PLANO MUTUAL CEMETERY ASSN-INC

EIN: 750918895

McKinney, TX

Total Revenue
$400,349
Total Expenses
$237,919
Total Assets
$2,571,147
Net Assets
$2,466,459
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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
1900
Legal Domicile
TX
Principal Officer
Nathan E White Jr
Tax Period
2023-01-01 to 2023-12-31

PLANO MUTUAL CEMETERY ASSN-INC, founded in 1900, is a small nonprofit that reported $400K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $162K, a strong 41% operating margin.

Mission

CEMETERY

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $346,035
Investment Income $54,314
Other Revenue $0
TOTAL REVENUE $400,349

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $237,919
Other Expenses $237,919
TOTAL EXPENSES $237,919

Year-over-Year Comparison

2023 2022 Change
Revenue $400,349 $353,328 +0.1%
Expenses $237,919 $208,410 +0.1%
Net Income $162,430 $144,918 +0.1%
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

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Governance

Voting Members
5
Independent Members
5
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
3
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NATHAN E WHITE JR PRESIDENT 005.00
Officer Director
$0 $0 $0
PAM KILBRIDE DIRECTOR 001.00
Director
$0 $0 $0
LAUREL DOWD DIRECTOR 002.00
Officer Director
$0 $0 $0
MARK CHADDICK DIRECTOR 001.00
Director
$0 $0 $0
NANCY PORTER SEC/TREAS 005.00
Officer Director
$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
2024 No data No data No data No data
2023 $400,349 $237,919 $2,571,147 $162,430
2022 $353,328 $208,410 $2,435,032 $144,918
2021 $392,098 $239,846 $2,294,157 $152,252
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