ONTARIO CEMETERY ASSOCIATION (EIN 951067380) - 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

Legal Domicile

Principal Officer

CLAUDIA MESSIER

Phone

9099861201

Tax Period

2024-01-01 to 2024-12-31

ONTARIO CEMETERY ASSOCIATION is a community nonprofit that reported $5.0M in total revenue in fiscal year 2024. The organization ran a surplus of $1.7M, a strong 35% operating margin.

Mission

THE MISSION OF THE BELLEVUE MEMORIAL PARK IS TO PROVIDE INTERMENT SERVICES WITH COMPASSION, HONOR AND INTEGRRITY FOR THE BENEFIT OF EACH INDIVIDUAL AND ALL DESCENDENTS OF THOSE WHO REST IN THE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $763,321

Investment Income $67,932

Other Revenue $4,150,411

TOTAL REVENUE $4,981,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,460,863

Fundraising Expenses $0

Other Expenses $1,790,130

TOTAL EXPENSES $3,250,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,981,664	$5,081,014	0.0%
Expenses	$3,250,993	$3,275,965	0.0%
Net Income	$1,730,671	$1,805,049	0.0%

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

$144,330

Total Directors

$28,663

Key Employees

$169,982

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOWELL STARK	PRESIDENT	2.00	Officer Director	$9,363	$0	$9,363
JAMES MILHISER	VICE PRESIDE	2.00	Officer Director	$6,500	$0	$6,500
JIM FROST	TREASURER	2.00	Officer Director	$6,400	$0	$6,400
JAMES HAMMOND	SECRETARY	2.00	Officer Director	$6,400	$0	$6,400
PAUL HOFER	MEMBER	2.00	Director	$0	$0	$0
MARY GONZALEZ	FAM SERV COU	40.00	Key Emp	$169,982	$0	$169,982
CLAUDIA MESSIER	GENERAL MANA	40.00	Officer	$115,667	$0	$115,667

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	No data	No data	No data	No data
2024	$4,981,664	$3,250,993	$28,170,180	$1,730,671
2023	$5,081,014	$3,275,965	$24,805,212	$1,805,049
2022	$4,120,729	$2,999,679	$21,383,269	$1,121,050
2021	$5,156,928	$2,525,875	$21,743,394	$2,631,053
2021	$6,117,560	$3,097,662	$21,991,114	$3,019,898
2020	$4,606,605	$2,827,508	$17,757,978	$1,779,097
2019	$4,117,228	$2,917,838	$15,675,387	$1,199,390
2018	$3,418,697	$2,950,531	$12,726,739	$468,166

ONTARIO CEMETERY ASSOCIATION