LOUISIANA FUNERAL DIRECTORS ASSOCIA (EIN 720691777) - 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

1918

Legal Domicile

Principal Officer

JOE EAGAN

Phone

2257677640

Tax Period

2023-01-01 to 2023-12-31

LOUISIANA FUNERAL DIRECTORS ASSOCIA, founded in 1918, is a small nonprofit that reported $237K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $39K, a strong 16% operating margin.

Mission

THE LOUISIANA FUNERAL DIRECTORS ASSOCIATION (LFDA) PROMOTES INTEGRITY IN THE FUNERAL SERVICE INDUSTRY THROUGH EDUCATION, LEGISLATION, NETWORKING AND COMMUNICATIONS.

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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 $72,311

Program Service Revenue $62,570

Investment Income $99,375

Other Revenue $3,153

TOTAL REVENUE $237,409

Expense Breakdown

Grants Paid $23,750

Salaries & Benefits $0

Fundraising Expenses $9,904

Program Expenses $150,817

Other Expenses $175,022

TOTAL EXPENSES $198,772

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,409	$253,492	-0.1%
Expenses	$198,772	$279,354	-0.3%
Net Income	$38,637	$-25,862	-2.5%

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
JOE EAGAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
TROY DENNARD	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
RETANNA MIRE	TREASURER	2.00	Officer Director	$0	$0	$0
MILTON ROBBINS	SECRETARY	2.00	Officer Director	$0	$0	$0
EDWARD MUHLEISEN	SERGEANT-AT-	1.00	Officer Director	$0	$0	$0
BOYD L MOTHE JR	S DISTRICT G	1.00	Director	$0	$0	$0
SHANNA BRYANT	SE DISTRICT	1.00	Director	$0	$0	$0
EMILY CASTILLE-TERRELL	SW DISTRICT	1.00	Director	$0	$0	$0
LANCE DAVID	SW DISTRICT	1.00	Director	$0	$0	$0
PETER BUTCH MULHEARN	N DISTRICT G	1.00	Director	$0	$0	$0
KELLY RUSH SAVOY	N DISTRICT G	1.00	Director	$0	$0	$0
ANTHONY J TIGER ISTRE	PAST PRESIDE	1.00	Director	$0	$0	$0
NICOLE CHARLET WILCHER	PAST PRESIDE	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	$237,409	$198,772	$942,185	$38,637
2022	$253,492	$279,354	$887,602	$-25,862
2021	$142,940	$147,034	$1,054,108	$-4,094
2020	$127,467	$160,575	$928,403	$-33,108
2019	$260,676	$228,659	$874,496	$32,017
2018	$150,939	$168,465	$698,178	$-17,526

LOUISIANA FUNERAL DIRECTORS ASSOCIA