OCONOMOWOC CEMETERY ASSOCIATION (EIN 390513260) - 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

Legal Domicile

Principal Officer

JOHN LAABS

Phone

2625699217

Tax Period

2023-01-01 to 2023-12-31

OCONOMOWOC CEMETERY ASSOCIATION is a small nonprofit that reported $223K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $34K, a strong 15% operating margin.

Mission

TO PROVIDE REASONABLY PRICED BURIALS TO PERSONS REQUESTING ONE.

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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 $79,992

Program Service Revenue $123,661

Investment Income $19,359

Other Revenue $0

TOTAL REVENUE $223,012

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,396

Fundraising Expenses $0

Other Expenses $105,913

TOTAL EXPENSES $189,309

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,012	$308,312	-0.3%
Expenses	$189,309	$209,327	-0.1%
Net Income	$33,703	$98,985	-0.7%

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

N/A

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

$8,000

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JOHN LAABS	Treasurer	Director	$8,000	$0	$8,000
SUE CALDWELL	BOARD MEMBER	Director	$0	$0	$0
THOMAS STREY	BOARD MEMBER	Director	$0	$0	$0
TIM RICHTER	BOARD MEMBER	Director	$0	$0	$0
DALE SWENSON	BOARD MEMBER	Director	$0	$0	$0
ROBERT BAHR JR	BOARD MEMBER	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	$223,012	$189,309	$648,533	$33,703
2022	$308,312	$209,327	$624,632	$98,985
2021	$194,648	$150,087	$537,994	$44,561

OCONOMOWOC CEMETERY ASSOCIATION