IVY HILL CEMETERY COMPANY OF ALEXANDRIA (EIN 540498762) - 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

1979

Legal Domicile

Principal Officer

DANA LAWHORNE

Phone

7035497413

Tax Period

2023-01-01 to 2023-12-31

IVY HILL CEMETERY COMPANY OF ALEXANDRIA, founded in 1979, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2018. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $485K, a strong 46% operating margin.

Mission

BURIAL AND INURNMENT OF HUMAN REMAINS; SALE OF MONUMENTS FOR USE WITHIN 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 $291,218

Investment Income $170,322

Other Revenue $537,919

TOTAL REVENUE $999,459

Expense Breakdown

Grants Paid $0

Salaries & Benefits $312,307

Fundraising Expenses $0

Other Expenses $251,034

TOTAL EXPENSES $563,341

Year-over-Year Comparison

	2023	2022	Change
Revenue	$999,459	$957,539	+0.0%
Expenses	$563,341	$540,323	+0.0%
Net Income	$436,118	$417,216	+0.0%

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

$90,288

Total Directors

$90,288

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARTHUR H BRYANT JR	DIRECTOR	1.00	Director	$0	$0	$0
DANA LAWHORNE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KARYN LORD	DIRECTOR/CEO	40.00	Officer Director	$90,288	$0	$90,288
GANT REDMON ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN WEBB	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID SPECK	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	$999,459	$563,341	$6,159,401	$436,118
2022	$957,539	$540,323	$5,360,079	$417,216
2021	$1,103,682	$563,310	$5,186,969	$540,372
2020	$1,119,186	$474,748	$4,598,512	$644,438
2019	$636,278	$551,264	$4,231,277	$85,014
2018	$1,058,407	$572,995	$3,752,953	$485,412

IVY HILL CEMETERY COMPANY OF ALEXANDRIA