CLAQUATO CEMETERY ASSN (EIN 910177410) - 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

1920

Legal Domicile

Principal Officer

BRETT MITCHELL

Phone

3607487755

Tax Period

2023-01-01 to 2023-12-31

CLAQUATO CEMETERY ASSN, founded in 1920, is a small nonprofit that reported $543K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $126K, a strong 23% operating margin.

Mission

OPERATION OF 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 $2,000

Program Service Revenue $262,725

Investment Income $274,234

Other Revenue $3,706

TOTAL REVENUE $542,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $233,449

Fundraising Expenses $0

Other Expenses $183,404

TOTAL EXPENSES $416,853

Year-over-Year Comparison

	2023	2022	Change
Revenue	$542,665	$441,099	+0.2%
Expenses	$416,853	$357,592	+0.2%
Net Income	$125,812	$83,507	+0.5%

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

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
BRIAN KELLY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
BRETT MITCHELL	PRESIDENT	2.00	Officer	$0	$0	$0
DELBERT AMES	PRESIDENT	1.00	Officer	$0	$0	$0
WILLIAM CRAIG	SECRETARY	1.00	Officer	$0	$0	$0
ROD MEADE	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE VLACH	DIRECTOR	1.00	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	$542,665	$416,853	$6,182,488	$125,812
2022	$441,099	$357,592	$5,994,601	$83,507
2021	$596,271	$355,704	$5,850,954	$240,567
2020	$291,686	$338,020	$5,462,177	$-46,334
2019	$1,315,599	$298,982	$5,444,930	$1,016,617
2018	$513,238	$277,791	$3,320,998	$235,447

CLAQUATO CEMETERY ASSN