NATCHEZ CEMETERY ASSOCIATION (EIN 640394080) - 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

1907

Legal Domicile

Principal Officer

POKEY O'BEIRNE

Phone

6014455051

Tax Period

2024-09-01 to 2025-08-31

NATCHEZ CEMETERY ASSOCIATION, founded in 1907, is a small nonprofit that reported $329K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $659K exceeded revenue, resulting in a 100% operating deficit.

Mission

PROVIDE COMPASSIONATE INTERMENT FOR ALL RACES AND RELIGIONS. TO PRESERVE THE HISTORIC HERITAGE AND ARBORETUM SETTING 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 (2024)

Revenue Breakdown

Contributions & Grants $150,667

Program Service Revenue $177,800

Investment Income $-99,035

Other Revenue $99,767

TOTAL REVENUE $329,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $331,414

Fundraising Expenses $22,716

Program Expenses $295,268

Other Expenses $327,664

TOTAL EXPENSES $659,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$329,199	$476,108	-0.3%
Expenses	$659,078	$670,061	0.0%
Net Income	$-329,879	$-193,953	+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

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
POKEY OBEIRNE	PRESIDENT	30.00	Officer Director	$0	$0	$0
ANNETTE HOLDER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JEAN BIGLANE	SECRETARY	1.00	Officer Director	$0	$0	$0
GINA CAUTHEN	TREASURER	40.00	Officer Director	$0	$0	$0
MARTHA RATCLIFF	HISTORIAN	1.00	Director	$0	$0	$0
JULIE JOHNSON	CORRESPONDING SECRETARY	1.00	Director	$0	$0	$0
TERRY STUTZMAN	MEMBER	1.00	Director	$0	$0	$0
GWEN MASSEY	MEMBER	1.00	Director	$0	$0	$0
BECKY JEX	MEMBER	1.00	Director	$0	$0	$0
STEPHANIE DALY	MEMBER	1.00	Director	$0	$0	$0
CATHERINE RATCLIFFE	MEMBER	5.00	Director	$0	$0	$0
CARA MOODY	MEMBER	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
2025	$329,199	$659,078	$2,181,944	$-329,879
2024	$476,108	$670,061	$2,512,131	$-193,953
2023	$787,151	$438,562	$2,705,756	$348,589
2022	$522,467	$392,320	$2,398,837	$130,147
2021	$601,692	$330,653	$2,269,899	$271,039
2020	$358,798	$282,274	$1,997,903	$76,524
2019	$665,135	$299,008	$1,878,645	$366,127

NATCHEZ CEMETERY ASSOCIATION