HARMONY GROVE CEMETERY (EIN 041418620) - 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

1838

Legal Domicile

Principal Officer

JEAN MARIE PROCIOUS

Phone

9787440554

Tax Period

2023-01-01 to 2023-12-31

HARMONY GROVE CEMETERY, founded in 1838, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 116% from the prior year, signaling strong growth momentum. The organization ran a surplus of $425K, a strong 34% operating margin.

Mission

TO OPERATE AND MAINTAIN A HISTORIC PRIVATE CEMETERY AND PROVIDE BURIAL 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 (2023)

Revenue Breakdown

Contributions & Grants $9,059

Program Service Revenue $357,697

Investment Income $845,888

Other Revenue $32,938

TOTAL REVENUE $1,245,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $211,603

Fundraising Expenses $0

Program Expenses $527,520

Other Expenses $608,518

TOTAL EXPENSES $820,121

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,245,582	$577,686	+1.2%
Expenses	$820,121	$752,941	+0.1%
Net Income	$425,461	$-175,255	-3.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MASON BROWNE	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY A INGRAHAM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANGELA WILLIAMS	TREASURER	1.00	Officer Director	$0	$0	$0
BENJAMIN ARLANDER	TRUSTEE	1.00	Director	$0	$0	$0
DEAN LAHIKAINEN	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA PUTNAM	TRUSTEE	1.00	Director	$0	$0	$0
MARTHA SANDERS	SECRETARY	1.00	Officer Director	$0	$0	$0
JEAN MARIE PROCIOUS	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS BURKE	TRUSTEE	1.00	Director	$0	$0	$0
EMILY BACALL	TRUSTEE	1.00	Director	$0	$0	$0
NATHAN W IVES	TRUSTEE	1.00	Director	$0	$0	$0
WALTER BEEBE-CENTER	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$1,245,582	$820,121	$14,737,362	$425,461
2022	$577,686	$752,941	$13,242,619	$-175,255
2021	$1,231,444	$736,401	$15,539,331	$495,043
2020	$901,779	$727,915	$13,944,905	$173,864
2020	$901,779	$727,915	$13,320,478	$173,864
2019	$1,563,528	$723,406	$12,248,759	$840,122

HARMONY GROVE CEMETERY