BROOKSIDE CEMETERY ASSOCIATION INC C/O ROBERT B FERNALD (EIN 010205722) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1859

Legal Domicile

Principal Officer

JULIANNA REDDISH BENNOCH

Phone

2072443183

Tax Period

2022-10-01 to 2023-09-30

BROOKSIDE CEMETERY ASSOCIATION INC C/O ROBERT B FERNALD is a tax-exempt nonprofit with EIN 010205722, based in MOUNT DESERT, ME. Founded in 1859, the organization files IRS Form 990 and reported its most recent data for fiscal year 2022. In that period, it reported $63,672 in total revenue and $21,308 in total expenses, with net assets of $984,209.

Mission

TO SELL AND MAINTAIN CEMETERY LOTS AT BROOKSIDE CEMETERY.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $500

Program Service Revenue $0

Investment Income $63,172

Other Revenue $0

TOTAL REVENUE $63,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $21,308

TOTAL EXPENSES $21,308

Year-over-Year Comparison

	2022	2021	Change
Revenue	$63,672	$47,994	+0.3%
Expenses	$21,308	$22,161	0.0%
Net Income	$42,364	$25,833	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIANNA REDDISH BENNOCH	PRESIDENT	0.50	Officer Director	$0	$0	$0
JAY M FERNALD	TRUSTEE	0.50	Director	$0	$0	$0
LAURI E FERNALD	SEXTANT & TR	0.50	Officer Director	$0	$0	$0
DAVID PARTRIDGE	TRUSTEE	0.50	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
2023	$63,672	$21,308	$984,209	$42,364
2022	$47,994	$22,161	$952,865	$25,833
2021	$91,688	$24,183	$916,012	$67,505
2020	$58,198	$20,863	$848,506	$37,335
2019	$36,578	$22,626	$811,171	$13,952

BROOKSIDE CEMETERY ASSOCIATION INC C/O ROBERT B FERNALD