Civic Intelligence

Arlington Memorial Gardens Assoc Inc.

990 • Fiscal year 2017 • EIN 31-0599107

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 28, 2018

Organization ProfileAMGARDENS.ORG

View Organization Page

2145 Compton RoadCincinnati, OH 45231

(513) 521-7003

Siviq Scores

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

Liabilities / Assets

76th percentile

0.49x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

1.88x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$151,274

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

28%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$15,884,311

Up $916,220 (+6.1%) from 2016

Net Assets

Up

$8,037,383

Up $769,559 (+11%) from 2016

Liabilities

Up

$7,846,928

Up $146,661 (+1.9%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin70th percentile

Revenue

Up

$4,165,559

Up $922,523 (+28%) from 2016

Expenses

Down

$3,558,180

Down $814,060 (-19%) from 2016

Net Income

Up

$607,379

Up $1,736,583 (+154%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$30M$20M$10M$0Assets 2010: $12,555,942Liabilities 2010: $5,142,158Net Assets 2010: $7,413,7842010Assets 2011: $13,178,457Liabilities 2011: $5,687,190Net Assets 2011: $7,491,2672011Assets 2012: $13,886,741Liabilities 2012: $6,014,235Net Assets 2012: $7,872,5062012Assets 2013: $14,890,743Liabilities 2013: $6,191,334Net Assets 2013: $8,699,4092013Assets 2014: $16,232,334Liabilities 2014: $7,700,220Net Assets 2014: $8,532,1142014Assets 2015: $16,300,375Liabilities 2015: $7,919,008Net Assets 2015: $8,381,3672015Assets 2016: $14,968,091Liabilities 2016: $7,700,267Net Assets 2016: $7,267,8242016Assets 2017: $15,884,311Liabilities 2017: $7,846,928Net Assets 2017: $8,037,3832017Assets 2018: $15,708,167Liabilities 2018: $8,343,853Net Assets 2018: $7,364,3142018Assets 2019: $16,825,929Liabilities 2019: $8,729,835Net Assets 2019: $8,096,0942019Assets 2020: $18,426,458Liabilities 2020: $8,951,842Net Assets 2020: $9,474,6162020Assets 2021: $20,107,883Liabilities 2021: $8,637,434Net Assets 2021: $11,470,4492021Assets 2022: $19,102,320Liabilities 2022: $9,704,951Net Assets 2022: $9,397,3692022Assets 2023: $19,518,633Liabilities 2023: $9,813,047Net Assets 2023: $9,705,5862023Assets 2024: $20,897,829Liabilities 2024: $10,370,107Net Assets 2024: $10,527,7222024

Highlighted filing

2017

Assets$15,884,311
Liabilities$7,846,928
Net Assets$8,037,383
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,496,7502010Expenses 2011: $2,638,3302011Expenses 2012: $2,756,4242012Revenue 2013: $3,309,229Expenses 2013: $2,825,240Net Income 2013: $483,9892013Revenue 2014: $3,707,452Expenses 2014: $3,056,952Net Income 2014: $650,5002014Revenue 2015: $3,634,077Expenses 2015: $3,157,613Net Income 2015: $476,4642015Revenue 2016: $3,243,036Expenses 2016: $4,372,240Net Income 2016: -$1,129,2042016Revenue 2017: $4,165,559Expenses 2017: $3,558,180Net Income 2017: $607,3792017Revenue 2018: $4,599,525Expenses 2018: $3,359,131Net Income 2018: $1,240,3942018Revenue 2019: $3,790,079Expenses 2019: $3,503,542Net Income 2019: $286,5372019Revenue 2020: $3,778,845Expenses 2020: $3,429,827Net Income 2020: $349,0182020Revenue 2021: $6,307,939Expenses 2021: $3,855,324Net Income 2021: $2,452,6152021Revenue 2022: $3,883,239Expenses 2022: $4,707,844Net Income 2022: -$824,6052022Revenue 2023: $4,100,212Expenses 2023: $4,515,019Net Income 2023: -$414,8072023Revenue 2024: $5,145,385Expenses 2024: $4,376,280Net Income 2024: $769,1052024

Highlighted filing

2017

Revenue$4,165,559
Expenses$3,558,180
Net Income$607,379
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 28, 2018
Return Version
2017v2.3
Gross Receipts
$7,492,708
Mission and Program Overview

Mission

The association operates a cemetery

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,225,536$6,914,146▲ $688,610
Land, Buildings, and Equipment, Net$3,436,885$3,642,601▲ $205,716
Accounts Receivable$2,614,218$2,662,972▲ $48,754
Inventories for Sale or Use$2,521,862$2,436,341▼ $85,521
Cash and Non-Interest-Bearing Accounts$78,755$135,241▲ $56,486
Prepaid Expenses and Deferred Charges$55,038$60,208▲ $5,170
Savings and Temporary Cash Investments$35,797$32,802▼ $2,995
Total Assets$14,968,091$15,884,311▲ $916,220
Liabilities
Deferred Revenue$3,948,855$4,062,786▲ $113,931
Accounts Payable and Accrued Expenses$3,751,412$3,784,142▲ $32,730
Total Liabilities$7,700,267$7,846,928▲ $146,661
Net Assets / Fund Balance
Unrestricted Net Assets$3,933,899$4,139,506▲ $205,607
Temporarily Rstr Net Assets$3,333,925$3,897,877▲ $563,952
Total Net Assets Fund Balance$7,267,824$8,037,383▲ $769,559
Total Liabilities and Net Assets / Fund Balance$14,968,091$15,884,311▲ $916,220

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,351,597$2,507,823$5,859,420
Equipment$291,004$1,398,035$1,689,039

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$10,579,612$76,255▲ $1,278,255$265,915$11,613,264
2016$10,239,969$73,005▲ $592,617$275,000$10,579,612
2015$10,533,663$69,205▼ $310,676-$10,239,969
2014$10,250,327$65,690▲ $275,237-$10,533,663
2013$9,308,271$58,452▲ $1,014,883$73,779$10,250,327
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Daniel ApplegatePresidentFT$151,274$151,274
Cindy MarilDirector of Family CareFT$148,051$148,051
Ann MeyerVice President AdministratFT$72,772$72,772
Sarah MuckenfuhsControllerFT$60,442$60,442
Edward FriedhoffChairman-$6,600$6,600
Clifford MuellerTreasurer-$5,400$5,400
Daniel BrooksVice Chairman-$5,400$5,400
David ScwhartzSecretary-$5,400$5,400
Kathy DelauraMember-$5,400$5,400
Rebecca PowellAdministrative Support-$3,600$3,600
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$46,818
Investment Income
$743,243
Other Revenue
$3,375,498
Change in Net Assets
$607,379

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,829,439
Revenue Not Reported on Financial Statements
$336,120
Revenue Not Reported on Form 990
$1,353,945
Other Revenue Adjustments
$336,120
Total Revenue per Audited Statements
$5,183,384
Total Revenue per Form 990
$4,165,559
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,125,320
Other Expenses$1,432,860
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,178,982
Current Officers, Directors, Trustees, and Key Employees---$464,339
Occupancy---$259,167
Depreciation Depletion---$239,467
Other Employee Benefits---$214,854
Payroll Taxes---$164,660
Fees for Service Investment Mgmnt Fees---$119,048
Pension Plan Contributions---$102,485
Travel---$101,244
Conferences and Meetings---$79,358
Office Expenses---$59,091
Interest---$50,136
Fees for Services Accounting---$45,871
Advertising---$42,445
Information Technology---$42,124
Insurance---$41,051
Other Expenses---$15,178
Fees for Services Legal---$6,903
Total Functional Expenses$0$0$0$3,558,180

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,413,825
Total Expenses per Form 990$3,558,180
Expenses per Audited Statements$3,503,237
Expenses Not Reported on Form 990$910,588
Expenses Not Reported on Financial Statements$54,943
Other Expense Adjustments$54,943
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
Audit committee
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The completed form 990 is reviewed and approved by management, with a copy to the board of trustees before filing with the irs.”

Form 990, Part VI, Section B, Line 15

“The president was reviewed by the personnel committee of the board which included a salary review. For senior vice president and managers, review is done by the president who reports to the board.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Arlington Memorial Gardens
EIN
31-0599107
Phone
5135217003
Address
2145 COMPTON ROAD, CINCINNATI, OH 45231

Signing Officer

Name
Daniel G Applegate
Title
President
Phone
5135217003
Signed
2018-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel G Applegate
Formed
1934
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
50
Volunteers
0

Preparer

Firm
Rudler Psc
Address
SUITE 200 1881 DIXIE HIGHWAY, FORT WRIGHT, KY 41011
Preparer
Jennifer L Ratterman CPA
Phone
8593311717
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer to perpetual care trust -76,255. Endowment income not reported until transferred to general fund -336,120. Endowment expense not reported until transferred to general fund 54,943.”

Financial Statement Notes

PART V, LINE 4:

“General maintenance & repair of cemetery grounds”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold reported as expense on financial statements”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Endowment income - not recognized until transferred to general fund”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold reported as expense on financial statements transfer to perpetual care trust”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Endowment expense - not recognized until transferred to general fund”

Raw XML AppendixShowing 400 of 442 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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IRS990/OtherRevenueMiscGrp/Desc0TRANSFER FROM PERPETUAL CARE TRUS
IRS990/OtherRevenueMiscGrp/Desc1PROCESSING FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0265915
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt152250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0265915
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt152250
IRS990/OtherRevenueTotalAmt0318165
IRS990/OtherSalariesAndWagesGrp/TotalAmt01178982
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0164660
IRS990/PensionPlanContributionsGrp/TotalAmt0102485
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt055038
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt060208
IRS990/PrincipalOfficerNm0DANIEL G APPLEGATE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SPECIAL EVENTS INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt046818
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046818
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0333794
IRS990/PYOtherExpensesAmt02251979
IRS990/PYOtherRevenueAmt02850114
IRS990/PYProgramServiceRevenueAmt059128
IRS990/PYRevenuesLessExpensesAmt0-1129204
IRS990/PYSalariesCompEmpBnftPaidAmt02120261
IRS990/PYTotalExpensesAmt04372240
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03243036
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0607379
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035797
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032802
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03351597
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02507823
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05859420
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt054943
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010579612
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt076255
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt011613264
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01278255
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0265915
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt050979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010239969
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt073005
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010579612
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0592617
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0275000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt052223
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010533663
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt069205
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010239969
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-310676
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt057591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010250327
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt065690
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010533663
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0275237
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt057500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09308271
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt058452
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010250327
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01014883
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt073779
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0291004
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01398035
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01689039
IRS990ScheduleD/ExpensesNotReportedAmt0910588
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt054943
IRS990ScheduleD/ExpensesSubtotalAmt03503237
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0519612
IRS990ScheduleD/OtherExpensesIncludedAmt0910588
IRS990ScheduleD/OtherExpensesNotIncludedAmt054943
IRS990ScheduleD/OtherRevenueAmt0834333
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0336120
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt01353945
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0336120
IRS990ScheduleD/RevenueSubtotalAmt03829439
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GENERAL MAINTENANCE & REPAIR OF CEMETERY GROUNDS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD REPORTED AS EXPENSE ON FINANCIAL STATEMENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ENDOWMENT INCOME - NOT RECOGNIZED UNTIL TRANSFERRED TO GENERAL FUND
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3COST OF GOODS SOLD REPORTED AS EXPENSE ON FINANCIAL STATEMENTS TRANSFER TO PERPETUAL CARE TRUST
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4ENDOWMENT EXPENSE - NOT RECOGNIZED UNTIL TRANSFERRED TO GENERAL FUND
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03642601
IRS990ScheduleD/TotalExpensesPerForm990Amt03558180
IRS990ScheduleD/TotalRevenuePerForm990Amt04165559
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05183384
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04413825
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0151274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANIEL APPLEGATE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0151274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT, WITH A COPY TO THE BOARD OF TRUSTEES BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT WAS REVIEWED BY THE PERSONNEL COMMITTEE OF THE BOARD WHICH INCLUDED A SALARY REVIEW. FOR SENIOR VICE PRESIDENT AND MANAGERS, REVIEW IS DONE BY THE PRESIDENT WHO REPORTS TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER TO PERPETUAL CARE TRUST -76,255. ENDOWMENT INCOME NOT REPORTED UNTIL TRANSFERRED TO GENERAL FUND -336,120. ENDOWMENT EXPENSE NOT REPORTED UNTIL TRANSFERRED TO GENERAL FUND 54,943.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt03333925
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt03897877
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014968091
IRS990/TotalAssetsEOYAmt015884311
IRS990/TotalAssetsGrp/BOYAmt014968091
IRS990/TotalAssetsGrp/EOYAmt015884311
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt050
IRS990/TotalFunctionalExpensesGrp/TotalAmt03558180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07700267
IRS990/TotalLiabilitiesEOYAmt07846928
IRS990/TotalLiabilitiesGrp/BOYAmt07700267
IRS990/TotalLiabilitiesGrp/EOYAmt07846928
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07267824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08037383
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt046818
IRS990/TotalReportableCompFromOrgAmt0464339
IRS990/TotalRevenueGrp/ExclusionAmt0790061
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03375498
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04165559
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014968091
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015884311
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0101244
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03933899
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04139506
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02145 COMPTON ROAD

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,884,311
Liabilities
$7,846,928
Net assets
$8,037,383
Revenue
$4,165,559
Expenses
$3,558,180
Net income
$607,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.9$10.4$10.5$5.15$4.38$0.77
2023Detailed filing. Detailed filing data is available for this year.$19.5$9.81$9.71$4.10$4.52$0.41
2022Detailed filing. Detailed filing data is available for this year.$19.1$9.70$9.40$3.88$4.71$0.82
2021Detailed filing. Detailed filing data is available for this year.$20.1$8.64$11.5$6.31$3.86$2.45
2020Detailed filing. Detailed filing data is available for this year.$18.4$8.95$9.47$3.78$3.43$0.35
2019Detailed filing. Detailed filing data is available for this year.$16.8$8.73$8.10$3.79$3.50$0.29
2018Detailed filing. Detailed filing data is available for this year.$15.7$8.34$7.36$4.60$3.36$1.24
2017Detailed filing. Detailed filing data is available for this year.$15.9$7.85$8.04$4.17$3.56$0.61
2016Detailed filing. Detailed filing data is available for this year.$15.0$7.70$7.27$3.24$4.37$1.13
2015Detailed filing. Detailed filing data is available for this year.$16.3$7.92$8.38$3.63$3.16$0.48
2014Detailed filing. Detailed filing data is available for this year.$16.2$7.70$8.53$3.71$3.06$0.65
2013Detailed filing. Detailed filing data is available for this year.$14.9$6.19$8.70$3.31$2.83$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$6.01$7.87$2.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$5.69$7.49$2.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$5.14$7.41$2.50