Civic Intelligence

Monroe Center Cemetery Association

EIN 06-6047306 • 501(c)13 • Bridgeport, CT

Profile

Burial and perpetual care of cemetery

789 Huntington TpkeBridgeport, CT 06610

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)13 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)13 • <$500k nonprofits • Source year 2025

Net Margin

76th percentile

50%

Higher net margin than 76% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)13 • <$500k nonprofits • Source year 2025

Asset Growth

85th percentile

11%

Faster asset growth than 85% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$231,020

Up $22,129 (+11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$231,020

Up $22,129 (+11%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin76th percentile

Revenue

Down

$33,396

Down $1,379 (-4.0%) from 2024

Expenses

Down

$16,532

Down $9,240 (-36%) from 2024

Net Income

Up

$16,864

Up $7,861 (+87%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$300K$200K$100K$0Assets 2015: $197,918Liabilities 2015: $02015Assets 2016: $224,362Liabilities 2016: $02016Assets 2017: $232,994Liabilities 2017: $02017Assets 2018: $227,881Liabilities 2018: $02018Assets 2019: $234,529Liabilities 2019: $02019Assets 2020: $225,628Liabilities 2020: $02020Assets 2021: $214,203Liabilities 2021: $0Net Assets 2021: $214,2032021Assets 2022: $201,991Liabilities 2022: $0Net Assets 2022: $201,9912022Assets 2023: $201,554Liabilities 2023: $0Net Assets 2023: $201,5542023Assets 2024: $208,891Liabilities 2024: $0Net Assets 2024: $208,8912024Assets 2025: $231,020Liabilities 2025: $0Net Assets 2025: $231,0202025

Highlighted filing

2025

Assets$231,020
Liabilities$0
Net Assets$231,020
Open 2025 Filing

Operations Trend

Revenue Growth41st percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $26,850Expenses 2015: $17,939Net Income 2015: $8,9112015Revenue 2016: $50,200Expenses 2016: $23,256Net Income 2016: $26,9442016Revenue 2017: $46,585Expenses 2017: $35,659Net Income 2017: $10,9262017Revenue 2018: $18,318Expenses 2018: $21,268Net Income 2018: -$2,9502018Revenue 2019: $33,168Expenses 2019: $28,445Net Income 2019: $4,7232019Revenue 2020: $19,718Expenses 2020: $30,138Net Income 2020: -$10,4202020Revenue 2021: $12,290Expenses 2021: $22,554Net Income 2021: -$10,2642021Revenue 2022: $24,454Expenses 2022: $29,223Net Income 2022: -$4,7692022Revenue 2023: $23,209Expenses 2023: $20,024Net Income 2023: $3,1852023Revenue 2024: $34,775Expenses 2024: $25,772Net Income 2024: $9,0032024Revenue 2025: $33,396Expenses 2025: $16,532Net Income 2025: $16,8642025

Highlighted filing

2025

Revenue$33,396
Expenses$16,532
Net Income$16,864
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$231,020
Liabilities
$0
Net assets
$231,020
Revenue
$33,396
Expenses
$16,532
Net income
$16,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$0.33$0.17$0.17
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.35$0.26$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.23$0.20$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.24$0.29$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.12$0.23$0.10
2020Summary only. Only limited summary data is available for this year.$2.26$0.00$0.20$0.30$0.10
2019Summary only. Only limited summary data is available for this year.$2.35$0.00$0.33$0.28$0.05
2018Summary only. Only limited summary data is available for this year.$2.28$0.00$0.18$0.21$0.03
2017Summary only. Only limited summary data is available for this year.$2.33$0.00$0.47$0.36$0.11
2016Summary only. Only limited summary data is available for this year.$2.24$0.00$0.50$0.23$0.27
2015Summary only. Only limited summary data is available for this year.$1.98$0.00$0.27$0.18$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$33,396
Mission and Program Overview

Mission

Burial and perpetual care of cemetery

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$90,192--
Investments in Publicly Traded Securities$69,051--
Cash and Non-Interest-Bearing Accounts$49,648$35,473▼ $14,175
Total Assets$208,891$231,020▲ $22,129
Other Assets Total-$195,547-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$208,891$231,020▲ $22,129
Total Net Assets Fund Balance$208,891$231,020▲ $22,129
Total Liabilities and Net Assets / Fund Balance$208,891$231,020▲ $22,129

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$195,547--
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Laura TrautzPresident
Jean JonesVice President
Cristina JonesSecretary
Julius ViolaSexton
Mildred DerleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,475
Program Service Revenue
$0
Investment Income
$4,921
Other Revenue
$0
All Other Contributions
$28,475
Change in Net Assets
$16,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$7,476--$7,476
Other Expenses$6,255--$6,255
Fees for Services Other$1,300--$1,300
Fees for Services Accounting$750--$750
Insurance$638--$638
Fees for Service Investment Mgmnt Fees$72--$72
Total Functional Expenses$16,532$0$0$16,532
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 governing body review Part VI line 11

“The governing body reviews the 990 at the nearest board meeting”

Governing documents etc available to public Part VI line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Monroe Center Cemetery Association
EIN
06-6047306
In Care Of
% MILDRED DERLE
Phone
2039134595
Address
789 HUNTINGTON TPKE, BRIDGEPORT, CT 06610

Signing Officer

Name
Mildred Derle
Title
Treasurer
Phone
2039134595
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Formed
1854
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Dawn M Machnicz CPA
Address
2 CORPORATE DRIVE SUITE 248, SHELTON, CT 06484
Preparer
Dawn M Machnicz
Phone
2032250411
Raw XML Appendix270 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/TaxYr02024

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