SOUTH BURR OAK CEMETERY ASSOCIATION

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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

2019

Legal Domicile

Principal Officer

JOANNE HOLLAND

Phone

6084435518

Tax Period

2024-05-01 to 2025-04-30

SOUTH BURR OAK CEMETERY ASSOCIATION, founded in 2019, is a micro nonprofit in the Mutual Benefit sector that reported $32K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $26K, a strong 83% operating margin.

Mission

THE MISSION OF THE SOUTH BURR OAK CEMETERY ASSOCIATION IS TO PROVIDE THE GOVERNANCE, OVERSIGHT AND STEWARDSHIP OF THE CEMETERY.

Program Service Accomplishments

Program 1

PROCURING AND HOLDING LAND TO BE USED EXCLUSIVELY FOR A CEMETERY IN THE TOWNSHIP OF RICHFIELD, ADAMS COUNTY, WISCONSIN.

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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 $140

Program Service Revenue $0

Investment Income $31,616

Other Revenue $0

TOTAL REVENUE $31,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,332

TOTAL EXPENSES $5,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,756	$49,076	-0.4%
Expenses	$5,332	$1,081	+3.9%
Net Income	$26,424	$47,995	-0.4%

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

N/A

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
LOIS JACOBS	PRESIDENT	1.00	Officer Director	$0	$0	$0
LARRY YUNCK	SECRETARY	1.00	Officer Director	$0	$0	$0
JOANNE HOLLAND	TREASURER	1.00	Officer Director	$0	$0	$0
GLENN FROZENE	TRUSTEE	1.00	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	$31,756	$5,332	$1,011,613	$26,424
2024	$49,076	$1,081	$985,189	$47,995
2023	$8,602	$7,828	$937,194	$774
2022	$5,897	$5,132	$936,420	$765
2021	$217,521	$3,705	$935,655	$213,816
2020	$13,793	$3,331	$721,839	$10,462