SIERRA MADRE PIONEER CEMETERY ASSOC ENDOWMENT CARE TRUST FUND

EIN: 996375823 Mutual Benefit

SIERRA MADRE, CA

Total Revenue
$129,779
Total Expenses
$42,530
Total Assets
$2,534,074
Net Assets
$2,446,267
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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
2003
Legal Domicile
CA
Principal Officer
BILL SULLIVAN
Phone
6264837294
Tax Period
2024-07-01 to 2025-06-30

SIERRA MADRE PIONEER CEMETERY ASSOC ENDOWMENT CARE TRUST FUND, founded in 2003, is a small nonprofit in the Mutual Benefit sector that reported $130K in total revenue in fiscal year 2024. The organization ran a surplus of $87K, a strong 67% operating margin.

Mission

TO HOLD AND MANAGE THE INVESTMENT ASSETS OF THE SIERRA MADRE PIONEER CEMETERY ASSOCIATION IN ACCORDANCE WITH RULES OF THE CALIFORNIA DEPARTMENT OF CONSUMER AFFAIRS- CEMETERY AND FUNERAL BUREAU, WHICH REGULATES CEMETERY OPERATIONS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $17,300
Investment Income $112,479
Other Revenue $0
TOTAL REVENUE $129,779

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $28,780
Other Expenses $42,530
TOTAL EXPENSES $42,530

Year-over-Year Comparison

2024 2023 Change
Revenue $129,779 N/A N/A
Expenses $42,530 N/A N/A
Net Income $87,249 N/A N/A
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BILL SULLIVAN President 2.00
Officer Director
$0 $0 $0
MARY LOU CALDWELL Trustee 2.00
Director
$0 $0 $0
TOM BENT Treasurer 2.00
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 $129,779 $42,530 $2,534,074 $87,249
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