STEERE FAMILY RI HISTORICAL CEMETERY #29 INC (EIN 050515057) - 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

1999

Legal Domicile

Principal Officer

PETER RYAN

Phone

4014874075

Tax Period

2024-01-01 to 2024-12-31

STEERE FAMILY RI HISTORICAL CEMETERY #29 INC, founded in 1999, is a small nonprofit in the Mutual Benefit sector that reported $215K in total revenue in fiscal year 2024. Revenue surged 3242% from the prior year, signaling strong growth momentum. The organization ran a surplus of $209K, a strong 97% operating margin.

Mission

OUR MISSION IS TO PROVIDE FOR THE UPKEEP AND MAINTENANCE OF THE STEERE FAMILY RI HISTORICAL CEMETERY #29.

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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 $205,100

Program Service Revenue $0

Investment Income $9,703

Other Revenue $0

TOTAL REVENUE $214,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,304

Other Expenses $6,206

TOTAL EXPENSES $6,206

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,803	$6,427	+32.4%
Expenses	$6,206	$2,502	+1.5%
Net Income	$208,597	$3,925	+52.1%

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

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

$2,745

Total Directors

$2,745

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER A RYAN	PRESIDENT, TREASURER	1.00	Officer Director	$2,745	$0	$2,745
JEFFREY W RYAN	DIRECTOR, SECRETARY	1.00	Officer Director	$0	$0	$0
BRADLEY L STEERE	DIRECTOR	0.00	Director	$0	$0	$0
WILLIAM H BOONE JR	DIRECTOR	0.00	Director	$0	$0	$0
ANTHONY A STEERE JR	DIRECTOR	0.00	Director	$0	$0	$0
BEVERLY S COMBER	DIRECTOR	0.00	Director	$0	$0	$0
JAYNE F KAMIN	DIRECTOR	0.00	Director	$0	$0	$0
JEFFREY S HOWELL	DIRECTOR	0.00	Director	$0	$0	$0
DIANE S NOBLES	DIRECTOR	0.00	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	$214,803	$6,206	$370,415	$208,597

STEERE FAMILY RI HISTORICAL CEMETERY #29 INC