Underhill Burying Ground co Mary Catherine Ludlam Frankenheimer (EIN 066036799) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1910

Legal Domicile

Principal Officer

Mary Catherine Ludlam Frankenh

Phone

5168014704

Tax Period

2024-01-01 to 2024-12-31

Underhill Burying Ground co Mary Catherine Ludlam Frankenheimer, founded in 1910, is a small nonprofit in the Mutual Benefit sector that reported $126K in total revenue in fiscal year 2024. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 49% operating margin.

Mission

CEMETERY OPERATIONS INCLUDING MAINTENANCE OF GRAVES, GROUNDSKEEPING, SALES OF GRAVES, INTERMENT AND PERPETUAL CARE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $18,843

Program Service Revenue $0

Investment Income $107,202

Other Revenue $32

TOTAL REVENUE $126,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $63,811

TOTAL EXPENSES $63,811

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,077	$67,350	+0.9%
Expenses	$63,811	$27,802	+1.3%
Net Income	$62,266	$39,548	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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	Role	Reportable Comp	Other Comp	Total
Susan McMahon	Trustee	Director	$0	$0	$0
Gabrielle Shea	Trustee	Director	$0	$0	$0
jay tucker	Trustee	Director	$0	$0	$0
Mary Catherine Ludlam Frankenh	Treasurer	Officer	$0	$0	$0
valerie smith	Secretary	Officer	$0	$0	$0
bob underhill	President	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
2024	$126,077	$63,811	$1,796,808	$62,266
2023	$67,350	$27,802	$1,661,695	$39,548
2022	$59,446	$27,188	$1,495,668	$32,258
2021	$147,069	$112,672	$1,773,846	$34,397
2020	$23,529	$83,505	$1,692,516	$-59,976
2019	$18,703	$37,799	$1,554,982	$-19,096
2018	$63,614	$27,101	$1,388,704	$36,513

Underhill Burying Ground co Mary Catherine Ludlam Frankenheimer