Civic Intelligence

Appleton Cemetery Association

990 • Fiscal year 2015 • EIN 39-0133770

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 12, 2016

Organization ProfileRIVERSIDECEMETERYAPPLETON.COM
714 N Owaissa StreetAppleton, WI 54911-5226

(920) 733-5629

Siviq Scores

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

Liabilities / Assets

89th percentile

0.18x

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

2015 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.70x

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

2015 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2015

Net Margin

74th percentile

42%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2015 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2015

Asset Growth

35th percentile

-1.6%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

100%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$2,461,922

Down $39,031 (-1.6%) from 2014

Net Assets

Down

$2,014,702

Down $55,225 (-2.7%) from 2014

Liabilities

Up

$447,220

Up $16,194 (+3.8%) from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin74th percentile

Revenue

Up

$637,577

Up $319,377 (+100%) from 2014

Expenses

Down

$367,422

Down $14,601 (-3.8%) from 2014

Net Income

Up

$270,155

Up $333,978 (+523%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,401,353Liabilities 2011: $329,623Net Assets 2011: $2,071,7302011Assets 2012: $2,315,469Liabilities 2012: $357,263Net Assets 2012: $1,958,2062012Assets 2013: $2,501,157Liabilities 2013: $474,773Net Assets 2013: $2,026,3842013Assets 2014: $2,500,953Liabilities 2014: $431,026Net Assets 2014: $2,069,9272014Assets 2015: $2,461,922Liabilities 2015: $447,220Net Assets 2015: $2,014,7022015Assets 2016: $2,314,626Liabilities 2016: $494,960Net Assets 2016: $1,819,6662016Assets 2017: $2,622,054Liabilities 2017: $570,122Net Assets 2017: $2,051,9322017Assets 2018: $3,206,226Liabilities 2018: $685,267Net Assets 2018: $2,520,9592018Assets 2019: $3,353,019Liabilities 2019: $831,308Net Assets 2019: $2,521,7112019Assets 2020: $3,421,920Liabilities 2020: $926,311Net Assets 2020: $2,495,6092020Assets 2021: $3,811,878Liabilities 2021: $1,039,842Net Assets 2021: $2,772,0362021Assets 2022: $4,037,289Liabilities 2022: $1,326,751Net Assets 2022: $2,710,5382022Assets 2023: $4,442,311Liabilities 2023: $1,420,811Net Assets 2023: $3,021,5002023Assets 2024: $4,872,052Liabilities 2024: $1,531,246Net Assets 2024: $3,340,8062024Assets 2025: $5,431,646Liabilities 2025: $1,616,947Net Assets 2025: $3,814,6992025

Highlighted filing

2015

Assets$2,461,922
Liabilities$447,220
Net Assets$2,014,702
Open 2015 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $328,3962011Expenses 2012: $349,0982012Revenue 2013: $392,852Expenses 2013: $409,934Net Income 2013: -$17,0822013Revenue 2014: $318,200Expenses 2014: $382,023Net Income 2014: -$63,8232014Revenue 2015: $637,577Expenses 2015: $367,422Net Income 2015: $270,1552015Revenue 2016: $324,923Expenses 2016: $447,245Net Income 2016: -$122,3222016Revenue 2017: $560,812Expenses 2017: $437,280Net Income 2017: $123,5322017Revenue 2018: $904,953Expenses 2018: $488,802Net Income 2018: $416,1512018Revenue 2019: $489,955Expenses 2019: $475,371Net Income 2019: $14,5842019Revenue 2020: $426,984Expenses 2020: $463,070Net Income 2020: -$36,0862020Revenue 2021: $494,803Expenses 2021: $496,422Net Income 2021: -$1,6192021Revenue 2022: $660,674Expenses 2022: $578,002Net Income 2022: $82,6722022Revenue 2023: $823,154Expenses 2023: $629,181Net Income 2023: $193,9732023Revenue 2024: $776,778Expenses 2024: $641,213Net Income 2024: $135,5652024Revenue 2025: $934,029Expenses 2025: $657,509Net Income 2025: $276,5202025

Highlighted filing

2015

Revenue$637,577
Expenses$367,422
Net Income$270,155
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$1,708,183
Mission and Program Overview

Mission

Cemetery operations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,286,604$1,349,463▲ $62,859
Land, Buildings, and Equipment, Net$408,731$418,631▲ $9,900
Inventories for Sale or Use$390,319$386,029▼ $4,290
Savings and Temporary Cash Investments$336,058$208,402▼ $127,656
Accounts Receivable$42,255$47,039▲ $4,784
Cash and Non-Interest-Bearing Accounts$26,573$42,297▲ $15,724
Prepaid Expenses and Deferred Charges$8,190$8,435▲ $245
Total Assets$2,500,953$2,461,922▼ $39,031
Other Assets Total$2,223$1,626▼ $597
Liabilities
Deferred Revenue$377,924$397,918▲ $19,994
Accounts Payable and Accrued Expenses$53,102$49,302▼ $3,800
Total Liabilities$431,026$447,220▲ $16,194
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,230,579$1,248,310▲ $17,731
Unrestricted Net Assets$839,348$766,392▼ $72,956
Total Net Assets Fund Balance$2,069,927$2,014,702▼ $55,225
Total Liabilities and Net Assets / Fund Balance$2,500,953$2,461,922▼ $39,031

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$417,631$846,269$1,263,900
Land$1,000-$1,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,230,579$17,731--$1,248,310
2014$1,218,579$12,000--$1,230,579
2013$1,204,294$14,285--$1,218,579
2012$1,192,138$12,156--$1,204,294
2011$1,175,608$16,530--$1,192,138
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Chris J HartwigPresident
Gary WynveenDirector
Ann SagerTrustee
Ray HosmerTrustee
Terry MavesTrustee
Charles B SiekmanSecretary
Mark SavidesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,820
Program Service Revenue
$234,367
Investment Income
$397,390
Other Revenue
$0
All Other Contributions
$5,820
Change in Net Assets
$270,155

Audited Revenue Reconciliation

Revenue per Audited Statements
$637,577
Revenue Not Reported on Form 990
$-325,380
Total Revenue per Audited Statements
$312,197
Total Revenue per Form 990
$637,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$196,543
Other Expenses$170,879
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$176,221--$176,221
Depreciation Depletion$58,060--$58,060
Payroll Taxes$19,822--$19,822
Insurance$14,752--$14,752
All Other Expenses$13,025--$13,025
Other Expenses$9,655--$9,655
Fees for Services Accounting$7,895--$7,895
Advertising$3,850--$3,850
Office Expenses$2,558--$2,558
Other Employee Benefits$500--$500
Total Functional Expenses$367,422$0$0$367,422

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$367,422
Total Expenses per Audited Statements$367,422
Total Expenses per Form 990$367,422
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
No
Audit committee
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Cemetery lot owners are association members.”

Form 990, Page 6, Part VI, Line 7A

“Association members elect the board of trustees at the annual meeting.”

Form 990, Page 6, Part VI, Line 7B

“Association members approve the actions of the board of trustees at the an nual meeting.”

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

“A draft copy of the form 990 is reviewed by the president of the association before it is filed.”

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

“NONE”

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

“Compensation of key employees is approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, monthly financial statements, and the current year's form 990 are made available to association members and other interested pa rties upon request.”

Filing and Contact Details

Filer

Filer Name
Appleton Cemetery Association
EIN
39-0133770
Phone
9207335629
Address
714 N OWAISSA STREET, APPLETON, WI 54911-5226

Signing Officer

Name
Chris Hartwig
Title
President
Phone
9207335629
Signed
2016-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Hartwig
Formed
1870
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
11

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Randall F Koch
Phone
9207334957
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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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01218579
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01230579
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01204294
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt014285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01218579
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01192138
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt012156
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01204294
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01175608
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt016530
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01192138
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0367422
IRS990ScheduleD/LandGrp/BookValueAmt01000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-325380
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0417631
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0846269
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01263900
IRS990ScheduleD/RevenueNotReportedAmt0-325380
IRS990ScheduleD/RevenueSubtotalAmt0637577
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0418631
IRS990ScheduleD/TotalExpensesPerForm990Amt0367422
IRS990ScheduleD/TotalRevenuePerForm990Amt0637577
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0312197
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0367422
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CEMETERY LOT OWNERS ARE ASSOCIATION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSOCIATION MEMBERS ELECT THE BOARD OF TRUSTEES AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSOCIATION MEMBERS APPROVE THE ACTIONS OF THE BOARD OF TRUSTEES AT THE AN NUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT COPY OF THE FORM 990 IS REVIEWED BY THE PRESIDENT OF THE ASSOCIATION BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION OF KEY EMPLOYEES IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, MONTHLY FINANCIAL STATEMENTS, AND THE CURRENT YEAR'S FORM 990 ARE MADE AVAILABLE TO ASSOCIATION MEMBERS AND OTHER INTERESTED PA RTIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02500953
IRS990/TotalAssetsEOYAmt02461922
IRS990/TotalAssetsGrp/BOYAmt02500953
IRS990/TotalAssetsGrp/EOYAmt02461922
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05820
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0367422
IRS990/TotalFunctionalExpensesGrp/TotalAmt0367422
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0431026
IRS990/TotalLiabilitiesEOYAmt0447220
IRS990/TotalLiabilitiesGrp/BOYAmt0431026
IRS990/TotalLiabilitiesGrp/EOYAmt0447220
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02069927
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02014702
IRS990/TotalProgramServiceExpensesAmt0367422
IRS990/TotalProgramServiceRevenueAmt0234367
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0631757
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0637577
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02500953
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02461922
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0839348
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0766392
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0714 N OWAISSA STREET
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054914
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0RIVERSIDECEMETERYAPPLETON.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS HARTWIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09207335629
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLETON CEMETERY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0390133770
ReturnHeader/Filer/PhoneNum09207335629
ReturnHeader/Filer/USAddress/AddressLine1Txt0714 N OWAISSA STREET
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549115226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL F KOCH
ReturnHeader/ReturnTs02016-02-12T16:51:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,461,922
Liabilities
$447,220
Net assets
$2,014,702
Revenue
$637,577
Expenses
$367,422
Net income
$270,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$1.62$3.81$0.93$0.66$0.28
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$1.53$3.34$0.78$0.64$0.14
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$1.42$3.02$0.82$0.63$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$1.33$2.71$0.66$0.58$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$1.04$2.77$0.49$0.50$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.93$2.50$0.43$0.46$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.83$2.52$0.49$0.48$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.69$2.52$0.90$0.49$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.57$2.05$0.56$0.44$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.49$1.82$0.32$0.45$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.45$2.01$0.64$0.37$0.27
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.43$2.07$0.32$0.38$0.06
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.50$0.47$2.03$0.39$0.41$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.36$1.96$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.33$2.07$0.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)13 • $1M-$5M nonprofits