SIX OAKS CEMETERY INC (EIN 571090159) - 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

2000

Legal Domicile

Principal Officer

VICTORIA SHANAHAN

Phone

8436711343

Tax Period

2024-01-01 to 2024-12-31

SIX OAKS CEMETERY INC, founded in 2000, is a small nonprofit in the Mutual Benefit sector that reported $650K in total revenue in fiscal year 2024. The organization ran a surplus of $179K, a strong 28% operating margin.

Mission

SIX OAKS CEMETERY, INC. IS A MUTUAL BENEFIT CORPORATION ESTABLISHED TO OPERATE A CEMETERY AND FUND A PERPETUAL CARE TRUST TO PROVIDE INCOME FOR LONG TERM MAINTENANCE AND PROVIDE A RESERVE FOR ANY NECESSARY AND USEFUL PURPOSE OF THE CEMETERY AS A WHOLE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $75,921

Investment Income $42,273

Other Revenue $532,158

TOTAL REVENUE $650,352

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,616

Fundraising Expenses $0

Other Expenses $333,367

TOTAL EXPENSES $470,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$650,352	$651,967	0.0%
Expenses	$470,983	$495,896	-0.1%
Net Income	$179,369	$156,071	+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

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

$562,280

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ELLIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JIM KASKIE	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
CARY CORBITT	SECRETARY	1.00	Officer Director	$0	$0	$0
LEE ANN LEAHY	TREASURER	1.00	Officer Director	$0	$0	$0
DON SIGMON	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES BENNETT	PRESIDENT-CSA	1.00	Officer	$0	$14,229	$367,763
VICTORIA SHANAHAN	VICE PRESIDENT & CFO	1.00	Officer	$0	$16,845	$194,517

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	$650,352	$470,983	$1,738,589	$179,369
2023	$651,967	$495,896	$1,785,288	$156,071
2022	$1,020,848	$509,241	$1,478,246	$511,607
2021	$865,238	$447,991	$914,158	$417,247
2020	$538,742	$369,892	$537,401	$168,850
2019	$362,684	$278,224	$360,428	$84,460
2018	$252,126	$404,755	$251,258	$-152,629

SIX OAKS CEMETERY INC