MONTEFIORE CEMETERY CORPORATION (EIN 131057890) - 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

1928

Legal Domicile

Principal Officer

ANTHONY BIOLSI

Phone

6312497000

Tax Period

2024-09-01 to 2025-08-31

MONTEFIORE CEMETERY CORPORATION, founded in 1928, is a mid-sized nonprofit that reported $17.7M in total revenue in fiscal year 2024. The organization ran a surplus of $5.5M, a strong 31% operating margin.

Mission

TO OWN AND OPERATE A NON-PROFIT CEMETERY FOR THE BENEFIT OF PLOT OWNERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,257,678

Investment Income $7,443,740

Other Revenue $2,981,200

TOTAL REVENUE $17,682,618

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,345,947

Fundraising Expenses $0

Other Expenses $2,876,784

TOTAL EXPENSES $12,222,731

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,682,618	$17,825,172	0.0%
Expenses	$12,222,731	$11,762,702	+0.0%
Net Income	$5,459,887	$6,062,470	-0.1%

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

140

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

$799,657

Total Directors

$694,029

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SETH COLBY	VP/SEC/DIRECTOR	4.00	Officer Director	$52,600	$0	$74,000
DAVID AUERBACH ROT OFF 125	DIRECTOR	5.00	Director	$41,800	$0	$59,600
RICHARD BETHEIL	DIRECTOR	1.00	Director	$41,800	$0	$59,600
ANTHONY BIOLSI	PRESIDENT/DIRECTOR	30.00	Officer Director	$286,838	$58,978	$441,229
JOSHUA ZUCKERBERG	DIRECTOR	1.00	Director	$41,800	$0	$59,600
ANDREW MUHLSTOCK ROT ON 125	DIRECTOR	5.00	Director	$0	$0	$0
GINA CHIEFFO-MAZZARELLI	CONTROLLER/TREASURER	30.00	Officer	$169,760	$58,281	$284,428
MARTIN E MURPHY	SALESMAN	40.00	Highest	$161,667	$24,226	$185,893
JOHN FREDRICK	ASST GROUNDS MANAGER	40.00	Highest	$147,060	$47,709	$194,769
DOMINGO ROSADO	FOREMAN	40.00	Highest	$116,321	$44,757	$161,078
ALEX CRUZ	FOREMAN	40.00	Highest	$140,988	$61,330	$202,318
EDWIN LORENZO	ASST SUPERVISOR	40.00	Highest	$139,208	$44,757	$183,965

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	$17,682,618	$12,222,731	$191,632,916	$5,459,887
2024	$17,825,172	$11,762,702	$186,247,822	$6,062,470
2023	$21,466,915	$11,582,917	$180,265,106	$9,883,998
2022	$20,446,217	$11,330,072	$170,636,293	$9,116,145
2021	$18,427,176	$11,138,034	$161,674,904	$7,289,142
2020	$14,712,882	$10,272,545	$154,916,991	$4,440,337
2019	$15,376,495	$10,512,731	$150,685,465	$4,863,764
2018	$15,694,334	$10,250,864	$146,083,728	$5,443,470

MONTEFIORE CEMETERY CORPORATION