Civic Intelligence

Middleton Cemetery Association

990EZ • Fiscal year 2020 • EIN 39-0469793

May 01, 2019 to Apr 30, 2020 • Filed on Jun 16, 2020

Organization ProfileN/A
c/o James Ullom 7635 Lisa Lane 224Middleton, WI 53562

(608) 203-6729

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.00x

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

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Net Margin

35th percentile

-0.5%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$6,958

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Asset Growth

6th percentile

-16%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)13 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)13 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$295,956

Down $58,057 (-16%) from 2019

Net Assets

Down

$295,956

Down $58,057 (-16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin35th percentile

Revenue

Up

$43,781

Up $4,432 (+11%) from 2019

Expenses

Up

$44,014

Up $4,016 (+10%) from 2019

Net Income

Up

-$233

Up $416 (+64%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2020

Assets$295,956
Liabilities$0
Net Assets$295,956
Open 2020 Filing

Operations Trend

Revenue Growth58th 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

2020

Revenue$43,781
Expenses$44,014
Net Income-$233
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Jun 16, 2020
Return Version
2019v5.0
Gross Receipts
$43,781
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 Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James P UllomDirectorPT$6,958-$6,958
Richard BakkenDirectorPT$1,875-$1,875
Fred KempferDirectorPT$1,125-$1,125
Rodney WaldmannDirector-$0--
James DahlkDirector-$0--
Nancy Van AmanDirector-$0--
Don Van AmanDirector-$0--
Dick LaBrieDirector-$0--
Kathryn Flemming WeinsteinDirector-$0--
Filing and Contact Details

Filer

Filer Name
Middleton Cemetery Association
EIN
39-0469793
Address
c/o James Ullom 7635 Lisa Lane 224, Middleton, WI 53562

Signing Officer

Name
James P Ullom
Title
Director
Signed
2020-06-16
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 $1400”

Other Expenses.1001

“Advertising and Promotion $802”

Other Expenses.1002

“Office Expenses $798”

Other Expenses.1009

“Depreciation $6381”

Other Expenses.1012

“Insurance $648”

Other Expenses.1

“Maintenance $13925”

Other Expenses.2

“Utilities $3109”

Other Expenses.3

“Contractor Cost $2506”

Other Expenses.4

“Excavations $1625”

Other Expenses.5

“Refund Overpayment $650”

Other Expenses.6

“Tree Removal $560”

Other Expenses.8

“Subscriptions $337”

Other Expenses.9

“Safety Deposit Box $30”

Raw XML Appendix152 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0James Ullom
IRS990EZ/BooksInCareOfDetail/PhoneNum06082036729
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07635 Lisa Lane 224
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Middleton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0264071
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0212395
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0663
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-233
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02199
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0354013
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0295956
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt043781
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010908
IRS990EZ/LandAndBuildingsGrp/BOYAmt089942
IRS990EZ/LandAndBuildingsGrp/EOYAmt083561
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0354013
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0295956
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0354013
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0295956
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01875
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt16958
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Bakken
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James P Ullom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rodney Waldmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3James Dahlk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nancy Van Aman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Fred Kempfer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Don Van Aman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dick LaBrie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kathryn Flemming Weinstein
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/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-57824
IRS990EZ/OtherExpensesTotalAmt031371
IRS990EZ/OtherRevenueTotalAmt01400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Operate a Cemetary
IRS990EZ/PrintingPublicationsPostageAmt0486
IRS990EZ/ProgramServiceRevenueAmt030810
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Operation of a Cemetery.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09958
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044014
IRS990EZ/TotalRevenueAmt043781
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Prepaid Excavation $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $6381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Maintenance $13925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Utilities $3109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Contractor Cost $2506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Excavations $1625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Refund Overpayment $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Tree Removal $560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Subscriptions $337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Safety Deposit Box $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James P Ullom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Middleton Cemetery Association
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0390469793
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o James Ullom 7635 Lisa Lane 224
ReturnHeader/Filer/USAddress/CityNm0Middleton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053562
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/ReturnTs02020-06-16T14:01:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,956
Liabilities
$0
Net assets
$295,956
Revenue
$43,781
Expenses
$44,014
Net income
-$233
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
2020Detailed filing. Detailed filing data is available for this year.$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