SCANDINAVIAN CEMETERY ASSOCIATION (EIN 361732060) - 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

Principal Officer

JON CARLSON

Phone

8159656625

Tax Period

2024-11-01 to 2025-10-31

SCANDINAVIAN CEMETERY ASSOCIATION, founded in 1955, is a small nonprofit that reported $583K in total revenue in fiscal year 2017. Expenses of $529K left a modest 9% surplus.

Mission

THE SCANDINAVIAN CEMETERY ASSOCIATION WAS ORGANIZED TO OWN, OPERATE AND MAINTAIN A CEMETERY I ROCKFORD, ILLINOIS, WITH THE COMMITMENT TO PRESERVE AND HONOR THE HERITAGE OF THE PAST, SERVE AND RESPECT THE NEEDS OF THE PRESENT, AND PROVIDE A LEGACY FOR FUTURE GENERATIONS.

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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 $300,858

Investment Income $201,773

Other Revenue $86,965

TOTAL REVENUE $589,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $321,979

Fundraising Expenses $0

Other Expenses $219,746

TOTAL EXPENSES $541,725

Year-over-Year Comparison

	2024	2023	Change
Revenue	$589,596	$631,171	-0.1%
Expenses	$541,725	$575,377	-0.1%
Net Income	$47,871	$55,794	-0.1%

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

N/A

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
CHRIS AGNITSCH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JANE BURDEN	TRUSTEE	2.00	Director	$0	$0	$0
JON CARLSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
LUCAS R DERRY	TRUSTEE	2.00	Director	$0	$0	$0
ERICK HAGLUND	TREASURER	2.00	Officer Director	$0	$0	$0
BETH KENAGY	SECRETARY	2.00	Officer Director	$0	$0	$0
GARY LARSON	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT OLSON	TRUSTEE	2.00	Director	$0	$0	$0
ANDY WILLIAMS	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	$589,596	$541,725	$4,303,823	$47,871
2024	$631,171	$575,377	$4,030,899	$55,794
2023	$554,537	$693,881	$3,444,598	$-139,344
2022	$806,280	$536,256	$3,604,179	$270,024
2021	$722,767	$551,077	$4,257,975	$171,690
2020	$440,692	$478,336	$3,616,376	$-37,644
2019	$571,901	$520,118	$3,644,456	$51,783
2018	$583,280	$529,225	$3,476,813	$54,055

SCANDINAVIAN CEMETERY ASSOCIATION