SAN GABRIEL CEMETERY ASSOCIATION E… - 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

2019

Legal Domicile

Phone

6262822764

Tax Period

2023-01-01 to 2023-12-31

SAN GABRIEL CEMETERY ASSOCIATION ENDOWMENT CARE TRUST, founded in 2019, is a small nonprofit in the Mutual Benefit sector that reported $726K in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $688K, a strong 95% operating margin.

Mission

TO HOLD AND MANAGE THE INVESTMENT ASSETS OF THE SAN GABRIEL CEMETERY ENDOWMENT FUND IN ACCORDANCE WITH RULES OF THE CALIFORNIA DEPARTMENT OF CONSUMER AFFAIRS, WHICH REGULATES CEMETERY OPERATIONS.

Program Service Accomplishments

Program 1

Expenses: $38,813

MANAGED THE ENDOWMENT ASSETS, MAINTAINED ACCOUNTING RECORDS FOR THE INVESTMENT ASSETS, DETERMINED AMOUNT DISTRIBUTABLE TO THE SAN GABRIEL CEMETERY ASSOCIATON, AND FILED ANNUAL REPORTS REQUIRED BY THE...

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $726,436

Other Revenue $0

TOTAL REVENUE $726,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,813

Other Expenses $38,813

TOTAL EXPENSES $38,813

Year-over-Year Comparison

	2023	2022	Change
Revenue	$726,436	$377,312	+0.9%
Expenses	$38,813	$55,307	-0.3%
Net Income	$687,623	$322,005	+1.1%

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

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 BABCOCK	Trustee	5.00	Director	$0	$0	$0
JOHN CLAYTON	Trustee	5.00	Director	$0	$0	$0
MIKE FEMINO	Trustee	5.00	Director	$0	$0	$0
WILLIAM JAMESON	Trustee	5.00	Director	$0	$0	$0
HENRY WILLIAMSON	Trustee	5.00	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	No data	No data	No data	No data
2023	$726,436	$38,813	$7,376,768	$687,623
2022	$377,312	$55,307	$6,830,309	$322,005
2021	$687,309	$49,569	$7,373,622	$637,740
2020	$620,572	$54,553	$6,552,541	$566,019
2019	$925,305	$58,653	$6,225,769	$866,652

SAN GABRIEL CEMETERY ASSOCIATION ENDOWMENT CARE TRUST