FOREST GROVE 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

1907

Legal Domicile

Principal Officer

Jerry Davis

Phone

5732884422

Tax Period

2024-04-01 to 2025-03-31

FOREST GROVE CEMETERY ASSOCIATION, founded in 1907, is a micro nonprofit that reported $72K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 41% operating margin.

Mission

provide burial lots, maintain cemetery property, invest for future land purchase and continued maintenance of property

Program Service Accomplishments

Program 1

provide burial lots, maintain cemetery property, invest for future land purchase and continued maintenance of property

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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 $9,561

Investment Income $62,050

Other Revenue $0

TOTAL REVENUE $71,611

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,813

Fundraising Expenses $0

Program Expenses $0

Other Expenses $36,592

TOTAL EXPENSES $42,405

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,611	$50,233	+0.4%
Expenses	$42,405	$46,568	-0.1%
Net Income	$29,206	$3,665	+7.0%

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

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

$5,400

Total Directors

$3,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anne Davis	Executive Secretary	1	Officer	$1,800	$0	$1,800
Jerry Davis	President	1	Officer Director	$1,200	$0	$1,200
C Clark Todd	Vice-President	0.5	Officer Director	$1,200	$0	$1,200
Terry Fretwell	Treasurer	0.5	Officer Director	$1,200	$0	$1,200
Brad Davis	Secretary	1.0	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
2025	$71,611	$42,405	$1,495,114	$29,206
2024	$50,233	$46,568	$1,407,590	$3,665
2023	$52,549	$40,233	$1,295,559	$12,316
2022	$63,739	$43,734	$1,377,737	$20,005
2021	$45,154	$41,089	$1,303,295	$4,065