SHERWOOD MEMORIAL PARK INC (EIN 540377970) - 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

1928

Legal Domicile

Principal Officer

SUSAN MINI

Phone

5403892171

Tax Period

2024-01-01 to 2024-12-31

SHERWOOD MEMORIAL PARK INC, founded in 1928, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2018. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 46% operating margin.

Mission

SHERWOOD MEMORIAL PARK, INC. OPERATES AND MAINTAINS A MEMORIAL TYPE CEMETERY AND SELLS BURIAL RIGHTS, MAUSOLEUM CRYPTS, NICHES, LAWN CRYPTS, VARIOUS MERCHANDISE AND RELATED SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $568,647

Investment Income $2,581,912

Other Revenue $761,278

TOTAL REVENUE $3,911,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $891,836

Fundraising Expenses $0

Other Expenses $921,760

TOTAL EXPENSES $1,813,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,911,837	$2,037,235	+0.9%
Expenses	$1,813,596	$1,702,324	+0.1%
Net Income	$2,098,241	$334,911	+5.3%

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

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

$212,572

Total Directors

$220,812

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN G TAYLOR	COB/VICE PRESIDENT	5.00	Officer Director	$8,240	$0	$8,240
SUSAN MINI	PRESIDENT/CEO/TREASURER	40.00	Officer Director	$190,520	$5,572	$196,092
KNOX L STRUBE	CORPORATE SECRETARY/OFFICE	5.00	Officer Director	$8,240	$0	$8,240
BYRON RANDY FOLEY	DIRECTOR	5.00	Director	$8,240	$0	$8,240

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	$3,911,837	$1,813,596	$35,774,767	$2,098,241
2023	$2,037,235	$1,702,324	$34,065,882	$334,911
2022	$2,911,409	$1,661,789	$32,516,964	$1,249,620
2021	$3,672,890	$1,631,602	$33,626,834	$2,041,288
2020	$1,813,706	$1,546,981	$30,435,435	$266,725
2019	$1,763,814	$1,515,684	$27,916,203	$248,130
2018	$2,951,907	$1,584,551	$25,507,399	$1,367,356

SHERWOOD MEMORIAL PARK INC