LAKESIDE CEMETERY ASSOCIATION (EIN 366067071) - 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

1901

Legal Domicile

Principal Officer

EDWARD P KELLY

Phone

8476502549

Tax Period

2024-01-01 to 2024-12-31

LAKESIDE CEMETERY ASSOCIATION, founded in 1901, is a small nonprofit in the Mutual Benefit sector that reported $418K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $249K, a strong 59% operating margin.

Mission

CEMETERY ASSOCIATION THAT PROVIDES PERPETUAL MAINTENANCE OF 15 ACRE CEMETERY; PROVIDES GRAVE SITES FOR SALE TO THE PUBLIC; DEVELOPS ADDITIONAL PORTION OF CEMETERY FOR FUTURE GRAVE SITES; MAINTAINS VETERANS MONUMENT

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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 $1,873

Program Service Revenue $299,716

Investment Income $116,818

Other Revenue $0

TOTAL REVENUE $418,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,822

Other Expenses $169,585

TOTAL EXPENSES $169,585

Year-over-Year Comparison

	2024	2023	Change
Revenue	$418,407	$298,054	+0.4%
Expenses	$169,585	$189,143	-0.1%
Net Income	$248,822	$108,911	+1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL ROMIE	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH WILSON	TRUSTEE	1.00	Director	$0	$0	$0
EARL NICHOLAS	TRUSTEE	1.00	Director	$0	$0	$0
JEFF BLAIR	TRUSTEE	1.00	Director	$0	$0	$0
JUDITH ZEMESKE	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA WILSON	TRUSTEE	1.00	Director	$0	$0	$0
DONALD REICHART	TRUSTEE	1.00	Director	$0	$0	$0
PAUL EISERMAN	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD P KELLY	PRESIDENTTREASURER	3.00	Officer	$0	$0	$0
PHILIP A DANE	VICE PRESIDENT	1.00	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
2025	No data	No data	No data	No data
2024	$418,407	$169,585	$1,256,369	$248,822
2023	$298,054	$189,143	$1,026,623	$108,911
2022	$231,173	$126,562	$846,638	$104,611
2021	$352,689	$160,543	$849,330	$192,146
2020	$203,668	$215,501	$620,302	$-11,833
2019	$115,664	$139,726	$580,754	$-24,062
2018	$146,143	$144,769	$597,676	$1,374

LAKESIDE CEMETERY ASSOCIATION