Civic Intelligence

Mount Elliott Cemetery Association

990 • Fiscal year 2020 • EIN 38-0856070

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 14, 2021

17100 Van Dyke AvenueDetroit, MI 48234-3975

(313) 365-5650

Siviq Scores

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

Liabilities / Assets

31st percentile

0.10x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

1.04x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

86th percentile

29%

Higher net margin than 86% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

20th percentile

$270,677

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

27th percentile

1.2%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

23%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Assets

Up

$265,837,268

Up $3,136,442 (+1.2%) from 2019

Net Assets

Up

$240,233,256

Up $10,802,290 (+4.7%) from 2019

Liabilities

Down

$25,604,012

Down $7,665,848 (-23%) from 2019

Revenue

Up

$24,630,450

Up $4,641,211 (+23%) from 2019

Expenses

Up

$17,560,779

Up $947,268 (+5.7%) from 2019

Net Income

Up

$7,069,671

Up $3,693,943 (+109%) from 2019

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2010: $215,739,049Liabilities 2010: $23,244,154Net Assets 2010: $192,494,8952010Assets 2011: $209,773,485Liabilities 2011: $25,420,193Net Assets 2011: $184,353,2922011Assets 2012: $221,397,158Liabilities 2012: $27,617,284Net Assets 2012: $193,779,8742012Assets 2013: $231,095,793Liabilities 2013: $30,646,615Net Assets 2013: $200,449,1782013Assets 2014: $238,996,505Liabilities 2014: $29,703,425Net Assets 2014: $209,293,0802014Assets 2015: $231,829,752Liabilities 2015: $31,868,329Net Assets 2015: $199,961,4232015Assets 2016: $240,615,113Liabilities 2016: $34,180,270Net Assets 2016: $206,434,8432016Assets 2017: $256,661,172Liabilities 2017: $31,924,062Net Assets 2017: $224,737,1102017Assets 2018: $265,189,955Liabilities 2018: $30,310,849Net Assets 2018: $234,879,1062018Assets 2019: $262,700,826Liabilities 2019: $33,269,860Net Assets 2019: $229,430,9662019Assets 2020: $265,837,268Liabilities 2020: $25,604,012Net Assets 2020: $240,233,2562020Assets 2021: $314,477,643Liabilities 2021: $21,780,174Net Assets 2021: $292,697,4692021Assets 2022: $271,847,780Liabilities 2022: $14,961,500Net Assets 2022: $256,886,2802022Assets 2023: $297,396,923Liabilities 2023: $14,061,875Net Assets 2023: $283,335,0482023Assets 2024: $345,522,534Liabilities 2024: $14,492,607Net Assets 2024: $331,029,9272024Assets 2025: $377,798,285Liabilities 2025: $15,676,791Net Assets 2025: $362,121,4942025

Highlighted filing

2020

Assets$265,837,268
Liabilities$25,604,012
Net Assets$240,233,256

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $15,187,9952010Revenue 2011: $15,425,919Expenses 2011: $14,276,133Net Income 2011: $1,149,7862011Revenue 2012: $15,415,657Expenses 2012: $14,852,748Net Income 2012: $562,9092012Revenue 2013: $15,292,585Expenses 2013: $15,213,910Net Income 2013: $78,6752013Revenue 2014: $19,922,607Expenses 2014: $16,387,373Net Income 2014: $3,535,2342014Revenue 2015: $18,371,466Expenses 2015: $15,412,050Net Income 2015: $2,959,4162015Revenue 2016: $14,338,253Expenses 2016: $16,752,320Net Income 2016: -$2,414,0672016Revenue 2017: $15,938,320Expenses 2017: $17,491,693Net Income 2017: -$1,553,3732017Revenue 2018: $17,532,705Expenses 2018: $16,406,381Net Income 2018: $1,126,3242018Revenue 2019: $19,989,239Expenses 2019: $16,613,511Net Income 2019: $3,375,7282019Revenue 2020: $24,630,450Expenses 2020: $17,560,779Net Income 2020: $7,069,6712020Revenue 2021: $27,711,805Expenses 2021: $17,745,408Net Income 2021: $9,966,3972021Revenue 2022: $30,928,211Expenses 2022: $16,731,867Net Income 2022: $14,196,3442022Revenue 2023: $24,436,022Expenses 2023: $17,676,146Net Income 2023: $6,759,8762023Revenue 2024: $26,867,628Expenses 2024: $16,996,602Net Income 2024: $9,871,0262024Revenue 2025: $26,521,429Expenses 2025: $16,965,228Net Income 2025: $9,556,2012025

Highlighted filing

2020

Revenue$24,630,450
Expenses$17,560,779
Net Income$7,069,671
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 14, 2021
Return Version
2019v5.1
Gross Receipts
$73,011,282
Mission and Program Overview

Mission

Preserving the past...caring for the present...assuring the future...mt. Elliott cemetery association...keepers of family tradition

CEMETERY

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$95,376,838$95,291,510▼ $85,328
Investments in Publicly Traded Securities$85,279,925$83,417,455▼ $1,862,470
Inventories for Sale or Use$64,458,518$62,591,631▼ $1,866,887
Accounts Receivable$8,043,324$9,082,990▲ $1,039,666
Land, Buildings, and Equipment, Net$6,869,129$6,389,062▼ $480,067
Cash and Non-Interest-Bearing Accounts$2,272,074$5,935,332▲ $3,663,258
Prepaid Expenses and Deferred Charges-$58,316-
Total Assets$262,700,826$265,837,268▲ $3,136,442
Other Assets Total$401,018$3,070,972▲ $2,669,954
Liabilities
Other Liabilities$27,058,476$18,018,904▼ $9,039,572
Deferred Revenue$5,332,810$5,025,950▼ $306,860
Accounts Payable and Accrued Expenses$878,574$2,559,158▲ $1,680,584
Total Liabilities$33,269,860$25,604,012▼ $7,665,848
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$171,223,999$183,154,198▲ $11,930,199
Net Assets With Donor Restrictions$58,206,967$57,079,058▼ $1,127,909
Total Net Assets Fund Balance$229,430,966$240,233,256▲ $10,802,290
Total Liabilities and Net Assets / Fund Balance$262,700,826$265,837,268▲ $3,136,442

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,700,312$8,220,407$12,920,719
Other Land Buildings$1,430,691$7,098,082$8,528,773
Leasehold Improvements$258,059$1,307,104$1,565,163
Other Securities$95,291,510--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael ChilcoteGeneral Manager & COOFT$221,633$49,044$270,677
Joseph VermeerschCFOFT$195,620$31,408$227,028
Tim BurrowsDirectorFT$122,495$29,164$151,659
Julie CouturierFamily CounselorFT$146,407$3,130$149,537
Michael BergerHr DirectorFT$101,975$47,287$149,262
Joann AbbottFamily CounselorFT$120,317$22,998$143,315
David FerraraFamily CounselorFT$119,267$22,998$142,265
Frank OldaniSales ManagerFT$117,117$18,867$135,984
James ConnellyPresidentPT$75,200-$75,200
Patrick a McdonaldSecretary/clerkPT$58,000-$58,000
John TierneyTrusteePT$56,400-$56,400
Edward MillerTrusteePT$49,000-$49,000
Robert KovalVice PresidentPT$48,800-$48,800
Mark Van FaussienTrusteePT$46,800-$46,800
Michael MonahanTreasurerPT$43,600-$43,600
George FadoolTrusteePT$41,800-$41,800
Jessica WillisTrusteePT$41,200-$41,200
Joseph CavanaughTrustee EmeritusPT$22,367-$22,367
Bernard M WillisTrustee EmeritusPT$14,900-$14,900

Highest Paid Contractors

ContractorServicesLocationCompensation
Moore Stephens Doeren MayhewAccounting Services305 W BIG BEAVER ROAD, Troy, MI 48084$172,010
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,705,152
Investment Income
$12,215,301
Other Revenue
$8,709,997
Change in Net Assets
$7,069,671

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,630,450
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,855,795
Total Revenue per Audited Statements
$29,486,245
Total Revenue per Form 990
$24,630,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,291,368
Other Expenses$6,269,411
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$6,621,424
Pension Plan Contributions---$1,951,985
Current Officers, Directors, Trustees, and Key Employees---$1,145,033
Other Employee Benefits---$1,006,345
Office Expenses---$803,064
Advertising---$780,052
Depreciation Depletion---$751,798
Occupancy---$729,265
Payroll Taxes---$566,581
Insurance---$216,121
Other Expenses---$213,349
All Other Expenses---$185,166
Fees for Services Accounting---$154,615
Travel---$83,356
Fees for Service Investment Mgmnt Fees---$42,000
Fees for Services Legal---$37,799
Fees for Services Other---$25,246
Total Functional Expenses$0$0$0$17,560,779

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,600,515
Expenses per Audited Statements$17,560,779
Total Expenses per Form 990$17,560,779
Expenses Not Reported on Form 990$7,039,736
Expenses Not Reported on Financial Statements$0
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
Accrued Postretirement Benefits$18,018,904
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jessica willis is bernard willis' daughter-in-law.

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

The controller reviews the form 990 with their accountants.

Form 990, Part VI, Section B, Line 12C

All employees and board members are required to sign a disclosure statement, at least annually, detailing any current or potential conflicts of interest and affirmatively confirming compliance with the organization's conflict of interest policy.

Form 990, Part VI, Section B, Line 15

Studies from various employee agencies are compared against comparable job responsibilities, business sizes, and demographics to develop ranges for each position.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Mount Elliott Cemetery Association
EIN
38-0856070
Phone
3133655650
Address
17100 VAN DYKE AVENUE, DETROIT, MI 48234-3975

Signing Officer

Name
Michael Chilcote
Title
COO & General Manager
Phone
3133655650
Signed
2021-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Connelly
Formed
1841
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
0
Employees
115
Volunteers
0

Preparer

Firm
Moore Doeren Mayhew
Address
305 WEST BIG BEAVER ROAD, TROY, MI 48084
Preparer
Joseph a Amine CPA
Phone
2482443060
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Effect of recognizing the funded status of pension and postretirement plans 4,005,623. Increase inn required reserve for endowed care 1,910,937.

FORM 990, PART XI, LINE 2C:

We have a committee that assumes responsibility for the oversight of the audit of its financial statements and the selection of an independent accountant. Our process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The association has received a determination letter from the internal revenue service dated december 17, 2002, stating the association is qualified under section 501(c)(13) of the internal revenue code (the code) and, therefore, is exempt from taxation. Once qualified, the association is required to operate in conformity with the code to maintain its qualification. The association believes the entity is being operated in compliance with the applicable requirements of the code and, therefore, believes that the entity is qualified, and the related income is tax-exempt. The association's open audit periods are 2017 - 2020.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 7,358,589. Trust fund fees included in net investment return on financial statements -318,853.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 7,358,589. Trust fund fees included in net investment return on financial statements -318,853.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14120317
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15119267
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16117117
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17122495
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18146407
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11GENERAL MANAGER & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13HR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14FAMILY COUNSELOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15FAMILY COUNSELOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SALES MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18FAMILY COUNSELOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01841
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt024008
IRS990/GainOrLossGrp/SecuritiesAmt07323934
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt024057
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt048346128
IRS990/GrossReceiptsAmt073011282
IRS990/GrossSalesOfInventoryAmt015922836
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt0216121
IRS990/InventoriesForSaleOrUseGrp/BOYAmt064458518
IRS990/InventoriesForSaleOrUseGrp/EOYAmt062591631
IRS990/InvestmentIncomeGrp/ExclusionAmt04867359
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04867359
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt095376838
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt095291510
IRS990/InvestmentsPubTradedSecGrp/BOYAmt085279925
IRS990/InvestmentsPubTradedSecGrp/EOYAmt083417455
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016625593
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06869129
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06389062
IRS990/LandBldgEquipCostOrOtherBssAmt023014655
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt049
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt041022194
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PRESERVING THE PAST...CARING FOR THE PRESENT...ASSURING THE FUTURE...MT. ELLIOTT CEMETERY ASSOCIATION...KEEPERS OF FAMILY TRADITION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0229430966
IRS990/NetAssetsOrFundBalancesEOYAmt0240233256
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07347942
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07347942
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt08564247
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt08564247
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2183941
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0171223999
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0183154198
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0729265
IRS990/OfficeExpensesGrp/TotalAmt0803064
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0401018
IRS990/OtherAssetsTotalGrp/EOYAmt03070972
IRS990/OtherChangesInNetAssetsAmt05916560
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01006345
IRS990/OtherExpensesGrp/Desc0FORESTRY SERVICE
IRS990/OtherExpensesGrp/Desc1REPAIRS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc2TRUST FUND FEES
IRS990/OtherExpensesGrp/Desc3PRIVATE GUARD SERVICE
IRS990/OtherExpensesGrp/TotalAmt01066146
IRS990/OtherExpensesGrp/TotalAmt1862581
IRS990/OtherExpensesGrp/TotalAmt2318853
IRS990/OtherExpensesGrp/TotalAmt3213349
IRS990/OtherLiabilitiesGrp/BOYAmt027058476
IRS990/OtherLiabilitiesGrp/EOYAmt018018904
IRS990/OtherRevenueMiscGrp/BusinessCd0812900
IRS990/OtherRevenueMiscGrp/Desc0FINANCE CHARGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0145750
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0145750
IRS990/OtherRevenueTotalAmt0145750
IRS990/OtherSalariesAndWagesGrp/TotalAmt06621424
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0566581
IRS990/PensionPlanContributionsGrp/TotalAmt01951985
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt058316
IRS990/PrincipalOfficerNm0JAMES CONNELLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0812900
IRS990/ProgramServiceRevenueGrp/Desc0BURIAL FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03705152
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03705152
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010000908
IRS990/PYOtherExpensesAmt06420949
IRS990/PYOtherRevenueAmt06797643
IRS990/PYProgramServiceRevenueAmt03190688
IRS990/PYRevenuesLessExpensesAmt03375728
IRS990/PYSalariesCompEmpBnftPaidAmt010192562
IRS990/PYTotalExpensesAmt016613511
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt019989239
IRS990/ReconcilationRevenueExpnssAmt07069671
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04700312
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08220407
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012920719
IRS990ScheduleD/ExpensesNotReportedAmt07039736
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt017560779
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0258059
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01307104
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01565163
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2183941
IRS990ScheduleD/OtherExpensesIncludedAmt07039736
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01430691
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07098082
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08528773
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018018904
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED POSTRETIREMENT BENEFITS
IRS990ScheduleD/OtherRevenueAmt07039736
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt095291510
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt04855795
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt024630450
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED DECEMBER 17, 2002, STATING THE ASSOCIATION IS QUALIFIED UNDER SECTION 501(C)(13) OF THE INTERNAL REVENUE CODE (THE CODE) AND, THEREFORE, IS EXEMPT FROM TAXATION. ONCE QUALIFIED, THE ASSOCIATION IS REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN ITS QUALIFICATION. THE ASSOCIATION BELIEVES THE ENTITY IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND, THEREFORE, BELIEVES THAT THE ENTITY IS QUALIFIED, AND THE RELATED INCOME IS TAX-EXEMPT. THE ASSOCIATION'S OPEN AUDIT PERIODS ARE 2017 - 2020.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD 7,358,589. TRUST FUND FEES INCLUDED IN NET INVESTMENT RETURN ON FINANCIAL STATEMENTS -318,853.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 7,358,589. TRUST FUND FEES INCLUDED IN NET INVESTMENT RETURN ON FINANCIAL STATEMENTS -318,853.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06389062
IRS990ScheduleD/TotalBookValueSecuritiesAmt095291510
IRS990ScheduleD/TotalExpensesPerForm990Amt017560779
IRS990ScheduleD/TotalLiabilityAmt018018904
IRS990ScheduleD/TotalRevenuePerForm990Amt024630450
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt029486245
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024600515
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0221633
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1195620
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2122495
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$378$15.7$362$26.5$17.0$9.56
2024Detailed filing. Detailed filing data is available for this year.$346$14.5$331$26.9$17.0$9.87
2023Detailed filing. Detailed filing data is available for this year.$297$14.1$283$24.4$17.7$6.76
2022Detailed filing. Detailed filing data is available for this year.$272$15.0$257$30.9$16.7$14.2
2021Detailed filing. Detailed filing data is available for this year.$314$21.8$293$27.7$17.7$9.97
2020Detailed filing. Detailed filing data is available for this year.$266$25.6$240$24.6$17.6$7.07
2019Detailed filing. Detailed filing data is available for this year.$263$33.3$229$20.0$16.6$3.38
2018Detailed filing. Detailed filing data is available for this year.$265$30.3$235$17.5$16.4$1.13
2017Detailed filing. Detailed filing data is available for this year.$257$31.9$225$15.9$17.5$1.55
2016Detailed filing. Detailed filing data is available for this year.$241$34.2$206$14.3$16.8$2.41
2015Summary only. Only limited summary data is available for this year.$232$31.9$200$18.4$15.4$2.96
2014Detailed filing. Detailed filing data is available for this year.$239$29.7$209$19.9$16.4$3.54
2013Summary only. Only limited summary data is available for this year.$231$30.6$200$15.3$15.2$0.08
2012Summary only. Only limited summary data is available for this year.$221$27.6$194$15.4$14.9$0.56
2011Summary only. Only limited summary data is available for this year.$210$25.4$184$15.4$14.3$1.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$216$23.2$192$15.2