Civic Intelligence

Walton Cemetery Association

990 • Fiscal year 2020 • EIN 15-0484369

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 25, 2021

PO Box 122Walton, NY 13856

(607) 865-6327

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.00x

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

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Net Margin

31st percentile

1.5%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Asset Growth

31st percentile

0.5%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

12%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$627,862

Up $3,234 (+0.5%) from 2019

Net Assets

Up

$627,862

Up $3,234 (+0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$220,018

Up $23,065 (+12%) from 2019

Expenses

Up

$216,784

Up $18,479 (+9.3%) from 2019

Net Income

Up

$3,234

Up $4,586 (+339%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $470,408Liabilities 2010: $2,360Net Assets 2010: $468,0482010Assets 2011: $490,356Liabilities 2011: $593Net Assets 2011: $489,7632011Assets 2012: $554,198Liabilities 2012: $695Net Assets 2012: $553,5032012Assets 2013: $555,773Liabilities 2013: $695Net Assets 2013: $555,0782013Assets 2014: $562,881Liabilities 2014: $695Net Assets 2014: $562,1862014Assets 2015: $580,867Liabilities 2015: $695Net Assets 2015: $580,1722015Assets 2016: $569,637Liabilities 2016: $695Net Assets 2016: $568,9422016Assets 2017: $587,089Liabilities 2017: $0Net Assets 2017: $587,0892017Assets 2018: $625,980Liabilities 2018: $0Net Assets 2018: $625,9802018Assets 2019: $624,628Liabilities 2019: $0Net Assets 2019: $624,6282019Assets 2020: $627,862Liabilities 2020: $0Net Assets 2020: $627,8622020Assets 2021: $644,604Liabilities 2021: $0Net Assets 2021: $644,6042021Assets 2022: $588,181Liabilities 2022: $0Net Assets 2022: $588,1812022Assets 2023: $579,096Liabilities 2023: $0Net Assets 2023: $579,0962023Assets 2024: $583,287Liabilities 2024: $0Net Assets 2024: $583,2872024

Highlighted filing

2020

Assets$627,862
Liabilities$0
Net Assets$627,862

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $96,6152010Expenses 2011: $91,8332011Expenses 2012: $91,3322012Revenue 2013: $93,270Expenses 2013: $96,652Net Income 2013: -$3,3822013Revenue 2014: $88,119Expenses 2014: $92,963Net Income 2014: -$4,8442014Revenue 2015: $114,435Expenses 2015: $93,201Net Income 2015: $21,2342015Revenue 2016: $76,119Expenses 2016: $87,349Net Income 2016: -$11,2302016Revenue 2017: $156,997Expenses 2017: $138,850Net Income 2017: $18,1472017Revenue 2018: $176,866Expenses 2018: $137,975Net Income 2018: $38,8912018Revenue 2019: $196,953Expenses 2019: $198,305Net Income 2019: -$1,3522019Revenue 2020: $220,018Expenses 2020: $216,784Net Income 2020: $3,2342020Revenue 2021: $213,626Expenses 2021: $196,884Net Income 2021: $16,7422021Revenue 2022: $194,255Expenses 2022: $218,938Net Income 2022: -$24,6832022Revenue 2023: $220,592Expenses 2023: $255,185Net Income 2023: -$34,5932023Revenue 2024: $320,790Expenses 2024: $316,599Net Income 2024: $4,1912024

Highlighted filing

2020

Revenue$220,018
Expenses$216,784
Net Income$3,234
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 25, 2021
Return Version
2020v4.0
Gross Receipts
$220,018
Mission and Program Overview

Mission

The operation and maintenance of a non profit cemetery by a volunteer board of directors

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$239,247$305,724▲ $66,477
Land, Buildings, and Equipment, Net$216,583$205,984▼ $10,599
Cash and Non-Interest-Bearing Accounts$53,358$67,679▲ $14,321
Savings and Temporary Cash Investments$102,564$39,813▼ $62,751
Investments Other Securities$12,876$8,662▼ $4,214
Total Assets$624,628$627,862▲ $3,234
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$376,851$380,443▲ $3,592
Net Assets With Donor Restrictions$247,777$247,419▼ $358
Total Net Assets Fund Balance$624,628$627,862▲ $3,234
Total Liabilities and Net Assets / Fund Balance$624,628$627,862▲ $3,234

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$205,984$265,240$471,224
Equipment-$3,440$3,440
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$55,142
Program Service Revenue
$160,165
Investment Income
$4,711
Other Revenue
$0
All Other Contributions
$38,594
Change in Net Assets
$3,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$110,681
Other Expenses$106,103
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,202$2,535-$68,737
Payroll Taxes$40,567$1,377-$41,944
Depreciation Depletion$22,077--$22,077
All Other Expenses$11,891--$11,891
Insurance$10,189--$10,189
Other Expenses$8,106--$8,106
Office Expenses$2,254--$2,254
Fees for Services Accounting$1,633--$1,633
Total Functional Expenses$212,872$3,912$0$216,784
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
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

990 reviewed by president treasurer and other members of the audit committee

Form 990, Page 6, Part VI, Line 12C

Check consistently and regularly

Form 990, Page 6, Part VI, Line 18

Are available to the public at monthly meetings or by appointment

Form 990, Page 6, Part VI, Line 19

By appointment or at regular monthly meetings

Filing and Contact Details

Filer

Filer Name
Walton Cemetery Association
EIN
15-0484369
Address
PO BOX 122, WALTON, NY 13856

Signing Officer

Name
Ruth Bolduc
Title
President
Signed
2021-06-25

Organization Details

Principal Officer
Ruth Bolduc
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
10

Preparer

Firm
The Peachin Group LLC
Address
189 MAIN ST STE 403, ONEONTA, NY 13820-2580
Preparer
Johna Peachin
Phone
6074325314
Supplemental Narrative

Additional Explanations

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

The operation and maintenance of a non profit community cemetery by a volunteer board of directors

Raw XML Appendix350 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OPERATION AND MAINTENANCE OF A NON PROFIT COMMUNITY CEMETERY BY A VOLUNTEER BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 REVIEWED BY PRESIDENT TREASURER AND OTHER MEMBERS OF THE AUDIT COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHECK CONSISTENTLY AND REGULARLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ARE AVAILABLE TO THE PUBLIC AT MONTHLY MEETINGS OR BY APPOINTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BY APPOINTMENT OR AT REGULAR MONTHLY MEETINGS
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0624628
IRS990/TotalAssetsEOYAmt0627862
IRS990/TotalAssetsGrp/BOYAmt0624628
IRS990/TotalAssetsGrp/EOYAmt0627862
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt055142
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03912
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0212872
IRS990/TotalFunctionalExpensesGrp/TotalAmt0216784
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0624628
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0627862
IRS990/TotalOtherProgSrvcExpenseAmt022077
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01885
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01885
IRS990/TotalProgramServiceExpensesAmt0212872
IRS990/TotalProgramServiceRevenueAmt0160165
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0164876
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0220018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0624628
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0627862
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01922 E RIVER RD
IRS990/USAddress/CityNm0WALTON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013856
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RUTH BOLDUC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTON CEMETERY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0150484369
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 122
ReturnHeader/Filer/USAddress/CityNm0WALTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013856
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461335729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE PEACHIN GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0189 MAIN ST STE 403
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONEONTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0138202580
ReturnHeader/PreparerPersonGrp/PhoneNum06074325314
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHNA PEACHIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-08T10:46:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RUTH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOUCK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$3.21$3.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$2.21$2.55$0.35
2022Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$1.94$2.19$0.25
2021Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$2.14$1.97$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$2.20$2.17$0.03
2019Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$1.97$1.98$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$1.77$1.38$0.39
2017Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$1.57$1.39$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.70$0.01$5.69$0.76$0.87$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.81$0.01$5.80$1.14$0.93$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.63$0.01$5.62$0.88$0.93$0.05
2013Detailed filing. Detailed filing data is available for this year.$5.56$0.01$5.55$0.93$0.97$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.01$5.54$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.01$4.90$0.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.02$4.68$0.97