CHARLTON PINE GROVE CEMETERY (EIN 141631765) - 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

2014

Legal Domicile

Principal Officer

FREDERICK BAHR

Phone

5182654704

Tax Period

2025-01-01 to 2025-12-31

CHARLTON PINE GROVE CEMETERY, founded in 2014, is a small nonprofit in the Mutual Benefit sector that reported $163K in total revenue in fiscal year 2025. Revenue surged 144% from the prior year, signaling strong growth momentum. The organization ran a surplus of $132K, a strong 81% operating margin.

Mission

THE PURPOSE OF CHARLTON PINE GROVE CEMETERY ASSOCIATION, INC. IS TO OPERATE A CEMETERY LOCATED ON THE EAST SIDE OF STAGE ROAD (COUNTY ROAD 53) IN CHARLTON, NY.

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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 $9,650

Program Service Revenue $8,250

Investment Income $144,692

Other Revenue $0

TOTAL REVENUE $162,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,271

Other Expenses $30,633

TOTAL EXPENSES $30,633

Year-over-Year Comparison

	2025	2024	Change
Revenue	$162,592	$66,714	+1.4%
Expenses	$30,633	$25,077	+0.2%
Net Income	$131,959	$41,637	+2.2%

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

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
DONNA JOURDANAIS	PRESIDENT	6.00	Officer Director	$0	$0	$0
LINDA MARTIN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MAUREEN O'CONNOR	SECRETARY	1.00	Officer Director	$0	$0	$0
FREDERICK BAHR	TREASURER	3.00	Officer Director	$0	$0	$0
DOUGLAS FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
CARL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
HERB SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW THORNTON	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD WESSELL	DIRECTOR	1.00	Director	$0	$0	$0
CAROL SMITH	DIRECTOR	1.00	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	$162,592	$30,633	$856,595	$131,959

CHARLTON PINE GROVE CEMETERY