Civic Intelligence

Middleton Cemetery Association C/O Richard Bakken

990EZ • Fiscal year 2018 • EIN 39-0469793

May 01, 2017 to Apr 30, 2018 • Filed on May 21, 2018

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

71st percentile

0.00x

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

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.00x

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

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Net Margin

16th percentile

-31%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Top Officer Pay

87th percentile

$4,500

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Asset Growth

67th percentile

2.9%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)13 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)13 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$330,207

Up $9,377 (+2.9%) from 2017

Net Assets

Up

$330,207

Up $9,377 (+2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin16th percentile

Revenue

Down

$36,991

Down $8,659 (-19%) from 2017

Expenses

Down

$48,372

Down $4,534 (-8.6%) from 2017

Net Income

Down

-$11,381

Down $4,125 (-57%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2018

Assets$330,207
Liabilities$0
Net Assets$330,207
Open 2018 Filing

Operations Trend

Revenue Growth25th 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

2018

Revenue$36,991
Expenses$48,372
Net Income-$11,381
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
May 21, 2018
Return Version
2017v2.2
Gross Receipts
$36,991
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 Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James P UllomDirectorPT$4,500-$4,500
Richard BakkenDirectorPT$2,500-$2,500
Fred KempferDirectorPT$750-$750
Gilman C VossDirectorPT$0--
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
2018-05-21
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 Expenses.1002

“Office Expenses $191”

Other Expenses.1009

“Depreciation $6454”

Other Expenses.1012

“Insurance $370”

Other Expenses.1

“Maintenance $10075”

Other Expenses.2

“Tree Removal/Maintenance $5779”

Other Expenses.3

“Repairs $3095”

Other Expenses.4

“Utilities $2937”

Other Expenses.5

“Staking $2900”

Other Expenses.6

“Lawn Care $2374”

Other Expenses.7

“Excavations $1700”

Other Expenses.8

“Monument $1000”

Other Expenses.9

“Markers $750”

Other Expenses.10

“Supplies $713”

Other Expenses.11

“Top Soil $500”

Other Expenses.13

“Miscellanous $150”

Other Expenses.14

“Website $135”

Other Expenses.15

“Contractor Cost $100”

Other Expenses.16

“Gift $100”

Other Expenses.17

“Subscriptions $98”

Other Expenses.18

“Tax $37”

Other Expenses.19

“Safety Deposit Box $30”

Other Expenses.20

“Flags $10”

Other Expenses.21

“Bank fee $10”

Raw XML Appendix165 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/BOYAmt0217980
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0233811
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11381
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0775
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0320830
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0330207
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt036991
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07603
IRS990EZ/LandAndBuildingsGrp/BOYAmt0102850
IRS990EZ/LandAndBuildingsGrp/EOYAmt096396
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0320830
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0330207
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0320830
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0330207
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/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt7750
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/PersonNm7Fred Kempfer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt020758
IRS990EZ/OtherExpensesTotalAmt039508
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Operate a Cemetary
IRS990EZ/PrintingPublicationsPostageAmt0339
IRS990EZ/ProgramServiceRevenueAmt029350
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Operation of a Cemetery.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07750
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048372
IRS990EZ/TotalRevenueAmt036991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $6454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Maintenance $10075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Tree Removal/Maintenance $5779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Repairs $3095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Utilities $2937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staking $2900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Lawn Care $2374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Excavations $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Monument $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Markers $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Supplies $713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Top Soil $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Miscellanous $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Website $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Contractor Cost $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Gift $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Subscriptions $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Tax $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Safety Deposit Box $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Flags $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Bank fee $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.21
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James P Ullom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-21
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/PreparerFirmEIN0453866466
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/ReturnTs02018-05-21T10:00:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$330,207
Liabilities
$0
Net assets
$330,207
Revenue
$36,991
Expenses
$48,372
Net income
-$11,381
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
2018Detailed filing. Detailed filing data is available for this year.$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