NEW OXFORD CEMETERY ASSOCIATION (EIN 231305671) - 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

2000

Legal Domicile

Principal Officer

MICHELLE L WHEELER

Phone

7176247353

Tax Period

2024-01-01 to 2024-12-31

NEW OXFORD CEMETERY ASSOCIATION, founded in 2000, is a micro nonprofit in the Mutual Benefit sector that reported $53K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $62K exceeded revenue, resulting in a 16% operating deficit.

Mission

THE NEW OXFORD CEMETERY ASSOCIATION STRIVES TO HELP FAMILES PROVIDE A PEACEFUL RESTING PLACE FOR THEIR LOVED ONES IN A DIGNIFIED AND COST EFFECTIVE MANNER. THE ORGANIZATION PROVIDES FUNERAL AND BURIAL SERVICES IN NEW OXFORD, PA.

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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 $6,541

Program Service Revenue $26,337

Investment Income $20,446

Other Revenue $0

TOTAL REVENUE $53,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,609

Fundraising Expenses $0

Other Expenses $24,326

TOTAL EXPENSES $61,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,324	$36,644	+0.5%
Expenses	$61,935	$71,823	-0.1%
Net Income	$-8,611	$-35,179	-0.8%

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

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

$3,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE L WHEELER	TREASURER/SE	0.50	Officer	$3,500	$0	$3,500
ACNB	TRUSTEE	N/A		$0	$0	$0
MARTIN WHEELER	PRESIDENT	0.25	Officer	$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	$53,324	$61,935	$753,722	$-8,611
2023	$36,644	$71,823	$767,956	$-35,179
2022	$48,367	$54,457	$796,633	$-6,090
2021	$53,164	$63,432	$803,419	$-10,268
2020	$19,223	$60,614	$813,773	$-41,391
2019	$51,979	$65,328	$855,115	$-13,349
2018	$47,281	$60,815	$867,969	$-13,534

NEW OXFORD CEMETERY ASSOCIATION