Civic Intelligence

Rest Haven Memorial Park Association Inc.

990 • Fiscal year 2021 • EIN 31-0420695

Aug 01, 2020 to Jul 31, 2021 • Filed on Mar 01, 2021

Organization ProfileRESTHAVENMEMORIALPARK.COM

View Organization Page

10209 Plainfield RoadCincinnati, OH 45241

(513) 896-9726

Siviq Scores

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

Liabilities / Assets

86th percentile

0.20x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

1.91x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2021

Net Margin

92nd percentile

74%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$42,442

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2021

Asset Growth

60th percentile

15%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

382%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)13 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$10,347,451

Up $1,386,910 (+15%) from 2020

Net Assets

Up

$8,280,995

Up $1,551,122 (+23%) from 2020

Liabilities

Down

$2,066,456

Down $164,212 (-7.4%) from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin92nd percentile

Revenue

Up

$1,082,986

Up $858,222 (+382%) from 2020

Expenses

Up

$283,992

Up $3,763 (+1.3%) from 2020

Net Income

Up

$798,994

Up $854,459 (+1541%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2016: $9,268,496Liabilities 2016: $3,355,417Net Assets 2016: $5,913,0792016Assets 2019: $8,672,932Liabilities 2019: $2,390,004Net Assets 2019: $6,282,9282019Assets 2020: $8,960,541Liabilities 2020: $2,230,668Net Assets 2020: $6,729,8732020Assets 2021: $10,347,451Liabilities 2021: $2,066,456Net Assets 2021: $8,280,9952021Assets 2022: $9,312,562Liabilities 2022: $828,360Net Assets 2022: $8,484,2022022Assets 2023: $10,124,431Liabilities 2023: $557,142Net Assets 2023: $9,567,2892023Assets 2024: $10,310,586Liabilities 2024: $9,404Net Assets 2024: $10,301,1822024

Highlighted filing

2021

Assets$10,347,451
Liabilities$2,066,456
Net Assets$8,280,995
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $697,034Expenses 2016: $440,839Net Income 2016: $256,1952016Revenue 2019: $421,883Expenses 2019: $477,118Net Income 2019: -$55,2352019Revenue 2020: $224,764Expenses 2020: $280,229Net Income 2020: -$55,4652020Revenue 2021: $1,082,986Expenses 2021: $283,992Net Income 2021: $798,9942021Revenue 2022: $3,073,152Expenses 2022: $1,324,174Net Income 2022: $1,748,9782022Revenue 2023: $1,507,779Expenses 2023: $1,710,224Net Income 2023: -$202,4452023Revenue 2024: $1,474,068Expenses 2024: $1,509,288Net Income 2024: -$35,2202024

Highlighted filing

2021

Revenue$1,082,986
Expenses$283,992
Net Income$798,994
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Mar 1, 2021
Return Version
2020v4.0
Gross Receipts
$4,008,474
Mission and Program Overview

Mission

Not for profit public cemetery

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,193,753$8,334,619▲ $1,140,866
Land, Buildings, and Equipment, Net$859,798$829,605▼ $30,193
Savings and Temporary Cash Investments$227,375$498,718▲ $271,343
Inventories for Sale or Use$456,091$426,765▼ $29,326
Cash and Non-Interest-Bearing Accounts$270$157▼ $113
Total Assets$8,960,541$10,347,451▲ $1,386,910
Other Assets Total$223,254$257,587▲ $34,333
Liabilities
Other Liabilities$2,222,931$2,061,854▼ $161,077
Accounts Payable and Accrued Expenses$7,737$4,602▼ $3,135
Total Liabilities$2,230,668$2,066,456▼ $164,212
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,584,654$7,891,232▲ $1,306,578
Net Assets Without Donor Restrictions$145,219$389,763▲ $244,544
Total Net Assets Fund Balance$6,729,873$8,280,995▲ $1,551,122
Total Liabilities and Net Assets / Fund Balance$8,960,541$10,347,451▲ $1,386,910

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$340,584$1,748,990$2,089,574
Buildings$419,495$749,692$1,169,187
Land$69,526--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,362,816$58,791▲ $663,669-$6,584,654
2018$6,107,914$70,768▲ $230,286-$6,107,914
2017$6,093,396$68,734▲ $95,467-$6,093,396
2016$5,677,579$68,734▲ $716,129-$6,151,134
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleBaseTotal
David ShanteauPresident$42,442$42,442
David BeranSecretary$25,000$25,000
David RobertsonBoard Member$25,000$25,000
Richard FinanVice Pres$25,000$25,000
Richard MilehamTreasurer$25,000$25,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$802,574
Other Revenue
$280,412
Change in Net Assets
$798,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$164,757
Other Expenses$119,235
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-$142,441-$142,441
Fees for Service Investment Mgmnt Fees-$71,799-$71,799
Depreciation Depletion-$24,958-$24,958
Other Salaries and Wages-$12,600-$12,600
Insurance-$10,196-$10,196
Payroll Taxes-$9,716-$9,716
Fees for Services Legal-$5,350-$5,350
Fees for Services Accounting-$4,250-$4,250
Office Expenses-$2,682-$2,682
Total Functional Expenses$0$283,992$0$283,992
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenues$2,061,854
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Currently, there is an operating agreement in place for stonemor operating llc to operate, maintain and improve the cemetery until the year 2049.”

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

“Members of the board of directors receive a copy of the 990 for review prior to it's filing.”

Form 990, Page 6, Part VI, Line 12C

“Board closely monitors transactions on a regular basis to determine that there are no potential conflicts of interest. Board could impose restrictions as necessary if such a conflict arises.”

Form 990, Page 6, Part VI, Line 15A

“GOVERNING BOARD APPROVAL”

Form 990, Page 6, Part VI, Line 15B

“GOVERNING BOARD APPROVAL”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Rest Haven Memorial Park
EIN
31-0420695
Phone
5138969726
Address
10209 PLAINFIELD ROAD, CINCINNATI, OH 45241

Signing Officer

Name
David Shanteau
Title
President
Phone
5135632260
Signed
2021-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Shanteau
Formed
1929
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
7

Preparer

Firm
Solomon & Company Inc
Address
4055 EXECUTIVE PARK DR SUITE 200, CINCINNATI, OH 45241
Preparer
Alan Solomon CPA
Phone
5134897728
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain from investments 752,128”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CURRENTLY, THERE IS AN OPERATING AGREEMENT IN PLACE FOR STONEMOR OPERATING LLC TO OPERATE, MAINTAIN AND IMPROVE THE CEMETERY UNTIL THE YEAR 2049.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE 990 FOR REVIEW PRIOR TO IT'S FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD CLOSELY MONITORS TRANSACTIONS ON A REGULAR BASIS TO DETERMINE THAT THERE ARE NO POTENTIAL CONFLICTS OF INTEREST. BOARD COULD IMPOSE RESTRICTIONS AS NECESSARY IF SUCH A CONFLICT ARISES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING BOARD APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING BOARD APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED GAIN FROM INVESTMENTS 752,128
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08960541
IRS990/TotalAssetsEOYAmt010347451
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IRS990/TotalAssetsGrp/EOYAmt010347451
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0283992
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0283992
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02230668
IRS990/TotalLiabilitiesEOYAmt02066456
IRS990/TotalLiabilitiesGrp/BOYAmt02230668
IRS990/TotalLiabilitiesGrp/EOYAmt02066456
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06729873
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08280995
IRS990/TotalReportableCompFromOrgAmt0142442
IRS990/TotalRevenueGrp/ExclusionAmt046178
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01036808
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01082986
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08960541
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010347451
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010209 PLAINFIELD ROAD
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045241
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0RESTHAVENMEMORIALPARK.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SHANTEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05135632260
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REST HAVEN MEMORIAL PARK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0REST
ReturnHeader/Filer/EIN0310420695
ReturnHeader/Filer/PhoneNum05138969726
ReturnHeader/Filer/USAddress/AddressLine1Txt010209 PLAINFIELD ROAD
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045241
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311648556
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOLOMON & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04055 EXECUTIVE PARK DR SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045241
ReturnHeader/PreparerPersonGrp/PhoneNum05134897728
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN SOLOMON CPA
ReturnHeader/ReturnTs02022-02-19T10:04:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHANTEAU
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,347,451
Liabilities
$2,066,456
Net assets
$8,280,995
Revenue
$1,082,986
Expenses
$283,992
Net income
$798,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.3$1.47$1.51$0.04
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.56$9.57$1.51$1.71$0.20
2022Detailed filing. Detailed filing data is available for this year.$9.31$0.83$8.48$3.07$1.32$1.75
2021Detailed filing. Detailed filing data is available for this year.$10.3$2.07$8.28$1.08$0.28$0.80
2020Detailed filing. Detailed filing data is available for this year.$8.96$2.23$6.73$0.22$0.28$0.06
2019Detailed filing. Detailed filing data is available for this year.$8.67$2.39$6.28$0.42$0.48$0.06
2016Detailed filing. Detailed filing data is available for this year.$9.27$3.36$5.91$0.70$0.44$0.26