BOERNE CEMETERY FOUNDATION MGMT TR F0735900 (EIN 746420722) - 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

1994

Legal Domicile

Principal Officer

ROBERTA BELANGER

Phone

8302496618

Tax Period

2024-01-01 to 2024-12-31

BOERNE CEMETERY FOUNDATION MGMT TR F0735900, founded in 1994, is a micro nonprofit that reported $50K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10K, a strong 21% operating margin.

Mission

FOR PURPOSES OF FORM 990, ORGANIZATION WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. FROST BANK CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. THIS TRUST WAS SET UP TO ASSIST THE BOERNE CEMETERY FOUNDATION INC, A TAX EXEMPT ORGAN- IZATION IN MAINTAINING AND IMPROVING THE BOERNE CEMETARY. THE FOUNDATION MUST REQUEST FUNDS FROM THE TRUSTEE.

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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 $49,942

Other Revenue $0

TOTAL REVENUE $49,942

Expense Breakdown

Grants Paid $23,671

Salaries & Benefits $15,509

Fundraising Expenses $0

Program Expenses $23,671

Other Expenses $400

TOTAL EXPENSES $39,580

Year-over-Year Comparison

	2024	2023	Change
Revenue	$49,942	$63,774	-0.2%
Expenses	$39,580	$28,710	+0.4%
Net Income	$10,362	$35,064	-0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERTA BELANGER	TRUSTEE	40.0		$15,509	$0	$15,509

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	$49,942	$39,580	$1,083,519	$10,362
2023	$63,774	$28,710	$1,073,157	$35,064
2022	$50,355	$26,780	$1,038,093	$23,575
2021	$71,199	$26,243	$1,014,518	$44,956
2020	$27,355	$28,865	$969,562	$-1,510

BOERNE CEMETERY FOUNDATION MGMT TR F0735900