OAKWOOD CEMETERY ASSOCIATION OF FORT WORTH (EIN 750469190) - 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

1909

Legal Domicile

Principal Officer

SUSAN PRITCHETT

Phone

8176243531

Tax Period

2023-01-01 to 2023-12-31

OAKWOOD CEMETERY ASSOCIATION OF FORT WORTH, founded in 1909, is a small nonprofit that reported $278K in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $307K exceeded revenue, resulting in a 10% operating deficit.

Mission

OWNING AND MAINTAINING A PUBLIC CEMETERY FOR THE BURIAL OF DECEASED PERSONS, AND TO PROCURE FUNDS FOR ITS MAINTENANCE BY DONATIONS.

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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 $18,678

Program Service Revenue $121,136

Investment Income $101,659

Other Revenue $36,858

TOTAL REVENUE $278,331

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,723

Fundraising Expenses $0

Other Expenses $262,648

TOTAL EXPENSES $307,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$278,331	$913,027	-0.7%
Expenses	$307,371	$289,322	+0.1%
Net Income	$-29,040	$623,705	-1.0%

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
TREY HARPER	PRESIDENT	N/A	Officer Director	$0	$0	$0
PAUL HUNTER	1ST VICE PRE	N/A	Officer Director	$0	$0	$0
MARGARET DOAK	2ND VICE PRE	N/A	Officer Director	$0	$0	$0
SUSAN PRITCHETT	SECRETARY	N/A	Officer Director	$0	$0	$0
MALINDA CRUMLEY	TREASURER	N/A	Officer Director	$0	$0	$0
LINDA BUSH	DIRECTOR	N/A	Director	$0	$0	$0
SAM CANTEY	DIRECTOR	N/A	Director	$0	$0	$0
PEN CRANZ	DIRECTOR	N/A	Director	$0	$0	$0
DURAN DOAK	DIRECTOR	N/A	Director	$0	$0	$0
VINCE FIALHO	DIRECTOR	N/A	Director	$0	$0	$0
SUE ANN HAYLEY	DIRECTOR	N/A	Director	$0	$0	$0
TALIA LYDICK	DIRECTOR	N/A	Director	$0	$0	$0
BILL MATTIZA	DIRECTOR	N/A	Director	$0	$0	$0
BILLY OXSHEER	DIRECTOR	N/A	Director	$0	$0	$0
FRANCES READ	DIRECTOR	N/A	Director	$0	$0	$0
MELANIE SMITH	DIRECTOR	N/A	Director	$0	$0	$0
TIM THOMPSON	DIRECTOR	N/A	Director	$0	$0	$0
LYNNE URBEL	DIRECTOR	N/A	Director	$0	$0	$0
ART WEINMAN	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	No data	No data	No data	No data
2023	$278,331	$307,371	$5,913,791	$-29,040
2022	$913,027	$289,322	$5,257,432	$623,705
2021	$801,659	$304,616	$6,272,962	$497,043
2020	$473,229	$252,814	$5,454,663	$220,415
2019	$361,954	$259,393	$5,028,643	$102,561
2018	$508,994	$253,934	$4,291,599	$255,060

OAKWOOD CEMETERY ASSOCIATION OF FORT WORTH