Civic Intelligence

De Ann Cemetery Charitable Trust

990 • Fiscal year 2020 • EIN 27-6093712

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 15, 2021

PO Box 789Tupelo, MS 38802-0789

(601) 545-5090

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.00x

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

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

37%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$2,425

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

Down

$379,829

Down $5,724 (-1.5%) from 2014

Net Assets

Down

$379,829

Down $5,724 (-1.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$18,035

Down $1,914 (-9.6%) from 2014

Expenses

Down

$11,314

Down $10,846 (-49%) from 2014

Net Income

Up

$6,721

Up $8,932 (+404%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $336,957Liabilities 2010: $0Net Assets 2010: $336,9572010Assets 2011: $355,395Liabilities 2011: $0Net Assets 2011: $355,3952011Assets 2012: $363,318Liabilities 2012: $0Net Assets 2012: $363,3182012Assets 2013: $375,142Liabilities 2013: $0Net Assets 2013: $375,1422013Assets 2014: $385,553Liabilities 2014: $0Net Assets 2014: $385,5532014Assets 2020: $379,829Liabilities 2020: $0Net Assets 2020: $379,8292020Assets 2021: $391,861Liabilities 2021: $0Net Assets 2021: $391,8612021Assets 2022: $411,305Liabilities 2022: $0Net Assets 2022: $411,3052022Assets 2023: $422,854Liabilities 2023: $0Net Assets 2023: $422,8542023Assets 2024: $436,138Liabilities 2024: $0Net Assets 2024: $436,1382024

Highlighted filing

2020

Assets$379,829
Liabilities$0
Net Assets$379,829

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2010: $2,9732010Expenses 2011: $9,0502011Expenses 2012: $21,0812012Revenue 2013: $27,632Expenses 2013: $15,087Net Income 2013: $12,5452013Revenue 2014: $19,949Expenses 2014: $22,160Net Income 2014: -$2,2112014Revenue 2020: $18,035Expenses 2020: $11,314Net Income 2020: $6,7212020Revenue 2021: $20,896Expenses 2021: $8,864Net Income 2021: $12,0322021Revenue 2022: $26,677Expenses 2022: $7,233Net Income 2022: $19,4442022Revenue 2023: $14,609Expenses 2023: $3,060Net Income 2023: $11,5492023Revenue 2024: $17,245Expenses 2024: $3,961Net Income 2024: $13,2842024

Highlighted filing

2020

Revenue$18,035
Expenses$11,314
Net Income$6,721
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 15, 2021
Return Version
2020v4.1
Gross Receipts
$43,100
Mission and Program Overview

Mission

Perpetual care and maintenance of the de ann cemetery.

Perpetual care and maintenance of the de ann cemetary

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$376,618$379,829▲ $3,211
Total Assets$376,618$379,829▲ $3,211
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$376,618$379,829▲ $3,211
Total Net Assets Fund Balance$376,618$379,829▲ $3,211
Total Liabilities and Net Assets / Fund Balance$376,618$379,829▲ $3,211
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ashley MorrowTrust OfficerPT$2,425$2,425
Revenue and Support

Revenue Composition

Contributions and Grants
$4,657
Program Service Revenue
$0
Investment Income
$13,378
Other Revenue
$0
All Other Contributions
$4,657
Change in Net Assets
$6,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,814
Salaries, Compensation, and Employee Benefits$1,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,500--$1,500
Fees for Services Accounting$825--$825
Other Expenses$189--$189
Total Functional Expenses$11,314$0$0$11,314
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 governing body review Part VI line 11

The governing body reviews the financial statements of the trust on a monthly basis.

Conflict of interest policy compliance Part VI line 12C

The governing body regularly and consistently monitor and enforce compliance with the policy.

Governing documents etc available to public Part VI line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
De Ann Cemetery Charitable Trust
EIN
27-6093712
Address
PO Box 789, Tupelo, MS 38802-0789

Signing Officer

Name
Ashley Morrow
Title
Trustee Officer
Phone
6015455090
Signed
2021-06-15
Discuss with paid preparer
No

Organization Details

Formed
2009
Legal Domicile
Ms
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Dalrymple Crain PA Ltd
Address
PO Box 600, Prescott, AR 71857
Preparer
Carl Dalrymple Jr
Phone
8708872313
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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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