Oswego Pioneer Cemetery Association (EIN 930730941) - 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

1977

Legal Domicile

Phone

5034077929

Tax Period

2025-01-01 to 2025-12-31

Oswego Pioneer Cemetery Association, founded in 1977, is a micro nonprofit that reported $52K in total revenue in fiscal year 2025. The organization ran a surplus of $30K, a strong 58% operating margin.

Mission

To preserve, protect and maintain the history, environment, and value of Oswego Pioneer Cemetery, resting place of Lake Oswego's founding families and citizens, for the education, enjoyment and use of future generations.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $5,641

Program Service Revenue $45,825

Investment Income $570

Other Revenue $0

TOTAL REVENUE $52,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $22,051

TOTAL EXPENSES $22,051

Year-over-Year Comparison

	2025	2024	Change
Revenue	$52,036	$50,613	+0.0%
Expenses	$22,051	$25,495	-0.1%
Net Income	$29,985	$25,118	+0.2%

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

N/A

Employees

N/A

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
Nancy Headlee	Pres./Treasurer	2.00	Director	$0	$0	$0
Nancy Flye	Director	2.00	Director	$0	$0	$0
Jerry Instenes	Director	2.00	Director	$0	$0	$0
Kate Stidd	Director	2.00	Director	$0	$0	$0
Mark Woolman	Director/Mgr.	2.00	Director	$0	$0	$0
Joe Collins	Dir/Sexton	2.00	Director	$0	$0	$0
Sandy McGuire	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
2025	$52,036	$22,051	$570,146	$29,985
2024	$50,613	$25,495	$540,161	$25,118
2023	$63,436	$22,759	$515,044	$40,677

Oswego Pioneer Cemetery Association