OAKDALE MEMORIAL GARDENS PERPETUAL CARE TRUST (EIN 206559366) - 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

2016

Legal Domicile

Principal Officer

ROBERT S WARD

Phone

5633245121

Tax Period

2024-01-01 to 2024-12-31

OAKDALE MEMORIAL GARDENS PERPETUAL CARE TRUST, founded in 2016, is a small nonprofit in the Mutual Benefit sector that reported $208K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $158K, a strong 76% operating margin.

Mission

TRUST WAS FORMED TO RECEIVE, MAINTAIN, AND ADMINISTER FUNDS WHICH IT RECEIVES FROM A NONPROFIT CEMETERY ASSOCIATION PURSUANT TO IOWA CODE CHAPTER 523I.

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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 $10,312

Investment Income $197,754

Other Revenue $0

TOTAL REVENUE $208,066

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,000

Other Expenses $0

TOTAL EXPENSES $50,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,066	$247,832	-0.2%
Expenses	$50,000	$80,438	-0.4%
Net Income	$158,066	$167,394	-0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GHASOUB HARB	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT J WARD	TRUSTEE	1.00	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	$208,066	$50,000	$1,203,190	$158,066
2023	$247,832	$80,438	$1,045,124	$167,394
2022	$-184,229	No data	$877,730	No data
2021	$239,283	No data	$1,061,959	No data
2020	$145,453	No data	$822,676	No data
2019	$140,615	$40,000	$677,223	$100,615
2018	$39,548	$24,000	$576,608	$15,548

OAKDALE MEMORIAL GARDENS PERPETUAL CARE TRUST