COOLIDGE CEMETERY ASSOCIATION (EIN 741249167) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

BILL WARD

Phone

2547470991

Tax Period

2024-01-01 to 2024-12-31

COOLIDGE CEMETERY ASSOCIATION, founded in 1975, is a micro nonprofit that reported $44K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $781K represent 211 months of operating reserves.

Mission

MAINTENANCE OF CEMETERY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,250

Program Service Revenue $0

Investment Income $36,565

Other Revenue $1,550

TOTAL REVENUE $44,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $48,683

TOTAL EXPENSES $48,683

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,365	$35,893	+0.2%
Expenses	$48,683	$45,119	+0.1%
Net Income	$-4,318	$-9,226	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
BILL WARD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANGIE ALLCORN	SECRETARY	1.00	Officer Director	$0	$0	$0
DONALD ERWIN	TREASURER	1.00	Officer Director	$0	$0	$0
JOYCE BATEMAN	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
MARSHA CONNALLY	DIRECTOR	1.00	Director	$0	$0	$0
JANIE HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
DALE LOWRY	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
2024	$44,365	$48,683	$780,830	$-4,318
2023	$35,893	$45,119	$785,148	$-9,226
2022	$62,758	$38,266	$798,839	$24,492
2021	$57,767	$42,896	$769,882	$14,871
2020	$50,776	$37,321	$777,960	$13,455
2019	$33,601	$41,255	$764,509	$-7,654
2018	$23,521	$40,649	$772,163	$-17,128

COOLIDGE CEMETERY ASSOCIATION