WATERLOO CEMETERY ASSOCIATION (EIN 300080142) - 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

1956

Legal Domicile

Principal Officer

HEIDI WARRINGTON

Phone

3192324751

Tax Period

2024-01-01 to 2024-12-31

WATERLOO CEMETERY ASSOCIATION, founded in 1956, is a micro nonprofit in the Mutual Benefit sector that reported $84K in total revenue in fiscal year 2024. The organization ran a surplus of $15K, a strong 18% operating margin.

Mission

PRIVATE NOT-FOR-PROFIT ASSOCIATION FOR THE PURPOSE OF OPERATING A CEMETERY FOR THE BURIAL OF THE DEAD. THE ASSOCIATION'S CONTROLLING BOARD CONSISTS OF VOLUNTEER, UNPAID DIRECTORS (NOT MEMBERS).

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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 $11,380

Program Service Revenue $40,590

Investment Income $32,409

Other Revenue $0

TOTAL REVENUE $84,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $69,424

TOTAL EXPENSES $69,424

Year-over-Year Comparison

	2024	2023	Change
Revenue	$84,379	$82,489	+0.0%
Expenses	$69,424	$68,767	+0.0%
Net Income	$14,955	$13,722	+0.1%

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
JANET BOYENGA	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE BURGER	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE DAWSON	SECRETARY	1.00	Officer Director	$0	$0	$0
KRISTI FROST	TREASURER	1.00	Officer Director	$0	$0	$0
EVAN HULTMAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SCOTT LAKE	DIRECTOR	1.00	Director	$0	$0	$0
ERIC LOCKE	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI WARRINGTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
RON WEIMER	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
2025	No data	No data	No data	No data
2024	$84,379	$69,424	$1,267,149	$14,955
2023	$82,489	$68,767	$1,231,339	$13,722
2022	$63,657	$58,122	$1,194,917	$5,535
2021	$76,853	$75,094	$1,240,611	$1,759
2020	$82,831	$73,115	$1,197,394	$9,716

WATERLOO CEMETERY ASSOCIATION