UNION CEMETERY ASSOCIATION OF MIDDLE ISLAND INC (EIN 116018045) - 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

1950

Legal Domicile

Principal Officer

WILLIAM S HALE

Phone

6319248761

Tax Period

2023-10-01 to 2024-09-30

UNION CEMETERY ASSOCIATION OF MIDDLE ISLAND INC, founded in 1950, is a micro nonprofit that reported $66K in total revenue in fiscal year 2023. The organization ran a surplus of $18K, a strong 27% operating margin.

Mission

THE ORGANIZATION IS A CEMETERY CORPORATION EXEMPT UNDER SECTION 501(C)(13)

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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 $0

Investment Income $66,405

Other Revenue $0

TOTAL REVENUE $66,405

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $48,427

TOTAL EXPENSES $48,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,405	$62,148	+0.1%
Expenses	$48,427	$30,433	+0.6%
Net Income	$17,978	$31,715	-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

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
WILLIAM HALE	PRESIDENT/TREASURER	20.00	Director	$0	$0	$0
DANA SWEEZEY PILLICERA	TRUSTEE	0.00	Director	$0	$0	$0
CATHERINE LYNCH HALE	TRUSTEE	0.00	Director	$0	$0	$0
KATERINA DANIELS	TRUSTEE	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
2024	$66,405	$48,427	$1,883,590	$17,978
2023	$62,148	$30,433	$1,865,622	$31,715
2022	$59,287	$45,821	$1,833,907	$13,466
2021	$52,711	$30,921	$1,820,441	$21,790
2020	$53,853	$40,871	$1,768,101	$12,982
2019	$50,049	$42,693	$1,727,039	$7,356
2018	$55,501	$46,872	$1,710,446	$8,629

UNION CEMETERY ASSOCIATION OF MIDDLE ISLAND INC