE $20,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $757

Fundraising Expenses $0

Other Expenses $5,796

TOTAL EXPENSES $6,553

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,315	$5,514	+2.7%
Expenses	$6,553	$5,050	+0.3%
Net Income	$13,762	$464	+28.7%

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

$757

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Butch Sutton	President	1.00	Director	$0	$0	$0
Chris Sifers	Vice President	1.00	Director	$0	$0	$0
Peggy Brehmer	Treasurer	1.00	Director	$0	$0	$0
Jean Broadbent	Director	1.00	Director	$0	$0	$0
John Herman	Director	1.00	Director	$0	$0	$0
Marilou Crabtree	Secretary	1.00	Director	$0	$0	$0
Duane Burgess	Director	1.00	Director	$0	$0	$0
Doyle Burgess	Director	1.00	Director	$0	$0	$0
Euel Cleary	Director	1.00	Director	$0	$0	$0
David Sowder	Director	1.00	Director	$0	$0	$0
Steve Mitchell	Director	1.00	Director	$0	$0	$0
Cleon Wright	Director	1.00	Director	$0	$0	$0
N/A	Trustee	1.00	Director	$0	$0	$757
James Hayworth	Director	1.00	Director	$0	$0	$0
Juanita Hayworth	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	$20,315	$6,553	$505,438	$13,762
2023	$5,514	$5,050	$380,332	$464
2022	$5,169	$5,104	$319,887	$65
2021	$14,945	$5,281	$382,844	$9,664
2020	$13,761	$4,353	$338,885	$9,408

Mt Pleasant Greenwood Perpetual Care Trust