Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee

Perpetual Care Trust Fund maintains strong asset base with consistent revenue exceeding expenses and no direct officer compensation reported.

EIN: 133582509 · Valhalla, NY · Updated: 2026-03-28

$22.7MRevenue
$3.4MGross Revenue
$72.9MAssets
85/100Mission Score (Excellent)

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Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee Financial Summary
MetricValue
Total Revenue$22.7M
Total Expenses$1.3M
Program Spending80%
Net Assets$66.3M
Transparency Score85/100

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Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee Form 990, Revenue, CEO Pay, and IRS Filing Signals

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee in one place.

Form 990 Filing Summary

13 filing years are available, with latest revenue of $5.2M and expenses of $1.3M.

Revenue and Expenses

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee reported $5.2M in revenue and $1.3M in expenses, a surplus of $3.8M.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

85/100 mission score, 2 red flags, and 5 strengths are shown from structured and AI review.

Is Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
80%Program Expense
$0Grants Paid
13Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee Expense Deployment
Program services$1.1M (80%)

Across stored filings, Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 2 red flags identified
Mission spend80% to programsExcellent
Financial durabilityGrade A13 stored filing years
Peer contextCompare with Healthy Capital District InitiativeNew York and category context

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Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee (EIN: 133582509) is a nonprofit organization based in Valhalla, NY. The organization reported total revenue of $22.7M and total assets of $72.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

36Years Operating
LargeSize Classification
13Years of Filings
MixedRevenue Trajectory

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee is a large nonprofit that has been operating for 36 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$5.2M
Total Expenses$1.3M
Surplus / Deficit+$3.8M
Total Assets$66.3M
Total Liabilities$42K
Net Assets$66.3M
Operating Margin74.1%
Debt-to-Asset Ratio0.1%
Months of Reserves596.1 months

Financial Health Grade: A

In 2023, Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee reported a surplus of $3.8M with revenue exceeding expenses, holds 596.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee's revenue has grown at a compound annual growth rate (CAGR) of 8.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+159.5%+0.8%+9.5%
2022-70.2%+3.7%-16.7%
2021+189.0%+2.0%+9.4%
2020-0.7%+0.7%+12.8%
2019-46.4%+4.1%+14.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1990

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee appears to be a financially stable organization, primarily focused on managing its assets. With latest reported assets of $72,895,722 and revenues consistently exceeding expenses in recent years, the fund demonstrates robust financial health. For instance, in 2023, revenue was $5,150,264 against expenses of $1,335,404, indicating a significant surplus. The organization's primary function seems to be asset management for perpetual care, which inherently involves lower program spending ratios compared to direct service charities. The spending efficiency, while not explicitly detailed in terms of program vs. administrative costs from the provided data, can be inferred as efficient given the nature of a perpetual care trust. The absence of reported officer compensation across all filings suggests a lean operational structure or that compensation is handled through the administering entity, Kensico Cemetery, rather than directly by the trust itself. This structure, while potentially efficient, could also limit direct transparency into the full operational costs if significant administrative functions are absorbed by the trustee without clear disclosure within the trust's 990. Transparency is generally good with consistent 990 filings. However, without a detailed breakdown of expenses into program, administrative, and fundraising categories, a complete assessment of spending efficiency is challenging. The lack of officer compensation reported directly on the 990s is a positive indicator for the trust itself, but it would be beneficial to understand the full compensation structure of individuals managing the fund through the Kensico Cemetery. The significant fluctuations in revenue, such as $6.6 million in 2021 compared to $1.9 million in 2022, likely reflect investment performance rather than operational changes.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 80%
  • fundraising: 0%

According to IRS 990 filings, Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee allocates its expenses as follows: admin: 20%, programs: 80%, fundraising: 0%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$5.2MTotal Revenue
$1.3MTotal Expenses
$66.3MTotal Assets
$42KTotal Liabilities
$66.3MNet Assets
  • The organization reported a surplus of $3.8M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.1%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, suggesting that executive compensation is either non-existent within the trust's direct reporting or is handled and reported by the administering entity, The Kensico Cemetery, as the trustee.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee's IRS 990 filings:

  • Lack of detailed expense breakdown (program vs. admin) in provided data
  • Significant fluctuations in annual revenue, potentially indicating reliance on investment market performance

Strengths

The following positive indicators were identified for Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee:

  • Consistent financial stability with revenues generally exceeding expenses
  • Strong asset base ($72,895,722 latest) indicating long-term sustainability
  • No officer compensation reported directly by the trust, suggesting efficient use of funds or shared administrative structure
  • Consistent IRS 990 filing history demonstrating transparency
  • Low liabilities relative to assets in most years

Frequently Asked Questions about Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee

Is Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee a legitimate charity?

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee (EIN: 133582509) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $22.7M. 2 red flags identified. 5 strengths noted. Financial health grade: A.

How does Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee spend its money?

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee directs 80% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee tax-deductible?

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee is registered as a tax-exempt nonprofit (EIN: 133582509). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee located?

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee is headquartered in Valhalla, New York and files with the IRS under EIN 133582509.

How many years of IRS 990 filings does Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee have?

Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $22.7M in total revenue.

What are the specific program activities funded by the Perpetual Care Trust?

The provided data does not detail specific program activities, but as a 'Perpetual Care Trust Fund Administered By The Kensico Cemetery As Ttee', its primary purpose is likely to ensure the long-term maintenance and care of the cemetery, which is an inherent program activity for such a trust.

How are administrative costs allocated between the trust and The Kensico Cemetery?

The 990 data does not provide this level of detail. Given the trust is 'Administered By The Kensico Cemetery As Ttee', it's possible some administrative functions and associated costs are absorbed by the cemetery and not directly reported within the trust's 990.

What is the nature of the significant liabilities reported in 2023 ($42,311) compared to previous years?

The 990 data alone does not specify the nature of these liabilities. While $42,311 is relatively small compared to assets, understanding its composition would provide more insight into the trust's financial obligations.

Filing History

IRS 990 filing history for Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee's revenue has grown by 178.1%, moving from $1.9M to $5.2M. Total assets increased by 76.6% over the same period, from $37.6M to $66.3M. Total functional expenses rose by 16.5%, from $1.1M to $1.3M. In its most recent filing year (2023), Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee reported a surplus of $3.8M, with revenue exceeding expenses. The organization holds $42K in liabilities against $66.3M in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $66.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $5.2M $1.3M $66.3M $42K
2022 $2.0M $1.3M $60.6M $239K View 990
2021 $6.7M $1.3M $72.7M $254K View 990
2020 $2.3M $1.3M $66.5M $43K View 990
2019 $2.3M $1.2M $58.9M $76K View 990
2018 $4.3M $1.2M $51.7M $172K View 990
2017 $3.5M $1.2M $54.6M $136K View 990
2016 $2.5M $1.1M $49.2M $133K View 990
2015 $3.2M $1.1M $47.1M $88K View 990
2014 $3.6M $1.1M $47.3M $106K View 990
2013 $4.0M $1.1M $45.6M $138K View 990
2012 $2.4M $1.3M $40.6M $61K View 990
2011 $1.9M $1.1M $37.6M $156K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $5.2M, expenses of $1.3M, and assets of $66.3M (revenue +159.5% year-over-year).
  • 2022: Revenue of $2.0M, expenses of $1.3M, and assets of $60.6M (revenue -70.2% year-over-year).
  • 2021: Revenue of $6.7M, expenses of $1.3M, and assets of $72.7M (revenue +189.0% year-over-year).
  • 2020: Revenue of $2.3M, expenses of $1.3M, and assets of $66.5M (revenue -0.7% year-over-year).
  • 2019: Revenue of $2.3M, expenses of $1.2M, and assets of $58.9M (revenue -46.4% year-over-year).
  • 2018: Revenue of $4.3M, expenses of $1.2M, and assets of $51.7M (revenue +23.9% year-over-year).
  • 2017: Revenue of $3.5M, expenses of $1.2M, and assets of $54.6M (revenue +39.5% year-over-year).
  • 2016: Revenue of $2.5M, expenses of $1.1M, and assets of $49.2M (revenue -20.7% year-over-year).
  • 2015: Revenue of $3.2M, expenses of $1.1M, and assets of $47.1M (revenue -11.3% year-over-year).
  • 2014: Revenue of $3.6M, expenses of $1.1M, and assets of $47.3M (revenue -10.6% year-over-year).
  • 2013: Revenue of $4.0M, expenses of $1.1M, and assets of $45.6M (revenue +63.8% year-over-year).
  • 2012: Revenue of $2.4M, expenses of $1.3M, and assets of $40.6M (revenue +31.1% year-over-year).
  • 2011: Revenue of $1.9M, expenses of $1.1M, and assets of $37.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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