Heritage Acres Memorial Sanctuary LLC (EIN 823782233) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

Donelle Dreese

Phone

5132316438

Tax Period

2025-01-01 to 2025-12-31

Heritage Acres Memorial Sanctuary LLC, founded in 2016, is a small nonprofit in the Mutual Benefit sector that reported $264K in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $60K, a strong 23% operating margin.

Mission

Heritage Acres Memorial Sanctuary is a dedicated natural burial ground. Our commitment to creating a nature preserve where people may be laid to rest naturally calls us to compassion both for the earth, and for our fellow human beings.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $52,391

Program Service Revenue $199,546

Investment Income $10,656

Other Revenue $1,531

TOTAL REVENUE $264,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,922

Fundraising Expenses $1,307

Program Expenses $119,419

Other Expenses $57,294

TOTAL EXPENSES $204,216

Year-over-Year Comparison

	2025	2024	Change
Revenue	$264,124	$233,034	+0.1%
Expenses	$204,216	$172,367	+0.2%
Net Income	$59,908	$60,667	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

$37,291

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Gupton	Cemetery Director	40.00	Key Emp	$37,291	$0	$37,291
David Spinney	Board Member at Large	8.00	Director	$0	$0	$0
Thomas Bosarge	Board Member at Large	5.00	Director	$0	$0	$0
Donelle Dreese	President	15.00	Officer Director	$0	$0	$0
Donna Buckley	Vice President	8.00	Officer Director	$0	$0	$0
Jeff Syroney	Secretary	5.00	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
2025	$264,124	$204,216	$802,515	$59,908
2024	No data	No data	No data	No data
2023	$199,194	$92,099	$694,850	$107,095
2022	$158,704	$66,329	$591,136	$92,375
2021	$156,338	$56,849	$528,505	$99,489
2020	$110,322	$22,677	$426,877	$87,645
2019	$147,592	$5,209	$332,681	$142,383

Heritage Acres Memorial Sanctuary LLC