MT CALVARY CATHOLIC CEMETERY ASSOCIATION INC

EIN: 930446524 501(c)(3)

KLAMATH FALLS, OR

Total Revenue
$196,141
Total Expenses
$192,704
Total Assets
$858,607
Net Assets
$855,264
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1932
Phone
5418820169
Tax Period
2023-01-01 to 2023-12-31

MT CALVARY CATHOLIC CEMETERY ASSOCIATION INC, founded in 1932, is a small nonprofit that reported $196K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $855K represent 52 months of operating reserves.

Mission

TO PROVIDE OUR CATHOLIC COMMUNITY WITH A BEAUTIFUL CEMETERY TO REMEMBER OUR DECEASED FAMILY AND FRIENDS IN A SPIRITUAL SETTING.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,982
Program Service Revenue $155,280
Investment Income $7,377
Other Revenue $6,502
TOTAL REVENUE $196,141

Expense Breakdown

Grants Paid $0
Salaries & Benefits $37,222
Fundraising Expenses $0
Program Expenses $176,150
Other Expenses $155,482
TOTAL EXPENSES $192,704

Year-over-Year Comparison

2023 2022 Change
Revenue $196,141 $179,261 +0.1%
Expenses $192,704 $160,529 +0.2%
Net Income $3,437 $18,732 -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

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
3
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
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JIMMY ORTIZ CARETAKER 30.00
$12,522 $0 $12,522
FREDERICK IPO ROSS MANAGER 23.00
$12,150 $0 $12,150
JULIE KRAAN TREASURER 20.00
$7,952 $0 $7,952
DANIEL PIMENTAL ALVARADO CARETAKER 30.00
$1,950 $0 $1,950
CATHY LOOMIS Director 0.50
Director
$0 $0 $0
JERRY BACH Director 0.50
Director
$0 $0 $0
LISA JOHNSON Director 0.50
Director
$0 $0 $0
KIRK CRAWFORD Director 0.50
Director
$0 $0 $0
KATHY POE Director 0.50
Director
$0 $0 $0
KEN SENA Director 0.50
Director
$0 $0 $0
TOM SNIDER Director 0.50
Director
$0 $0 $0
KAREN JOHNSON Director 0.50
Director
$0 $0 $0
DUANE WHITEHEAD Director 0.50
Director
$0 $0 $0
TRUDY NOVAK Secretary 0.50
Officer
$0 $0 $0
DAVE DOVERI Director 0.50
Officer
$0 $0 $0
JAMES BAIRD Vice President 0.50
Officer
$0 $0 $0
BRAD LOOMIS President 1.00
Officer
$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 $196,141 $192,704 $858,607 $3,437
2022 $179,261 $160,529 $855,251 $18,732
2021 $213,337 $154,692 $836,511 $58,645
2020 $189,176 $122,987 $779,252 $66,189
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