PLEASANT HILL CEMETERY TRUST CO VE… - 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

1972

Legal Domicile

Principal Officer

JERRY HALE

Phone

9036586524

Tax Period

2024-06-01 to 2025-05-31

PLEASANT HILL CEMETERY TRUST CO VERABANK, founded in 1972, is a micro nonprofit that reported $30K in total revenue in fiscal year 2024. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 38% operating margin.

Mission

TO PROVIDE FUNDS FOR CEMETERY MAINTENANCE

Program Service Accomplishments

Program 1

TO ACCUMULATE AND MAINTAIN FUNDS IN TRUST FOR THE PLEASANT HILL CEMETERY ASSOCIATION SO THAT IT HAS MONIES FOR THE PERPETUAL CARE OF THE PLEASANT HILL 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $29,022

Other Revenue $1,425

TOTAL REVENUE $30,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,648

Fundraising Expenses $0

Other Expenses $10,276

TOTAL EXPENSES $18,924

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,447	$16,056	+0.9%
Expenses	$18,924	$29,488	-0.4%
Net Income	$11,523	$-13,432	-1.9%

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
VERABANK NA	Trustee	1.00		$8,648	$0	$8,648
MISTY MCCOMMON	Secretary	1.00	Officer	$0	$0	$0
JERRY HALE	President	1.00	Officer	$0	$0	$0
KEITH HOOKS	Treasurer	1.00	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	$30,447	$18,924	$783,301	$11,523
2024	$16,056	$29,488	$771,778	$-13,432
2023	$111,298	$13,720	$785,210	$97,578
2020	$15,428	$22,259	$682,040	$-6,831
2019	$55,429	$21,035	$688,871	$34,394
2018	$21,870	$20,570	$654,477	$1,300

PLEASANT HILL CEMETERY TRUST CO VERABANK