Civic Intelligence

Forest Mound Cemetery Association

EIN 39-0285705 • 501(c)13 • Waupun, WI

Waupun, WI
Siviq Scores

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

Liabilities / Assets

97th percentile

0.67x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

5.50x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2024

Net Margin

7th percentile

-125%

Higher net margin than 7% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

501(c)13 • <$500k nonprofits • Source year 2024

Asset Growth

24th percentile

-3.3%

Faster asset growth than 24% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

2.4%

Faster revenue growth than 48% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$381,650

Down $13,074 (-3.3%) from 2023

Liabilities

Up

$255,321

Up $383 (+0.2%) from 2023

Net Assets

Down

$126,329

Down $13,457 (-9.6%) from 2023

Revenue

Up

$46,383

Up $1,106 (+2.4%) from 2023

Expenses

Down

$104,227

Down $3,681 (-3.4%) from 2023

Net Income

Up

-$57,844

Up $4,787 (+7.6%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $627,742Liabilities 2011: $253,206Net Assets 2011: $374,5362011Assets 2012: $608,846Liabilities 2012: $253,206Net Assets 2012: $355,6402012Assets 2013: $611,995Liabilities 2013: $253,206Net Assets 2013: $358,7892013Assets 2014: $642,290Liabilities 2014: $253,206Net Assets 2014: $389,0842014Assets 2015: $615,767Liabilities 2015: $254,369Net Assets 2015: $361,3982015Assets 2016: $550,355Liabilities 2016: $254,311Net Assets 2016: $296,0442016Assets 2017: $503,703Liabilities 2017: $254,774Net Assets 2017: $248,9292017Assets 2018: $487,556Liabilities 2018: $254,289Net Assets 2018: $233,2672018Assets 2019: $527,944Liabilities 2019: $254,181Net Assets 2019: $273,7632019Assets 2020: $522,261Liabilities 2020: $254,980Net Assets 2020: $267,2812020Assets 2021: $538,876Liabilities 2021: $255,225Net Assets 2021: $283,6512021Assets 2022: $416,561Liabilities 2022: $254,404Net Assets 2022: $162,1572022Assets 2023: $394,724Liabilities 2023: $254,938Net Assets 2023: $139,7862023Assets 2024: $381,650Liabilities 2024: $255,321Net Assets 2024: $126,3292024

Highlighted filing

2024

Assets$381,650
Liabilities$255,321
Net Assets$126,329

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $47,252Expenses 2011: $80,291Net Income 2011: -$33,0392011Revenue 2012: $64,438Expenses 2012: $83,334Net Income 2012: -$18,8962012Revenue 2013: $83,709Expenses 2013: $80,560Net Income 2013: $3,1492013Revenue 2014: $114,040Expenses 2014: $83,745Net Income 2014: $30,2952014Revenue 2015: $59,129Expenses 2015: $86,815Net Income 2015: -$27,6862015Revenue 2016: $20,929Expenses 2016: $86,283Net Income 2016: -$65,3542016Revenue 2017: $42,629Expenses 2017: $89,744Net Income 2017: -$47,1152017Revenue 2018: $81,049Expenses 2018: $96,711Net Income 2018: -$15,6622018Revenue 2019: $42,369Expenses 2019: $88,197Net Income 2019: -$45,8282019Revenue 2020: $65,137Expenses 2020: $115,637Net Income 2020: -$50,5002020Revenue 2021: $47,943Expenses 2021: $98,671Net Income 2021: -$50,7282021Revenue 2022: $65,173Expenses 2022: $115,296Net Income 2022: -$50,1232022Revenue 2023: $45,277Expenses 2023: $107,908Net Income 2023: -$62,6312023Revenue 2024: $46,383Expenses 2024: $104,227Net Income 2024: -$57,8442024

Highlighted filing

2024

Revenue$46,383
Expenses$104,227
Net Income-$57,844

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$2.55$1.26$0.46$1.04$0.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$2.55$1.40$0.45$1.08$0.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$2.54$1.62$0.65$1.15$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$2.55$2.84$0.48$0.99$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.22$2.55$2.67$0.65$1.16$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$2.54$2.74$0.42$0.88$0.46
2018Summary only. Only limited summary data is available for this year.$4.88$2.54$2.33$0.81$0.97$0.16
2017Summary only. Only limited summary data is available for this year.$5.04$2.55$2.49$0.43$0.90$0.47
2016Summary only. Only limited summary data is available for this year.$5.50$2.54$2.96$0.21$0.86$0.65
2015Summary only. Only limited summary data is available for this year.$6.16$2.54$3.61$0.59$0.87$0.28
2014Summary only. Only limited summary data is available for this year.$6.42$2.53$3.89$1.14$0.84$0.30
2013Summary only. Only limited summary data is available for this year.$6.12$2.53$3.59$0.84$0.81$0.03
2012Summary only. Only limited summary data is available for this year.$6.09$2.53$3.56$0.64$0.83$0.19
2011Summary only. Only limited summary data is available for this year.$6.28$2.53$3.75$0.47$0.80$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$46,383
Mission and Program Overview

Mission

Operation and maintenance of cemetery

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$355,227$330,523▼ $24,704
Rtn Earn Endowment Incm Other Fnds$139,786$126,329▼ $13,457
Land, Buildings, and Equipment, Net$28,149$28,149→ $0
Cash and Non-Interest-Bearing Accounts$2,801$13,435▲ $10,634
Savings and Temporary Cash Investments$8,547$9,543▲ $996
Total Assets$394,724$381,650▼ $13,074
Liabilities
Grants Payable$253,206$253,206→ $0
Accounts Payable and Accrued Expenses$1,732$2,115▲ $383
Total Liabilities$254,938$255,321▲ $383
Net Assets / Fund Balance
Total Net Assets Fund Balance$139,786$126,329▼ $13,457
Total Liabilities and Net Assets / Fund Balance$394,724$381,650▼ $13,074

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,724$61,506$70,230
Land$19,302-$19,302
Buildings$123$7,232$7,355
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard SteinbachPresident
Wally RielVice President
Steven BuchholzSecretarytreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$46,383
Change in Net Assets
$-57,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$70,695
Other Expenses$33,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Pension Plan Contributions---$51,604
Payroll Taxes---$10,191
Current Officers, Directors, Trustees, and Key Employees---$8,900
Depreciation Depletion---$5,419
Insurance---$3,860
Other Expenses$905--$905
Fees for Services Accounting---$345
Office Expenses---$246
Total Functional Expenses$0$0$0$104,227
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
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
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The form 990 is reviewed and signed by the treasurer of the association prior to filing. The form 990 is reviewed by all members of the board of trustees at the annual meeting.

Governing documents etc available to public Part VI line 19

The financial data and governing documents of the association are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Forest Mound Cemetery Association
EIN
39-0285705
In Care Of
% STEVEN BUCHHOLZ
Phone
9203244857
Address
PO BOX 88, WAUPUN, WI 53963

Signing Officer

Name
Steven Buchholz
Title
Secretarytreasurer
Phone
9203244857
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Steinbach
Formed
1861
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
6

Preparer

Firm
Keren Derksen
Address
309 ROUNSVILLE ST, WAUPUN, WI 53963
Preparer
Keren Derksen
Phone
9203249720
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Declined value of investments

Raw XML Appendix283 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.

Path#Value
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCIAL DATA AND GOVERNING DOCUMENTS OF THE ASSOCIATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECLINED VALUE OF INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
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