The John D Rockefeller Family Cemetery (EIN 136153444) - 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

ABBY CAULKINS

Tax Period

2023-01-01 to 2023-12-31

The John D Rockefeller Family Cemetery, founded in 1938, is a small nonprofit that reported $609K in total revenue in fiscal year 2023. The organization ran a surplus of $527K, a strong 87% operating margin.

Mission

MAINTENANCE, REPAIR AND UPKEEP OF THE CEMETERY PROPERTY.

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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 $0

Investment Income $608,954

Other Revenue $0

TOTAL REVENUE $608,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,830

Other Expenses $81,780

TOTAL EXPENSES $81,780

Year-over-Year Comparison

	2023	2022	Change
Revenue	$608,954	$-1,046,161	-1.6%
Expenses	$81,780	$99,616	-0.2%
Net Income	$527,174	$-1,145,777	-1.5%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
DAVID ROCKEFELLER JR	DIRECTOR	Director	$0	$0	$0
LUCY R WALETZKY	Director	Director	$0	$0	$0
WINTHROP ROCKEFELLER JR	DIRECTOR	Director	$0	$0	$0
JUSTIN A ROCKEFELLER	DIRECTOR	Director	$0	$0	$0
MARK F ROCKEFELLER	DIRECTOR	Director	$0	$0	$0
WENDY S GOLDNER	TREASURER	Officer	$0	$0	$0
JAMES SLIGAR	SECRETARY	Officer	$0	$0	$0
ABBY O CAULKINS	PRESIDENT	Officer	$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
2024	No data	No data	No data	No data
2023	$608,954	$81,780	$2,323,495	$527,174
2022	$-1,046,161	$99,616	$1,796,321	$-1,145,777
2021	$262,485	$101,827	$2,942,098	$160,658
2020	$236,006	$101,373	$2,781,440	$134,633
2019	$366,660	$90,648	$2,646,781	$276,012
2018	$507,693	$110,813	$2,370,769	$396,880

The John D Rockefeller Family Cemetery