CHEROKEE MEMORIAL PARK (EIN 940380632) - 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

1941

Legal Domicile

Principal Officer

WALTER SCHEFFER

Phone

2099449898

Tax Period

2023-01-01 to 2023-12-31

CHEROKEE MEMORIAL PARK, founded in 1941, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 19% operating margin.

Mission

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $411,705

Other Revenue $6,666,657

TOTAL REVENUE $7,078,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,396,851

Fundraising Expenses $0

Other Expenses $2,317,544

TOTAL EXPENSES $5,714,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,078,362	$5,773,811	+0.2%
Expenses	$5,714,395	$4,717,036	+0.2%
Net Income	$1,363,967	$1,056,775	+0.3%

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

$1,046,818

Total Directors

$619,580

Key Employees

$213,730

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANKLIN E BONDONNO ESQ	BOARD CHAIR	1.00	Director	$11,365	$0	$22,730
WALTER SCHEFFER	PRESIDENT	20.00	Officer Director	$114,900	$18,543	$552,855
JOHN MCINTYRE	DIRECTOR	1.00	Director	$11,365	$0	$11,365
J CHARLES IRWIN	DIRECTOR	1.00	Director	$16,315	$0	$16,315
JOHN GILL	DIRECTOR	1.00	Director	$4,950	$0	$16,315
MARC GABRYS	VICE PRESIDENT	36.00	Officer	$141,314	$13,275	$154,589
JOHN SILVESTRI	CFO	20.00	Officer	$326,110	$13,264	$339,374
MELCOR GARZA	SALES COUNSELOR	1.00	Key Emp	$0	$0	$213,730
DENISE EDWARDS	SALES COUNSELOR	1.00	Highest	$0	$0	$146,523
VICTORIA MONFORTE	FUNERAL HOME MANAGER	1.00	Highest	$0	$5,200	$149,928
JEFFREY WEIGUM	PLANT SUPERVISOR	40.00	Highest	$123,751	$22,103	$145,854
TON SAECHAO	SALES DIRECTOR	1.00	Highest	$0	$4,810	$329,511
CLAUDE BRYANT	SALES TRAINER	1.00	Highest	$0	$15,746	$179,613

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	$7,078,362	$5,714,395	$34,582,963	$1,363,967
2022	$5,773,811	$4,717,036	$33,150,765	$1,056,775
2021	$7,494,218	$4,644,485	$30,465,199	$2,849,733
2020	$6,227,217	$4,344,382	$26,409,006	$1,882,835
2019	$4,667,853	$4,019,200	$22,222,237	$648,653
2018	$4,516,710	$3,647,468	$21,062,547	$869,242

CHEROKEE MEMORIAL PARK