FORT STEUBEN BURIAL ESTATES ASSN

🔒

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

2000

Legal Domicile

Principal Officer

Jeff Roberts

Phone

3303457893

Tax Period

2024-01-01 to 2024-12-31

FORT STEUBEN BURIAL ESTATES ASSN, founded in 2000, is a small nonprofit that reported $262K in total revenue in fiscal year 2024.

Mission

Ohio cemetery that makes burials and sells lots and merchandise

Program Service Accomplishments

Program 1

Ohio cemetery that makes burials and sells lots and merchandise

Program 2

None

Program 3

None

🔒

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 $171,655

Investment Income $0

Other Revenue $89,936

TOTAL REVENUE $261,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,399

Fundraising Expenses $0

Program Expenses $0

Other Expenses $80,631

TOTAL EXPENSES $283,030

Year-over-Year Comparison

	2024	2023	Change
Revenue	$261,591	$263,332	0.0%
Expenses	$283,030	$229,243	+0.2%
Net Income	$-21,439	$34,089	-1.6%

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

N/A

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
Kirk Roberts	President	5	Officer Director	$0	$0	$0
Jeff Roberts	Treasurer	5	Officer Director	$0	$0	$0
Alex Roberts	Trustee	5	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	$261,591	$283,030	$212,910	$-21,439
2023	$263,332	$229,243	$234,349	$34,089
2022	$241,443	$239,920	$261,814	$1,523
2021	$282,380	$238,524	$267,344	$43,856
2020	$338,347	$257,447	$229,314	$80,900