CHARLES EVANS CEMETERY COMPANY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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

CHARLES EVANS CEMETERY INTERS AND CREMATES HUMAN DEAD. CHARLES EVANS CEMETERY PERPETUALLY MAINTAINS OUR CEMETERY GROUNDS. THE CEMETERY ALSO MANAGES AND PRUDENTLY INVESTS PERPETUAL ENDOWMENTS. THE CEMETERY PROVIDES GROUNDS AND MAUSOLEUMS TO THE PUBLIC AT A MODEST PRICE.

Program Service Accomplishments

Program 1

Expenses: $1,840,332 Revenue: $488,673

THE ORGANIZATION ADMINISTERS FUNDS DESIGNATED FOR CARE AND MAINTENANCE OF CEMETERY LOTS. THE CEMETERY CONDUCTED 7 GRATIS CREMATIONS IN 2024. THE CEMETERY CONDUCTED CREMATIONS 4 FOR THE BERKS COUNTY CORONER'S OFFICE, AS WELL AS ASSISTING DREXEL UNIVERSITY'S SCHOOL OF MEDICINE WITH 11 CREMATIONS, ALL AT A REDUCED RATE, IN 2024.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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