Oakland Cemetery Lot Owners Assn Inc

Nonprofit profile at a glance

EIN
750469110
IRS 990-EZ coverage
2012–2024
Forms available
Form 990-EZ 2024, Form 990-N 2019
Location
Dallas, TX, USA
Phone
2148923565
Rating
42
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$105,805
Expenses
$113,290
Assets
$19,869
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • Mary Jalonick (Vice President)
  • Rafael Rivera (President)

People named in this filing

  • Rebecca Todd (Secretary)
  • Mary Jalonick (Vice President)
  • J Thomas White (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Maintain and operate a historic cemetery.

What it reported doing in 2024

Volunteers and paid lawn care crews cleaned out dead trees, removed extensive brush overgrowth which was covering historic graves, uncovered graves covered in grass and brush overgrowth. Worked on repairing and cleaning historic statues and markers. We had enough money to hire a contract Administrator to handle burial needs and all inquiries to Oakland Cemetery. Volunteers with the Dallas Genealogy Society and others and the Administrator are going to the Dallas Public Library each Thursday to clean, sort and organize all of Oakland Cemetery's documents going back to 1892. We will determine what items, like bank statements and financials, must be digitized and put on the Dallas Genealogy Society website that will be accessible for everyone. We have an agreement with the City of Dallas Sanitation Department to conduct public tours at least twice a month at OC in exchange for a large dumpster we fill with leaves and branches that the City picks up for free. We are researching changing our tax exempt status from a 501c13 to a 501c3, as we are having difficulty getting foundations, such as the DAR which gives grants to historic cemeteries, to understand 501c13s and thus being denied grants to which we are entitled. We received our official historic cemetery status from the State of Texas and are working on our marker.

Operating model

Revenue model
Donor-supported. 81% of the money available for current operations came from contributions and gifts.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 100
  • Sustainability: 30
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -7.1%; rating input score 19; 19th percentile among comparable filings
  • Total-asset coverage ratio: 0.18; rating input score 17; 17th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -100% per year; rating input score 0; 2nd percentile among comparable filings
  • Revenue growth: -4.9% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: -1.1% per year; rating input score 0; 24th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 11 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 19/100.
  • High — Sustainability: Total-asset coverage ratio scored 17/100.
  • High — Growth: Asset growth scored 0/100.