West Sunbury Union Cemetery Association (EIN 251026360) - 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

1933

Legal Domicile

Principal Officer

Joy Y Berteotti

Phone

7246372583

Tax Period

2023-01-01 to 2023-12-31

West Sunbury Union Cemetery Association, founded in 1933, is a micro nonprofit in the Mutual Benefit sector that reported $82K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $30K, a strong 36% operating margin.

Mission

The activity of the organization is to operate and maintain community cemeteries in West Sunbury and Prospect PA. This includes sales, openings, footer installations and maintenance for the graves at the cemeteries.

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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 $64,283

Investment Income $12,953

Other Revenue $4,640

TOTAL REVENUE $81,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,886

Fundraising Expenses $0

Program Expenses $42,290

Other Expenses $41,315

TOTAL EXPENSES $52,201

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,876	$70,776	+0.2%
Expenses	$52,201	$59,171	-0.1%
Net Income	$29,675	$11,605	+1.6%

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

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
William F Young III	Trustee President	010.00	Officer Director	$0	$0	$0
Joy Y Berteotti	Trustee Treasurer	005.00	Officer Director	$0	$0	$0
M Kathryn Ferdinandsen	Trustee Secretary	001.00	Officer 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	$81,876	$52,201	$544,562	$29,675
2022	$70,776	$59,171	$512,330	$11,605

West Sunbury Union Cemetery Association