GEORGE HEALY TR (EIN 416025817) - 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

1959

Legal Domicile

Phone

8555947236

Tax Period

2023-01-01 to 2023-12-31

GEORGE HEALY TR, founded in 1959, is a micro nonprofit that reported $29K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $44K exceeded revenue, resulting in a 49% operating deficit.

Mission

To maintain permanent improvement of Oakwood Cemetry

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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 $0

Program Service Revenue $0

Investment Income $29,347

Other Revenue $13

TOTAL REVENUE $29,360

Expense Breakdown

Grants Paid $22,639

Salaries & Benefits $7,752

Fundraising Expenses $0

Other Expenses $13,425

TOTAL EXPENSES $43,816

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,360	$22,233	+0.3%
Expenses	$43,816	$31,858	+0.4%
Net Income	$-14,456	$-9,625	+0.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0		$7,752	$0	$7,752

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	No data	No data	No data	No data
2023	$29,360	$43,816	$529,119	$-14,456
2022	$22,233	$31,858	$543,586	$-9,625
2021	$21,328	$27,980	$553,535	$-6,652
2020	$14,225	$25,973	$563,497	$-11,748
2019	$22,451	$30,632	$574,474	$-8,181
2018	$25,568	$30,760	$583,299	$-5,192

GEORGE HEALY TR