SWEDISH CEMETERY INC (EIN 060715353) - 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

1925

Legal Domicile

Principal Officer

Susanne Anderson

Phone

9592319630

Tax Period

2025-01-01 to 2025-12-31

SWEDISH CEMETERY INC, founded in 1925, is a small nonprofit in the Mutual Benefit sector that reported $101K in total revenue in fiscal year 2025. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 40% operating margin.

Mission

To hold manage and operate cemetery properties in the Portland CT area for the benefit of the community relative to the Swedish evangelical Lutheran Zion Church of Portland CT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $89,479

Investment Income $11,417

Other Revenue $0

TOTAL REVENUE $100,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,011

Fundraising Expenses $0

Program Expenses $36,387

Other Expenses $57,767

TOTAL EXPENSES $60,778

Year-over-Year Comparison

	2025	2024	Change
Revenue	$100,896	$72,764	+0.4%
Expenses	$60,778	$45,028	+0.3%
Net Income	$40,118	$27,736	+0.4%

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

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
Jay Swanson	President	1.00	Officer	$0	$0	$0
Rick Borg	Vice President	1.00	Officer	$0	$0	$0
Donna Marlow	Secretary	2.00	Officer	$0	$0	$0
Susanne Anderson	Treasurer	2.00	Officer	$0	$0	$0
Carl Johnson	Superintendent	5.00	Officer	$0	$0	$0
Arthur Johnson	Caretaker	1.00	Highest	$1,555	$0	$1,555

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	$100,896	$60,778	$595,316	$40,118
2024	$72,764	$45,028	$507,122	$27,736

SWEDISH CEMETERY INC