Civic Intelligence

Daniel C Jacobus Cemetery Trust

990 • Fiscal year 2020 • EIN 13-6078273

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 05, 2021

PO Box 185Pittsburgh, PA 15230-0185

(888) 805-5689

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

88th percentile

$2,004

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$257,057

No earlier filing loaded for comparison.

Net Assets

$257,057

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$10,998

No earlier filing loaded for comparison.

Expenses

$5,769

No earlier filing loaded for comparison.

Net Income

$5,229

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $257,057Liabilities 2020: $0Net Assets 2020: $257,0572020Assets 2021: $271,443Liabilities 2021: $0Net Assets 2021: $271,4432021Assets 2022: $289,226Liabilities 2022: $0Net Assets 2022: $289,2262022Assets 2023: $286,919Liabilities 2023: $0Net Assets 2023: $286,9192023Assets 2024: $295,433Liabilities 2024: $0Net Assets 2024: $295,4332024

Highlighted filing

2020

Assets$257,057
Liabilities$0
Net Assets$257,057

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2020: $10,998Expenses 2020: $5,769Net Income 2020: $5,2292020Revenue 2021: $21,478Expenses 2021: $7,093Net Income 2021: $14,3852021Revenue 2022: $28,232Expenses 2022: $10,426Net Income 2022: $17,8062022Revenue 2023: $6,504Expenses 2023: $8,810Net Income 2023: -$2,3062023Revenue 2024: $16,666Expenses 2024: $8,164Net Income 2024: $8,5022024

Highlighted filing

2020

Revenue$10,998
Expenses$5,769
Net Income$5,229
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 5, 2021
Return Version
2020v4.1
Gross Receipts
$13,862
Mission and Program Overview

Mission

The daniel c jacobus cemetery trust is a trust operated to provide for the perpetual care of various cemetery lots, benefitting the first reformed church cemetery

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$251,828$257,057▲ $5,229
Investments in Publicly Traded Securities$242,471$245,854▲ $3,383
Savings and Temporary Cash Investments$9,357$11,203▲ $1,846
Total Assets$251,828$257,057▲ $5,229
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$251,828$257,057▲ $5,229
Total Liabilities and Net Assets / Fund Balance$251,828$257,057▲ $5,229
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$2,004$2,004
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$10,998
Other Revenue
$0
Change in Net Assets
$5,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,545
Salaries, Compensation, and Employee Benefits$2,004
Other Expenses$220
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,545--$3,545
Current Officers, Directors, Trustees, and Key Employees-$2,004-$2,004
Insurance$0$220-$220
Total Functional Expenses$3,545$2,224$0$5,769
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
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, PART VII, SECTION A, LINE 1A, COLUMN(B)

Average hours per week devoted to position: as trustee, bny mellon, n.a. Provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis, but are calculated based upon factors such as market value of the

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

This organization has a sole institutional trustee and does not have a governing body

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

This organization has a sole institutional trustee and does not have a governing body

Form 990, Page 6, Part VI, Line 11-description of Process for Review

NO PROCEDURE IN PLACE

Form 990, Page 6, Part VI, Line 19

No docuents available to the public

Filing and Contact Details

Filer

Filer Name
Daniel C Jacobus Cemetery Trust
EIN
13-6078273
Phone
8888055689
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
8888055689
Signed
2021-10-05
Discuss with paid preparer
Yes

Organization Details

Formed
1947
Legal Domicile
Ny
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 8, 9

These questions are not applicable as this is not a donor advised fund

Form 990, Part V, Line 10, 11, 12, 13

These questions are not applicable as this is a 501(c)(13) organization

FORM 990, PART IV, LINE 4, 25A, 25B, 36

These questions are not applicable as this is a 501(c)(13) organization

Raw XML Appendix236 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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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE DANIEL C JACOBUS CEMETERY TRUST IS A TRUST OPERATED TO PROVIDE FOR THE PERPETUAL CARE OF VARIOUS CEMETERY LOTS, BENEFITTING THE FIRST REFORMED CHURCH CEMETERY
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BNY MELLON NA
IRS990/BooksInCareOfDetail/PhoneNum08888055689
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 185
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02004
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IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYInvestmentIncomeAmt010998
IRS990/CYOtherExpensesAmt0220
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IRS990/CYTotalRevenueAmt010998
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IRS990/Desc0FIRST REFORMED CHURCH CEMETERY 529 NEWARK POMPTON TPKE POMPTON PLAINS, NJ 07444-1796
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BNY MELLON NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02004
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01947
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IRS990/GainOrLossGrp/SecuritiesAmt06467
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt03545
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03545
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03545
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09331
IRS990/GrossReceiptsAmt013862
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0220
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0220
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04531
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0242471
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0245854
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02864
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE DANIEL C JACOBUS CEMETERY TRUST IS A TRUST OPERATED TO PROVIDE FOR THE PERPETUAL CARE OF VARIOUS CEMETERY LOTS, BENEFITTING THE FIRST REFORMED CHURCH CEMETERY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0251828
IRS990/NetAssetsOrFundBalancesEOYAmt0257057
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06467
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06467
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/PYGrantsAndSimilarPaidAmt04374
IRS990/PYInvestmentIncomeAmt018309
IRS990/PYOtherExpensesAmt0189
IRS990/PYRevenuesLessExpensesAmt011818
IRS990/PYSalariesCompEmpBnftPaidAmt01928
IRS990/PYTotalExpensesAmt06491
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt05229
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09357
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011203
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS NOT A DONOR ADVISED FUND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(C)(13) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(C)(13) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS MARKET VALUE OF THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO PROCEDURE IN PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO DOCUENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 8, 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V, LINE 10, 11, 12, 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IV, LINE 4, 25a, 25b, 36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A, LINE 1a, COLUMN(b)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08888055689
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL C JACOBUS CEMETERY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0136078273
ReturnHeader/Filer/PhoneNum08888055689
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-05T10:00:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STAGIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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