Union Cemetery Association Inc (EIN 060602016) - 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

1905

Legal Domicile

Principal Officer

Benjamin Proto

Tax Period

2024-10-01 to 2025-09-30

Union Cemetery Association Inc, founded in 1905, is a small nonprofit that reported $150K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $215K exceeded revenue, resulting in a 43% operating deficit.

Mission

Cemetery Association

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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 $107,865

Investment Income $42,359

Other Revenue $0

TOTAL REVENUE $150,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,409

Fundraising Expenses $0

Program Expenses $203,172

Other Expenses $180,367

TOTAL EXPENSES $214,776

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,224	$138,493	+0.1%
Expenses	$214,776	$202,798	+0.1%
Net Income	$-64,552	$-64,305	+0.0%

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

N/A

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
Bonnie Paradise	Director	N/A	Director	$0	$0	$0
Karen Biebel-Sutera	Director	N/A	Director	$0	$0	$0
Edward Bitsco	Director	N/A	Director	$0	$0	$0
Bob Mitchell	Director	N/A	Director	$0	$0	$0
Dawn Kopeck	Director	N/A	Director	$0	$0	$0
James Wiltsie	Director	N/A	Director	$0	$0	$0
Benjamin Proto	President	N/A	Officer	$0	$0	$0
Emily O'Connor	Secretary	N/A	Officer	$0	$0	$0
Sally Logan	Vice President	N/A	Officer	$0	$0	$0
Patricia Gallagher	Treasurer	N/A	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	$150,224	$214,776	$127,546	$-64,552
2024	$138,493	$202,798	$192,003	$-64,305
2023	$162,919	$162,155	$255,922	$764
2022	$150,075	$146,583	$255,394	$3,492
2021	$157,736	$142,448	$251,148	$15,288
2020	$115,681	$137,641	$235,860	$-21,960

Union Cemetery Association Inc