OAK GROVE PERPETUAL CARE TR

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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

1981

Legal Domicile

Phone

2486454224

Tax Period

2025-01-01 to 2025-12-31

OAK GROVE PERPETUAL CARE TR, founded in 1981, is a small nonprofit that reported $508K in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $139K, a strong 27% operating margin.

Mission

TO PROVIDE FOR THE PERPETUAL CARE OF CEMETERY GROUNDS AT OAK GROVE MEMORIAL CEMETERY

Program Service Accomplishments

Program 1

Expenses: $368,874

TO PROVIDE FOR THE PERPETUAL CARE OF CEMETERY GROUNDS AT OAK GROVE MEMORIAL 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 (2025)

Revenue Breakdown

Contributions & Grants $108,099

Program Service Revenue $0

Investment Income $399,669

Other Revenue $94

TOTAL REVENUE $507,862

Expense Breakdown

Grants Paid $296,799

Salaries & Benefits $72,075

Fundraising Expenses $0

Program Expenses $368,874

Other Expenses $0

TOTAL EXPENSES $368,874

Year-over-Year Comparison

	2025	2024	Change
Revenue	$507,862	$436,815	+0.2%
Expenses	$368,874	$366,306	+0.0%
Net Income	$138,988	$70,509	+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

N/A

Independent Members

N/A

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
N/A	TRUSTEE	N/A		$72,075	$0	$72,075

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	$507,862	$368,874	$5,318,700	$138,988
2024	$436,815	$366,306	$5,158,492	$70,509
2023	$340,781	$361,497	$5,057,276	$-20,716
2022	$355,136	$362,470	$5,117,912	$-7,334
2021	$523,726	$338,175	$5,120,973	$185,551
2020	$197,636	$214,800	$4,942,458	$-17,164
2019	$533,976	$228,240	$4,963,941	$305,736