LAKE VIEW CEMETERY ASSOCIATION (EIN 340348270) - 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

1925

Legal Domicile

Principal Officer

Katharine Goss

Phone

2164212665

Tax Period

2023-11-01 to 2024-10-31

LAKE VIEW CEMETERY ASSOCIATION, founded in 1925, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $10.7M left a modest 5% surplus.

Mission

To provide compassionate interment services and education relative to its historic heritage and arboretum setting.

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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 $1,203,221

Program Service Revenue $8,766,615

Investment Income $1,375,139

Other Revenue $0

TOTAL REVENUE $11,344,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,997,474

Fundraising Expenses $0

Program Expenses $0

Other Expenses $5,737,331

TOTAL EXPENSES $10,734,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,344,975	$12,156,614	-0.1%
Expenses	$10,734,805	$10,961,883	0.0%
Net Income	$610,170	$1,194,731	-0.5%

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

$649,957

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Russell Smith	Sales advisor	40	Highest	$216,081	$17,409	$233,490
Katharine A Goss	President & CEO	42	Officer	$202,156	$10,645	$212,801
Anna Ferro	Sales advisor	40	Highest	$201,976	$7,377	$209,353
Jeff Brack	Sales advisor	40	Highest	$137,500	$19,134	$156,634
Danielle C Paskowski	Treasurer & CFO	34	Officer	$135,865	$19,297	$155,162
Andrew Bales	VP&COO from 7/24	50	Officer	$124,278	$17,611	$141,889
Marilyn M Brandt	Vice President & COO thru 7/24	45	Officer	$121,384	$18,721	$140,105
William G Batcheller	Chair	4	Director	$0	$0	$0
Richard Bryan	Vice Chair	1	Director	$0	$0	$0
Chandler H Everett	Secretary	1	Director	$0	$0	$0
David K Ford Jr	Director	1	Director	$0	$0	$0
David C Fulton Jr	Director	1	Director	$0	$0	$0
Lawrence Hatch	Director	1	Director	$0	$0	$0
Bracy E Lewis	Director	1	Director	$0	$0	$0
David A Osborne Jr	Treasurer	1	Director	$0	$0	$0
Joseph Shafran	Director	1	Director	$0	$0	$0
Tony Sias	Director	1	Director	$0	$0	$0
Fred Watkins	Director	1	Director	$0	$0	$0
Sharon Watts	Director	1	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	$11,344,975	$10,734,805	$51,598,950	$610,170
2023	$12,156,614	$10,961,883	$44,698,839	$1,194,731
2022	$14,612,693	$9,799,500	$44,482,868	$4,813,193
2021	$11,550,023	$9,335,582	$51,077,565	$2,214,441
2020	$9,425,247	$8,731,236	$40,357,027	$694,011
2019	$10,026,571	$9,365,837	$38,695,949	$660,734
2018	$7,910,232	$8,007,129	$35,924,350	$-96,897

LAKE VIEW CEMETERY ASSOCIATION