UNION CEMETERY ASSOCIATION ENDOWMENT CARE TRUST

EIN: 817052948

COLUMBUS, OH

Total Revenue
$465,922
Total Expenses
N/A
Total Assets
$8,824,937
Net Assets
$8,824,937
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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
2018
Legal Domicile
OH
Phone
6142675471
Tax Period
2021-04-01 to 2022-03-31

UNION CEMETERY ASSOCIATION ENDOWMENT CARE TRUST, founded in 2018, is a small nonprofit that reported $466K in total revenue in fiscal year 2021. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE FULL SUPPORT, CARE AND MAINTENANCE OF THE PERPETUAL CARE TRUST FUND FOR UNION CEMETERY ASSOCIATION

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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 (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $465,922
Other Revenue $0
TOTAL REVENUE $465,922

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2021 2020 Change
Revenue $465,922 $402,104 +0.2%
Expenses N/A N/A N/A
Net Income N/A $402,104 N/A
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
6
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
0
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN S VAGNIER Treasurer 1.00
Director
$0 $0 $0
STEVEN R COPELAND Vice President 1.00
Director
$0 $0 $0
CYNTHIA MCKAY Trustee 1.00
Director
$0 $0 $0
RICHARD BAKER Trustee 1.00
Director
$0 $0 $0
JOHN KENNEDY President 1.00
Director
$0 $0 $0
JIMMIE BLEVINS GENERAL MANAGER 45.00
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
2022 $465,922 No data $8,824,937 No data
2021 $402,104 No data $8,292,539 No data
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