WACO ROSEMOUND CEMETERY ASSOCIATION (EIN 460578307) - 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

2012

Legal Domicile

Principal Officer

SHANNA MATTSON

Phone

2547526492

Tax Period

2023-04-01 to 2024-03-31

WACO ROSEMOUND CEMETERY ASSOCIATION, founded in 2012, is a small nonprofit that reported $473K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $417K left a modest 12% surplus.

Mission

MAINTENANCE AND MANAGEMENT OF CEMETERY. DEVELOP AND SELL BURIAL LOTS ON CERTAIN CEMETERY PROPERTY LOCATED IN WACO, TEXAS, AND TO PROVIDE LOT CARE FOR THE OWNERS OF THE BURIAL LOTS.

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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 $12,763

Program Service Revenue $458,347

Investment Income $2,146

Other Revenue $0

TOTAL REVENUE $473,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $417,145

TOTAL EXPENSES $417,145

Year-over-Year Comparison

	2023	2022	Change
Revenue	$473,256	$419,524	+0.1%
Expenses	$417,145	$290,811	+0.4%
Net Income	$56,111	$128,713	-0.6%

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
SHANNA MATTSON	CHAIR	N/A	Officer Director	$0	$0	$0
MARY HOLLEY	FIRST VICE C	N/A	Officer Director	$0	$0	$0
RYAN PATTILLO	TREASURER	N/A	Officer Director	$0	$0	$0
ERIN DAVIS	SECRETARY	N/A	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	No data	No data	No data	No data
2024	$473,256	$417,145	$884,687	$56,111
2023	$419,524	$290,811	$838,923	$128,713
2022	$505,982	$310,501	$709,788	$195,481
2021	$373,855	$248,816	$571,884	$125,039
2020	$330,170	$275,147	$387,176	$55,023
2019	$285,041	$217,844	$331,406	$67,197

WACO ROSEMOUND CEMETERY ASSOCIATION