WHARTON CEMETERY ASSOCIATION (EIN 741006101) - 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

1958

Principal Officer

JEFFREY D BLAIR

Phone

9795328023

Tax Period

2024-01-01 to 2024-12-31

WHARTON CEMETERY ASSOCIATION, founded in 1958, is a small nonprofit that reported $119K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $82K, a strong 69% operating margin.

Mission

OUR NON-PROFIT EXISTS TO PROVIDE BURIAL PLACES IN OUR HISTORIC WHARTON CEMETERY. THE CEMETERY WAS CREATED IN THE EARLY 1800S. OUR ORGANIZATION PROVIDES BURIAL SPACES AND IS RESPONSIBLE FOR THE UPKEEP AND MAINTENANCE 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 $89,035

Program Service Revenue $0

Investment Income $18,377

Other Revenue $11,475

TOTAL REVENUE $118,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $37,045

TOTAL EXPENSES $37,045

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,887	$88,437	+0.3%
Expenses	$37,045	$49,058	-0.2%
Net Income	$81,842	$39,379	+1.1%

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
DWIGHT KING	DIRECTOR	N/A	Officer	$0	$0	$0
BRIAN K BOUNDS	PRESIDENT	N/A	Officer	$0	$0	$0
JEFFREY D BLAIR	TREASURER	N/A	Officer	$0	$0	$0
TIM BARKER	DIRECTOR	N/A	Director	$0	$0	$0
SARAH HUDGINS	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT M TAYLOR JR	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT M STOKES	DIRECTOR	N/A	Director	$0	$0	$0
WAYNE WATERS	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL S HARBAUGH	DIRECTOR	N/A	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	$118,887	$37,045	$876,344	$81,842
2023	$88,437	$49,058	$760,920	$39,379
2022	$79,364	$44,972	$666,737	$34,392
2021	$147,221	$30,286	$708,242	$116,935
2020	$103,192	$27,138	$551,118	$76,054

WHARTON CEMETERY ASSOCIATION