OAK GROVE CEMETERY ASSOCIATION OF FALMOUTH INC (EIN 222945788) - 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

1988

Legal Domicile

Principal Officer

JERRY LUBY

Phone

5085489610

Tax Period

2024-04-01 to 2025-03-31

OAK GROVE CEMETERY ASSOCIATION OF FALMOUTH INC, founded in 1988, is a small nonprofit that reported $183K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $168K left a modest 8% surplus.

Mission

OPERATE AND MAINTAIN THE OAK GROVE 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 $30,425

Program Service Revenue $3,495

Investment Income $27,871

Other Revenue $120,792

TOTAL REVENUE $182,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,824

Fundraising Expenses $0

Program Expenses $152,359

Other Expenses $98,428

TOTAL EXPENSES $168,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$182,583	$163,063	+0.1%
Expenses	$168,252	$203,531	-0.2%
Net Income	$14,331	$-40,468	-1.4%

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

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
JERRY LUBY	PRESIDENT	002.00	Officer Director	$0	$0	$0
NANCY LOPES	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
NANCY RAGO	SECRETARY	001.00	Officer Director	$0	$0	$0
BOB GROMAN	TREASURER	002.00	Officer Director	$0	$0	$0
MARY BARRY	DIRECTOR	001.00	Director	$0	$0	$0
ELAINE HICKEY	DIRECTOR	001.00	Director	$0	$0	$0
GERRY HOWELL	DIRECTOR	001.00	Director	$0	$0	$0
PHYLLIS HUNT	DIRECTOR	001.00	Director	$0	$0	$0
FAITH LEE	DIRECTOR	001.00	Director	$0	$0	$0
MICHAEL MCNAUGHT	DIRECTOR	001.00	Director	$0	$0	$0
CYNTHIA PINA	DIRECTOR	001.00	Director	$0	$0	$0
ALLEN RUSH	DIRECTOR	001.00	Director	$0	$0	$0
GREY ZEIEN	DIRECTOR	001.00	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
2025	$182,583	$168,252	$1,183,523	$14,331
2024	$163,063	$203,531	$1,117,291	$-40,468
2023	$176,023	$145,473	$1,016,928	$30,550
2022	$193,604	$152,722	$1,028,264	$40,882
2021	$145,336	$130,288	$945,294	$15,048
2020	$147,986	$131,763	$705,230	$16,223
2019	$153,642	$113,216	$756,737	$40,426

OAK GROVE CEMETERY ASSOCIATION OF FALMOUTH INC