SOMONAUK CEMETERY ASSOCIATION (EIN 361796515) - 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

1975

Legal Domicile

Principal Officer

GERALD LUNDEEN

Phone

8155584307

Tax Period

2024-06-01 to 2025-05-31

SOMONAUK CEMETERY ASSOCIATION, founded in 1975, is a small nonprofit that reported $232K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $144K, a strong 62% operating margin.

Mission

LOCAL CEMETERY

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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 $185,862

Program Service Revenue $19,786

Investment Income $25,014

Other Revenue $1,125

TOTAL REVENUE $231,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,316

Fundraising Expenses $0

Program Expenses $87,483

Other Expenses $70,167

TOTAL EXPENSES $87,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$231,787	$247,287	-0.1%
Expenses	$87,483	$52,684	+0.7%
Net Income	$144,304	$194,603	-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

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
REID MC ALLISTER	TRUSTEE	N/A	Director	$0	$0	$0
AA BUD BURGIN	TRUSTEE	N/A	Director	$0	$0	$0
JAMES CRONIN	TRUSTEE	N/A	Director	$0	$0	$0
ALANZO BURGIN III	PRESIDENT	N/A	Officer Director	$0	$0	$0
MIKE MORTELL	TRUSTEE	N/A	Director	$0	$0	$0
HOWARD ROSENWINKEL	TRUSTEE	N/A	Director	$0	$0	$0
EDWARD PATTON SCHUH	TRUSTEE	N/A	Director	$0	$0	$0
BRETT SMITH	TRUSTEE	N/A	Director	$0	$0	$0
SCOTT THORP	TRUSTEE	N/A	Director	$0	$0	$0
GERALD LUNDEEN	TREASURER	N/A	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
2025	$231,787	$87,483	$651,837	$144,304
2024	$247,287	$52,684	$501,448	$194,603
2023	$34,979	$36,952	$295,909	$-1,973

SOMONAUK CEMETERY ASSOCIATION