NEEDHAM CEMETERY ASSOCIATION (EIN 041655600) - 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

1899

Legal Domicile

Principal Officer

CARTER ROMAN

Phone

7814440529

Tax Period

2023-01-01 to 2023-12-31

NEEDHAM CEMETERY ASSOCIATION, founded in 1899, is a small nonprofit in the Mutual Benefit sector that reported $222K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. Net assets of $754K represent 41 months of operating reserves.

Mission

THE PURPOSE IS TO PROVIDE A PLACE OF BURIAL IN THE TOWN OF NEEDHAM, MA

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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 $0

Program Service Revenue $200,388

Investment Income $3,751

Other Revenue $18,000

TOTAL REVENUE $222,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $222,035

TOTAL EXPENSES $222,035

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,139	$150,556	+0.5%
Expenses	$222,035	$180,081	+0.2%
Net Income	$104	$-29,525	-1.0%

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

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
RICHARD F KELLY	PRESIDENT, CLERK AND DIREC	2.00	Officer	$0	$0	$0
CARTER ROMAN	TREASURER AND DIRECTOR	2.00	Officer	$0	$0	$0
SONIA A PANSUK	DIRECTOR	2.00	Officer	$0	$0	$0
STEPHEN W CARTER	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$222,139	$222,035	$755,900	$104
2022	$150,556	$180,081	$692,511	$-29,525
2021	$226,246	$155,044	$807,822	$71,202
2020	$174,480	$163,657	$724,312	$10,823
2019	$177,695	$168,128	$707,935	$9,567
2018	$201,185	$150,819	$650,002	$50,366

NEEDHAM CEMETERY ASSOCIATION