UNION CEMETERY ASSOCIATION ENDOWME… - 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

2018

Legal Domicile

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

MAINTAIN PROPER ACCOUNTING OF THE PERPETUAL ENDOWMENT CARE TRUST FUND FOR THE UNION CEMERTERY ASSOCIATION

Program Service Accomplishments

Program 1

PROVIDE FIDUCIARY CARE ON THE THE ENDOWMENT FUND FOR UNION CEMETERY ASSOCIATION. THE ENDOWMENT FUND RECEIVES MONEY FROM THE SALE OF CEMETERY LOTS AND BURIAL NICHES FROM UNION CEMETERY PER THE OHIO...

PROVIDE FIDUCIARY CARE ON THE THE ENDOWMENT FUND FOR UNION CEMETERY ASSOCIATION. THE ENDOWMENT FUND RECEIVES MONEY FROM THE SALE OF CEMETERY LOTS AND BURIAL NICHES FROM UNION CEMETERY PER THE OHIO LAWS GOVERNING SUCH SALES. THE ENDOWENT FUND ISSUES MONEY TO UNION CEMETERY ASSOICATION FOR CARE AND MAINTENACE OF 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 (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

Governance

Voting Members

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
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

UNION CEMETERY ASSOCIATION ENDOWMENT CARE TRUST