Civic Intelligence

Wellsboro Cemetery Company

EIN 24-0756902 • 501(c)13 • Wellsboro, PA

Profile

To provide cemetery services at the lowest possible cost to the community

36 Nichols StreetWellsboro, PA 16901

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

40%

Higher net margin than 64% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

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 2024

Asset Growth

45th percentile

4.6%

Faster asset growth than 45% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

71%

Faster revenue growth than 85% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,238,393

Up $141,132 (+13%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$1,238,393

Up $141,132 (+13%) from 2020

Revenue

Down

$110,830

Down $5,460 (-4.7%) from 2020

Expenses

Up

$116,506

Up $39,163 (+51%) from 2020

Net Income

Down

-$5,676

Down $44,623 (-115%) from 2020

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $912,477Liabilities 2013: $32,000Net Assets 2013: $880,4772013Assets 2014: $1,050,992Liabilities 2014: $30,000Net Assets 2014: $1,020,9922014Assets 2016: $1,029,540Liabilities 2016: $26,000Net Assets 2016: $1,003,5402016Assets 2017: $1,017,007Liabilities 2017: $0Net Assets 2017: $1,017,0072017Assets 2020: $1,097,261Liabilities 2020: $0Net Assets 2020: $1,097,2612020Assets 2022: $1,238,393Liabilities 2022: $0Net Assets 2022: $1,238,3932022

Highlighted filing

2022

Assets$1,238,393
Liabilities$0
Net Assets$1,238,393

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $117,972Expenses 2013: $81,281Net Income 2013: $36,6912013Revenue 2014: $225,681Expenses 2014: $85,166Net Income 2014: $140,5152014Revenue 2016: $58,552Expenses 2016: $83,568Net Income 2016: -$25,0162016Revenue 2017: $102,999Expenses 2017: $89,532Net Income 2017: $13,4672017Revenue 2020: $116,290Expenses 2020: $77,343Net Income 2020: $38,9472020Revenue 2022: $110,830Expenses 2022: $116,506Net Income 2022: -$5,6762022

Highlighted filing

2022

Revenue$110,830
Expenses$116,506
Net Income-$5,676

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$217,821
Mission and Program Overview

Mission

To provide cemetery services at the lowest possible cost to the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$911,695$978,853▲ $67,158
Land, Buildings, and Equipment, Net$248,741$257,105▲ $8,364
Cash and Non-Interest-Bearing Accounts$183$2,435▲ $2,252
Total Assets$1,160,619$1,238,393▲ $77,774
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$884,762$915,553▲ $30,791
Net Assets Without Donor Restrictions$275,857$322,840▲ $46,983
Total Net Assets Fund Balance$1,160,619$1,238,393▲ $77,774
Total Liabilities and Net Assets / Fund Balance$1,160,619$1,238,393▲ $77,774

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$247,786$295,077$542,863
Land$7,900-$7,900
Equipment$1,419$2,839$4,258
Compensation and Service Providers

Board Members and Trustees

NameTitle
Edward H Owlett IiiPresident
Michael LundgrenVice President
Amy WoodBoard Member
Glen HalleadBoard Member
Harry Webster IiiBoard Member
Nancy Belfield BowerBoard Member
Tim SickBoard Member
Carol Myers CacchioneSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$26,701
Program Service Revenue
$32,853
Investment Income
$51,060
Other Revenue
$216
All Other Contributions
$20,626
Change in Net Assets
$-5,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$68,180
Other Expenses$48,326
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$60,680$0$0$60,680
Depreciation Depletion$0$0$0$15,641
Fees for Service Investment Mgmnt Fees$0$9,902$0$9,902
Payroll Taxes$7,500$0$0$7,500
Occupancy$0$4,007$0$4,007
Insurance$1,678$1,678$0$3,356
Office Expenses$0$2,498$0$2,498
Other Expenses$2,292$0$0$2,292
Fees for Services Accounting$0$815$0$815
Advertising$708$0$0$708
All Other Expenses$-300$39$0$-261
Total Functional Expenses$81,926$18,939$0$116,506
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cy Campaign$6,075$6,075-$6,075
Total Events$6,075$6,075-$6,075
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
Filing and Contact Details

Filer

Filer Name
Wellsboro Cemetery Company
EIN
24-0756902
Phone
5707240299
Address
36 NICHOLS STREET, WELLSBORO, PA 16901

Signing Officer

Name
Edward H Owlett Iii
Title
President
Phone
5707240299
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward H Owlett Iii
Formed
1860
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
6
Volunteers
10

Preparer

Firm
Citizens & Northern Bank
Address
90-92 Main St, Wellsboro, PA 16901
Preparer
Nolan Lohr
Phone
5707248575
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 is provided to the president and superintendent of the organization and must be signed, via form 8879-eo, by an officer prior to filing.

Pt VI, Line 19

The public may examine the governing documents by appointment made by calling (570) 724-4622.

Raw XML Appendix384 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/ExplanationTxt0FORM 990 IS PROVIDED TO THE PRESIDENT AND SUPERINTENDENT OF THE ORGANIZATION AND MUST BE SIGNED, VIA FORM 8879-EO, BY AN OFFICER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PUBLIC MAY EXAMINE THE GOVERNING DOCUMENTS BY APPOINTMENT MADE BY CALLING (570) 724-4622.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
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IRS990/TotalRevenueGrp/ExclusionAmt051060
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033069
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IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt036 NICHOLS STREET
IRS990/USAddress/CityNm0WELLSBORO
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IRS990/USAddress/ZIPCd016901
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD H OWLETT III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05707240299
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLSBORO CEMETERY COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0240756902
ReturnHeader/Filer/PhoneNum05707240299
ReturnHeader/Filer/USAddress/AddressLine1Txt036 NICHOLS STREET
ReturnHeader/Filer/USAddress/CityNm0WELLSBORO
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0240756925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Citizens & Northern Bank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt090-92 Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wellsboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016901
ReturnHeader/PreparerPersonGrp/PhoneNum05707248575
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NOLAN LOHR
ReturnHeader/ReturnTs02023-11-15T11:27:48-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OWLETT III
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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