BEREA CEMETERY INC (EIN 610132053) - 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

1914

Legal Domicile

Principal Officer

BETTY POYNTER

Tax Period

2024-10-01 to 2025-09-30

BEREA CEMETERY INC, founded in 1914, is a small nonprofit that reported $470K in total revenue in fiscal year 2024. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $207K, a strong 44% operating margin.

Mission

CEMETARY SERVICES

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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 $175,219

Investment Income $293,667

Other Revenue $952

TOTAL REVENUE $469,838

Expense Breakdown

Grants Paid $0

Salaries & Benefits $122,537

Fundraising Expenses $0

Program Expenses $262,860

Other Expenses $140,323

TOTAL EXPENSES $262,860

Year-over-Year Comparison

	2024	2023	Change
Revenue	$469,838	$233,087	+1.0%
Expenses	$262,860	$195,441	+0.3%
Net Income	$206,978	$37,646	+4.5%

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

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
LISA CAUDILL	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL DOLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
KENDAL DUERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY DUERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES WAGERS	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY WEHRLE	BOARD MEMBER	1.00	Director	$0	$0	$0
NORA JENKINS	SECRETARY/TR	1.00	Officer	$0	$0	$0
JAMES LEE KEITH	VICE-PRESIDE	1.00	Officer	$0	$0	$0
BETTY POYNTER	PRESIDENT	1.00	Officer	$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
2025	$469,838	$262,860	$3,841,362	$206,978
2024	$233,087	$195,441	$3,633,782	$37,646
2023	$185,941	$200,740	$3,595,605	$-14,799
2022	$512,844	$197,914	$3,613,837	$314,930
2021	$413,354	$177,178	$3,301,715	$236,176
2020	$294,686	$173,504	$3,067,099	$121,182
2019	$283,826	$175,507	$2,949,098	$108,319
2018	$348,511	$174,232	$2,844,565	$174,279

BEREA CEMETERY INC