OAK RIDGE CEMETERY ASSOCIATION (EIN 620583181) - 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

1956

Legal Domicile

Principal Officer

DAVID W CARR

Phone

8654836055

Tax Period

2024-01-01 to 2024-12-31

OAK RIDGE CEMETERY ASSOCIATION, founded in 1956, is a small nonprofit that reported $161K in total revenue in fiscal year 2024. Revenue surged 923% from the prior year, signaling strong growth momentum. The organization ran a surplus of $125K, a strong 78% operating margin.

Mission

IMPROVEMENT, CARE AND MAINTENANCE OF 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $100,000

Investment Income $60,761

Other Revenue $0

TOTAL REVENUE $160,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,775

Other Expenses $35,775

TOTAL EXPENSES $35,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,761	$15,712	+9.2%
Expenses	$35,775	$45,908	-0.2%
Net Income	$124,986	$-30,196	-5.1%

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

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
DAVID W CARR	TREASURER	10.00	Officer Director	$0	$0	$0
JIM NORMAND	PRESIDENT	1.00	Officer Director	$0	$0	$0
ELLEN K CARR	SECRETARY	1.00	Officer Director	$0	$0	$0
BYRAN MILLS	VICE PRESIDENT	1.00	Director	$0	$0	$0
MARY NORMAND	DIRECTOR	1.00	Director	$0	$0	$0
DAWN MCAMIS	DIRECTOR	1.00	Director	$0	$0	$0
JAWRELL COOK	ASST TREASURER	1.00	Director	$0	$0	$0
KATHY EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
N/A	TRUSTEE	1.00		$0	$0	$0
N/A	TRUSTEE	1.00		$0	$0	$0
MICHELLE COOK	ASST SECRETARY	1.00	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
2025	No data	No data	No data	No data
2024	$160,761	$35,775	$2,449,597	$124,986
2023	$15,712	$45,908	$2,360,234	$-30,196
2022	$757,838	$102,547	$2,272,152	$655,291
2021	$153,245	$80,971	$1,733,275	$72,274
2020	$111,542	$89,751	$1,641,182	$21,791
2019	$130,770	$91,583	$1,569,836	$39,187
2018	$120,947	$96,209	$1,491,666	$24,738

OAK RIDGE CEMETERY ASSOCIATION