Ivy Lawn Memorial Park & Funeral Home (EIN 950869775) - 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

Fredrick J Ferro

Phone

8056421055

Tax Period

2025-01-01 to 2025-12-31

Ivy Lawn Memorial Park & Funeral Home, founded in 1917, is a community nonprofit that reported $5.7M in total revenue in fiscal year 2025. The organization ran a surplus of $913K, a strong 16% operating margin.

Mission

Community Cemetery providing Burial plots, Niches, Crypts and Cremation services.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $691,720

Other Revenue $4,962,814

TOTAL REVENUE $5,654,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,115,296

Fundraising Expenses $0

Other Expenses $2,626,051

TOTAL EXPENSES $4,741,347

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,654,534	$5,295,726	+0.1%
Expenses	$4,741,347	$4,148,935	+0.1%
Net Income	$913,187	$1,146,791	-0.2%

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

$60,000

Total Directors

$67,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeanne Clark	President	40.00		$201,862	$0	$201,862
Fredrick J Ferro	Chairman	8.00	Officer Director	$36,000	$0	$36,000
Wayne Brueckner	Secretary	3.00	Officer Director	$12,000	$0	$12,000
Ken Wenzel	Treasurer	3.00	Officer Director	$12,000	$0	$12,000
Stephen Smith	Board Member	1.00	Director	$4,000	$0	$4,000
Jane Waters	Board Member	1.00	Director	$3,000	$0	$3,000
Timothy Gallagher	Board Member	2.00		$2,000	$0	$2,000
Darcy Taylor	Board Member	2.00		$2,000	$0	$2,000

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	$5,654,534	$4,741,347	$37,722,144	$913,187
2024	$5,295,726	$4,148,935	$35,172,393	$1,146,791
2023	$5,177,892	$3,939,643	$33,569,204	$1,238,249
2022	$4,562,979	$3,536,961	$28,557,656	$1,026,018
2021	$5,901,568	$3,581,289	$29,284,891	$2,320,279
2020	$3,676,500	$3,284,809	$26,982,348	$391,691
2019	$3,050,003	$3,173,564	$25,978,709	$-123,561
2018	$3,800,149	$3,032,790	$24,715,470	$767,359

Ivy Lawn Memorial Park & Funeral Home