OAKVIEW CEMETERY ASSOCIATION (EIN 426063204) - 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

1957

Legal Domicile

Principal Officer

LOYAL JOHN WIESE

Phone

5636593211

Tax Period

2024-01-01 to 2024-12-31

OAKVIEW CEMETERY ASSOCIATION, founded in 1957, is a micro nonprofit that reported $27K in total revenue in fiscal year 2024. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $24K left a modest 10% surplus.

Mission

MAINTAIN CEMETERY GROUNDS.

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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 $800

Investment Income $25,735

Other Revenue $0

TOTAL REVENUE $26,535

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $23,980

TOTAL EXPENSES $23,980

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,535	$128,342	-0.8%
Expenses	$23,980	$22,250	+0.1%
Net Income	$2,555	$106,092	-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

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
ALLAN RUGGEBERG	TRUSTEE	5.00	Director	$0	$0	$0
LOYAL JOHN WIESE	PRESIDENT	5.00	Officer	$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
2025	No data	No data	No data	No data
2024	$26,535	$23,980	$607,144	$2,555
2024	$26,535	$17,490	$613,634	$9,045
2023	$128,342	$22,250	$604,589	$106,092
2022	$17,182	$23,752	$498,293	$-6,570
2021	$35,912	$16,251	$506,846	$19,661

OAKVIEW CEMETERY ASSOCIATION