OAKWOOD CEMETERY ASSOCIATION TRUST

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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

1920

Legal Domicile

Phone

8888663275

Tax Period

2024-01-01 to 2024-12-31

OAKWOOD CEMETERY ASSOCIATION TRUST, founded in 1920, is a small nonprofit that reported $146K in total revenue in fiscal year 2024. Revenue surged 363% from the prior year, signaling strong growth momentum. Expenses of $1.5M exceeded revenue, resulting in a 918% operating deficit.

Mission

ESTABLISH PERMANENT TRUST FUND TO DEVOTE IN PERPETUITY TO THE CARE OF THE OAKWOOD CEMETERY IN EAST AURORA, ERIE COUNTY, NEW YORK

Program Service Accomplishments

Program 1

Expenses: $1,490,976

FOR THE CARE OF THE BUFFALO CITY 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 $0

Program Service Revenue $0

Investment Income $146,453

Other Revenue $0

TOTAL REVENUE $146,453

Expense Breakdown

Grants Paid $1,490,876

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,490,976

Other Expenses $297

TOTAL EXPENSES $1,491,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$146,453	$31,614	+3.6%
Expenses	$1,491,173	$27,100	+54.0%
Net Income	$-1,344,720	$4,514	-298.9%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
BANK OF AMERICA N A	TRUSTEE	N/A		$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	$146,453	$1,491,173	No data	$-1,344,720
2023	$31,614	$27,100	$1,343,991	$4,514
2022	$-36,779	$27,312	$1,340,024	$-64,091
2021	$261,503	$26,934	$1,404,058	$234,569
2020	$57,651	$27,047	$1,168,032	$30,604
2019	$37,439	$25,154	$1,137,672	$12,285
2018	$36,359	$24,167	$1,128,054	$12,192