OAK GROVE CEMETERY ASSOCIATION (EIN 620312377) - 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

1977

Legal Domicile

Principal Officer

James Watts

Phone

8653540834

Tax Period

2023-10-01 to 2024-09-30

OAK GROVE CEMETERY ASSOCIATION, founded in 1977, is a small nonprofit that reported $150K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

OPERATION OF PUBLIC CEMETERY LOTS. OPENING AND CLOSING OF GRAVES. MAINTANENCE OF THE CEMETERY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $220

Program Service Revenue $140,670

Investment Income $697

Other Revenue $7,924

TOTAL REVENUE $149,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,093

Fundraising Expenses $0

Program Expenses $155,056

Other Expenses $40,963

TOTAL EXPENSES $155,056

Year-over-Year Comparison

	2023	2022	Change
Revenue	$149,511	$126,182	+0.2%
Expenses	$155,056	$147,818	+0.0%
Net Income	$-5,545	$-21,636	-0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON JOLLEY	TRUSTEE	1	Director	$0	$0	$0
WAYNE CURTIS	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS EVANS	TRUSTEE	1	Director	$0	$0	$0
HAROLD HOLLOWAY	SECRETARY TREASURER	1	Officer	$0	$0	$0
JAMES WATTS	PRESIDENT	2	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
2024	$149,511	$155,056	$86,195	$-5,545
2023	$126,182	$147,818	$91,740	$-21,636
2022	$135,274	$156,910	$91,740	$-21,636
2021	$153,077	$159,270	$122,950	$-6,193
2020	$112,384	$138,651	$76,780	$-26,267
2019	$120,808	$115,142	$103,047	$5,666
2018	$116,637	$104,849	$97,381	$11,788

OAK GROVE CEMETERY ASSOCIATION