THE CARROLLTON OAK HILL CEMETERY AS (EIN 440192890) - 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

DONALD MARTIN

Phone

6603292994

Tax Period

2025-01-01 to 2025-12-31

THE CARROLLTON OAK HILL CEMETERY AS, founded in 1957, is a small nonprofit in the Mutual Benefit sector that reported $209K in total revenue in fiscal year 2025. Revenue fell 76% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $104K, a strong 50% operating margin.

Mission

CEMETERY OPERATIONS

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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 (2025)

Revenue Breakdown

Contributions & Grants $14,214

Program Service Revenue $23,400

Investment Income $171,533

Other Revenue $0

TOTAL REVENUE $209,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,326

Other Expenses $105,326

TOTAL EXPENSES $105,326

Year-over-Year Comparison

	2025	2024	Change
Revenue	$209,147	$872,095	-0.8%
Expenses	$105,326	$102,448	+0.0%
Net Income	$103,821	$769,647	-0.9%

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

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
DONALD MARTIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
HEIDI SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
ALAN PARIS	TREASURER	1.00	Officer Director	$0	$0	$0
DEBBIE LUEDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES HOUSEWORTH	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY KAISER	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE RITCHHART	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA KING	BOARD MEMBER	1.00	Director	$0	$0	$0
GERRY GERMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
ELSIE MCCLAIR	BOARD MEMBER	1.00	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	$209,147	$105,326	$2,531,424	$103,821
2024	$872,095	$102,448	$2,322,649	$769,647
2023	$161,636	$86,897	$2,066,652	$74,739
2022	$158,467	$60,274	$2,024,018	$98,193
2021	$105,689	$74,418	$1,961,171	$31,271
2020	$9,224	$73,905	$1,627,983	$-64,681
2019	$58,422	$53,539	$1,619,834	$4,883
2018	$51,029	$49,368	$1,240,707	$1,661

THE CARROLLTON OAK HILL CEMETERY AS