Civic Intelligence

Clinton Cemetery Association

EIN 06-0608830 • 501(c)13 • Clinton, CT

Profile

To Provide Burial Plots, Crypts & Maintain Cemetery Grounds

P O Box 405Clinton, CT 06413

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.00x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Net Margin

67th percentile

43%

Higher net margin than 67% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

4.3%

Faster asset growth than 47% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

11%

Faster revenue growth than 52% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,913,534

Up $119,648 (+4.3%) from 2023

Liabilities

Down

$211

Down $696 (-77%) from 2023

Net Assets

Up

$2,913,323

Up $120,344 (+4.3%) from 2023

Revenue

Up

$282,136

Up $28,330 (+11%) from 2023

Expenses

Down

$161,792

Down $17,221 (-9.6%) from 2023

Net Income

Up

$120,344

Up $45,551 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,363,874Liabilities 2010: $5,252Net Assets 2010: $1,358,6222010Assets 2015: $1,770,019Liabilities 2015: $927Net Assets 2015: $1,769,0922015Assets 2016: $1,854,215Liabilities 2016: $159Net Assets 2016: $1,854,0562016Assets 2017: $1,965,100Liabilities 2017: $730Net Assets 2017: $1,964,3702017Assets 2018: $2,083,971Liabilities 2018: $1,464Net Assets 2018: $2,082,5072018Assets 2019: $2,364,818Liabilities 2019: $98Net Assets 2019: $2,364,7202019Assets 2020: $2,444,090Liabilities 2020: $215Net Assets 2020: $2,443,8752020Assets 2021: $2,755,417Liabilities 2021: $384Net Assets 2021: $2,755,0332021Assets 2022: $2,719,874Liabilities 2022: $1,688Net Assets 2022: $2,718,1862022Assets 2023: $2,793,886Liabilities 2023: $907Net Assets 2023: $2,792,9792023Assets 2024: $2,913,534Liabilities 2024: $211Net Assets 2024: $2,913,3232024

Highlighted filing

2024

Assets$2,913,534
Liabilities$211
Net Assets$2,913,323

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $125,015Expenses 2010: $111,974Net Income 2010: $13,0412010Revenue 2015: $348,512Expenses 2015: $112,045Net Income 2015: $236,4672015Revenue 2016: $205,638Expenses 2016: $120,674Net Income 2016: $84,9642016Revenue 2017: $231,845Expenses 2017: $121,531Net Income 2017: $110,3142017Revenue 2018: $256,291Expenses 2018: $138,154Net Income 2018: $118,1372018Revenue 2019: $418,238Expenses 2019: $136,025Net Income 2019: $282,2132019Revenue 2020: $207,474Expenses 2020: $128,319Net Income 2020: $79,1552020Revenue 2021: $453,229Expenses 2021: $142,071Net Income 2021: $311,1582021Revenue 2022: $124,950Expenses 2022: $161,797Net Income 2022: -$36,8472022Revenue 2023: $253,806Expenses 2023: $179,013Net Income 2023: $74,7932023Revenue 2024: $282,136Expenses 2024: $161,792Net Income 2024: $120,3442024

Highlighted filing

2024

Revenue$282,136
Expenses$161,792
Net Income$120,344

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 27, 2025
Return Version
2024v5.1
Gross Receipts
$690,387
Mission and Program Overview

Mission

To Provide Burial Plots, Crypts & Maintain Cemetery Grounds

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,419,587$2,536,035▲ $116,448
Land, Buildings, and Equipment, Net$296,560$290,859▼ $5,701
Savings and Temporary Cash Investments$73,132$76,036▲ $2,904
Cash and Non-Interest-Bearing Accounts$3,880$9,877▲ $5,997
Accounts Receivable$727$727→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,793,886$2,913,534▲ $119,648
Other Assets Total-$0-
Liabilities
Other Liabilities$907$211▼ $696
Total Liabilities$907$211▼ $696
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,091,887$2,188,292▲ $96,405
Net Assets With Donor Restrictions$701,092$725,031▲ $23,939
Total Net Assets Fund Balance$2,792,979$2,913,323▲ $120,344
Total Liabilities and Net Assets / Fund Balance$2,793,886$2,913,534▲ $119,648

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$37,213$431,565$468,778
Land$147,161-$147,161
Buildings$97,064$47,050$144,114
Equipment$9,421$7,711$17,132

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$701,092$23,939--$725,031
2023$675,270$25,822--$701,092
2022$655,659$19,611--$675,270
2021$621,642$34,017--$655,659
2020$599,492$22,150--$621,642
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
F Robert BruchSecretaryPT$17,973$17,973
Barbara BruchDirectorPT$17,112$17,112
Tammy MathieuTreasurerPT$9,000$9,000

Board Members and Trustees

NameTitle
Regina WohlkePresident
Dale MooreDirector
David RaineyDirector
John Mathieu JrDirector
Nancy ShussDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$47,878
Investment Income
$234,258
Other Revenue
$0
Change in Net Assets
$120,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,153
Salaries, Compensation, and Employee Benefits$48,639
Grants and Similar Amounts Paid$6,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$44,479
Fees for Service Investment Mgmnt Fees---$32,053
Office Expenses---$11,037
Insurance---$7,826
Grants to Domestic Individuals---$6,000
Depreciation Depletion---$5,701
Occupancy---$4,499
Payroll Taxes---$4,160
Fees for Services Accounting---$2,200
Fees for Services Other---$675
Other Expenses---$100
Total Functional Expenses$0$0$0$161,792
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liability$211
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Tammy mathieu and jay mathieu - family relationshipf. Robert bruch and barbara bruch - family relationship

Form 990, Part VI, Section A, Line 6

Any resident citizen of the town of clinton, who has made written applications and demonstrated interest in the general good of the cemeteries overseen by the association, and who receives a favorable vote by a majority of the members present at a meeting, may become a member.

Form 990, Part VI, Section B, Line 11B

The board of directors is provided a copy of form 990 for review before it is filed.

Form 990, Part VI, Section B, Line 12C

Directors are required to attest annually to their familiarity with clinton cemetery association policies and to provide information concerning any possible conflict of interest so that disclosure may, if necessary, be made.

Form 990, Part VI, Section B, Line 15B

The organization's officials are not compensated for attending board meetings. Some directors are compensated for the services that they provide that are above just serving on the board. Their compensation is commensurate with the services they provide and is approved by the membership at large as part of the annual budget approval process.

Form 990, Part VI, Section C, Line 19

Documents, policies and form 990 are available upon request.

Filing and Contact Details

Filer

Filer Name
Clinton Cemetery Association
EIN
06-0608830
Phone
8606695735
Address
P O BOX 405, CLINTON, CT 06413

Signing Officer

Name
Regina Wohlke
Title
President
Signed
2025-05-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regina Wohlke
Formed
1900
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
5
Employees
4
Volunteers
5

Preparer

Firm
WollackLewitz LLC
Address
36 Elm Street, Old Saybrook, CT 06475
Preparer
Joseph J Wollack CPA
Phone
8603884451
Supplemental Narrative

Additional Explanations

Statement Note 1

PART VIII LINE 7A COLUMN ii INCLUDES $29,803 OF CAPITAL GAIN AND OTHER DISTRIBUTIONS

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The income generated from the restricted accounts is designated for the care of the lots and the memorial garden, and general maintenance and improvement of the cemeteries.

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IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt0202162
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IRS990/PYProgramServiceRevenueAmt051644
IRS990/PYRevenuesLessExpensesAmt074793
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IRS990/PYTotalExpensesAmt0179013
IRS990/PYTotalRevenueAmt0253806
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IRS990/ReconcilationRevenueExpnssAmt0120344
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt073132
IRS990/SavingsAndTempCashInvstGrp/EOYAmt076036
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IRS990ScheduleD/BuildingsGrp/BookValueAmt097064
IRS990ScheduleD/BuildingsGrp/DepreciationAmt047050
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0144114
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0701092
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt023939
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0725031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0675270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt025822
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0701092
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0655659
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt019611
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0675270
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0621642
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt034017
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0655659
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0599492
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt022150
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0621642
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09421
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07711
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017132
IRS990ScheduleD/LandGrp/BookValueAmt0147161
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0147161
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt037213
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0431565
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0468778
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0211
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX LIABILITY
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INCOME GENERATED FROM THE RESTRICTED ACCOUNTS IS DESIGNATED FOR THE CARE OF THE LOTS AND THE MEMORIAL GARDEN, AND GENERAL MAINTENANCE AND IMPROVEMENT OF THE CEMETERIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0290859
IRS990ScheduleD/TotalLiabilityAmt0211
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAMMY MATHIEU AND JAY MATHIEU - FAMILY RELATIONSHIPF. ROBERT BRUCH AND BARBARA BRUCH - FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY RESIDENT CITIZEN OF THE TOWN OF CLINTON, WHO HAS MADE WRITTEN APPLICATIONS AND DEMONSTRATED INTEREST IN THE GENERAL GOOD OF THE CEMETERIES OVERSEEN BY THE ASSOCIATION, AND WHO RECEIVES A FAVORABLE VOTE BY A MAJORITY OF THE MEMBERS PRESENT AT A MEETING, MAY BECOME A MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS IS PROVIDED A COPY OF FORM 990 FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECTORS ARE REQUIRED TO ATTEST ANNUALLY TO THEIR FAMILIARITY WITH CLINTON CEMETERY ASSOCIATION POLICIES AND TO PROVIDE INFORMATION CONCERNING ANY POSSIBLE CONFLICT OF INTEREST SO THAT DISCLOSURE MAY, IF NECESSARY, BE MADE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S OFFICIALS ARE NOT COMPENSATED FOR ATTENDING BOARD MEETINGS. SOME DIRECTORS ARE COMPENSATED FOR THE SERVICES THAT THEY PROVIDE THAT ARE ABOVE JUST SERVING ON THE BOARD. THEIR COMPENSATION IS COMMENSURATE WITH THE SERVICES THEY PROVIDE AND IS APPROVED BY THE MEMBERSHIP AT LARGE AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS, POLICIES AND FORM 990 ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PART VIII LINE 7A COLUMN ii INCLUDES $29,803 OF CAPITAL GAIN AND OTHER DISTRIBUTIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Statement Note 1
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02793886
IRS990/TotalAssetsEOYAmt02913534
IRS990/TotalAssetsGrp/BOYAmt02793886
IRS990/TotalAssetsGrp/EOYAmt02913534
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0161792
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0907
IRS990/TotalLiabilitiesEOYAmt0211
IRS990/TotalLiabilitiesGrp/BOYAmt0907
IRS990/TotalLiabilitiesGrp/EOYAmt0211
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02792979
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02913323
IRS990/TotalProgramServiceRevenueAmt047878
IRS990/TotalReportableCompFromOrgAmt044085
IRS990/TotalRevenueGrp/ExclusionAmt0234258
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt047878
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0282136
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02793886
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02913534
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 405
IRS990/USAddress/CityNm0CLINTON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006413
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGINA WOHLKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLINTON CEMETERY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CLIN
ReturnHeader/Filer/EIN0060608830
ReturnHeader/Filer/PhoneNum08606695735
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 405
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006413
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061533072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WollackLewitz LLC

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