Civic Intelligence

Union Cemetery Assoc Lloyd Lloyd

990EZ • Fiscal year 2020 • EIN 14-1137715

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 29, 2021

Organization ProfileN/A
841 New Paltz RoadHighland, NY 12528

(845) 255-6298

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.00x

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

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Net Margin

74th percentile

41%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$1,650

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Asset Growth

83rd percentile

10%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)13 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)13 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$457,551

Up $43,127 (+10%) from 2019

Net Assets

Up

$457,551

Up $43,127 (+10%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin74th percentile

Revenue

Up

$110,694

Up $34,635 (+46%) from 2019

Expenses

Down

$65,238

Down $11,434 (-15%) from 2019

Net Income

Up

$45,456

Up $46,069 (+7515%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $411,186Net Assets 2011: $411,1862011Assets 2012: $397,171Net Assets 2012: $397,1712012Assets 2013: $399,635Net Assets 2013: $399,6352013Assets 2014: $397,805Net Assets 2014: $397,8052014Assets 2015: $394,238Net Assets 2015: $394,2382015Assets 2016: $406,891Net Assets 2016: $406,8912016Assets 2017: $398,238Net Assets 2017: $398,2382017Assets 2018: $380,816Net Assets 2018: $380,8162018Assets 2019: $414,424Liabilities 2019: $0Net Assets 2019: $414,4242019Assets 2020: $457,551Liabilities 2020: $0Net Assets 2020: $457,5512020Assets 2021: $624,490Liabilities 2021: $0Net Assets 2021: $624,4902021Assets 2022: $535,048Liabilities 2022: $0Net Assets 2022: $535,0482022Assets 2023: $623,488Liabilities 2023: $0Net Assets 2023: $623,4882023Assets 2024: $706,442Liabilities 2024: $0Net Assets 2024: $706,4422024

Highlighted filing

2020

Assets$457,551
Liabilities$0
Net Assets$457,551
Open 2020 Filing

Operations Trend

Revenue Growth83rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $97,252Expenses 2011: $78,888Net Income 2011: $18,3642011Revenue 2012: $58,243Expenses 2012: $72,258Net Income 2012: -$14,0152012Revenue 2013: $69,028Expenses 2013: $66,564Net Income 2013: $2,4642013Revenue 2014: $62,359Expenses 2014: $64,189Net Income 2014: -$1,8302014Revenue 2015: $61,459Expenses 2015: $65,026Net Income 2015: -$3,5672015Revenue 2016: $84,363Expenses 2016: $71,710Net Income 2016: $12,6532016Revenue 2017: $81,353Expenses 2017: $90,006Net Income 2017: -$8,6532017Revenue 2018: $62,397Expenses 2018: $79,819Net Income 2018: -$17,4222018Revenue 2019: $76,059Expenses 2019: $76,672Net Income 2019: -$6132019Revenue 2020: $110,694Expenses 2020: $65,238Net Income 2020: $45,4562020Revenue 2021: $126,699Expenses 2021: $57,924Net Income 2021: $68,7752021Revenue 2022: $79,310Expenses 2022: $61,731Net Income 2022: $17,5792022Revenue 2023: $66,264Expenses 2023: $84,830Net Income 2023: -$18,5662023Revenue 2024: $87,778Expenses 2024: $74,451Net Income 2024: $13,3272024

Highlighted filing

2020

Revenue$110,694
Expenses$65,238
Net Income$45,456
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 29, 2021
Return Version
2020v4.1
Gross Receipts
$168,931
Mission and Program Overview

Mission

OPERATING A CEMETERY

Operating a cemetery under the regulations of the new york state division of cemeteries.

Program Services

DescriptionGrantsExpenses
CEMETERY OPERATIONS$0$47,900
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE LITTSSecretary/Treasurer-$1,650-$1,650
PHILIP HURDBoard Member-$0--
HERBERT LITTS IIIBoard Member-$0--
JOHN PERKINSBoard Member-$0--
DENNIS BRAGGPresidentPT$0--
JAMES WILKLOWVice President-$0--
Filing and Contact Details

Filer

Filer Name
Union Cemetery Association of Lloyd
EIN
14-1137715
Phone
8452556298
Address
841 NEW PALTZ ROAD, HIGHLAND, NY 12528

Signing Officer

Name
Dennis Bragg
Title
President
Phone
8452556298
Signed
2021-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Foster & Schmalkuche Pc
Address
PO BOX 300, GARDINER, NY 12525
Preparer
Frederick W Schmalkuche
Phone
8452551813
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: rental income. Amount: 11,400. Description: dividend income. Amount: 11,429. Description: interest income. Amount: 1,823. Total included on form 990-ez, line 4: 24,652.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: fuel tax refund. Amount: 197.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: supplies. Amount: 5,691. Description: insurance. Amount: 584. Description: gasoline & diesel. Amount: 1,615. Description: licenses & permits. Amount: 187. Description: office expenses. Amount: 767. Description: investment management fees. Amount: 3,027. Description: payroll service fees. Amount: 975. Description: telephone. Amount: 1,129. Description: utilities. Amount: 3,645. Description: depreciation. Amount: 320. Description: repairs. Amount: 13,104. Total to form 990-ez, line 16: 31,044.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized loss on investment . Amount: -2,328.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investments- public traded securities. Beg. Of year amount: 277,424. End of year amount: 346,629. Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 2,880.”

Raw XML Appendix142 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08452556298
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0841 NEW PALTZ ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HIGHLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012528
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0136999
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108042
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt058237
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt045456
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02970
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0414423
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0457551
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0502
IRS990EZ/GrossReceiptsAmt0168931
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt024652
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0414423
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0457551
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0414423
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0457551
IRS990EZ/OccupancyRentUtltsAndMaintAmt01933
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt322.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51650
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILIP HURD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HERBERT LITTS III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENNIS BRAGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES WILKLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEBBIE LITTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0277424
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0349509
IRS990EZ/OtherChangesInNetAssetsAmt0-2328
IRS990EZ/OtherExpensesTotalAmt031044
IRS990EZ/OtherRevenueTotalAmt0197
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OPERATING A CEMETERY UNDER THE REGULATIONS OF THE NEW YORK STATE DIVISION OF CEMETERIES.
IRS990EZ/ProgramServiceRevenueAmt085343
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CEMETERY OPERATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047900
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt029291
IRS990EZ/SaleOfAssetsGrossAmt058739
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt065238
IRS990EZ/TotalProgramServiceExpensesAmt047900
IRS990EZ/TotalRevenueAmt0110694
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: RENTAL INCOME. AMOUNT: 11,400. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 11,429. DESCRIPTION: INTEREST INCOME. AMOUNT: 1,823. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 24,652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FUEL TAX REFUND. AMOUNT: 197.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SUPPLIES. AMOUNT: 5,691. DESCRIPTION: INSURANCE. AMOUNT: 584. DESCRIPTION: GASOLINE & DIESEL. AMOUNT: 1,615. DESCRIPTION: LICENSES & PERMITS. AMOUNT: 187. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 767. DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 3,027. DESCRIPTION: PAYROLL SERVICE FEES. AMOUNT: 975. DESCRIPTION: TELEPHONE. AMOUNT: 1,129. DESCRIPTION: UTILITIES. AMOUNT: 3,645. DESCRIPTION: DEPRECIATION. AMOUNT: 320. DESCRIPTION: REPAIRS. AMOUNT: 13,104. TOTAL TO FORM 990-EZ, LINE 16: 31,044.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED LOSS ON INVESTMENT . AMOUNT: -2,328.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVESTMENTS- PUBLIC TRADED SECURITIES. BEG. OF YEAR AMOUNT: 277,424. END OF YEAR AMOUNT: 346,629. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,880.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS BRAGG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08452556298
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION CEMETERY ASSOCIATION OF LLOYD
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0141137715
ReturnHeader/Filer/PhoneNum08452556298
ReturnHeader/Filer/USAddress/AddressLine1Txt0841 NEW PALTZ ROAD
ReturnHeader/Filer/USAddress/CityNm0HIGHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012528
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141650555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOSTER & SCHMALKUCHE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDINER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012525
ReturnHeader/PreparerPersonGrp/PhoneNum08452551813
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERICK W SCHMALKUCHE
ReturnHeader/ReturnTs02021-11-05T11:57:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DENNIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRAGG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$457,551
Liabilities
$0
Net assets
$457,551
Revenue
$110,694
Expenses
$65,238
Net income
$45,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.88$0.74$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.66$0.85$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.79$0.62$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$1.27$0.58$0.69
2020Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$1.11$0.65$0.45
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.76$0.77$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.81$3.81$0.62$0.80$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.98$3.98$0.81$0.90$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.07$4.07$0.84$0.72$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.94$3.94$0.61$0.65$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.98$3.98$0.62$0.64$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.00$4.00$0.69$0.67$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$3.97$0.58$0.72$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$4.11$0.97$0.79$0.18