LAKEVIEW CEMETERY FOUNDATION (EIN 341429875) - 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

1984

Legal Domicile

Principal Officer

Leah Whidden

Phone

2164212665

Tax Period

2023-11-01 to 2024-10-31

LAKEVIEW CEMETERY FOUNDATION, founded in 1984, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $2.0M left a modest 4% surplus.

Mission

The Lake View Cemetery Foundation works to ensure that the beauty of Lake View Cemetery's historic buildings, monuments and gardens, will be preserved for future generations to enjoy; and to provide educational outreach programs to benefit and enrich the community

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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 $1,537,444

Program Service Revenue $70,690

Investment Income $466,411

Other Revenue $0

TOTAL REVENUE $2,074,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $793,221

Fundraising Expenses $412,970

Program Expenses $1,361,314

Other Expenses $1,208,385

TOTAL EXPENSES $2,001,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,074,545	$1,644,273	+0.3%
Expenses	$2,001,606	$3,171,631	-0.4%
Net Income	$72,939	$-1,527,358	-1.0%

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

$300,098

Total Directors

Key Employees

$212,801

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katharine Goss	Pres & CEO of LVC Assoc	8	Key Emp	$0	$10,645	$212,801
Danielle Paskowski	Financial Officer	6	Officer	$0	$19,297	$155,162
Leah Whidden	Exec Director	50	Officer	$0	$8,638	$144,936
Kathleen H Barrie	Vice Chair	1	Director	$0	$0	$0
William G Batcheller	Director	1	Director	$0	$0	$0
Ryan Cross	Director	1	Director	$0	$0	$0
Sarah Dimling	Director	1	Director	$0	$0	$0
Tim Garfield	Director	1	Director	$0	$0	$0
John Grabowski	Director	1	Director	$0	$0	$0
Julie Rehm PhD	Director	1	Director	$0	$0	$0
Andrew Sikorovsky	Treasurer	1	Director	$0	$0	$0
Richard Stewart	Director	1	Director	$0	$0	$0
Mark E Swary	Chair	4	Director	$0	$0	$0
Sherrill Paul Witt	Secretary	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	$2,074,545	$2,001,606	$9,868,052	$72,939
2023	$1,644,273	$3,171,631	$8,974,055	$-1,527,358
2022	$2,881,682	$1,543,158	$9,507,583	$1,338,524
2021	$1,696,561	$1,886,597	$11,274,354	$-190,036
2020	$1,247,967	$3,128,429	$9,673,330	$-1,880,462
2019	$979,839	$2,201,445	$11,840,540	$-1,221,606
2018	$1,814,792	$1,883,770	$12,018,388	$-68,978

LAKEVIEW CEMETERY FOUNDATION