MOBILE MEMORIAL GARDENS INC ENDOWMENT CARE TRUST (EIN 636020964) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

BRIAN SHAKE

Phone

2516611333

Tax Period

2023-01-01 to 2023-12-31

MOBILE MEMORIAL GARDENS INC ENDOWMENT CARE TRUST, founded in 1954, is a small nonprofit that reported $170K in total revenue in fiscal year 2018. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $65K, a strong 38% operating margin.

Mission

ENDOWMENT CARE OF GRAVESITES FOR MOBILE MEMORIAL GARDENS,INC

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $184,758

Other Revenue $2,142

TOTAL REVENUE $186,900

Expense Breakdown

Grants Paid $76,701

Salaries & Benefits $21,450

Fundraising Expenses $0

Program Expenses $129,183

Other Expenses $31,032

TOTAL EXPENSES $129,183

Year-over-Year Comparison

	2023	2022	Change
Revenue	$186,900	$240,174	-0.2%
Expenses	$129,183	$115,756	+0.1%
Net Income	$57,717	$124,418	-0.5%

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

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

$262,438

Total Directors

$56,100

Key Employees

$197,722

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD M PENNINGTON JR	TRUSTEE	N/A		$5,850	$9,900	$21,000
MICHAEL DENNISTON	TRUSTEE	2.00	Director	$7,800	$13,200	$34,650
ROBERT MONTIEL	TRUSTEE	2.00	Director	$7,800	$0	$21,450
STEVE BAKER	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN SHAKE	PRESIDENT	0.00	Officer	$0	$29,888	$262,438
SCOTT C NOFZIGER	SALES MANAGE	0.00	Key Emp	$0	$21,878	$197,722
CECELIA HOWELL	FAMILY SER C	0.00	Highest	$0	$8,572	$161,773

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$186,900	$129,183	$4,694,900	$57,717
2022	$240,174	$115,756	$4,394,139	$124,418
2021	$312,508	$114,090	$5,000,233	$198,418
2020	$247,179	$109,421	$4,673,160	$137,758
2019	$145,948	$108,757	$4,334,089	$37,191
2018	$170,332	$105,511	$3,742,406	$64,821

MOBILE MEMORIAL GARDENS INC ENDOWMENT CARE TRUST