OXFORD CEMETERY COMPANY (EIN 520797734) - 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

2003

Legal Domicile

Principal Officer

ROBERT T VALLIANT JR

Phone

4108226950

Tax Period

2023-01-01 to 2023-12-31

OXFORD CEMETERY COMPANY, founded in 2003, is a small nonprofit that reported $161K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $81K, a strong 50% operating margin.

Mission

NON PROFIT CEMETERY COMPANY; LOT SALES AND MAINTENANCE

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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 $650

Program Service Revenue $125,460

Investment Income $35,021

Other Revenue $0

TOTAL REVENUE $161,131

Expense Breakdown

Grants Paid $350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,107

Other Expenses $79,757

TOTAL EXPENSES $80,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,131	$139,345	+0.2%
Expenses	$80,107	$88,254	-0.1%
Net Income	$81,024	$51,091	+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
CATHY SCHMIDT	PRESIDENT	5.00	Officer Director	$0	$0	$0
SEAN CALLAHAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBERT T VALLIANT JR	TREASURER	5.00	Officer Director	$0	$0	$0
PHILLIP DIETZ	DIRECTOR	1.00	Director	$0	$0	$0
NINA CALLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH WAINWRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
MARGY ROBFOGEL	SECRETARY	1.00	Officer Director	$0	$0	$0
ELAINE V COX	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	No data	No data	No data	No data
2023	$161,131	$80,107	$1,714,787	$81,024
2022	$139,345	$88,254	$1,633,763	$51,091
2021	$133,059	$87,994	$1,584,652	$45,065
2020	$166,126	$73,719	$1,536,442	$92,407
2019	$110,705	$89,146	$1,444,035	$21,559
2018	$86,327	$83,328	$1,422,476	$2,999

OXFORD CEMETERY COMPANY