Appleton Highland Memorial Care I

Nonprofit profile at a glance

EIN
396041170
IRS 990 coverage
2010–2020
Forms available
Form 990 2020
Location
Orlando, FL, USA
Phone
4072375388
Rating
51
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$82,707
Expenses
$40,123
Assets
$2,034,589
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

1 person listed

Highest reported compensation

  • TRUIST BANK F K A SUNTRUST BANK (TRUSTEE): $2,048 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provides for care and maintenance of property which cemetery conducts business, for reasonable costs of administering care and maintenance of appleton highland memorial park, as well as the trust fund.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 39
  • Transparency & Controls: 93
  • Accountability: 12
  • Sustainability: 80
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 31%; rating input score 31
  • Program expense ratio: 63.8%; rating input score 64
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 8th percentile among comparable filings
  • Governance controls: 2 of 9 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Limited
    • Other executive compensation review process: Limited
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 51.5%; rating input score 89; 89th percentile among comparable filings
  • Total-asset coverage ratio: 50.71; rating input score 92; 92nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 71; 71st percentile among comparable filings
  • Officer compensation ratio: 5.1%; rating input score 19; 19th percentile among comparable filings

Growth

  • Program expense growth: -45.4% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: -1.5% per year; rating input score 0; 62nd percentile among comparable filings
  • Asset growth: 0.2% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 31% of revenue deployed · 63.8% of spending went to programs
  • Governance: 0 of 1 board members independent · 2 of 9 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $2K · 1 people listed
  • Consistency: 14 of 14 current checks pass
  • Schedules: 2 filed schedules · includes grants
  • Filing history: 5 filing years from 2010 to 2020
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 31/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 4 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 19/100.