Civic Intelligence

Kingwood Memorial Park Association

EIN 31-1196725 • 501(c)13 • Altamonte Springs, FL

Profile

Cemetery operations - sales of graves and crypts, maintainance of crypts and grave markers, internments and entombments

955 Keller Road Suite 1500Altamonte Springs, FL 32714

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.11x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

1.41x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

100th percentile

$2,000,342

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 564.5% of source-year revenue.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

7.0%

Faster asset growth than 61% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

3.6%

Faster revenue growth than 41% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,447,147

Up $289,368 (+7.0%) from 2023

Liabilities

Down

$500,499

Down $29,931 (-5.6%) from 2023

Net Assets

Up

$3,946,648

Up $319,299 (+8.8%) from 2023

Revenue

Up

$354,362

Up $12,179 (+3.6%) from 2023

Expenses

Down

$35,063

Down $21,127 (-38%) from 2023

Net Income

Up

$319,299

Up $33,306 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $2,814,062Liabilities 2012: $862,160Net Assets 2012: $1,951,9022012Assets 2013: $2,940,707Liabilities 2013: $1,045,351Net Assets 2013: $1,895,3562013Assets 2014: $3,091,704Liabilities 2014: $1,153,253Net Assets 2014: $1,938,4512014Assets 2015: $2,768,263Liabilities 2015: $573,875Net Assets 2015: $2,194,3882015Assets 2016: $3,024,511Liabilities 2016: $851,345Net Assets 2016: $2,173,1662016Assets 2017: $2,894,638Liabilities 2017: $748,828Net Assets 2017: $2,145,8102017Assets 2018: $2,843,549Liabilities 2018: $486,299Net Assets 2018: $2,357,2502018Assets 2019: $3,014,586Liabilities 2019: $503,846Net Assets 2019: $2,510,7402019Assets 2020: $3,218,103Liabilities 2020: $469,405Net Assets 2020: $2,748,6982020Assets 2021: $3,600,761Liabilities 2021: $546,201Net Assets 2021: $3,054,5602021Assets 2022: $3,935,046Liabilities 2022: $593,690Net Assets 2022: $3,341,3562022Assets 2023: $4,157,779Liabilities 2023: $530,430Net Assets 2023: $3,627,3492023Assets 2024: $4,447,147Liabilities 2024: $500,499Net Assets 2024: $3,946,6482024

Highlighted filing

2024

Assets$4,447,147
Liabilities$500,499
Net Assets$3,946,648

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2012: $203,5482012Revenue 2013: $1,961Expenses 2013: $58,507Net Income 2013: -$56,5462013Revenue 2014: $313,372Expenses 2014: $270,277Net Income 2014: $43,0952014Revenue 2015: $291,758Expenses 2015: $126,214Net Income 2015: $165,5442015Revenue 2016: $342,830Expenses 2016: $364,052Net Income 2016: -$21,2222016Revenue 2017: $204,205Expenses 2017: $231,561Net Income 2017: -$27,3562017Revenue 2018: $254,049Expenses 2018: $42,609Net Income 2018: $211,4402018Revenue 2019: $171,738Expenses 2019: $18,248Net Income 2019: $153,4902019Revenue 2020: $289,967Expenses 2020: $52,009Net Income 2020: $237,9582020Revenue 2021: $363,178Expenses 2021: $57,316Net Income 2021: $305,8622021Revenue 2022: $356,850Expenses 2022: $70,054Net Income 2022: $286,7962022Revenue 2023: $342,183Expenses 2023: $56,190Net Income 2023: $285,9932023Revenue 2024: $354,362Expenses 2024: $35,063Net Income 2024: $319,2992024

Highlighted filing

2024

Revenue$354,362
Expenses$35,063
Net Income$319,299

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$354,362
Mission and Program Overview

Mission

Cemetery operations - sales of graves and crypts, maintainance of crypts and grave markers, internments and entombments

Cemetery operations - sales of graves and crypts and grave markers, internments and entombments

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,662,759$2,643,921▼ $18,838
Rtn Earn Endowment Incm Other Fnds$1,975,607$2,294,906▲ $319,299
Pd in Cap Srpls Land Bldg Eqp Fund$1,651,742$1,651,742→ $0
Cash and Non-Interest-Bearing Accounts$9,565$8,015▼ $1,550
Accounts Receivable$6$6→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,157,779$4,447,147▲ $289,368
Other Assets Total$1,485,449$1,795,205▲ $309,756
Liabilities
Other Liabilities$352,810$300,684▼ $52,126
Accounts Payable and Accrued Expenses$177,620$199,815▲ $22,195
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$530,430$500,499▼ $29,931
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,627,349$3,946,648▲ $319,299
Total Liabilities and Net Assets / Fund Balance$4,157,779$4,447,147▲ $289,368

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,643,921$387,154-
Other Assets Org$1,795,205--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lilly DonohueChief Exec Officer
Scott StefaniChief Financial Officer
William CorbettChief Investment Officer
Karen SheeanChief People Officer
Lorena TrujilloVP, General Counsel
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$354,362
Change in Net Assets
$319,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,063
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
Depreciation Depletion$35,063--$35,063
Total Functional Expenses$35,063$0$0$35,063
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Trust Funds$300,684
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Kingwood Memorial Park Association
EIN
31-1196725
In Care Of
% EVERSTORY PARTNERS
Phone
2158262800
Address
955 KELLER ROAD SUITE 1500, ALTAMONTE SPRINGS, FL 32714

Signing Officer

Name
Laurianne Nolan
Title
VP of Tax
Phone
2158262800
Signed
2025-11-07

Organization Details

Principal Officer
Lilly Donohue
Formed
1984
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
0
Employees
4
Supplemental Narrative

Additional Explanations

Form

Kingwood Memorial Park Association hired Stonemor Co. of Philadelphia to manage the cemetery.

Form

Burial of the Dead

Form

A copy of this return was provided to each officer for their review.

Form

All of the information is available on request to lotholders.

Form

Loan from fifth-third bank paid off.

Form

1a - Owners of interment space have one vote for each grave, crypt and niche owned, and an owner of a certificate of indebtedness or interest has one vote per $250 of the principle face amount of the certificate, whenever voting by members is required or permitted. 1b - Owners of interment space have one vote for each grave, crypt and niche owned. -

Form

QUESTION 6 - Owners of interment space have one vote for each grave, crypt and niche owned. - Unknown number QUESTION 7a - Owners of interment space have one vote for each grave, crypt and niche owned, and an owner of a certificate of indebtedness or interest has one vote per $250 of the principle face amount of the certificate, whenever voting by members is required or permitted. QUESTION 7b - Owners of interment space have one vote for each grave, crypt and niche owned, and an owner of a certificate of indebtedness or interest has one vote per $250 of the principle face amount of the certificate, whenever voting by members is required or permitted.

Form

QUESTION 12a - NO. However, the management company, which employs the officers of this entity does. Those policies are enforced at all levels of the company. QUESTION 15 - N/A. Management company which employs the officers, determines their compensation by a Compensation committee using broad industry compensation comparisons. These comparisons were last undertaken in 2007. FORM 990, PAGE 6, PART VI SECTION C, LINE 19 All state mandated documents, financial statements and disclosures are provided to the Secretary of State of Ohio's Office, where they are available for review by the public. Additionally, the appropriate documentation is available to the public upon request.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LILLY DONOHUE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WILLIAM CORBETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SCOTT STEFANI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3LORENA TRUJILLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4KAREN SHEEAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXEC OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF INVESTMENT OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3VP, GENERAL COUNSEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4CHIEF PEOPLE OFFICER
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The organization relied on a related organization that used one or more of the methods described below to establish the top management official's compensation: - Compensation Committee - Written employment contract - Approval by the board or compensation committee
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1Deferred restricted phantom units from the management company. Lilly Donohue total value $2,000,341.88. William Corbett total value $800,133.84. Scott Stefani total value $550,143.45. Lorena Trujillo total value $375,214.92. Karen Sheean total value $365,329.63.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule J, Part I
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Kingwood Memorial Park Association hired Stonemor Co. of Philadelphia to manage the cemetery.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Burial of the Dead
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of this return was provided to each officer for their review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OF THE INFORMATION IS AVAILABLE ON REQUEST TO LOTHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LOAN FROM FIFTH-THIRD BANK PAID OFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt51a - Owners of interment space have one vote for each grave, crypt and niche owned, and an owner of a certificate of indebtedness or interest has one vote per $250 of the principle face amount of the certificate, whenever voting by members is required or permitted. 1b - Owners of interment space have one vote for each grave, crypt and niche owned. -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6QUESTION 6 - Owners of interment space have one vote for each grave, crypt and niche owned. - Unknown number QUESTION 7a - Owners of interment space have one vote for each grave, crypt and niche owned, and an owner of a certificate of indebtedness or interest has one vote per $250 of the principle face amount of the certificate, whenever voting by members is required or permitted. QUESTION 7b - Owners of interment space have one vote for each grave, crypt and niche owned, and an owner of a certificate of indebtedness or interest has one vote per $250 of the principle face amount of the certificate, whenever voting by members is required or permitted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7QUESTION 12a - NO. However, the management company, which employs the officers of this entity does. Those policies are enforced at all levels of the company. QUESTION 15 - N/A. Management company which employs the officers, determines their compensation by a Compensation committee using broad industry compensation comparisons. These comparisons were last undertaken in 2007. FORM 990, PAGE 6, PART VI SECTION C, LINE 19 All state mandated documents, financial statements and disclosures are provided to the Secretary of State of Ohio's Office, where they are available for review by the public. Additionally, the appropriate documentation is available to the public upon request.
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