HOLY CROSS CEMETARY ASSOCIATION (EIN 540250278) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1924

Legal Domicile

Principal Officer

DANIEL E BOEHLING JR

Phone

8042016072

Tax Period

2025-01-01 to 2025-12-31

HOLY CROSS CEMETERY ASSOCIATION, founded in 1924, is a small nonprofit that reported $118K in total revenue in fiscal year 2019. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $48K, a strong 41% operating margin.

Mission

TO PROVIDE MAINTENANCE, SECURITY AND PERPETUAL CARE FOR THE CEMETARY GROUNDS AND PROPERTY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $29,535

Program Service Revenue $31,900

Investment Income $155,629

Other Revenue $0

TOTAL REVENUE $217,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,929

Other Expenses $101,816

TOTAL EXPENSES $101,816

Year-over-Year Comparison

	2025	2024	Change
Revenue	$217,064	$184,643	+0.2%
Expenses	$101,816	$77,784	+0.3%
Net Income	$115,248	$106,859	+0.1%

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
GREGORY HOLZGREFE	Director	2.00	Director	$0	$0	$0
SUZANNE LOEHR	Director	2.00	Director	$0	$0	$0
RONALD BECKSTOFFER	Director	1.00	Director	$0	$0	$0
FREDERICK W SIEWERS III	Secretary	1.00	Director	$0	$0	$0
JOHN T WEST IV	President	3.00	Officer	$0	$0	$0
JOHN HELFERT	Vice President	2.00	Officer	$0	$0	$0
DANIEL E BOEHLING JR	Treasurer	3.00	Officer	$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	$217,064	$101,816	$3,615,720	$115,248
2024	$184,643	$77,784	$3,500,472	$106,859
2023	$185,597	$86,422	$3,393,613	$99,175
2022	$210,702	$79,405	$3,294,438	$131,297
2021	$177,114	$69,158	$3,312,404	$107,956
2020	$108,683	$50,308	$2,871,592	$58,375
2019	$118,024	$70,148	$2,939,013	$47,876

HOLY CROSS CEMETARY ASSOCIATION