Civic Intelligence

Circle Hill Cemetery Association Tr

990 • Fiscal year 2018 • EIN 25-6859411

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

S T Private FoundationIndiana, PA 15701

(724) 465-1441

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2018 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.00x

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

2018 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2018

Net Margin

80th percentile

49%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$6,746

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2018 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2018

Asset Growth

81st percentile

4.4%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$608,481

Up $25,657 (+4.4%) from 2017

Net Assets

Up

$608,481

Up $25,657 (+4.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$52,047

Up $15,079 (+41%) from 2017

Expenses

Down

$26,390

Down $28 (-0.1%) from 2017

Net Income

Up

$25,657

Up $15,107 (+143%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2017: $582,824Liabilities 2017: $0Net Assets 2017: $582,8242017Assets 2018: $608,481Liabilities 2018: $0Net Assets 2018: $608,4812018Assets 2019: $579,609Liabilities 2019: $0Net Assets 2019: $579,6092019Assets 2020: $573,491Liabilities 2020: $0Net Assets 2020: $573,4912020Assets 2021: $610,345Liabilities 2021: $0Net Assets 2021: $610,3452021Assets 2022: $597,776Liabilities 2022: $0Net Assets 2022: $597,7762022Assets 2023: $589,937Liabilities 2023: $0Net Assets 2023: $589,9372023Assets 2024: $595,524Liabilities 2024: $0Net Assets 2024: $595,5242024

Highlighted filing

2018

Assets$608,481
Liabilities$0
Net Assets$608,481

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $36,968Expenses 2017: $26,418Net Income 2017: $10,5502017Revenue 2018: $52,047Expenses 2018: $26,390Net Income 2018: $25,6572018Revenue 2019: $3,652Expenses 2019: $32,255Net Income 2019: -$28,6032019Revenue 2020: $23,959Expenses 2020: $29,710Net Income 2020: -$5,7512020Revenue 2021: $69,343Expenses 2021: $30,448Net Income 2021: $38,8952021Revenue 2022: $23,553Expenses 2022: $33,829Net Income 2022: -$10,2762022Revenue 2023: $31,689Expenses 2023: $37,177Net Income 2023: -$5,4882023Revenue 2024: $43,970Expenses 2024: $37,390Net Income 2024: $6,5802024

Highlighted filing

2018

Revenue$52,047
Expenses$26,390
Net Income$25,657
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Gross Receipts
$240,147
Mission and Program Overview

Mission

Perpetual care and maintenance of circle hill cemetery

Perpetual care and maintenance of circle hill cemetary

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$533,880$550,456▲ $16,576
Cash and Non-Interest-Bearing Accounts$48,944$58,025▲ $9,081
Total Assets$582,824$608,481▲ $25,657
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$582,824$608,481▲ $25,657
Total Net Assets Fund Balance$582,824$608,481▲ $25,657
Total Liabilities and Net Assets / Fund Balance$582,824$608,481▲ $25,657
Compensation and Service Providers

Employees

NameTitleBaseTotal
S T Wealth ManagementTrustee$6,746$6,746
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,885
Investment Income
$48,162
Other Revenue
$0
Change in Net Assets
$25,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,644
Other Expenses$6,746
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,644--$19,644
Fees for Services Management-$6,746-$6,746
Total Functional Expenses$19,644$6,746$0$26,390
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Circle Hill Cemetery AssociationPunxsutawney, PA501c3Beautification of Th$19,644
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
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Circle Hill Cemetary Association
EIN
25-6859411
Phone
7244651441
Address
S T PRIVATE FOUNDATION, INDIANA, PA 15701

Signing Officer

Name
S T Wealth Management
Title
Trustee
Phone
7244656869
Signed
2019-04-30

Organization Details

Principal Officer
S T Wealth Management
Formed
1966
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Catanese Group Pc
Address
307 STATE ST, JOHNSTOWN, PA 15905
Preparer
Peter E Shrift CPA
Phone
8142558400
Supplemental Narrative

Additional Explanations

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

Perpetual care and maintenance circle hill cemetary

Raw XML Appendix236 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
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IRS990/BooksInCareOfDetail/PersonNm0S T WEALTH MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum07244651441
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 PHILADELPHIA STREET
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0800 PHILADELPHIA STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015701
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IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYOtherExpensesAmt06746
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03885
IRS990/CYRevenuesLessExpensesAmt025657
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt026390
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt052047
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DescribedInSection501c3Ind0false
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IRS990/EmployeeCnt00
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06746
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt025182
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt019644
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019644
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019644
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0213282
IRS990/GrossReceiptsAmt0240147
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt022980
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022980
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0533880
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0550456
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0188100
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PERPETUAL CARE AND MAINTENANCE OF CIRCLE HILL CEMETARY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0582824
IRS990/NetAssetsOrFundBalancesEOYAmt0608481
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt025182
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt025182
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0S T WEALTH MANAGEMENT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CEMETARY LOT SALE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03885
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02491
IRS990/PYGrantsAndSimilarPaidAmt019859
IRS990/PYInvestmentIncomeAmt034477
IRS990/PYOtherExpensesAmt06559
IRS990/PYRevenuesLessExpensesAmt010550
IRS990/PYTotalExpensesAmt026418
IRS990/PYTotalRevenueAmt036968
IRS990/ReconcilationRevenueExpnssAmt025657
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03850
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt019644
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BEAUTIFICATION OF TH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CIRCLE HILL CEMETERY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0256859411
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt054 GREENWOOD AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PUNXSUTAWNEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd015767
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERPETUAL CARE AND MAINTENANCE CIRCLE HILL CEMETARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0STBANK.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0S T WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07244656869
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CIRCLE HILL CEMETARY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O S & T WEALTH MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0CIRC
ReturnHeader/Filer/EIN0256859411
ReturnHeader/Filer/PhoneNum07244651441
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:34:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251685380
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 STATE ST
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER E SHRIFT CPA
ReturnHeader/ReturnTs02019-05-02T13:34:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings