Civic Intelligence

Oakwood Cemetery Association

990 • Fiscal year 2014 • EIN 39-0512435

Jan 01, 2014 to Dec 31, 2014 • Filed on Jan 27, 2015

Organization ProfileOAKWOODCEMETERYBD.COM
W8285 Highway 33Beaver Dam, WI 53916-9402

(920) 885-5372

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

Higher debt load relative to assets than 72% of similar nonprofits.

2014 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2014

Net Margin

8th percentile

-34%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$7,300

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2014 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2014

Asset Growth

6th percentile

-3.5%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-15%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$514,419

Down $18,474 (-3.5%) from 2013

Net Assets

Down

$512,959

Down $18,061 (-3.4%) from 2013

Liabilities

Down

$1,460

Down $413 (-22%) from 2013

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin8th percentile

Revenue

Down

$83,706

Down $14,249 (-15%) from 2013

Expenses

Down

$112,154

Down $3,918 (-3.4%) from 2013

Net Income

Down

-$28,448

Down $10,331 (-57%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$600K$400K$200K$0Assets 2010: $582,383Liabilities 2010: $11,370Net Assets 2010: $571,0132010Assets 2011: $518,158Liabilities 2011: $1,894Net Assets 2011: $516,2642011Assets 2012: $515,428Liabilities 2012: $1,523Net Assets 2012: $513,9052012Assets 2013: $532,893Liabilities 2013: $1,873Net Assets 2013: $531,0202013Assets 2014: $514,419Liabilities 2014: $1,460Net Assets 2014: $512,9592014Assets 2015: $512,959Liabilities 2015: $1,277Net Assets 2015: $511,6822015Assets 2016: $509,444Liabilities 2016: $1,271Net Assets 2016: $508,1732016Assets 2017: $523,491Liabilities 2017: $1,534Net Assets 2017: $521,9572017Assets 2018: $492,050Liabilities 2018: $1,363Net Assets 2018: $490,6872018Assets 2019: $520,544Liabilities 2019: $1,849Net Assets 2019: $518,6952019Assets 2020: $511,835Liabilities 2020: $1,609Net Assets 2020: $510,2262020Assets 2021: $527,989Liabilities 2021: $1,615Net Assets 2021: $526,3742021Assets 2022: $472,663Liabilities 2022: $2,506Net Assets 2022: $470,1572022Assets 2023: $512,039Liabilities 2023: $1,034Net Assets 2023: $511,0052023Assets 2024: $549,290Liabilities 2024: $1,610Net Assets 2024: $547,6802024Assets 2025: $535,671Liabilities 2025: $975Net Assets 2025: $534,6962025

Highlighted filing

2014

Assets$514,419
Liabilities$1,460
Net Assets$512,959
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KExpenses 2010: $125,7712010Expenses 2011: $119,5322011Expenses 2012: $102,4032012Revenue 2013: $97,955Expenses 2013: $116,072Net Income 2013: -$18,1172013Revenue 2014: $83,706Expenses 2014: $112,154Net Income 2014: -$28,4482014Revenue 2015: $119,958Expenses 2015: $104,310Net Income 2015: $15,6482015Revenue 2016: $71,305Expenses 2016: $91,932Net Income 2016: -$20,6272016Revenue 2017: $159,795Expenses 2017: $99,151Net Income 2017: $60,6442017Revenue 2018: $87,006Expenses 2018: $97,920Net Income 2018: -$10,9142018Revenue 2019: $104,800Expenses 2019: $104,300Net Income 2019: $5002019Revenue 2020: $110,469Expenses 2020: $117,470Net Income 2020: -$7,0012020Revenue 2021: $124,295Expenses 2021: $109,997Net Income 2021: $14,2982021Revenue 2022: $91,874Expenses 2022: $107,679Net Income 2022: -$15,8052022Revenue 2023: $113,173Expenses 2023: $95,866Net Income 2023: $17,3072023Revenue 2024: $160,126Expenses 2024: $130,509Net Income 2024: $29,6172024Revenue 2025: $115,566Expenses 2025: $136,370Net Income 2025: -$20,8042025

Highlighted filing

2014

Revenue$83,706
Expenses$112,154
Net Income-$28,448
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jan 27, 2015
Return Version
2014v5.0
Gross Receipts
$104,352
Mission and Program Overview

Mission

Provide solace and support to burial services for loved ones in the beaver dam area

Providing burial services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$251,869$242,558▼ $9,311
Land, Buildings, and Equipment, Net$164,101$152,940▼ $11,161
Savings and Temporary Cash Investments$99,642$103,032▲ $3,390
Prepaid Expenses and Deferred Charges$3,199$3,766▲ $567
Accounts Receivable$3,495$2,830▼ $665
Cash and Non-Interest-Bearing Accounts$2,127$133▼ $1,994
Total Assets$532,893$514,419▼ $18,474
Other Assets Total$8,460$9,160▲ $700
Liabilities
Accounts Payable and Accrued Expenses$1,873$1,460▼ $413
Total Liabilities$1,873$1,460▼ $413
Net Assets / Fund Balance
Unrestricted Net Assets$522,560$503,799▼ $18,761
Permanently Rstr Net Assets$8,460$9,160▲ $700
Total Net Assets Fund Balance$531,020$512,959▼ $18,061
Total Liabilities and Net Assets / Fund Balance$532,893$514,419▼ $18,474

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$96,313$114,399$210,712
Leasehold Improvements$14,456$75,242$89,698
Equipment$7,639$74,077$81,716
Land$34,532-$34,532

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$359,971$3,415▲ $27,524$33,410$354,750
2013$335,874$4,115▲ $62,895$41,251$359,971
2012$330,977$4,250▲ $27,603-$335,874
2011$384,462$4,780▲ $726$57,796$330,977
2010$394,360$3,520▲ $41,979$53,991$384,462
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Russell KottkeSecretary/treasurerPT$7,300$7,300
Al SchwantzDirector-$300$300
Jane BortzDirector-$300$300
Peter WestraDirector-$300$300
Robert BortzPresident-$300$300
Vikki Fischer-kurthVice-president-$300$300
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$63,769
Investment Income
$17,137
Other Revenue
$2,800
Change in Net Assets
$-28,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,204
Salaries, Compensation, and Employee Benefits$52,950
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$36,763
Occupancy---$21,361
Depreciation Depletion---$11,161
Insurance---$9,336
Current Officers, Directors, Trustees, and Key Employees---$8,800
Payroll Taxes---$7,387
Office Expenses---$7,369
Other Expenses---$3,717
Fees for Services Accounting---$2,750
Fees for Service Investment Mgmnt Fees---$2,715
Advertising---$795
Total Functional Expenses$0$0$0$112,154
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two directors are married.”

Form 990, Part VI, Section B, Line 11

“The organization contracts with a cpa firm for the preparation of the form 990. A draft copy is presented at the february monthly board meeting for review. Upon approval by the board,the e-file authorization form is signed and our cpa is instructed to electronically file the return by the unextended due date.”

Form 990, Part VI, Section C, Line 19

“Our outside cpa firm compiles financial statements and copies are made available at our annual meeting that is open the public. Our governing documents are also available upon request.”

Filing and Contact Details

Filer

Filer Name
Oakwood Cemetery Association
EIN
39-0512435
Phone
9208855372
Address
W8285 HIGHWAY 33, BEAVER DAM, WI 53916-9402

Signing Officer

Name
Robert Bortz
Title
President
Phone
9208855372
Signed
2015-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Bortz
Formed
1869
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Firm
Parent Dott and Company Ltd
Address
P O BOX 516, BEAVER DAM, WI 53916-0516
Preparer
KENNETH L O'CONNELL CPA
Phone
9208853388
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in perpetual trust 700.”

Financial Statement Notes

PART V, LINE 4:

“PERPETUAL CARE”

Raw XML Appendix349 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
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IRS990/GrantToRelatedPersonInd00
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt07639
IRS990ScheduleD/EquipmentGrp/DepreciationAmt074077
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt081716
IRS990ScheduleD/LandGrp/BookValueAmt034532
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034532
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt014456
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt075242
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt089698
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.02580
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PERPETUAL CARE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0152940
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO DIRECTORS ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CONTRACTS WITH A CPA FIRM FOR THE PREPARATION OF THE FORM 990. A DRAFT COPY IS PRESENTED AT THE FEBRUARY MONTHLY BOARD MEETING FOR REVIEW. UPON APPROVAL BY THE BOARD,THE E-FILE AUTHORIZATION FORM IS SIGNED AND OUR CPA IS INSTRUCTED TO ELECTRONICALLY FILE THE RETURN BY THE UNEXTENDED DUE DATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR OUTSIDE CPA FIRM COMPILES FINANCIAL STATEMENTS AND COPIES ARE MADE AVAILABLE AT OUR ANNUAL MEETING THAT IS OPEN THE PUBLIC. OUR GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 700.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0532893
IRS990/TotalAssetsEOYAmt0514419
IRS990/TotalAssetsGrp/BOYAmt0532893
IRS990/TotalAssetsGrp/EOYAmt0514419
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt0112154
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01873
IRS990/TotalLiabilitiesEOYAmt01460
IRS990/TotalLiabilitiesGrp/BOYAmt01873
IRS990/TotalLiabilitiesGrp/EOYAmt01460
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0531020
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0512959
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt063769
IRS990/TotalReportableCompFromOrgAmt08800
IRS990/TotalRevenueGrp/ExclusionAmt019937
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt063769
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt083706
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0532893
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0514419
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0522560
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0503799
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0W8285 HIGHWAY 33
IRS990/USAddress/CityNm0BEAVER DAM
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0539169402
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0OAKWOODCEMETERYBD.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BORTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09208855372
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKWOOD CEMETERY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKW
ReturnHeader/Filer/EIN0390512435
ReturnHeader/Filer/PhoneNum09208855372
ReturnHeader/Filer/USAddress/AddressLine1Txt0W8285 HIGHWAY 33
ReturnHeader/Filer/USAddress/CityNm0BEAVER DAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0539169402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391139422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARENT DOTT AND COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 516
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAVER DAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0539160516
ReturnHeader/PreparerPersonGrp/PhoneNum09208853388
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L O'CONNELL CPA
ReturnHeader/ReturnTs02015-02-24T16:37:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$514,419
Liabilities
$1,460
Net assets
$512,959
Revenue
$83,706
Expenses
$112,154
Net income
-$28,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$0.01$5.35$1.16$1.36$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.49$0.02$5.48$1.60$1.31$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.01$5.11$1.13$0.96$0.17
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.73$0.03$4.70$0.92$1.08$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$0.02$5.26$1.24$1.10$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.02$5.10$1.10$1.17$0.07
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.21$0.02$5.19$1.05$1.04$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.01$4.91$0.87$0.98$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.02$5.22$1.60$0.99$0.61
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.01$5.08$0.71$0.92$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.01$5.12$1.20$1.04$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.14$0.01$5.13$0.84$1.12$0.28
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.33$0.02$5.31$0.98$1.16$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.02$5.14$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$0.02$5.16$1.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$0.11$5.71$1.26