Civic Intelligence

Middleton Cemetery Association C/O Richard Bakken

990EZ • Fiscal year 2016 • EIN 39-0469793

May 01, 2015 to Apr 30, 2016 • Filed on May 09, 2016

Organization ProfileN/A
c/o James Ullom6530 Schroeder RoadMadison, WI 53711

(608) 230-6710

Siviq Scores

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

Liabilities / Assets

70th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)13 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)13 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-27%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)13 • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$6,500

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2016 filings • 501(c)13 • <$500k nonprofits • Source year 2016

Asset Growth

17th percentile

-4.4%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)13 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

5.1%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)13 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$299,259

Down $13,681 (-4.4%) from 2015

Net Assets

Down

$299,259

Down $13,681 (-4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin22nd percentile

Revenue

Up

$31,698

Up $1,534 (+5.1%) from 2015

Expenses

Up

$40,290

Up $6,649 (+20%) from 2015

Net Income

Down

-$8,592

Down $5,115 (-147%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$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

2016

Assets$299,259
Liabilities$0
Net Assets$299,259
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$31,698
Expenses$40,290
Net Income-$8,592
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
May 9, 2016
Return Version
2015v2.0
Gross Receipts
$31,698
Mission and Program Overview

Mission

OPERATION OF A CEMETERY

Operate a Cemetary

Program Services

DescriptionGrantsExpenses
Operation of a Cemetery.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James P UllomDirectorPT$6,500-$6,500
Richard BakkenDirectorPT$1,250-$1,250
Gilman C VossDirectorPT$625-$625
Alice DrakeDirector-$0--
Rodney WaldmannDirector-$0--
James DahlkDirector-$0--
Nancy Van AmanDirector-$0--
Filing and Contact Details

Filer

Filer Name
Middleton Cemetery Association
EIN
39-0469793
Address
c/o James Ullom6530 Schroeder Road, Madison, WI 53711

Signing Officer

Name
James P Ullom
Title
Director
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Boardman & Clark LLP
Address
1 S Pinckney St Suite 410, Madison, WI 53703-4256
Preparer
David P Weller
Phone
6082579521
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Prepaid Excavation $3132”

Other Revenue.2

“Prepaid Vault $2212”

Other Revenue.3

“Prepaid Markers $500”

Other Revenue.4

“Insurance Refund $14”

Other Expenses.1002

“Office Expenses $543”

Other Expenses.1009

“Depreciation $5335”

Other Expenses.1012

“Insurance $370”

Other Expenses.1

“Maintenance $8600”

Other Expenses.2

“Contractor Cost $6837”

Other Expenses.3

“Tree Removal $2110”

Other Expenses.4

“Utilities $1960”

Other Expenses.5

“Supplies $1343”

Other Expenses.6

“Repairs $1280”

Other Expenses.7

“Staking $675”

Other Expenses.8

“Honorarium $575”

Other Expenses.9

“Website $497”

Other Expenses.10

“Small Equipment $398”

Other Expenses.11

“Software $242”

Other Expenses.13

“Signage $138”

Other Expenses.14

“Meeting $75”

Other Expenses.15

“Bank fee $40”

Other Expenses.16

“Safety Deposit Box $30”

Other Expenses.17

“Flags $10”

Raw XML Appendix162 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/PersonNm0James Ullom
IRS990EZ/BooksInCareOfDetail/PhoneNum06082306710
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06530 Schroeder Road 216
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053711
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0227283
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0205252
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8592
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0312940
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0299259
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt031698
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07412
IRS990EZ/LandAndBuildingsGrp/BOYAmt085657
IRS990EZ/LandAndBuildingsGrp/EOYAmt094007
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0312940
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0299259
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0312940
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0299259
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt16500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2625
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Bakken
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James P Ullom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gilman C Voss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alice Drake
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rodney Waldmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5James Dahlk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nancy Van Aman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-5089
IRS990EZ/OtherExpensesTotalAmt031058
IRS990EZ/OtherRevenueTotalAmt05858
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Operate a Cemetary
IRS990EZ/PrintingPublicationsPostageAmt0157
IRS990EZ/ProgramServiceRevenueAmt018390
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Operation of a Cemetery.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt08375
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040290
IRS990EZ/TotalRevenueAmt031698
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Prepaid Excavation $3132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prepaid Vault $2212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prepaid Markers $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance Refund $14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation $5335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Maintenance $8600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Contractor Cost $6837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Tree Removal $2110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Utilities $1960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Supplies $1343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Repairs $1280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Staking $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Honorarium $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Website $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Small Equipment $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Software $242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Signage $138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Meeting $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Bank fee $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Safety Deposit Box $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Flags $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.17
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James P Ullom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Middleton Cemetery Association
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0390469793
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o James Ullom6530 Schroeder Road
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boardman & Clark LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 S Pinckney St Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537034256
ReturnHeader/PreparerPersonGrp/PhoneNum06082579521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David P Weller
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-09T11:13:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,259
Liabilities
$0
Net assets
$299,259
Revenue
$31,698
Expenses
$40,290
Net income
-$8,592
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)13 • <$500k nonprofits