WEST BEND CEMETERY ASSOCIATION

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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

1854

Legal Domicile

Principal Officer

ANDREW L KAEHNY

Phone

2623342654

Tax Period

2024-01-01 to 2024-12-31

WEST BEND CEMETERY ASSOCIATION, founded in 1854, is a small nonprofit that reported $562K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $502K left a modest 11% surplus.

Mission

SALES AND UPKEEP OF CEMETERY GROUNDS.

Program Service Accomplishments

Program 1

Expenses: $401,288 Revenue: $148,370

WEST BEND CEMETERY ASSOCIATION PROVIDES THE COMMUNITY WITH THE UPKEEP OF THE LOCAL CEMETERY AS WELL AS THE SALE OF LOTS, CRYPTS, NICHES, GRAVE OPENINGS AND BURIALS.

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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 $0

Program Service Revenue $148,370

Investment Income $98,216

Other Revenue $315,297

TOTAL REVENUE $561,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $340,728

Fundraising Expenses $0

Program Expenses $401,288

Other Expenses $161,733

TOTAL EXPENSES $502,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$561,883	$434,528	+0.3%
Expenses	$502,461	$490,558	+0.0%
Net Income	$59,422	$-56,030	-2.1%

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

$7,300

Total Directors

$9,680

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES KELL	PRESIDENT	2.00	Officer Director	$3,000	$0	$3,000
ANDREW L KAEHNY	SECRETARY/TR	2.00	Officer Director	$2,500	$0	$2,500
MARK PUERLING	VICE PRESIDE	2.00	Officer Director	$1,800	$0	$1,800
BRET BERGQUEST	TRUSTEE	1.00	Director	$595	$0	$595
GREG BOHN	TRUSTEE	1.00	Director	$595	$0	$595
MIKE RESEBURG	TRUSTEE	1.00	Director	$595	$0	$595
JAY SCHNEISS	TRUSTEE	1.00	Director	$595	$0	$595

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	$561,883	$502,461	$2,978,345	$59,422
2023	$434,528	$490,558	$2,861,055	$-56,030
2022	$708,894	$471,395	$2,754,616	$237,499
2021	$466,552	$419,206	$2,958,515	$47,346
2020	$417,584	$411,677	$2,793,026	$5,907
2019	$391,289	$390,980	$2,728,545	$309
2018	$347,379	$360,951	$2,613,518	$-13,572