LOCUSTWOOD CEMETERY ASSOCIATION C/O EVERSTORY PARTNERS (EIN 210501600) - 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

1907

Legal Domicile

Principal Officer

LILLY DONOHUE

Phone

2158262800

Tax Period

2023-01-01 to 2023-12-31

LOCUSTWOOD CEMETERY ASSOCIATION C/O EVERSTORY PARTNERS, founded in 1907, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $2.7M exceeded revenue, resulting in a 16% operating deficit.

Mission

CEMETERY OPERATIONS - SALES OF GRAVES AND CRYPTS AND GRAVE MARKERS, INTERNMENTS AND ENTOMBMENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,328,822

Investment Income $0

Other Revenue $991,603

TOTAL REVENUE $2,320,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $723,033

Fundraising Expenses $0

Program Expenses $2,687,419

Other Expenses $1,964,386

TOTAL EXPENSES $2,687,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,320,425	$1,971,343	+0.2%
Expenses	$2,687,419	$2,091,577	+0.3%
Net Income	$-366,994	$-120,234	+2.1%

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

N/A

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

$575,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
LILLY DONOHUE	CHIEF EXEC OFFICER	Highest	$0	$0	$1,425,000
JOSEPH REDLING	CHIEF EXEC OFFICER		$0	$0	$1,026,000
WILLIAM CORBETT	CHIEF INVESTMENT OFFICER	Officer	$0	$0	$575,000
JEFFREY DIGIOVANNI	EXECUTIVE VP CFO		$0	$0	$402,101
LINDSAY GRANSON	VP OF SALES AND MARKETING	Highest	$0	$0	$349,923
THOMAS CONNOLLY	SVP BUSINESS PLANNING&OP		$0	$0	$314,716
MARC BING-ZAREMBA	DIVISIONAL PRESIDENT		$0	$0	$313,365
GINA MACK	VP HUMAN RESOURCES		$0	$0	$307,515
JACK OMER	DIVISIONAL PRESIDENT		$0	$0	$306,732

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	No data	No data	No data	No data
2023	$2,320,425	$2,687,419	$26,729,842	$-366,994
2022	$1,971,343	$2,091,577	$26,266,050	$-120,234
2021	$2,404,307	$2,168,943	$25,303,768	$235,364
2020	$1,761,896	$1,755,929	$24,627,194	$5,967
2019	$1,634,330	$1,445,727	$24,322,819	$188,603
2018	$1,798,915	$1,906,775	$23,858,183	$-107,860

LOCUSTWOOD CEMETERY ASSOCIATION C/O EVERSTORY PARTNERS