WILLOWHOLE CEMETERY ASSOCIATION (EIN 742295833) - 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

1920

Legal Domicile

Principal Officer

TERRY SANDERS

Phone

9363480468

Tax Period

2024-04-01 to 2025-03-31

WILLOWHOLE CEMETERY ASSOCIATION, founded in 1920, is a micro nonprofit in the Mutual Benefit sector that reported $68K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $59K left a modest 13% surplus.

Mission

MAINTENANCE OF TEXAS HISTORIC CEMETERY AND FUNERAL CHAPEL BUILDING

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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 $41,091

Program Service Revenue $0

Investment Income $26,045

Other Revenue $646

TOTAL REVENUE $67,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,529

Other Expenses $58,837

TOTAL EXPENSES $58,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,782	$60,501	+0.1%
Expenses	$58,837	$49,866	+0.2%
Net Income	$8,945	$10,635	-0.2%

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

300

Independent Members

300

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
TERRY SANDERS	PRESIDENT	5.00	Officer	$0	$0	$0
SHARI ALLPHIN	TREASURER	5.00	Officer	$0	$0	$0
BILLY SIMMONS	VICE PRES	5.00	Officer	$0	$0	$0
MONICA BEDNORZ	SECRETARY	5.00	Officer	$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
2025	$67,782	$58,837	$626,420	$8,945
2024	$60,501	$49,866	$614,249	$10,635
2023	$34,623	$40,851	$602,404	$-6,228
2022	$43,156	$37,468	$735,472	$5,688
2021	$15,058	$30,157	$600,159	$-15,099
2020	$40,776	$36,358	$613,809	$4,418

WILLOWHOLE CEMETERY ASSOCIATION