TRUSTEE FORREST CEMETERY PRESERV T… - Form 990 Financial Data

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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

1981

Legal Domicile

Phone

2058203141

Tax Period

2024-10-01 to 2025-09-30

TRUSTEE FORREST CEMETERY PRESERV TST, founded in 1981, is a small nonprofit that reported $101K in total revenue in fiscal year 2024. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 63% operating margin.

Mission

ASSET MANAGEMENT OF A TRUST FUND ESTABLISHED BY THE FORREST CEMETERY FOUNDATION, INC., FOR THE PURPOSE OF MAINTENANCE AND UPKEEP OF THE GROUNDS AND BUILDINGS OF FORREST CEMETERY, GADSDEN, AL.

Program Service Accomplishments

Program 1

Expenses: $16,517

CEMETERY MAINTENANCE AND UPKEEP

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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 $100,579

Other Revenue $0

TOTAL REVENUE $100,579

Expense Breakdown

Grants Paid $16,517

Salaries & Benefits $19,430

Fundraising Expenses $0

Program Expenses $16,517

Other Expenses $1,578

TOTAL EXPENSES $37,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,579	$56,575	+0.8%
Expenses	$37,525	$31,941	+0.2%
Net Income	$63,054	$24,634	+1.6%

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

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
GEORGE WHITE	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN LITTLE	VICE-PRESIDENT	N/A	Director	$0	$0	$0
JUDY DAWSON	SECRETARY	N/A	Director	$0	$0	$0
RONNIE MCCLURE	TREASURER	N/A	Director	$0	$0	$0
MARCIA BUSH-KENDRICK	PRESIDENT	N/A	Director	$0	$0	$0
N/A	TRUSTEE	N/A		$19,430	$0	$19,430

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	$100,579	$37,525	$1,198,775	$63,054
2024	$56,575	$31,941	$1,136,103	$24,634
2023	$-4,100	$28,292	$1,112,930	$-32,392
2022	$79,313	$29,824	$1,146,675	$49,489
2021	$91,827	$26,721	$1,098,103	$65,106
2020	$38,924	$26,156	$1,032,381	$12,768
2019	$56,097	$28,907	$1,019,679	$27,190
2018	$108,587	$24,169	$992,762	$84,418

TRUSTEE FORREST CEMETERY PRESERV TST