SPRINGFIELD CEMETERY ASSOCIATION PERPETUAL CARE TRUST (EIN 816387535) - 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

2015

Legal Domicile

Principal Officer

SHELLEY BAKER

Phone

9373223491

Tax Period

2024-01-01 to 2024-12-31

SPRINGFIELD CEMETERY ASSOCIATION PERPETUAL CARE TRUST, founded in 2015, is a small nonprofit in the Mutual Benefit sector that reported $336K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $278K, a strong 83% operating margin.

Mission

TO PROVIDE FOR THE PERPETUAL CARE OF A TAX EXEMPT CEMETERY AND TO INVEST ANY SURPLUS FUNDS TO OPERATE, MAINTAIN AND IMPROVE THE 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 $93,841

Investment Income $242,309

Other Revenue $0

TOTAL REVENUE $336,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,255

Other Expenses $58,255

TOTAL EXPENSES $58,255

Year-over-Year Comparison

	2024	2023	Change
Revenue	$336,150	$356,907	-0.1%
Expenses	$58,255	$41,254	+0.4%
Net Income	$277,895	$315,653	-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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$136,371

Total Directors

$136,371

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELLEY BAKER	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$136,371
DR PAUL SCHANHER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DARRELL KITCHEN	VICE PRESIDENT/SECRETARY	2.00	Officer Director	$0	$0	$0
DR RICHARD UMBAUGH	TREASURER	2.00	Officer Director	$0	$0	$0
DEBORAH HILL	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
CHESTER WALTHALL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN DETRICK	TRUSTEE	1.00	Director	$0	$0	$0
DALE MILLER	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA RICE HENRY	TRUSTEE	1.00	Director	$0	$0	$0
REED ROBERTSON	TRUSTEE	1.00	Director	$0	$0	$0
SHARON EVANS	TRUSTEE	1.00	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	$336,150	$58,255	$6,798,520	$277,895
2023	$356,907	$41,254	$6,491,101	$315,653
2022	$327,178	$16,446	$6,132,534	$310,732
2021	$412,744	$18,200	$6,704,946	$394,544
2020	$385,280	$14,801	$5,997,497	$370,479
2019	$250,448	$14,460	$5,297,954	$235,988
2018	$212,520	$14,044	$5,166,528	$198,476

SPRINGFIELD CEMETERY ASSOCIATION PERPETUAL CARE TRUST