Milford Cemetery Association Inc

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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

1901

Legal Domicile

Principal Officer

James Beard

Phone

2038748998

Tax Period

2025-01-01 to 2025-12-31

Milford Cemetery Association Inc, founded in 1901, is a community nonprofit that reported $5.9M in total revenue in fiscal year 2025. Revenue surged 303% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 89% operating margin.

Mission

The Organization's primary purpose is to preserve and maintain the cemetery grounds in Milford, Connecticut.

Program Service Accomplishments

Program 1

Expenses: $632,307 Revenue: $533,981

The Milford Cemetery Association serves to preserve and maintain the cemetery grounds located in Milford, Connecticut.

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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 $9,250

Program Service Revenue $533,981

Investment Income $5,373,324

Other Revenue $0

TOTAL REVENUE $5,916,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $288,054

Fundraising Expenses $0

Program Expenses $632,307

Other Expenses $344,253

TOTAL EXPENSES $632,307

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,916,555	$1,467,680	+3.0%
Expenses	$632,307	$593,092	+0.1%
Net Income	$5,284,248	$874,588	+5.0%

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

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
James Beard	President/Director	1.00	Officer Director	$0	$0	$0
Joel Baldwin	Treasurer/Director	1.00	Officer Director	$0	$0	$0
Max Case	Secretary/Director	1.00	Officer Director	$0	$0	$0
Arthur Stowe	Director/Trustee	0.00	Director	$0	$0	$0
Stephen Wing	Director	0.00	Director	$0	$0	$0
James L Richetelli Jr	Vice President/Director/Tr	1.00	Officer Director	$0	$0	$0
Ken Fellenbaum	Director	0.00	Director	$0	$0	$0
Wendy Kopazna	Director/Trustee	0.00	Director	$0	$0	$0
Paul A Dumraese Jr	Director	0.00	Director	$0	$0	$0
Dr Gary Opin	Director	0.00	Director	$0	$0	$0
Joseph Kubic	Director	0.00	Director	$0	$0	$0
Thomas Collucci	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
2025	$5,916,555	$632,307	$16,776,643	$5,284,248
2024	$1,467,680	$593,092	$15,181,350	$874,588
2023	$948,591	$654,462	$13,505,851	$294,129
2022	$1,190,860	$601,721	$11,945,531	$589,139
2021	$1,203,189	$512,166	$14,008,480	$691,023
2020	$724,043	$484,784	$12,384,297	$239,259
2019	$724,657	$490,294	$10,945,252	$234,363
2018	$897,683	$460,721	$9,566,069	$436,962