Mt Pleasant Cemetery Assoc (EIN 010234428) - 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

1924

Legal Domicile

Principal Officer

Vicki Koch

Phone

2074398513

Tax Period

2024-04-01 to 2025-03-31

Mt Pleasant Cemetery Assoc, founded in 1924, is a small nonprofit that reported $112K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $132K exceeded revenue, resulting in a 18% operating deficit.

Mission

Operation and maintenance of a cemetery and perpetual care of burial sites

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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 $33,250

Investment Income $78,693

Other Revenue $0

TOTAL REVENUE $111,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,971

Fundraising Expenses $0

Program Expenses $130,294

Other Expenses $76,630

TOTAL EXPENSES $131,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,943	$154,672	-0.3%
Expenses	$131,601	$77,141	+0.7%
Net Income	$-19,658	$77,531	-1.3%

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

$16,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Vicki Koch	Treasurer	2	Officer	$10,200	$0	$10,200
Jane Spinney	Secretary	1	Officer	$6,300	$0	$6,300
Helen Sullivan	Trustee	1	Director	$0	$0	$0
Julie Johnson	Trustee	1	Director	$0	$0	$0
Bonnie Bate	Trustee	1	Director	$0	$0	$0
Brian Spinney	Trustee	1	Director	$0	$0	$0
Richard Wood	President	1	Officer	$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
2025	$111,943	$131,601	$3,966,982	$-19,658
2024	$154,672	$77,141	$3,986,479	$77,531
2023	$138,228	$74,724	$3,451,156	$63,504
2022	$192,778	$75,064	$3,670,132	$117,714
2021	$121,258	$77,633	$3,249,375	$43,625
2020	$148,085	$77,261	$2,316,409	$70,824
2019	$129,903	$70,604	$2,436,344	$59,299

Mt Pleasant Cemetery Assoc