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

$72.9MAssets

85/100Mission Score (Excellent)

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 →

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.

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.

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?

Based on AI analysis of IRS 990 filings, Perpetual Care Tr Fund Administered By The Kensico Cemetery As Ttee (EIN: 133582509) some concerns. Mission Score: 85/100. 2 red flags identified, 5 strengths noted.

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. The remaining budget covers administration and fundraising costs.

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.

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.

Year	Revenue	Expenses	Assets	Liabilities	Officer 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.

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.