LAKEWOOD CEMETERY ASSOCIATION (EIN 150362820) - 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

1900

Legal Domicile

Principal Officer

MARGARET MCGOWN

Tax Period

2024-01-01 to 2024-12-31

LAKEWOOD CEMETERY ASSOCIATION, founded in 1900, is a small nonprofit that reported $277K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $248K left a modest 10% surplus.

Mission

OPERATION AND MAINTENANCE OF A CEMETERY

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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 (2024)

Revenue Breakdown

Contributions & Grants $116,381

Program Service Revenue $16,175

Investment Income $144,706

Other Revenue $0

TOTAL REVENUE $277,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,499

Fundraising Expenses $0

Program Expenses $203,155

Other Expenses $169,852

TOTAL EXPENSES $248,351

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,262	$219,982	+0.3%
Expenses	$248,351	$220,109	+0.1%
Net Income	$28,911	$-127	-228.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUNO HOFFMAN	TRUSTEE	N/A	Director	$0	$0	$0
DAVID JACKSON	TRUSTEE	N/A	Director	$0	$0	$0
DAVID LINCOURT	TRUSTEE	N/A	Director	$0	$0	$0
KERRY LYNCH	TRUSTEE	N/A	Director	$0	$0	$0
MARGARET MCGOWN	TREASURER	N/A	Director	$0	$0	$0
HENRY J NICOLS	TRUSTEE	N/A	Director	$0	$0	$0
MERRILYN OCONNEL	VICE PRESIDE	N/A	Director	$0	$0	$0
PEGGY POULSON	VICE PRESIDE	N/A	Director	$0	$0	$0
MILO STEWART	PRESIDENT	N/A	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
2024	$277,262	$248,351	$1,421,792	$28,911
2023	$219,982	$220,109	$1,429,288	$-127
2022	$143,371	$181,551	$1,366,119	$-38,180
2021	$178,081	$125,576	$1,585,766	$52,505
2020	$99,069	$93,616	$1,462,157	$5,453
2019	$273,531	$80,091	$1,386,282	$193,440
2018	$110,172	$59,921	$1,214,408	$50,251

LAKEWOOD CEMETERY ASSOCIATION