OAK GROVE CEMETERY ASSOCIATION (EIN 010131335) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1844

Legal Domicile

Principal Officer

VICTOR TESSARI

Phone

2075825660

Tax Period

2025-01-01 to 2025-12-31

Oak Grove Cemetery Association, founded in 1844, is a micro nonprofit that reported $80K in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $19K, a strong 24% operating margin.

Mission

PERPETUAL CARE AND MAINTENANCE OF CEMETARY AND MAUSOLEUM.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $3,000

Program Service Revenue $6,096

Investment Income $76,681

Other Revenue $13,121

TOTAL REVENUE $98,898

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,480

Other Expenses $91,666

TOTAL EXPENSES $91,666

Year-over-Year Comparison

	2025	2024	Change
Revenue	$98,898	$139,996	-0.3%
Expenses	$91,666	$106,110	-0.1%
Net Income	$7,232	$33,886	-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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSSELL GREENLEAF	PRESIDENT	1.00	Officer Director	$0	$0	$0
VICTOR TESSARI	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JAYE TRIMM	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE HESELTON	DIRECTOR	1.00	Director	$0	$0	$0
RONALD CHASE	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS TEMPLE	DIRECTOR	1.00	Director	$0	$0	$0
PATTY MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
BETTY BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE WOODARD	DIRECTOR	1.00	Director	$0	$0	$0
DIANE BAILEY	DIRECTOR	1.00	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	$98,898	$91,666	$1,582,320	$7,232
2024	$139,996	$106,110	$1,573,911	$33,886
2023	$66,169	$95,045	$1,602,636	$-28,876
2022	$39,188	$87,198	$1,633,937	$-48,010
2021	$372,563	$86,887	$1,688,414	$285,676
2020	$52,706	$94,823	$1,403,333	$-42,117
2019	$56,700	$87,253	$1,451,995	$-30,553
2018	$79,838	$60,779	$1,469,522	$19,059

OAK GROVE CEMETERY ASSOCIATION