Indiana Funeral Education Foundation Inc (EIN 351577276) - 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

1983

Legal Domicile

Principal Officer

David A Clayton

Phone

3178462448

Tax Period

2024-06-01 to 2025-05-31

Indiana Funeral Education Foundation Inc, founded in 1983, is a small nonprofit in the Mutual Benefit sector that reported $226K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $167K, a strong 74% operating margin.

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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 $109,454

Program Service Revenue $0

Investment Income $100,947

Other Revenue $15,684

TOTAL REVENUE $226,085

Expense Breakdown

Grants Paid $19,274

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,448

Other Expenses $39,706

TOTAL EXPENSES $58,980

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,085	$178,450	+0.3%
Expenses	$58,980	$51,019	+0.2%
Net Income	$167,105	$127,431	+0.3%

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

$194,508

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David A Clayton	Executive Director	1.00	Officer	$0	$43,508	$194,508
Nathan McCullough	Director	1.00	Director	$0	$0	$0
Paulane Butler	Director	1.00	Director	$0	$0	$0
Sean Wonder	Treasurer	1.00	Officer Director	$0	$0	$0
Brandon Cruz	Vice Chairman	1.00	Officer Director	$0	$0	$0
Garrett Todd Walton	Director	1.00	Director	$0	$0	$0
Todd Bozell	Secretary	1.00	Officer Director	$0	$0	$0
Bradley Matuszak	Chairman	1.00	Officer Director	$0	$0	$0
Michael Roemmich	Director	1.00	Director	$0	$0	$0
Michael Johnson	Director	1.00	Director	$0	$0	$0
Ann-Marie Kieffer	Director	1.00	Director	$0	$0	$0
Scott Smith	Director	1.00	Director	$0	$0	$0
Jonathan DeHart	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	$226,085	$58,980	$1,286,582	$167,105
2024	$178,450	$51,019	$1,119,477	$127,431
2023	$142,057	$35,847	$992,046	$106,210
2022	$156,871	$23,884	$907,251	$132,987
2021	$94,741	$22,186	$767,645	$72,555
2020	$72,848	$17,603	$695,090	$55,245
2019	$107,489	$21,842	$639,845	$85,647

Indiana Funeral Education Foundation Inc