Civic Intelligence

Colonial Cemeteries Inc.

990 • Fiscal year 2019 • EIN 06-0809929

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 18, 2020

230 Oaklawn AvenueStamford, CT 06905

(203) 323-1315

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.03x

Higher debt load relative to assets than 87% of similar nonprofits.

2019 filings • 501(c)13 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.03x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • 501(c)13 • <$500k nonprofits • Source year 2019

Net Margin

51st percentile

10%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)13 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$3,787

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)13 • <$500k nonprofits • Source year 2019

Asset Growth

91st percentile

18%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)13 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

18%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)13 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$265,573

Up $41,037 (+18%) from 2018

Net Assets

Up

$257,326

Up $40,775 (+19%) from 2018

Liabilities

Up

$8,247

Up $262 (+3.3%) from 2018

Revenue

Up

$323,320

Up $48,224 (+18%) from 2018

Expenses

Up

$290,576

Up $78,408 (+37%) from 2018

Net Income

Down

$32,744

Down $30,184 (-48%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $245,385Liabilities 2011: $11,139Net Assets 2011: $234,2462011Assets 2012: $208,414Liabilities 2012: $3,861Net Assets 2012: $204,5532012Assets 2013: $212,385Liabilities 2013: $0Net Assets 2013: $212,3852013Assets 2014: $220,950Liabilities 2014: $0Net Assets 2014: $220,9502014Assets 2015: $250,316Liabilities 2015: $2,272Net Assets 2015: $248,0442015Assets 2016: $221,336Liabilities 2016: $2,272Net Assets 2016: $219,0642016Assets 2017: $182,645Liabilities 2017: $0Net Assets 2017: $182,6452017Assets 2018: $224,536Liabilities 2018: $7,985Net Assets 2018: $216,5512018Assets 2019: $265,573Liabilities 2019: $8,247Net Assets 2019: $257,3262019Assets 2020: $349,215Liabilities 2020: $7,849Net Assets 2020: $341,3662020Assets 2021: $177,822Liabilities 2021: $9,463Net Assets 2021: $168,3592021Assets 2022: $233,244Liabilities 2022: $11,821Net Assets 2022: $221,4232022Assets 2023: $226,000Liabilities 2023: $15,333Net Assets 2023: $210,6672023Assets 2024: $200,036Liabilities 2024: $10,917Net Assets 2024: $189,1192024

Highlighted filing

2019

Assets$265,573
Liabilities$8,247
Net Assets$257,326

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $286,5432011Expenses 2012: $288,7122012Revenue 2013: $312,595Expenses 2013: $304,763Net Income 2013: $7,8322013Revenue 2014: $254,490Expenses 2014: $245,925Net Income 2014: $8,5652014Revenue 2015: $209,722Expenses 2015: $182,628Net Income 2015: $27,0942015Revenue 2016: $154,598Expenses 2016: $183,578Net Income 2016: -$28,9802016Revenue 2017: $121,022Expenses 2017: $157,441Net Income 2017: -$36,4192017Revenue 2018: $275,096Expenses 2018: $212,168Net Income 2018: $62,9282018Revenue 2019: $323,320Expenses 2019: $290,576Net Income 2019: $32,7442019Revenue 2020: $381,557Expenses 2020: $297,517Net Income 2020: $84,0402020Revenue 2021: $402,990Expenses 2021: $423,831Net Income 2021: -$20,8412021Revenue 2022: $430,630Expenses 2022: $358,317Net Income 2022: $72,3132022Revenue 2023: $414,166Expenses 2023: $424,922Net Income 2023: -$10,7562023Revenue 2024: $318,635Expenses 2024: $340,183Net Income 2024: -$21,5482024

Highlighted filing

2019

Revenue$323,320
Expenses$290,576
Net Income$32,744
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 18, 2020
Return Version
2019v5.0
Gross Receipts
$409,308
Mission and Program Overview

Mission

Maintenance and services related to the cemetery and its grounds

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$92,654$126,177▲ $33,523
Land, Buildings, and Equipment, Net$73,934$69,366▼ $4,568
Accounts Receivable$36,344$48,426▲ $12,082
Inventories for Sale or Use$21,604$21,604→ $0
Total Assets$224,536$265,573▲ $41,037
Liabilities
Other Liabilities$7,985$8,247▲ $262
Total Liabilities$7,985$8,247▲ $262
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$216,551$257,326▲ $40,775
Total Net Assets Fund Balance$216,551$257,326▲ $40,775
Total Liabilities and Net Assets / Fund Balance$224,536$265,573▲ $41,037

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$69,366$219,337$288,703
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David WashingtonVice ChairmaPT$3,787$3,787
Melissa FaheySecretaryPT$3,375$3,375
Leonard SantoraMemberPT$3,188$3,188
Gerald Bosak JrChairmanPT$2,424$2,424
Roberta TroyMemberPT$2,062$2,062
Jerry MacariMemberPT$1,687$1,687

Board Members and Trustees

NameTitle
Robert CrosbyPresident
Thomas HickeyDirector
Gail OverbeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$30
Other Revenue
$323,290
Change in Net Assets
$32,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$274,053
Salaries, Compensation, and Employee Benefits$16,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$20,957-$20,957
Current Officers, Directors, Trustees, and Key Employees-$16,523-$16,523
All Other Expenses-$9,262-$9,262
Insurance-$8,868-$8,868
Other Expenses-$5,963-$5,963
Depreciation Depletion$2,517$2,051-$4,568
Office Expenses-$2,754-$2,754
Advertising-$113-$113
Total Functional Expenses$2,517$288,059$0$290,576
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Clearing$5,325
Accrued Liability$2,922
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Colonial Cemeteriesinc
EIN
06-0809929
Address
230 OAKLAWN AVENUE, STAMFORD, CT 06905

Signing Officer

Name
Robert Crosby
Title
President
Signed
2020-03-18

Organization Details

Principal Officer
Robert Crosby
Formed
2004
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Laforte Financial Services
Address
992 HIGH RIDGE RD THIRD FLOOR, STAMFORD, CT 06905
Preparer
Peter J Laforte CPA
Phone
2039688461
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Maintaining cemetery grounds.

Form 990, Part XI, Line 9

Accounting adjustment 8,031 accounting adjustment 0 total 8,031

Raw XML Appendix315 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB6C50B8C02B6BA90BAA147D17A3906B249A8DD9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB6C50B8C02B6BA90BAA147D17A3906B249A8DD9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.23.137.146
ReturnHeader/FilingSecurityInformation/IPDt02020-03-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm005:49:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061616861
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAFORTE FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0992 HIGH RIDGE RD THIRD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAMFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006905
ReturnHeader/PreparerPersonGrp/PhoneNum02039688461
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J LAFORTE CPA
ReturnHeader/ReturnTs02020-03-25T05:49:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.11$1.89$3.19$3.40$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.15$2.11$4.14$4.25$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.12$2.21$4.31$3.58$0.72
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.09$1.68$4.03$4.24$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.49$0.08$3.41$3.82$2.98$0.84
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.08$2.57$3.23$2.91$0.33
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.08$2.17$2.75$2.12$0.63
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.21$1.57$0.36
2016Detailed filing. Detailed filing data is available for this year.$2.21$0.02$2.19$1.55$1.84$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.50$0.02$2.48$2.10$1.83$0.27
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$2.54$2.46$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$3.13$3.05$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.04$2.05$2.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.11$2.34$2.87