OAK LAWN CEMETERY (EIN 520432920) - 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

1903

Legal Domicile

Principal Officer

SEAN EDWARDS

Phone

4102854145

Tax Period

2024-04-01 to 2025-03-31

OAK LAWN CEMETERY, founded in 1903, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5.1M, a strong 72% operating margin.

Mission

OAK LAWN CEMETERY IS OPERATED EXCLUSIVELY FOR THE PURPOSE OF INTERMENT OF HUMAN REMAINS BY BURIAL IN CEMETERY LOTS OR IN MAUSOLEUMS/CRYPTS.

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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 $0

Investment Income $6,557,427

Other Revenue $510,935

TOTAL REVENUE $7,068,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $752,732

Fundraising Expenses $0

Other Expenses $1,217,121

TOTAL EXPENSES $1,969,853

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,068,362	$8,967,433	-0.2%
Expenses	$1,969,853	$2,017,446	0.0%
Net Income	$5,098,509	$6,949,987	-0.3%

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

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

$195,929

Total Directors

$384,929

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS G YOUNG III	TRUSTEE	1.00	Director	$31,500	$0	$31,500
JAMES J WINN JR	TRUSTEE	1.00	Director	$31,500	$0	$31,500
MICHAEL J STAFFORD SR	TRUSTEE	1.00	Director	$31,500	$0	$31,500
A GREGORY KELLY JR	TRUSTEE	1.00	Director	$31,500	$0	$31,500
THOMAS W VALKENET	TRUSTEE	1.00	Director	$31,500	$0	$31,500
JODY VAUGHAN-DODGE	FORMER PRESIDENT	40.00	Officer Director	$81,093	$11,034	$92,127
MICHAEL J STAFFORD JR	TRUSTEE	1.00	Director	$31,500	$0	$31,500
SEAN EDWARDS	PRESIDENT	40.00	Officer Director	$84,756	$19,046	$103,802
BARRY L ALDERSON	FORMER PRESIDENT	40.00		$244,844	$18,024	$262,868

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	$7,068,362	$1,969,853	$114,785,459	$5,098,509
2024	$8,967,433	$2,017,446	$107,127,440	$6,949,987
2023	$2,578,727	$1,823,410	$91,858,008	$755,317
2022	$4,864,633	$1,688,454	$89,252,167	$3,176,179
2021	$6,080,672	$1,562,433	$84,985,670	$4,518,239

OAK LAWN CEMETERY