THE HOMEWOOD CEMETERY HISTORICAL FUND (EIN 251608957) - 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

1989

Legal Domicile

Phone

4124211822

Tax Period

2023-01-01 to 2023-12-31

THE HOMEWOOD CEMETERY HISTORICAL FUND, founded in 1989, is a small nonprofit in the Arts, Culture & Humanities sector that reported $222K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $119K, a strong 53% operating margin.

Mission

CHARITY

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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 $211,070

Program Service Revenue $0

Investment Income $11,239

Other Revenue $0

TOTAL REVENUE $222,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $17,857

Program Expenses $41,252

Other Expenses $103,624

TOTAL EXPENSES $103,624

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,309	$172,722	+0.3%
Expenses	$103,624	$20,208	+4.1%
Net Income	$118,685	$152,514	-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

$108,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLIS L SCHMIDLAPP	DIRECTOR	1.00	Director	$0	$0	$0
MARY M UNKOVIC	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
LISA CHILDS LASKOW	DIRECTOR	1.00	Director	$0	$0	$0
DAVID J MICHENER	MANAGER	1.00	Officer	$0	$0	$108,000
ANNE MOLLOY	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$222,309	$103,624	$1,617,161	$118,685
2022	$172,722	$20,208	$1,426,250	$152,514
2021	$175,317	$146,250	$1,384,397	$29,067
2020	$198,742	$137,572	$1,344,833	$61,170
2019	$185,983	$226,942	$1,293,414	$-40,959
2018	$324,569	$257,201	$1,326,667	$67,368

THE HOMEWOOD CEMETERY HISTORICAL FUND