OAKWOOD CEMETERY ASSOCIATION INC (EIN 160765120) - 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

1889

Legal Domicile

Principal Officer

PAUL WYAND

Phone

5853814725

Tax Period

2025-01-01 to 2025-12-31

OAKWOOD CEMETERY ASSOCIATION INC, founded in 1889, is a small nonprofit that reported $435K in total revenue in fiscal year 2025. The organization ran a surplus of $102K, a strong 23% operating margin.

Mission

TO MAINTAIN A CEMETERY & MAUSOLEUM IN THE TOWN OF PENFIELD, NEW YORK.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $288,082

Investment Income $147,025

Other Revenue $0

TOTAL REVENUE $435,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $204,047

Fundraising Expenses $0

Program Expenses $259,942

Other Expenses $128,955

TOTAL EXPENSES $333,002

Year-over-Year Comparison

	2025	2024	Change
Revenue	$435,107	$432,634	+0.0%
Expenses	$333,002	$344,864	0.0%
Net Income	$102,105	$87,770	+0.2%

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

$32,026

Total Directors

$65,769

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Duford	SUPERINTENDENT	40.00	Director	$65,769	$0	$65,769
Mary Ockenden	sec / treasurer	40.00	Officer	$32,026	$0	$32,026
Maria Melnik	Director	1.00	Director	$0	$0	$0
HOWARD CLARK	Director	1.00	Director	$0	$0	$0
JEFFERYJENNINGS	Director	1.00	Director	$0	$0	$0
GARY FINLAYSON	Director	1.00	Director	$0	$0	$0
DEBBIE VALERINO	Director	1.00	Director	$0	$0	$0
JAMES OCKENDEN	Director	1.00	Director	$0	$0	$0
PAUL WYAND	President	2.00	Officer	$0	$0	$0
JIM SCHANTZ	Vice President	1.00	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
2025	$435,107	$333,002	$2,685,048	$102,105
2024	No data	No data	No data	No data
2023	$368,909	$303,409	$2,517,796	$65,500
2022	$521,835	$352,376	$2,539,705	$169,459
2021	$364,545	$261,314	$2,375,155	$103,231
2020	$250,961	$222,510	$2,288,750	$28,451
2019	$313,628	$242,008	$2,282,125	$71,620
2018	$227,439	$212,209	$2,253,086	$15,230

OAKWOOD CEMETERY ASSOCIATION INC