DALE CEMETERY ASSOCIATION (EIN 350259517) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

Principal Officer

WILLIAM C LOYD

Phone

3172684451

Tax Period

2024-01-01 to 2024-12-31

DALE CEMETERY ASSOCIATION, founded in 1911, is a small nonprofit that reported $278K in total revenue in fiscal year 2024. Net assets of $1.8M represent 80 months of operating reserves.

Mission

TO PROVIDE PHYSICAL AND FINANCIAL CARE TO DALE CEMETERY IN CONNERSVILLE, INDIANA

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $211,488

Investment Income $66,151

Other Revenue $0

TOTAL REVENUE $277,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $226,643

Fundraising Expenses $0

Program Expenses $252,579

Other Expenses $56,353

TOTAL EXPENSES $282,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,639	$269,837	+0.0%
Expenses	$282,996	$305,190	-0.1%
Net Income	$-5,357	$-35,353	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$13,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT REYNOLDS	TRUSTEE	0.00	Director	$0	$0	$0
HOWARD VAUGHN	TRUSTEE	0.00	Director	$0	$0	$0
DERRICK MATHEWS	TRUSTEE	0.00	Director	$0	$0	$0
JOHN D BATES	TRUSTEE	0.00	Director	$0	$0	$0
PETER D SHAW	TRUSTEE	0.00	Director	$0	$0	$0
WILLIAM C LOYD	SECRETARY/TREASURER	5.00	Officer	$13,200	$0	$13,200
RONALD P HASSLER	PRESIDENT	0.00	Officer	$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	$277,639	$282,996	$1,854,871	$-5,357
2023	$269,837	$305,190	$1,772,657	$-35,353
2022	$344,147	$277,578	$1,781,080	$66,569
2021	$333,251	$258,806	$1,746,055	$74,445
2020	$343,387	$265,268	$1,512,074	$78,119

DALE CEMETERY ASSOCIATION