Civic Intelligence

De Ann Cemetery Charitable Trust

990 • Fiscal year 2023 • EIN 27-6093712

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 15, 2024

Organization Profile
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.

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.00x

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

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

79%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Asset Growth

63rd percentile

2.8%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)13 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-45%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)13 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$422,854

Up $11,549 (+2.8%) from 2022

Net Assets

Up

$422,854

Up $11,549 (+2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin90th percentile

Revenue

Down

$14,609

Down $12,068 (-45%) from 2022

Expenses

Down

$3,060

Down $4,173 (-58%) from 2022

Net Income

Down

$11,549

Down $7,895 (-41%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2023

Assets$422,854
Liabilities$0
Net Assets$422,854
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

2023

Revenue$14,609
Expenses$3,060
Net Income$11,549
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 15, 2024
Return Version
2023v5.1
Gross Receipts
$14,609
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$411,305$422,854▲ $11,549
Total Assets$411,305$422,854▲ $11,549
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$411,305$422,854▲ $11,549
Total Net Assets Fund Balance$411,305$422,854▲ $11,549
Total Liabilities and Net Assets / Fund Balance$411,305$422,854▲ $11,549
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Ashley MorrowTrust Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$14,609
Other Revenue
$0
Change in Net Assets
$11,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,060
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 Service Investment Mgmnt Fees$1,800--$1,800
Fees for Services Legal$630--$630
Fees for Services Accounting$450--$450
Fees for Services Other$180--$180
Total Functional Expenses$3,060$0$0$3,060
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
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 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 Morris
Title
Trustee Officer
Phone
6015455090
Signed
2024-04-15
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
Raw XML Appendix226 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/ActivitiesConductedPrtshpInd0false
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IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0CADENCE BANK TRUST DEPARTMENT
IRS990/BooksInCareOfDetail/PhoneNum06015455090
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1231
IRS990/BooksInCareOfDetail/USAddress/CityNm0Hattiesburg
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd039403
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt014609
IRS990/CYOtherExpensesAmt03060
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt011549
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03060
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014609
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PERPETUAL CARE AND MAINTENANCE OF THE DE ANN CEMETARY
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/ExpenseAmt03060
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0450
IRS990/FeesForServicesAccountingGrp/TotalAmt0450
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0630
IRS990/FeesForServicesLegalGrp/TotalAmt0630
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0180
IRS990/FeesForServicesOtherGrp/TotalAmt0180
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt01800
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01800
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0ASHLEY MORROW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUST OFFICER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt014609
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt03060
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt014609
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014609
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0411305
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0422854
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MS
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PERPETUAL CARE AND MAINTENANCE OF THE DE ANN CEMETARY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0411305
IRS990/NetAssetsOrFundBalancesEOYAmt0422854
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014609
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0411305
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0422854
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PriorPeriodAdjustmentsAmt0-17669
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt014609
IRS990/PYOtherExpensesAmt01980
IRS990/PYRevenuesLessExpensesAmt012629
IRS990/PYTotalExpensesAmt01980
IRS990/PYTotalRevenueAmt014609
IRS990/ReconcilationRevenueExpnssAmt011549
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY REVIEWS THE FINANCIAL STATEMENTS OF THE TRUST ON A MONTHLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0411305
IRS990/TotalAssetsEOYAmt0422854
IRS990/TotalAssetsGrp/BOYAmt0411305
IRS990/TotalAssetsGrp/EOYAmt0422854
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03060
IRS990/TotalFunctionalExpensesGrp/TotalAmt03060
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0411305
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0422854
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03060
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014609
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014609
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0411305
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0422854
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06015455090
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DE ANN CEMETERY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DEAN
ReturnHeader/Filer/EIN0276093712
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 789
ReturnHeader/Filer/USAddress/CityNm0Tupelo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0388020789
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710506865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dalrymple Crain PA Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Prescott
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071857
ReturnHeader/PreparerPersonGrp/PhoneNum08708872313
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carl Dalrymple Jr
ReturnHeader/ReturnTs02024-06-25T16:14:04-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ASHLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRIS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$422,854
Liabilities
$0
Net assets
$422,854
Revenue
$14,609
Expenses
$3,060
Net income
$11,549
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.17$0.04$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.15$0.03$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.27$0.07$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.21$0.09$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.18$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.20$0.22$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$0.28$0.15$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.00$3.63$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.00$3.55$0.09
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.03