OAK GROVE CEMETERY ASSOCIATION INC (EIN 390511950) - 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

1852

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

OAK GROVE CEMETERY ASSOCIATION INC, founded in 1852, is a small nonprofit that reported $328K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Net assets of $7.3M represent 267 months of operating reserves.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,707

Program Service Revenue $138,196

Investment Income $196,208

Other Revenue $-14,472

TOTAL REVENUE $327,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,106

Fundraising Expenses $0

Other Expenses $198,605

TOTAL EXPENSES $323,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$327,639	$286,766	+0.1%
Expenses	$323,711	$367,019	-0.1%
Net Income	$3,928	$-80,253	-1.0%

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

$63,248

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARINA BOLANOS	EXECUTIVE DIRECTOR	40.00	Officer	$63,248	$0	$63,248
STEVE NICOLAI	TRUSTEE	0.50	Director	$0	$0	$0
GENE PHILLIPS	TRUSTEE	0.50	Director	$0	$0	$0
EMILY HARNED	TRUSTEE	0.50	Director	$0	$0	$0
DAVE NIEMI	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN ROBINSON	TREASURER	1.00	Officer Director	$0	$0	$0
LU CAGIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JERRY MILLER	PRESIDENT	1.00	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	No data	No data	No data	No data
2023	$327,639	$323,711	$7,709,608	$3,928
2022	$286,766	$367,019	$7,279,953	$-80,253
2021	$1,203,834	$367,129	$8,280,007	$836,705
2020	$306,141	$318,443	$7,632,245	$-12,302
2019	$283,918	$294,135	$7,255,267	$-10,217
2018	$417,988	$309,437	$6,503,135	$108,551

OAK GROVE CEMETERY ASSOCIATION INC