Civic Intelligence

Middleton Cemetery Association

EIN 39-0469793 • 501(c)13 • Middleton, WI

Profile

Operate a Cemetary

PO Box 620071Middleton, WI 53562-0071

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

7th percentile

-116%

Higher net margin than 7% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2025

Top Officer Pay

86th percentile

$3,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

501(c)13 • <$500k nonprofits • Source year 2025

Asset Growth

20th percentile

-4.6%

Faster asset growth than 20% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

17%

Faster revenue growth than 61% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$238,101

Down $11,538 (-4.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$238,101

Down $11,538 (-4.6%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Up

$27,617

Up $3,977 (+17%) from 2024

Expenses

Up

$59,786

Up $16,643 (+39%) from 2024

Net Income

Down

-$32,169

Down $12,666 (-65%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$400K$300K$200K$100K$0Assets 2012: $188,633Net Assets 2012: $188,6332012Assets 2013: $234,626Liabilities 2013: $0Net Assets 2013: $234,6262013Assets 2014: $251,398Liabilities 2014: $0Net Assets 2014: $251,3982014Assets 2015: $312,940Liabilities 2015: $0Net Assets 2015: $312,9402015Assets 2016: $299,259Liabilities 2016: $0Net Assets 2016: $299,2592016Assets 2017: $320,830Liabilities 2017: $0Net Assets 2017: $320,8302017Assets 2018: $330,207Liabilities 2018: $0Net Assets 2018: $330,2072018Assets 2019: $354,013Liabilities 2019: $0Net Assets 2019: $354,0132019Assets 2020: $295,956Liabilities 2020: $0Net Assets 2020: $295,9562020Assets 2021: $294,533Liabilities 2021: $0Net Assets 2021: $294,5332021Assets 2022: $242,145Liabilities 2022: $0Net Assets 2022: $242,1452022Assets 2023: $250,172Liabilities 2023: $0Net Assets 2023: $250,1722023Assets 2024: $249,639Net Assets 2024: $249,6392024Assets 2025: $238,101Net Assets 2025: $238,1012025

Highlighted filing

2025

Assets$238,101
Liabilities-
Net Assets$238,101
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

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

$100K$50K$0-$50KRevenue 2012: $21,883Expenses 2012: $20,315Net Income 2012: $1,5682012Revenue 2013: $55,100Expenses 2013: $25,002Net Income 2013: $30,0982013Revenue 2014: $16,538Expenses 2014: $28,978Net Income 2014: -$12,4402014Revenue 2015: $30,164Expenses 2015: $33,641Net Income 2015: -$3,4772015Revenue 2016: $31,698Expenses 2016: $40,290Net Income 2016: -$8,5922016Revenue 2017: $45,650Expenses 2017: $52,906Net Income 2017: -$7,2562017Revenue 2018: $36,991Expenses 2018: $48,372Net Income 2018: -$11,3812018Revenue 2019: $39,349Expenses 2019: $39,998Net Income 2019: -$6492019Revenue 2020: $43,781Expenses 2020: $44,014Net Income 2020: -$2332020Revenue 2021: $28,347Expenses 2021: $47,375Net Income 2021: -$19,0282021Revenue 2022: $23,912Expenses 2022: $43,441Net Income 2022: -$19,5292022Revenue 2023: $32,892Expenses 2023: $43,997Net Income 2023: -$11,1052023Revenue 2024: $23,640Expenses 2024: $43,143Net Income 2024: -$19,5032024Revenue 2025: $27,617Expenses 2025: $59,786Net Income 2025: -$32,1692025

Highlighted filing

2025

Revenue$27,617
Expenses$59,786
Net Income-$32,169
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,101
Liabilities
-
Net assets
$238,101
Revenue
$27,617
Expenses
$59,786
Net income
-$32,169
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.38$2.38$0.28$0.60$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$2.50$0.24$0.43$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.33$0.44$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.24$0.43$0.20
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.95$0.00$2.95$0.28$0.47$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.44$0.44$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.39$0.40$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.37$0.48$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.46$0.53$0.07
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.99$0.00$2.99$0.32$0.40$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.30$0.34$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.17$0.29$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$0.55$0.25$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$1.89$0.22$0.20$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 14, 2026
Return Version
2024v5.0
Gross Receipts
$27,617
Mission and Program Overview

Mission

OPERATION OF A CEMETERY

Program Services

DescriptionGrantsExpenses
CEMETERY OPERATIONS--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD BAKKENPresidentPT$3,000-$3,000
FRED KEMPFERVice PresidePT$3,000-$3,000
KATHRYN FLEMMING WEINSTEINSecretary-$0--
NANCY VAN AMANDirector-$0--
RICHARD LABRIEDirector-$0--
DON VAN AMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Middleton Cemetery Association
EIN
39-0469793
Phone
6088361701
Address
PO BOX 620071, MIDDLETON, WI 53562-0071

Signing Officer

Name
Richard Bakken
Title
President
Phone
6088361701
Signed
2026-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Lucida Advisors LLC
Address
1232 FOURIER DRIVE SUITE 100, MADISON, WI 53717
Preparer
John S Bakunowicz CPA
Phone
6082338333
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 35 licenses 61 miscellaneous 750 flags 461 advertising 949 postage 181 insurance 855 non-investment depreciation 6,856 total 10,148”

Form 990-ez, Part I, Line 20

“TRANSFER TO TRUST 20,631”

Form 990-ez, Part II, Line 24

“Fixed assets 102,850 102,850 less accumulated depreciation 45,289 52,145 total 57,561 50,705”

Raw XML Appendix113 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD BAKKEN
IRS990EZ/BooksInCareOfDetail/PhoneNum06088361701
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 620071
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIDDLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0192078
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0187396
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0326
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-32169
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03945
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0249639
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0238101
IRS990EZ/GrossReceiptsAmt027617
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04888
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0249639
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0238101
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0249639
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0238101
IRS990EZ/OccupancyRentUtltsAndMaintAmt039693
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD BAKKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRED KEMPFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHRYN FLEMMING WEINSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY VAN AMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD LABRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON VAN AMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt057561
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050705
IRS990EZ/OtherChangesInNetAssetsAmt020631
IRS990EZ/OtherExpensesTotalAmt010148
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OPERATION OF A CEMETERY
IRS990EZ/ProgramServiceRevenueAmt022403
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CEMETERY OPERATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059786
IRS990EZ/TotalRevenueAmt027617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 35 LICENSES 61 MISCELLANEOUS 750 FLAGS 461 ADVERTISING 949 POSTAGE 181 INSURANCE 855 NON-INVESTMENT DEPRECIATION 6,856 TOTAL 10,148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFER TO TRUST 20,631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIXED ASSETS 102,850 102,850 LESS ACCUMULATED DEPRECIATION 45,289 52,145 TOTAL 57,561 50,705
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BAKKEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06088361701
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDDLETON CEMETERY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RICHARD BAKKEN
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0390469793
ReturnHeader/Filer/PhoneNum06088361701
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 620071
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0535620071
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCIDA ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01232 FOURIER DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06082338333
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S BAKUNOWICZ CPA
ReturnHeader/ReturnTs02026-03-18T08:59:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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