OTTAWA AVENUE CEMETERY ASSOCIATION INC (EIN 366071938) - 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

Phone

8154344639

Tax Period

2024-01-01 to 2024-12-31

OTTAWA AVENUE CEMETERY ASSOCIATION INC is a micro nonprofit that reported $62K in total revenue in fiscal year 2024. Expenses of $54K left a modest 12% surplus.

Mission

CEMETERY LOT SALES AND INTERMENT

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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 $8,187

Program Service Revenue $24,900

Investment Income $28,799

Other Revenue $2

TOTAL REVENUE $61,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,772

Other Expenses $54,481

TOTAL EXPENSES $54,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,888	$63,956	0.0%
Expenses	$54,481	$71,857	-0.2%
Net Income	$7,407	$-7,901	-1.9%

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

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	Role	Reportable Comp	Other Comp	Total
GERRY WOLTERING	President	Officer Director	$0	$0	$0
WILLIAM LARSON	Trustee	Director	$0	$0	$0
JAMES REILLY	Trustee	Director	$0	$0	$0
JOANN JOHNSON	Secretary	Officer Director	$0	$0	$0
RON SCHMIDT	Trustee	Director	$0	$0	$0
LAWRENCE SWANSON	Recording Sec	Officer Director	$0	$0	$0
ALAN NELSON	Treasurer	Officer Director	$0	$0	$0
CHARLES A SANDERS	Vice President	Officer 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
2024	$61,888	$54,481	$672,777	$7,407
2023	$63,956	$71,857	$624,668	$-7,901
2022	$3,044	$64,202	$613,486	$-61,158
2021	$124,282	$83,925	$674,644	$40,357
2020	$71,212	$89,217	$634,287	$-18,005
2019	$142,110	$53,273	$652,292	$88,837
2018	$135,615	$160,740	$563,455	$-25,125

OTTAWA AVENUE CEMETERY ASSOCIATION INC