OAKWOOD CEMETERY ASSOCIATION INC C/O GERHARD KELM (EIN 540323912) - 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

1927

Legal Domicile

Principal Officer

GERHARD KELM

Phone

7035367925

Tax Period

2023-01-01 to 2023-12-31

OAKWOOD CEMETERY ASSOCIATION INC C/O GERHARD KELM, founded in 1927, is a small nonprofit that reported $384K in total revenue in fiscal year 2018. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $153K, a strong 40% operating margin.

Mission

OPERATION OF A CEMETERY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $263,200

Investment Income $43,140

Other Revenue $0

TOTAL REVENUE $306,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,250

Fundraising Expenses $0

Other Expenses $318,489

TOTAL EXPENSES $346,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	$306,340	$221,185	+0.4%
Expenses	$346,739	$300,508	+0.2%
Net Income	$-40,399	$-79,323	-0.5%

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

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

$25,250

Total Directors

$28,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARY CAVNESS	BOARD MEMBER	1.00	Director	$0	$500	$500
CHARLES A HOBBIE	PRESIDENT	3.00	Officer Director	$0	$500	$500
GERHARD KELM	TREASURER	5.00	Officer Director	$0	$24,500	$24,500
CHERYL SCANNEL	BOARD MEMBER	1.00	Director	$0	$500	$500
MICHAEL VOLPE	SECRETARY	2.00	Officer Director	$0	$250	$250
JASON S HOBBIE	BOARD MEMBER	1.00	Director	$0	$500	$500
ELIZABETH BALLARD	BOARD MEMBER	1.00	Director	$0	$500	$500
NANCY EVINGER	BOARD MEMBER	1.00	Director	$0	$500	$500
MARGARETTE SHOVLIN	BOARD MEMBER	1.00	Director	$0	$500	$500
CAROL ANN SICILIANO	BOARD MEMBER	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	$306,340	$346,739	$2,297,181	$-40,399
2022	$221,185	$300,508	$2,337,275	$-79,323
2021	$429,089	$272,592	$2,416,303	$156,497
2020	$357,975	$276,964	$2,259,336	$81,011
2019	$324,258	$375,065	$2,178,045	$-50,807
2018	$384,065	$230,719	$2,233,582	$153,346

OAKWOOD CEMETERY ASSOCIATION INC C/O GERHARD KELM