CHARLES EVANS CEMETERY COMPANY (EIN 230563700) - 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

1846

Legal Domicile

Principal Officer

MICHAEL J NALLY

Phone

6103721563

Tax Period

2024-01-01 to 2024-12-31

CHARLES EVANS CEMETERY COMPANY, founded in 1846, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 57% operating margin.

Mission

TO PERPETUALLY MAINTAIN OUR CEMETERY GROUNDS

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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 $488,673

Investment Income $3,764,118

Other Revenue $0

TOTAL REVENUE $4,252,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,021,412

Fundraising Expenses $0

Program Expenses $1,840,332

Other Expenses $818,920

TOTAL EXPENSES $1,840,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,252,791	$2,220,300	+0.9%
Expenses	$1,840,332	$1,523,576	+0.2%
Net Income	$2,412,459	$696,724	+2.5%

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

Volunteers

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

$131,608

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED DEP ROTHERMEL JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
HEATHER ADAMS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROLYN M BAZIK	TREASURER	1.00	Officer Director	$0	$0	$0
TADD K CASNER	SECRETARY	1.00	Officer Director	$0	$0	$0
MAHLON BOYER	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK B BURKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KENT W DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
EVA EISENBROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE HANNON	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM S LAUBACH DMD	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE N LYNCH	BOARD MEMBER	1.00	Director	$0	$0	$0
KERRI SHULTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL NALLY	SUPERINTENDENT	44.00	Officer	$100,785	$30,823	$131,608

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	$4,252,791	$1,840,332	$54,884,662	$2,412,459
2023	$2,220,300	$1,523,576	$50,962,541	$696,724
2022	$-7,813,756	$1,424,521	$45,440,529	$-9,238,277
2021	$2,981,420	$1,474,053	$54,546,567	$1,507,367
2020	$2,491,762	$1,432,848	$50,531,024	$1,058,914
2019	$2,137,328	$1,199,522	$45,289,569	$937,806
2018	$2,330,737	$1,170,881	$38,839,311	$1,159,856

CHARLES EVANS CEMETERY COMPANY