FOREST HOME CEMETERY INC

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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

2013

Legal Domicile

Principal Officer

BARBIE BRENNAN-NELSON

Phone

4146452632

Tax Period

2024-01-01 to 2024-12-31

FOREST HOME CEMETERY INC, founded in 2013, is a community nonprofit in the Mutual Benefit sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 7% surplus.

Mission

FOREST HOME CEMETERY IS A RARE "GARDEN CEMETERY" WITH SUN-GRACED GRASS, FOUNTAINS, LAKE, THOUSANDS OF TREES AND ROADS WINDING THROUGH SOOTHING ENGLISH GARDENS. IT IS A LASTING EXAMPLE OF CAREFULLY MAINTAINED RESPECT AND CARE. SINCE 1850, MILWAUKEE HAS GROWN IN AN UNCERTAIN WORLD OF WARS, VICTORIES, TRAGEDIES AND TRIUMPHS. BUT THROUGHOUT DECADES OF CHANGING TIMES, AREA CITIZENS AND DIGNITARIES HAVE ALWAYS SHARED A COMFORTING CONSTANT: THE UNPARALLELED DIGNITY OF ETERNAL REST AT FOREST HOME CEMETERY, INC. THE ORGANIZATION IS ORGANIZED AND SHALL BE OPERATED FOR THE DISPOSAL OF BODIES BY BURIAL OR CREMATION AND ANY BUSINESS NECESSARILY INCIDENT TO SUCH PURPOSE, INCLUDING, BUT NOT LIMITED TO, THE MAINTENANCE OF CEMETERY GROUNDS AND MAUSOLEUMS AND THE OFFERING OF INTERMENT, DISINTERMENT AND CREMATION SERVICES.

Program Service Accomplishments

Program 1

Expenses: $1,902,249 Revenue: $1,982,840

FOREST HOME CEMETERY PROVIDED BURIAL AND CREMATION SERVICES AS WELL AS THE MAINTENANCE OF CEMETERY GROUNDS AND MAUSOLEUMS AND THE OFFERING OF INTERMENT, DISINTERMENT AND CREMATION SERVICES.

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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 $164,645

Program Service Revenue $745,543

Investment Income $358,582

Other Revenue $1,237,297

TOTAL REVENUE $2,506,067

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,120,474

Fundraising Expenses $90,737

Program Expenses $1,902,249

Other Expenses $1,198,947

TOTAL EXPENSES $2,319,421

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,506,067	$2,067,190	+0.2%
Expenses	$2,319,421	$2,433,706	0.0%
Net Income	$186,646	$-366,516	-1.5%

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

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

$102,923

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON SEYMOUR	PRESIDENT	40.00	Officer	$102,923	$0	$102,923
BARBIE BRENNAN-NELSON	CHAIR	1.00	Officer Director	$0	$0	$0
JOCELYN SLOCUM	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARGARET SCHUMACHER	TREASURER	1.00	Officer Director	$0	$0	$0
JAN VAN RENS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BRENNER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BURCH	DIRECTOR	1.00	Director	$0	$0	$0
CATHREEN CLARK	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
PETER OGDEN	DIRECTOR	1.00	Director	$0	$0	$0
DR WALLED NAJEEB	DIRECTOR	1.00	Director	$0	$0	$0
JOCASTA ZAMARRIPA	DIRECTOR	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
2024	$2,506,067	$2,319,421	$9,783,582	$186,646
2023	$2,067,190	$2,433,706	$9,728,999	$-366,516
2022	$2,367,407	$2,455,465	$9,140,546	$-88,058
2021	$2,672,979	$1,925,474	$9,127,975	$747,505
2020	$1,950,360	$1,733,902	$8,387,733	$216,458
2019	$1,607,026	$1,676,517	$7,585,377	$-69,491
2018	$1,605,745	$1,555,185	$7,081,521	$50,560