FOREST LAWN HERITAGE FOUNDATION INC (EIN 161405484) - 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

1992

Legal Domicile

Principal Officer

JULIE R SNYDER

Phone

7168851600

Tax Period

2024-04-01 to 2025-03-31

FOREST LAWN HERITAGE FOUNDATION INC, founded in 1992, is a small nonprofit in the Unknown sector that reported $394K in total revenue in fiscal year 2024. Revenue surged 116% from the prior year, signaling strong growth momentum. The organization ran a surplus of $161K, a strong 41% operating margin.

Mission

WE STEWARD CONTRIBUTIONS FOR THE CONSERVATION AND ENHANCEMENT OF OUR CEMETERIES, PROMOTING HISTORY, SUSTAINABILITY, PRESERVATION AND EDUCATIONAL OFFERINGS FOR THESE IMPORTANT LANDSCAPES.

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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 $436,804

Program Service Revenue $0

Investment Income $13,355

Other Revenue $-55,928

TOTAL REVENUE $394,231

Expense Breakdown

Grants Paid $101,211

Salaries & Benefits $0

Fundraising Expenses $86,418

Program Expenses $101,211

Other Expenses $132,509

TOTAL EXPENSES $233,720

Year-over-Year Comparison

	2024	2023	Change
Revenue	$394,231	$182,189	+1.2%
Expenses	$233,720	$124,834	+0.9%
Net Income	$160,511	$57,355	+1.8%

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

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

$7,200

Total Directors

$74,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES WADSWORTH	EX-OFFICIO DIRECTOR	4.00	Director	$0	$0	$55,000
CHARLES F KREINER JR	CHAIR	4.00	Officer Director	$0	$0	$7,200
HUGH M RUSS	DIRECTOR	4.00	Director	$0	$0	$7,200
KURT L RICH	DIRECTOR	4.00	Director	$0	$0	$4,800
JOHN EDENS	DIRECTOR	4.00	Director	$0	$0	$0
JOETTE MOSEY ZACCAGNINO	TREASURER	4.00	Officer Director	$0	$0	$0
WILLIAM PEARCE JR	SECRETARY	4.00	Officer Director	$0	$0	$0
JULIE R SNYDER	CEO	4.00	Highest	$0	$11,776	$285,437
CRAIG WOLCOTT	VP - OPERATIONS	4.00	Highest	$0	$32,701	$173,356
CHRISTOPHER CONVERSE	VP - ADMIN	4.00	Highest	$0	$25,349	$158,315
JAMIE L LOTZ	VP - FINANCE	4.00	Highest	$0	$29,078	$154,001
JOSEPH DISPENZA	FORMER PRESIDENT	0.00		$0	$0	$141,538

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	$394,231	$233,720	$980,195	$160,511
2024	$182,189	$124,834	$807,098	$57,355
2023	$301,349	$206,935	$709,308	$94,414
2022	$150,236	$56,989	$551,227	$93,247
2021	$114,437	$268,406	$839,432	$-153,969
2020	$243,294	$205,363	$1,269,835	$37,931
2019	$199,428	$228,926	$1,251,754	$-29,498
2018	$2,105,746	$1,635,051	$1,179,647	$470,695

FOREST LAWN HERITAGE FOUNDATION INC