SUNSET MEMORIAL PARK ENDOWED CARE TRUST (EIN 856012841) - 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

1929

Legal Domicile

Principal Officer

THOMAS ANTRAM

Phone

5058427182

Tax Period

2023-01-01 to 2023-12-31

SUNSET MEMORIAL PARK ENDOWED CARE TRUST, founded in 1929, is a small nonprofit in the Mutual Benefit sector that reported $700K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $573K, a strong 82% operating margin.

Mission

THE SUNSET MEMORIAL PARK ENDOWED CARE TRUST SUPPORTS SUNSET MEMORIAL PARK, INC., A CEMETERY 501(C)(13) ORGANIZATION. IT HOLDS AND INVESTS THE ENDOWMENT PROCEEDS AND DISTRIBUTES FUNDS FOR THE MAINTENANCE AND UPKEEP 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $673,301

Other Revenue $27,095

TOTAL REVENUE $700,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,515

Fundraising Expenses $0

Other Expenses $84,238

TOTAL EXPENSES $127,753

Year-over-Year Comparison

	2023	2022	Change
Revenue	$700,396	$450,591	+0.6%
Expenses	$127,753	$128,471	0.0%
Net Income	$572,643	$322,120	+0.8%

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

$99,167

Total Directors

$43,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS ANTRAM	PRESIDENT	0.10	Officer Director	$0	$0	$0
ALICE BROUSSEAU	SECRETARY	0.10	Officer Director	$0	$0	$0
BOB BOVINETTE	DIRECTOR	0.10	Director	$0	$0	$8,000
MICHELLE COONS	DIRECTOR	0.10	Director	$0	$0	$8,000
COLE FLANAGAN	DIRECTOR	0.10	Director	$0	$0	$7,000
LAREE PEREZ	DIRECTOR	0.10	Director	$0	$0	$8,000
JAMES ROACH	DIRECTOR	0.10	Director	$0	$0	$6,000
KRISTELLE SIARZA	DIRECTOR	0.10	Director	$0	$0	$6,000
N/A	TRUSTEE	1.00		$43,515	$0	$43,515
JOSHUA GLASS	EXECUTIVE DIRECTOR	1.00	Officer	$0	$23,780	$99,167

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	$700,396	$127,753	$14,687,560	$572,643
2022	$450,591	$128,471	$12,683,597	$322,120
2021	$1,086,687	$126,051	$14,133,888	$960,636
2020	$773,596	$123,837	$12,081,383	$649,759

SUNSET MEMORIAL PARK ENDOWED CARE TRUST