Civic Intelligence

Middleton Cemetery Association C/O Richard Bakken

990EZ • Fiscal year 2023 • EIN 39-0469793

May 01, 2022 to Apr 30, 2023 • Filed on Mar 12, 2024

Organization ProfileN/A
PO Box 620071Middleton, WI 53562-0071

(608) 836-1701

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.

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.00x

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

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-34%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$2,500

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

3.3%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)13 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

38%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)13 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$250,172

Up $8,027 (+3.3%) from 2022

Net Assets

Up

$250,172

Up $8,027 (+3.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin20th percentile

Revenue

Up

$32,892

Up $8,980 (+38%) from 2022

Expenses

Up

$43,997

Up $556 (+1.3%) from 2022

Net Income

Up

-$11,105

Up $8,424 (+43%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2023

Assets$250,172
Liabilities$0
Net Assets$250,172
Open 2023 Filing

Operations Trend

Revenue Growth77th 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

2023

Revenue$32,892
Expenses$43,997
Net Income-$11,105
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Mar 12, 2024
Return Version
2022v5.0
Gross Receipts
$37,798
Mission and Program Overview

Mission

OPERATION OF A CEMETERY

OPERATION OF A CEMETERY.

Program Services

DescriptionGrantsExpenses
CEMETERY OPERATIONS$0$0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD BAKKENPresidentPT$2,500-$2,500
FRED KEMPFERVice PresidentPT$1,250-$1,250
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
2024-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Grobe & Associates Cpas LLC
Address
37 KESSEL COURT SUITE 205, MADISON, WI 53711
Preparer
John Bakunowicz CPA
Phone
6082101200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 1,296. Description: dividends. Amount: 3,914. Total included on form 990-ez, line 4: 5,210.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: permits & licenses. Amount: 180. Description: supplies. Amount: 661. Description: insurance. Amount: 722. Description: donations. Amount: 462. Description: depreciation expense. Amount: 6,381. Description: office expenses. Amount: 256. Total to form 990-ez, line 16: 8,662.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: funds transfer from trust. Amount: 19,132.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 70,799. End of year amount: 64,418.”

Raw XML Appendix139 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/ActivitiesNotPreviouslyRptInd00
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/BOYAmt0171346
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0185754
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0300
IRS990EZ/CostOrOtherBasisExpenseSaleAmt04906
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11105
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06505
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0242145
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0250172
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-4906
IRS990EZ/GrossReceiptsAmt037798
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05210
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0242145
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0250172
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0242145
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0250172
IRS990EZ/OccupancyRentUtltsAndMaintAmt025080
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/CompensationAmt02500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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 PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt070799
IRS990EZ/OtherAssetsTotalDetail/EOYAmt064418
IRS990EZ/OtherChangesInNetAssetsAmt019132
IRS990EZ/OtherExpensesTotalAmt08662
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OPERATION OF A CEMETERY.
IRS990EZ/ProgramServiceRevenueAmt032288
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CEMETERY OPERATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt03750
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt043997
IRS990EZ/TotalRevenueAmt032892
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1,296. DESCRIPTION: DIVIDENDS. AMOUNT: 3,914. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PERMITS & LICENSES. AMOUNT: 180. DESCRIPTION: SUPPLIES. AMOUNT: 661. DESCRIPTION: INSURANCE. AMOUNT: 722. DESCRIPTION: DONATIONS. AMOUNT: 462. DESCRIPTION: DEPRECIATION EXPENSE. AMOUNT: 6,381. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 256. TOTAL TO FORM 990-EZ, LINE 16: 8,662.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FUNDS TRANSFER FROM TRUST. AMOUNT: 19,132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 70,799. END OF YEAR AMOUNT: 64,418.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BAKKEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06088361701
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-12
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472570125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROBE & ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 KESSEL COURT SUITE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053711
ReturnHeader/PreparerPersonGrp/PhoneNum06082101200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BAKUNOWICZ CPA
ReturnHeader/ReturnTs02024-03-12T20:39:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAKKEN
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,172
Liabilities
$0
Net assets
$250,172
Revenue
$32,892
Expenses
$43,997
Net income
-$11,105
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
2023Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)13 • <$500k nonprofits