BEAVERDALE MEMORIAL PARK INC TRUST (EIN 066021577) - 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

1933

Legal Domicile

Principal Officer

Carrie Chace

Phone

2035782448

Tax Period

2023-01-01 to 2023-12-31

BEAVERDALE MEMORIAL PARK INC TRUST, founded in 1933, is a small nonprofit that reported $425K in total revenue in fiscal year 2023. Revenue surged 169% from the prior year, signaling strong growth momentum. The organization ran a surplus of $139K, a strong 33% operating margin.

Mission

SUPPORTS BEAVERDALE MEMORIAL PARK

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $45,300

Investment Income $379,361

Other Revenue $0

TOTAL REVENUE $424,661

Expense Breakdown

Grants Paid $228,078

Salaries & Benefits $53,272

Fundraising Expenses $0

Program Expenses $286,884

Other Expenses $4,534

TOTAL EXPENSES $285,884

Year-over-Year Comparison

	2023	2022	Change
Revenue	$424,661	$158,140	+1.7%
Expenses	$285,884	$257,831	+0.1%
Net Income	$138,777	$-99,691	-2.4%

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

N/A

Independent Members

N/A

Employees

N/A

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
WEBSTER BANK N A	TRUSTEE	N/A		$53,272	$0	$53,272

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$424,661	$285,884	$5,059,720	$138,777
2022	$158,140	$257,831	$4,921,555	$-99,691
2021	$531,942	$257,821	$5,022,081	$274,121
2020	$457,490	$230,698	$4,750,824	$226,792

BEAVERDALE MEMORIAL PARK INC TRUST