NEW VERNON CEMETERY (EIN 226033882) - 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

1960

Legal Domicile

Principal Officer

ROBERT SAMETH

Phone

9736311141

Tax Period

2023-01-01 to 2023-12-31

NEW VERNON CEMETERY, founded in 1960, is a micro nonprofit that reported $70K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17K, a strong 25% operating margin.

Mission

TO PROVIDE BURIAL GROUNDS AND RELATED SERVICES TO THE RESIDENTS OF NEW VERNON.

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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 $22,240

Investment Income $48,036

Other Revenue $0

TOTAL REVENUE $70,276

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $53,055

TOTAL EXPENSES $53,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$70,276	$53,665	+0.3%
Expenses	$53,055	$53,782	0.0%
Net Income	$17,221	$-117	-148.2%

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
ROBERT SAMETH	PRESIDENT	1.00	Officer Director	$0	$0	$0
J PETER SIMON	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW W BRUEN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL CHERELLO	DIRECTOR OF CEMETERY	10.00	Officer Director	$0	$0	$0
EDWARD L HENNESSY	TRUSTEE	1.00	Director	$0	$0	$0
JEFFERSON KIRBY THROUGH 1122	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS HEALEY	TRUSTEE	1.00	Director	$0	$0	$0
BETH HENNESSY	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM M KEARNS III	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA KLEHM	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$70,276	$53,055	$1,730,379	$17,221
2022	$53,665	$53,782	$1,680,502	$-117
2021	$70,437	$58,123	$1,852,366	$12,314
2020	$61,265	$56,365	$1,638,330	$4,900
2019	$67,964	$53,096	$1,656,091	$14,868
2018	$142,632	$55,198	$1,472,917	$87,434

NEW VERNON CEMETERY