Civic Intelligence

South Burr Oak Cemetery Association

EIN 23-7399714 • 501(c)13 • Coloma, WI

Profile

The mission of the south burr oak cemetery association is to provide the governance, oversight and stewardship of the cemetery.

1760 1st DriveColoma, WI 54930

n/A

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2025

Net Margin

94th percentile

83%

Higher net margin than 94% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

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

501(c)13 • $1M-$5M nonprofits • Source year 2025

Asset Growth

31st percentile

2.7%

Faster asset growth than 31% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,011,613

Up $26,424 (+2.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,011,613

Up $26,424 (+2.7%) from 2024

Revenue

Down

$31,756

Down $17,320 (-35%) from 2024

Expenses

Up

$5,332

Up $4,251 (+393%) from 2024

Net Income

Down

$26,424

Down $21,571 (-45%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2020: $721,839Liabilities 2020: $1,000Net Assets 2020: $720,8392020Assets 2021: $935,655Liabilities 2021: $0Net Assets 2021: $935,6552021Assets 2022: $936,420Liabilities 2022: $0Net Assets 2022: $936,4202022Assets 2023: $937,194Liabilities 2023: $0Net Assets 2023: $937,1942023Assets 2024: $985,189Liabilities 2024: $0Net Assets 2024: $985,1892024Assets 2025: $1,011,613Liabilities 2025: $0Net Assets 2025: $1,011,6132025

Highlighted filing

2025

Assets$1,011,613
Liabilities$0
Net Assets$1,011,613

Operations Trend

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

$300K$200K$100K$0Revenue 2020: $13,793Expenses 2020: $3,331Net Income 2020: $10,4622020Revenue 2021: $217,521Expenses 2021: $3,705Net Income 2021: $213,8162021Revenue 2022: $5,897Expenses 2022: $5,132Net Income 2022: $7652022Revenue 2023: $8,602Expenses 2023: $7,828Net Income 2023: $7742023Revenue 2024: $49,076Expenses 2024: $1,081Net Income 2024: $47,9952024Revenue 2025: $31,756Expenses 2025: $5,332Net Income 2025: $26,4242025

Highlighted filing

2025

Revenue$31,756
Expenses$5,332
Net Income$26,424

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 9, 2026
Return Version
2024v5.5
Gross Receipts
$31,756
Mission and Program Overview

Mission

The mission of the south burr oak cemetery association is to provide the governance, oversight and stewardship of the cemetery.

Procuring and holding land to be used exclusively for a cemetery in the township of richfield, adams county, wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$979,076$1,010,602▲ $31,526
Cash and Non-Interest-Bearing Accounts$6,113$1,011▼ $5,102
Total Assets$985,189$1,011,613▲ $26,424
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$985,189$1,011,613▲ $26,424
Total Net Assets Fund Balance$985,189$1,011,613▲ $26,424
Total Liabilities and Net Assets / Fund Balance$985,189$1,011,613▲ $26,424
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lois JacobsPresident
Glenn FrozeneTrustee
Larry YunckSecretary
Joanne HollandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140
Program Service Revenue
$0
Investment Income
$31,616
Other Revenue
$0
All Other Contributions
$140
Change in Net Assets
$26,424
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,332
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
Fees for Services Other---$3,657
Fees for Services Accounting---$1,585
Office Expenses---$90
Total Functional Expenses$0$0$0$5,332
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Membership in the association shall consist of all persons who own fully paid grave space(s). For purposes of membership, a grave space shall be defined as an unoccupied burial space that has the potential to receive another interment that is in compliance with the rules and regulations of the association, and which is located within the boundaries of south burr oak cemetery. All living persons named on the original cemetery plot map document shall be deemed to be members and each entitled to vote at all annual or special meetings at which they are physically present. Upon the death of the original owner(s) of a grave space, the beneficiary(s) in the owner's will or trust, or if the owner dies intestate, the heirs of the deceased as determined by wisconsin law shall determine ownership (and therefore membership) of all grave spaces located in the south burr oak cemetery unless there is a valid court order to the contrary. There shall be no more than one vote per grave space, and no more than one vote per member regardless of how many grave spaces the member owns in the cemetery.

Form 990, Part VI, Section A, Line 7A

Trustees are elected by membership at the annual meeting.

Form 990, Part VI, Section A, Line 7B

Changes to bylaws must be adopted by a simple majority vote of the membership present at the annual meeting.

Form 990, Part VI, Section B, Line 11B

The prepared form 990 is reviewed and approved by the organization's board of trustees before it is filed with the irs.

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

All officers and directors are required to sign a conflict of interest policy statement on an annual basis. In connection with any actual or possible reported conflict of interest, an interested person must disclose the existence of the interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing body delegated powers. After disclosure of the interest and all material facts, the interested person shall leave the governing body or committee meeting while the determination of a conflict of interest is discussed and voted upon by the remaining directors or committee members. The governing body or designated committee conducts periodic reviews to ensure that the organization does not engage in activities that could jeopardize its tax-exempt status.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
South Burr Oak Cemetery Association
EIN
23-7399714
Phone
6084435518
Address
1760 1ST DRIVE, COLOMA, WI 54930

Signing Officer

Name
Joanne Holland
Title
Treasurer
Phone
6084435518
Signed
2026-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Holland
Formed
2019
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jason Stephens CPA
Phone
6082744020
Raw XML Appendix255 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/MissionDesc0THE MISSION OF THE SOUTH BURR OAK CEMETERY ASSOCIATION IS TO PROVIDE THE GOVERNANCE, OVERSIGHT AND STEWARDSHIP OF THE CEMETERY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IN THE ASSOCIATION SHALL CONSIST OF ALL PERSONS WHO OWN FULLY PAID GRAVE SPACE(S). FOR PURPOSES OF MEMBERSHIP, A GRAVE SPACE SHALL BE DEFINED AS AN UNOCCUPIED BURIAL SPACE THAT HAS THE POTENTIAL TO RECEIVE ANOTHER INTERMENT THAT IS IN COMPLIANCE WITH THE RULES AND REGULATIONS OF THE ASSOCIATION, AND WHICH IS LOCATED WITHIN THE BOUNDARIES OF SOUTH BURR OAK CEMETERY. ALL LIVING PERSONS NAMED ON THE ORIGINAL CEMETERY PLOT MAP DOCUMENT SHALL BE DEEMED TO BE MEMBERS AND EACH ENTITLED TO VOTE AT ALL ANNUAL OR SPECIAL MEETINGS AT WHICH THEY ARE PHYSICALLY PRESENT. UPON THE DEATH OF THE ORIGINAL OWNER(S) OF A GRAVE SPACE, THE BENEFICIARY(S) IN THE OWNER'S WILL OR TRUST, OR IF THE OWNER DIES INTESTATE, THE HEIRS OF THE DECEASED AS DETERMINED BY WISCONSIN LAW SHALL DETERMINE OWNERSHIP (AND THEREFORE MEMBERSHIP) OF ALL GRAVE SPACES LOCATED IN THE SOUTH BURR OAK CEMETERY UNLESS THERE IS A VALID COURT ORDER TO THE CONTRARY. THERE SHALL BE NO MORE THAN ONE VOTE PER GRAVE SPACE, AND NO MORE THAN ONE VOTE PER MEMBER REGARDLESS OF HOW MANY GRAVE SPACES THE MEMBER OWNS IN THE CEMETERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE ELECTED BY MEMBERSHIP AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGES TO BYLAWS MUST BE ADOPTED BY A SIMPLE MAJORITY VOTE OF THE MEMBERSHIP PRESENT AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT ON AN ANNUAL BASIS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE REPORTED CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BODY DELEGATED POWERS. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BODY OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING DIRECTORS OR COMMITTEE MEMBERS. THE GOVERNING BODY OR DESIGNATED COMMITTEE CONDUCTS PERIODIC REVIEWS TO ENSURE THAT THE ORGANIZATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON STEPHENS CPA
ReturnHeader/ReturnTs02026-03-10T14:48:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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