TULOCAY CEMETERY ASSOCIATION

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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

1950

Legal Domicile

Principal Officer

JEFF GERLOMES

Phone

7072524727

Tax Period

2023-10-01 to 2024-09-30

TULOCAY CEMETERY ASSOCIATION, founded in 1950, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $542K, a strong 21% operating margin.

Mission

THE PRIMARY PURPOSE IS TO MAINTAIN A CEMETERY AND PROVIDE BURIAL AND CREMATION SERVICES

Program Service Accomplishments

Program 1

THE ASSOCIATION MAINTAINS THE GROUNDS OF THE CEMETERY

Program 2

THE ASSOCIATION SELLS GROUND, CRYPT AND NICHE SPACE

Program 3

THE ASSOCIATION PROVIDES BURIAL SERVICES DURING THE YEAR

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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 $1,489,574

Investment Income $596,867

Other Revenue $468,803

TOTAL REVENUE $2,555,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,134,836

Fundraising Expenses $0

Other Expenses $878,036

TOTAL EXPENSES $2,012,872

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,555,244	$2,269,661	+0.1%
Expenses	$2,012,872	$1,889,890	+0.1%
Net Income	$542,372	$379,771	+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

$165,311

Total Directors

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWIN FARVER	PRESIDENT	3.00	Officer Director	$3,000	$0	$3,000
JAMES L CASSAYRE	VICE PRESIDENT	3.00	Officer Director	$3,000	$0	$3,000
JOHN IMRIE	SECRETARY	3.00	Officer Director	$3,000	$0	$3,000
GREG BENNETT	TREASURER	3.00	Officer Director	$0	$0	$3,000
LORI HUNT	TRUSTEE	3.00	Director	$3,000	$0	$3,000
JEFF GERLOMES	EXECUTIVE VICE PRESIDENT	20.00	Officer	$151,907	$1,404	$153,311
DEBBIE SOUSA	OPERATIONS MANAGER	30.00	Highest	$124,487	$19,521	$144,008
LON DREYER	FUNERAL ARRANGER/REMOVAL S	1.00	Highest	$121,974	$0	$121,974

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	$2,555,244	$2,012,872	$18,451,613	$542,372
2023	$2,269,661	$1,889,890	$16,111,800	$379,771
2022	$2,152,134	$1,738,918	$15,130,184	$413,216
2021	$2,001,299	$1,648,318	$16,618,897	$352,981
2020	$1,556,458	$1,506,999	$15,094,376	$49,459
2019	$2,370,329	$1,683,676	$14,010,123	$686,653
2018	$1,664,122	$1,592,617	$14,197,134	$71,505