ACACIA MEMORIAL PARK ASSOCIATION (EIN 940661410) - 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

1917

Legal Domicile

Principal Officer

JACK HELSBY

Phone

2095220452

Tax Period

2024-10-01 to 2025-09-30

ACACIA MEMORIAL PARK ASSOCIATION, founded in 1917, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $795K, a strong 57% operating margin.

Mission

TO PROVIDE BURIAL AND PERMANENT INTERMENT SERVICES AND THE PERPETUAL MAINTENANCE OF THE CEMETERY GROUNDS.

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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 $0

Program Service Revenue $0

Investment Income $1,265,920

Other Revenue $133,334

TOTAL REVENUE $1,399,254

Expense Breakdown

Grants Paid $0

Salaries & Benefits $362,293

Fundraising Expenses $0

Other Expenses $241,544

TOTAL EXPENSES $603,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,399,254	$1,195,096	+0.2%
Expenses	$603,837	$631,322	0.0%
Net Income	$795,417	$563,774	+0.4%

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

$24,000

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK HELSBY	PRESIDENT	10.00	Officer Director	$6,000	$0	$6,000
JEFFREY LEBEOUF	VICE PRESIDENT	10.00	Officer Director	$500	$0	$500
CHARLES HECKENDORF	SECRETARY	10.00	Officer Director	$6,000	$0	$6,000
ROCKY GOULD	TREASURER	10.00	Officer Director	$6,000	$0	$6,000
JAKE VAN HOLLAND	DIRECTOR	10.00	Director	$6,000	$0	$6,000
ROMEO DAMILES	VICE PRESIDENT	10.00	Officer Director	$5,500	$0	$5,500
PETER DEAN	TREASURER	10.00	Officer 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	$1,399,254	$603,837	$24,882,012	$795,417
2024	$1,195,096	$631,322	$22,702,339	$563,774
2023	$886,219	$533,336	$18,445,592	$352,883
2022	$863,726	$525,931	$16,334,865	$337,795
2021	$1,179,782	$442,792	$18,818,515	$736,990
2020	$803,549	$426,850	$15,673,442	$376,699
2019	$758,810	$425,025	$14,841,874	$333,785
2018	$789,989	$440,754	$14,472,674	$349,235

ACACIA MEMORIAL PARK ASSOCIATION