NORWOOD CEMETERY ASSOCIATION (EIN 741939547) - 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

1975

Legal Domicile

Principal Officer

LUANNE LOCKHART

Phone

9792795188

Tax Period

2020-01-01 to 2020-12-31

NORWOOD CEMETERY ASSOCIATION, founded in 1975, is a micro nonprofit that reported $48K in total revenue in fiscal year 2020. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $44K left a modest 7% surplus.

Mission

PROVIDE MAINTENANCE TO PUBLIC 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 (2020)

Revenue Breakdown

Contributions & Grants $21,600

Program Service Revenue $6,325

Investment Income $15,487

Other Revenue $4,249

TOTAL REVENUE $47,661

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $44,169

TOTAL EXPENSES $44,169

Year-over-Year Comparison

	2020	2019	Change
Revenue	$47,661	$43,783	+0.1%
Expenses	$44,169	$38,113	+0.2%
Net Income	$3,492	$5,670	-0.4%

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

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
MICHAEL RACHUI	DIRECTOR	2.00	Director	$0	$0	$0
DOROTHY DOHERTY	SEC/TREASURER	2.00	Officer Director	$0	$0	$0
DOUG WEBB	DIRECTOR	2.00	Director	$0	$0	$0
FRANK JENTSCH	DIRECTOR	2.00	Director	$0	$0	$0
JUDY MILLER	DIRECTOR	2.00	Director	$0	$0	$0
LUANNE LOCKHART	DIRECTOR	2.00	Director	$0	$0	$0
TOMMY REYNOLDS	DIRECTOR	2.00	Director	$0	$0	$0
NORMAN KOCH	DIRECTOR	2.00	Director	$0	$0	$0
PAULA DEAL	DIRECTOR	2.00	Director	$0	$0	$0
WENDY MARCHBANKS	PRESIDENT	2.00	Officer Director	$0	$0	$0
KARAN ELLIOTT	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
JEAN HUDSON	DIRECTOR	2.00	Director	$0	$0	$0
LORA SCASTA	DIRECTOR	2.00	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
2020	$47,661	$44,169	$467,271	$3,492
2019	$43,783	$38,113	$480,577	$5,670
2018	$73,914	$66,006	$508,360	$7,908

NORWOOD CEMETERY ASSOCIATION