HERITAGE FAMILY CEMETERY INC

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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

2001

Legal Domicile

Principal Officer

TYLER TETRICK

Phone

4233280134

Tax Period

2024-01-01 to 2024-12-31

HERITAGE FAMILY CEMETERY INC, founded in 2001, is a community nonprofit in the Mutual Benefit sector that reported $3.3M in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $4.9M exceeded revenue, resulting in a 47% operating deficit.

Mission

DISPOSAL OF HUMAN REMAINS BY BURIAL OR CREMATION, INCLUDING SALES OF RELATED MERCHANDISE AND MAINTENANCE OF THE CEMETERIES.

Program Service Accomplishments

Program 1

THERE WERE 984 BURIALS DURING THIS PERIOD, AND SERVICES FOR 1,015 FUTURE BURIALS WERE SOLD DURING THIS PERIOD.

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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 $60,981

Other Revenue $3,256,512

TOTAL REVENUE $3,317,493

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,297

Fundraising Expenses $0

Other Expenses $4,780,248

TOTAL EXPENSES $4,860,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,317,493	$4,678,350	-0.3%
Expenses	$4,860,545	$4,369,040	+0.1%
Net Income	$-1,543,052	$309,310	-6.0%

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

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

$368,571

Total Directors

$114,036

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD TETRICK	DIRECTOR	5.00	Director	$3,750	$0	$3,750
SID OAKLEY	DIRECTOR - SECRETARY	1.00	Director	$3,750	$0	$3,750
LARRY JETER	TREASURER	1.00	Director	$3,750	$0	$3,750
DONNA WOHLFORD	DIRECTOR	1.00	Director	$1,750	$0	$1,750
KAREN VANCE	DIRECTOR	1.00	Director	$1,750	$0	$1,750
TONY MARTIN	DIRECTOR	1.00	Director	$3,750	$0	$3,750
ERIC MONDRAGE	VICE PRESIDENT	40.00	Officer Director	$93,536	$0	$93,536
JOHN JETER	DIRECTOR	1.00	Director	$2,000	$0	$2,000
TYLER W TETRICK	PRESIDENT	40.00	Officer	$241,751	$0	$241,751
SHAUN DALY	VICE PRESIDENT	40.00	Officer	$33,284	$0	$33,284

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	$3,317,493	$4,860,545	$5,105,677	$-1,543,052
2023	$4,678,350	$4,369,040	$6,184,861	$309,310
2022	$3,498,409	$5,194,356	$5,744,791	$-1,695,947
2021	$3,825,994	$4,873,957	$5,676,861	$-1,047,963
2020	$4,063,183	$4,284,046	$6,435,043	$-220,863
2019	$3,196,968	$4,458,311	$5,971,900	$-1,261,343
2018	$3,694,915	$4,423,687	$6,673,053	$-728,772