OAKLAWN MEMORIAL PARK CEMETERY (EIN 221721343) - 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

1980

Legal Domicile

Principal Officer

MARCIA BERKOWITZ

Phone

2019670100

Tax Period

2023-05-01 to 2024-04-30

OAKLAWN MEMORIAL PARK CEMETERY, founded in 1980, is a small nonprofit that reported $210K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $165K, a strong 79% operating margin.

Mission

PROVIDE GRAVE SPACES AND MAINTENANCE

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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 $47,650

Program Service Revenue $0

Investment Income $21,962

Other Revenue $140,520

TOTAL REVENUE $210,132

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,000

Fundraising Expenses $0

Other Expenses $24,947

TOTAL EXPENSES $44,947

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,132	$253,085	-0.2%
Expenses	$44,947	$42,588	+0.1%
Net Income	$165,185	$210,497	-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

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

$96,400

Total Directors

$375,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCIA BERKOWITZ	President	15.00	Officer Director	$5,000	$0	$96,400
EDMUND BERKOWITZ	Director	10.00	Director	$5,000	$0	$96,400
LITA GREENBERG	Director	10.00	Director	$5,000	$0	$96,400
JEFFREY GREENBERG	Vice President	10.00	Director	$5,000	$0	$86,400

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	$210,132	$44,947	$1,300,575	$165,185
2023	$253,085	$42,588	$1,143,067	$210,497
2022	$171,785	$41,183	$990,393	$130,602
2021	$153,266	$39,992	$870,518	$113,274
2020	$100,180	$27,835	$738,355	$72,345
2019	$81,543	$36,657	$679,539	$44,886

OAKLAWN MEMORIAL PARK CEMETERY