OAKWOOD CEMETERY ASSOCIATION (EIN 740813110) - 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

1898

Legal Domicile

Principal Officer

SHANNA MATTSON

Phone

2547541631

Tax Period

2024-04-01 to 2025-03-31

OAKWOOD CEMETERY ASSOCIATION, founded in 1898, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $296K, a strong 15% operating margin.

Mission

DEVELOP AND SELL BURIAL PLOTS AND TO PROVIDE LOT CARE FOR OWNERS OF BURIAL PLOTS. MAINTENANCE AND MANAGEMENT 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 $174,788

Program Service Revenue $1,152,226

Investment Income $620,768

Other Revenue $10,052

TOTAL REVENUE $1,957,834

Expense Breakdown

Grants Paid $0

Salaries & Benefits $830,986

Fundraising Expenses $0

Program Expenses $1,584,843

Other Expenses $831,175

TOTAL EXPENSES $1,662,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,957,834	$1,522,279	+0.3%
Expenses	$1,662,161	N/A	N/A
Net Income	$295,673	$1,522,279	-0.8%

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
SUSAN DOSSETT	DIRECTOR	1.00	Officer Director	$0	$0	$0
PATRICIA ERVIN	SECRETARY	1.00	Director	$0	$0	$0
MARY HELEN GEORGE	DIRECTOR	1.00	Director	$0	$0	$0
ANN HARDER	DIRECTOR	1.00	Director	$0	$0	$0
JANA HIXSON	DIRECTOR	1.00	Director	$0	$0	$0
MARY HOLLEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LISA HULL	DIRECTOR	1.00	Director	$0	$0	$0
SHANNA MATTSON	CHAIR	1.00	Officer Director	$0	$0	$0
LINDA MCDONALD	TREASURER	1.00	Officer Director	$0	$0	$0
RYAN PATTILLO	DIRECTOR	1.00	Director	$0	$0	$0
FRANCES POOL	DIRECTOR	1.00	Director	$0	$0	$0
ELISA RAINEY	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN STEM	DIRECTOR	1.00	Director	$0	$0	$0
JOAN WADE	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN WHITE	DIRECTOR	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	$1,957,834	$1,662,161	$18,650,288	$295,673
2024	$1,522,279	$1,475,150	$18,225,419	$47,129
2023	$2,035,031	$1,675,463	$16,403,019	$359,568
2022	$2,668,322	$1,752,716	$17,400,419	$915,606
2021	$2,016,432	$1,070,015	$17,146,081	$946,417
2020	$1,443,218	$1,141,786	$13,416,722	$301,432
2019	$1,512,337	$1,041,301	$14,074,711	$471,036

OAKWOOD CEMETERY ASSOCIATION