PROPRIETORS OF THE RURAL CEMETERY IN WORCESTER (EIN 041795920) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

1838

Legal Domicile

Principal Officer

MONIKA MANGSEN

Phone

5087541313

Tax Period

2024-01-01 to 2024-12-31

PROPRIETORS OF THE RURAL CEMETERY IN WORCESTER, founded in 1838, is a community nonprofit in the Mutual Benefit sector that reported $2.1M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $426K, a strong 20% operating margin.

Mission

BURIAL AND OTHER CEMETERY SERVICES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,230

Program Service Revenue $1,554,354

Investment Income $575,748

Other Revenue $-21,567

TOTAL REVENUE $2,122,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $837,243

Fundraising Expenses $0

Program Expenses $1,573,328

Other Expenses $859,402

TOTAL EXPENSES $1,696,645

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,122,765	$2,285,479	-0.1%
Expenses	$1,696,645	$1,592,823	+0.1%
Net Income	$426,120	$692,656	-0.4%

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

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
PHILLIPS S DAVID	President	1.00	Officer Director	$0	$0	$0
ELIZA LAURENT	Vice President	1.00	Officer Director	$0	$0	$0
JOSEPHINE TRUESDELL	Trustee	1.00	Director	$0	$0	$0
ROSAMOND BENNETT	Trustee	1.00	Director	$0	$0	$0
DOUGLAS FROST	Trustee	1.00	Director	$0	$0	$0
ROSS DIK	Trustee	1.00	Director	$0	$0	$0
ELLEN DUNLAP	Trustee	1.00	Director	$0	$0	$0
ROBERT WETZEL	Trustee	1.00	Director	$0	$0	$0
STEPHEN CARY	Trustee	1.00	Director	$0	$0	$0
MONIKA MANGSEN	Treasurer	40.00	Officer 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	$2,122,765	$1,696,645	$11,879,249	$426,120
2023	$2,285,479	$1,592,823	$11,151,330	$692,656
2022	$1,195,141	$1,459,905	$10,124,411	$-264,764
2021	$1,995,230	$1,407,211	$11,192,674	$588,019
2020	$1,729,256	$1,331,095	$10,225,818	$398,161
2019	$1,523,834	$1,162,155	$9,766,449	$361,679
2018	$1,056,696	$1,072,034	$9,047,653	$-15,338

PROPRIETORS OF THE RURAL CEMETERY IN WORCESTER