Lake Nelson Memorial Park (EIN 221054151) - 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

1935

Legal Domicile

Principal Officer

Alana Dickerson

Phone

7328349600

Tax Period

2024-01-01 to 2024-12-31

Lake Nelson Memorial Park, founded in 1935, is a small nonprofit that reported $479K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $148K, a strong 31% operating margin.

Mission

Lake Neslon Memorial Park activities consist of providing for the internment of the human dead, including sales of at-need and pre-need cemetery space, arrangements of services and maintenance of grounds.

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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 $413,711

Investment Income $65,006

Other Revenue $0

TOTAL REVENUE $478,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,251

Fundraising Expenses $0

Program Expenses $330,716

Other Expenses $262,521

TOTAL EXPENSES $330,772

Year-over-Year Comparison

	2024	2023	Change
Revenue	$478,717	$627,982	-0.2%
Expenses	$330,772	$431,267	-0.2%
Net Income	$147,945	$196,715	-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

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	Role	Reportable Comp	Other Comp	Total
Alana Dickerson	Trustee	Director	$0	$0	$0
Jill Baum	President	Officer	$0	$0	$0
Angela Torrillo	Secretary/Treasurer	Officer	$0	$0	$0
Troy Nikola	Vice President	Officer	$0	$0	$0
Allison Quincannon	Trustee	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	$478,717	$330,772	$1,263,524	$147,945
2023	$627,982	$431,267	$995,618	$196,715
2022	$239,557	$407,809	$656,082	$-168,252

Lake Nelson Memorial Park