THE TOD HOMESTEAD CEMETERY ASSOCIA… - Form 990 Financial Data

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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

1909

Legal Domicile

Principal Officer

SALLIE T DUTTON

Phone

3307433194

Tax Period

2024-07-01 to 2025-06-30

THE TOD HOMESTEAD CEMETERY ASSOCIATION, founded in 1909, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2024. Revenue surged 170% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.8M, a strong 72% operating margin.

Mission

SALE OF CEMETERY FOUNDATIONS AND LOTS OWNED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF ITS CUSTOMERS.

Program Service Accomplishments

Program 1

SALE OF CEMETERY FOUNDATIONS AND LOTS OWNED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF ITS CUSTOMERS.

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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 $0

Program Service Revenue $0

Investment Income $3,465,985

Other Revenue $444,317

TOTAL REVENUE $3,910,302

Expense Breakdown

Grants Paid $0

Salaries & Benefits $563,141

Fundraising Expenses $0

Other Expenses $515,921

TOTAL EXPENSES $1,079,062

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,910,302	$1,449,037	+1.7%
Expenses	$1,079,062	$1,007,222	+0.1%
Net Income	$2,831,240	$441,815	+5.4%

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

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
RICHARD P OWSLEY JR	ASST. TREASURER	2.00	Officer Director	$0	$0	$0
DAVID TOD II	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GEORGE J LIMBERT	TRUSTEE	2.00	Director	$0	$0	$0
SALLIE DUTTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
TIM MARUCCI	TRUSTEE	2.00	Director	$0	$0	$0
TERRENCE CLOONAN	TREASURER	2.00	Officer Director	$0	$0	$0
JAMES E GLENN	TRUSTEE	2.00	Director	$0	$0	$0
LILI MCMILLAN	TRUSTEE	2.00	Director	$0	$0	$0
DENISE BAYER	SECRETARY	2.00	Officer Director	$0	$0	$0
FREDERICA FIFFICK	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT LEWIS	TRUSTEE	2.00	Director	$0	$0	$0
PAUL RICCIUTI	TRUSTEE	2.00	Director	$0	$0	$0
BYRON MANCHESTER	TRUSTEE	2.00	Director	$0	$0	$0
KATHLEEN WICK	TRUSTEE	2.00	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	$3,910,302	$1,079,062	$39,881,133	$2,831,240
2024	$1,449,037	$1,007,222	$36,846,661	$441,815
2023	$3,015,574	$953,568	$32,815,502	$2,062,006
2022	$3,377,484	$1,008,373	$29,699,783	$2,369,111
2021	$3,899,535	$865,278	$32,153,247	$3,034,257
2020	$1,018,119	$808,686	$25,469,431	$209,433
2019	$1,401,675	$847,084	$24,187,405	$554,591

THE TOD HOMESTEAD CEMETERY ASSOCIATION