WELLWOOD CEMETERY ASSOCIATION INC (EIN 131462845) - Form 990 Financial Analysis & Trantor Score

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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

1938

Legal Domicile

Principal Officer

WILLIAM SZYBILLO

Phone

5162492300

Tax Period

2023-11-01 to 2024-10-31

WELLWOOD CEMETERY ASSOCIATION INC, founded in 1938, is a community nonprofit that reported $8.7M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.0M, a strong 35% operating margin.

Mission

TO OWN AND OPERATE A NON-PROFIT CEMETERY FOR THE BENEFIT OF PLOT OWNERS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,550,448

Investment Income $2,528,390

Other Revenue $1,645,350

TOTAL REVENUE $8,724,188

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,127,102

Fundraising Expenses $0

Other Expenses $1,572,443

TOTAL EXPENSES $5,699,545

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,724,188	$7,908,670	+0.1%
Expenses	$5,699,545	$5,269,668	+0.1%
Net Income	$3,024,643	$2,639,002	+0.1%

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

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

$402,934

Total Directors

$294,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID AUERBACH	PRESIDENT/DIRECTOR	7.50	Officer Director	$29,400	$0	$58,800
RICHARD BETHEIL	DIRECTOR	1.50	Director	$29,400	$0	$58,800
LYDIA ROSENGARTEN	DIRECTOR	0.50	Director	$29,400	$0	$58,800
ANTHONY BIOLSI	DIRECTOR/SECRETARY	5.00	Officer Director	$29,400	$0	$58,800
CLARE GARFIELD	DIRECTOR	0.50	Director	$29,400	$0	$58,800
JOHN NOLAN III	VICE PRESIDENT	20.00	Officer	$115,919	$53,497	$285,334
RICHARD BUCK	MECHANIC	20.00	Highest	$63,284	$54,113	$180,680
SAMUEL MERCADO	FOREMAN	40.00	Highest	$136,108	$42,967	$179,075
WILLIAM SZYBILLO	GROUNDS MGR	20.00	Highest	$78,772	$45,325	$202,868
GREGORIO BONILLA	ASSISTANT GROUNDS MANAGER	20.00	Highest	$68,260	$55,093	$191,613
TERESA WEBER	TREASURER/CONTROLLER	20.00	Highest	$54,511	$25,874	$134,897
ANDRES ROSADO	FOREMAN	40.00	Highest	$117,437	$26,799	$144,236

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
2024	$8,724,188	$5,699,545	$73,480,530	$3,024,643
2023	$7,908,670	$5,269,668	$70,263,230	$2,639,002
2022	$7,872,605	$5,419,397	$67,647,448	$2,453,208
2021	$7,680,386	$5,077,179	$65,181,392	$2,603,207
2020	$7,154,471	$4,877,099	$62,452,135	$2,277,372
2019	$6,284,094	$5,222,450	$60,142,861	$1,061,644
2018	$7,085,325	$5,137,109	$58,998,669	$1,948,216

WELLWOOD CEMETERY ASSOCIATION INC