Civic Intelligence

Heritage Master Cemetery Perpetual Care Trust - Tennessee

EIN 20-2651465 • 501(c)13 • Orlando, FL

Profile

Improvement care and maintenance of cemetery.

333 S Garland Ave 17fl Mc 886 17 50Orlando, FL 32801

n/A

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

21st percentile

$27,815

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$8,621,540

Up $975,768 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,621,540

Up $975,768 (+13%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin93rd percentile

Revenue

Up

$1,356,855

Up $1,810,358 (+399%) from 2023

Expenses

Up

$402,032

Up $13,804 (+3.6%) from 2023

Net Income

Up

$954,823

Up $1,796,554 (+213%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$10M$5.0M$0Assets 2010: $3,279,466Liabilities 2010: $0Net Assets 2010: $3,279,4662010Assets 2011: $3,465,106Liabilities 2011: $1,396Net Assets 2011: $3,463,7102011Assets 2012: $3,606,057Liabilities 2012: $0Net Assets 2012: $3,606,0572012Assets 2013: $3,613,757Liabilities 2013: $0Net Assets 2013: $3,613,7572013Assets 2014: $3,656,455Liabilities 2014: $0Net Assets 2014: $3,656,4552014Assets 2015: $7,541,085Liabilities 2015: $0Net Assets 2015: $7,541,0852015Assets 2016: $7,379,371Liabilities 2016: $0Net Assets 2016: $7,379,3712016Assets 2017: $7,983,611Liabilities 2017: $0Net Assets 2017: $7,983,6112017Assets 2018: $7,913,624Liabilities 2018: $0Net Assets 2018: $7,913,6242018Assets 2019: $8,254,618Liabilities 2019: $0Net Assets 2019: $8,254,6182019Assets 2020: $8,067,099Liabilities 2020: $0Net Assets 2020: $8,067,0992020Assets 2021: $8,800,663Liabilities 2021: $0Net Assets 2021: $8,800,6632021Assets 2022: $8,507,846Liabilities 2022: $0Net Assets 2022: $8,507,8462022Assets 2023: $7,645,772Liabilities 2023: $0Net Assets 2023: $7,645,7722023Assets 2024: $8,621,540Liabilities 2024: $0Net Assets 2024: $8,621,5402024

Highlighted filing

2024

Assets$8,621,540
Liabilities$0
Net Assets$8,621,540
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $185,4692010Expenses 2011: $197,0812011Expenses 2012: $197,2342012Revenue 2013: $211,335Expenses 2013: $207,516Net Income 2013: $3,8192013Revenue 2014: $261,175Expenses 2014: $218,394Net Income 2014: $42,7812014Revenue 2015: $210,191Expenses 2015: $433,768Net Income 2015: -$223,5772015Revenue 2016: $251,473Expenses 2016: $402,861Net Income 2016: -$151,3882016Revenue 2017: $1,043,902Expenses 2017: $433,271Net Income 2017: $610,6312017Revenue 2018: $382,482Expenses 2018: $469,388Net Income 2018: -$86,9062018Revenue 2019: $690,319Expenses 2019: $339,599Net Income 2019: $350,7202019Revenue 2020: $297,727Expenses 2020: $495,471Net Income 2020: -$197,7442020Revenue 2021: $1,215,379Expenses 2021: $475,986Net Income 2021: $739,3932021Revenue 2022: $221,430Expenses 2022: $508,272Net Income 2022: -$286,8422022Revenue 2023: -$453,503Expenses 2023: $388,228Net Income 2023: -$841,7312023Revenue 2024: $1,356,855Expenses 2024: $402,032Net Income 2024: $954,8232024

Highlighted filing

2024

Revenue$1,356,855
Expenses$402,032
Net Income$954,823
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,621,540
Liabilities
$0
Net assets
$8,621,540
Revenue
$1,356,855
Expenses
$402,032
Net income
$954,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$1.36$0.40$0.95
2023Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.45$0.39$0.84
2022Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.22$0.51$0.29
2021Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$1.22$0.48$0.74
2020Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.30$0.50$0.20
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.69$0.34$0.35
2018Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.38$0.47$0.09
2017Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$1.04$0.43$0.61
2016Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.25$0.40$0.15
2015Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.21$0.43$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.26$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.21$0.21$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.00$3.61$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.00$3.46$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Gross Receipts
$28,502,583
Mission and Program Overview

Mission

Improvement care and maintenance of cemetery.

Improvement care and maintenance of cemeteries owned in tennessee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$887,431$8,396,395▲ $7,508,964
Savings and Temporary Cash Investments$6,758,341$225,145▼ $6,533,196
Total Assets$7,645,772$8,621,540▲ $975,768
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,645,772$8,621,540▲ $975,768
Total Net Assets Fund Balance$7,645,772$8,621,540▲ $975,768
Total Liabilities and Net Assets / Fund Balance$7,645,772$8,621,540▲ $975,768
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleOtherTotal
-Trustee$27,815$27,815
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$241,093
Investment Income
$1,115,762
Other Revenue
$0
Change in Net Assets
$954,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,217
Salaries, Compensation, and Employee Benefits$27,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$51,680
Current Officers, Directors, Trustees, and Key Employees---$27,815
Fees for Services Accounting---$1,890
Other Expenses---$1,116
Fees for Services Legal---$300
Total Functional Expenses$0$0$0$402,032
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
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, Part VI, Section B, Line 11B

“990 is distributed to board members and they are given the opportunity to review before the return is submitted to the irs.”

Form 990, Part VI, Section B, Line 12C

“At the first board meeting of the year discussion is held to determine if there are any conflicts of interest. Board members are encouraged to bring up for discussion at any board meeting the issue, if they feel there are conflicts that arise during the year.”

Form 990, Part VI, Section C, Line 18

“Copies are provided upon request at the entity's office”

Form 990, Part VI, Section C, Line 19

“Copies are provided upon request at the entity's office”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Truist bank formerly suntrust bank - truist bank formerly suntrust bank 333 orlando, fl 32801.”

Filing and Contact Details

Filer

Filer Name
Heritage Master Cemetery Perpetual Care
EIN
20-2651465
Phone
4232375907
Address
333 S GARLAND AVE 17FL MC 886 17 50, ORLANDO, FL 32801

Signing Officer

Name
Truist Bank
Title
Trustee
Phone
4072374985
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Truist Bank
Formed
2001
Legal Domicile
Tn
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Blackburn Childers & Steagall Plc
Address
801B SUNSET DRIVE, JOHNSON CITY, TN 37604-3033
Preparer
Wade Farmer
Phone
4232824511
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Custodian & mgmt fee / unbundled invt mgmt fee 2% 51,680.”

FORM 990, PART XI, LINE 9:

“Book to tax adjustment 20,945. Book to tax adjustment”

Raw XML Appendix277 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0IMPROVEMENT CARE AND MAINTENANCE OF CEMETERIES OWNED IN TENNESSEE.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TYLER TETRICK
IRS990/BooksInCareOfDetail/PhoneNum04232834500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0113 MEMORY GARDENS DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0JOHNSON CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037615
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt027815
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01115762
IRS990/CYOtherExpensesAmt0374217
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0241093
IRS990/CYRevenuesLessExpensesAmt0954823
IRS990/CYSalariesCompEmpBnftPaidAmt027815
IRS990/CYTotalExpensesAmt0402032
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01356855
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CARE AND MAINTENANCE OF CEMETERIES OWNED IN TENNESSEE.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt07645772
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt08621540
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt01890
IRS990/FeesForServicesLegalGrp/TotalAmt0300
IRS990/FeesForServicesOtherGrp/TotalAmt051680
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0TRUIST BANK FORMERLY SUNTRUST BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt027815
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0847637
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt027993365
IRS990/GrossReceiptsAmt028502583
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0268125
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0268125
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0887431
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08396395
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt027145728
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IMPROVEMENT CARE AND MAINTENANCE OF CEMETERY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07645772
IRS990/NetAssetsOrFundBalancesEOYAmt08621540
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0847637
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0847637
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt020945
IRS990/OtherExpensesGrp/Desc0CONTRIBUTION TO CEMETER
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/TotalAmt0319231
IRS990/OtherExpensesGrp/TotalAmt11116
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TRUIST BANK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0PERPETUAL CARE CONTRACTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0241093
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0241093
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-662888
IRS990/PYOtherExpensesAmt0351670
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0209385
IRS990/PYRevenuesLessExpensesAmt0-841731
IRS990/PYSalariesCompEmpBnftPaidAmt036558
IRS990/PYTotalExpensesAmt0388228
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-453503
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0954823
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06758341
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0225145
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS DISTRIBUTED TO BOARD MEMBERS AND THEY ARE GIVEN THE OPPORTUNITY TO REVIEW BEFORE THE RETURN IS SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE FIRST BOARD MEETING OF THE YEAR DISCUSSION IS HELD TO DETERMINE IF THERE ARE ANY CONFLICTS OF INTEREST. BOARD MEMBERS ARE ENCOURAGED TO BRING UP FOR DISCUSSION AT ANY BOARD MEETING THE ISSUE, IF THEY FEEL THERE ARE CONFLICTS THAT ARISE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES ARE PROVIDED UPON REQUEST AT THE ENTITY'S OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES ARE PROVIDED UPON REQUEST AT THE ENTITY'S OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUIST BANK FORMERLY SUNTRUST BANK - TRUIST BANK FORMERLY SUNTRUST BANK 333 ORLANDO, FL 32801.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CUSTODIAN & MGMT FEE / UNBUNDLED INVT MGMT FEE 2% 51,680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK TO TAX ADJUSTMENT 20,945. BOOK TO TAX ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HERITAGE FAMILY CEMETERY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0621868261
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(13)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BURIAL OR CREMATION AND SALE OF RELATED MERCHANDISE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0113 MEMORY GARDENS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0JOHNSON CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037615
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07645772
IRS990/TotalAssetsEOYAmt08621540
IRS990/TotalAssetsGrp/BOYAmt07645772
IRS990/TotalAssetsGrp/EOYAmt08621540
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0402032
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07645772
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08621540
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0241093
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0268125
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01088730
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01356855
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07645772
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08621540
IRS990/TotReportableCompRltdOrgAmt027815
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0333 S GARLAND AVE 17FL MC 886 17 50
IRS990/USAddress/CityNm0ORLANDO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032801
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04072374985
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE MASTER CEMETERY PERPETUAL CARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST - TENNESSEE
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0202651465
ReturnHeader/Filer/PhoneNum04232375907
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 S GARLAND AVE 17FL MC 886 17 50
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620647474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKBURN CHILDERS & STEAGALL PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801B SUNSET DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0376043033
ReturnHeader/PreparerPersonGrp/PhoneNum04232824511
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE FARMER
ReturnHeader/ReturnTs02025-05-13T08:50:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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