HISTORIC OAKWOOD CEMETERY FOUNDATION (EIN 825422914) - 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

2018

Legal Domicile

Principal Officer

JOHN R BRATTON

Phone

9198326077

Tax Period

2024-01-01 to 2024-12-31

HISTORIC OAKWOOD CEMETERY FOUNDATION, founded in 2018, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.1M in total revenue in fiscal year 2024. The organization ran a surplus of $3.0M, a strong 98% operating margin.

Mission

OPERATION OF THE HISTORIC OAKWOOD 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 $3,065,385

Program Service Revenue $0

Investment Income $9,120

Other Revenue $0

TOTAL REVENUE $3,074,505

Expense Breakdown

Grants Paid $48,835

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,431

Other Expenses $4,596

TOTAL EXPENSES $53,431

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,074,505	N/A	N/A
Expenses	$53,431	N/A	N/A
Net Income	$3,021,074	$0	N/A

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

$152,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN R BRATTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JODY MOORE	SECRETARY	1.00	Officer Director	$0	$0	$0
JIMMY GLOVER	TREASURER	1.00	Officer Director	$0	$0	$0
S MONTGOMERY WHITE JR	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES WINSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN SIMONTON	EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$152,431

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	$3,074,505	$53,431	$3,055,422	$3,021,074

HISTORIC OAKWOOD CEMETERY FOUNDATION