Civic Intelligence

Oakwood Cemetery

990 • Fiscal year 2015 • EIN 39-0512435

Jan 01, 2015 to Dec 31, 2015 • Filed on Jan 22, 2016

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

70th percentile

0.00x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2015

Net Margin

50th percentile

13%

Higher net margin than 50% of similar nonprofits.

2015 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$7,320

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2015 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2015

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2015 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

43%

Faster revenue growth than 85% of similar nonprofits.

2015 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$512,959

Down $1,460 (-0.3%) from 2014

Net Assets

Down

$511,682

Down $1,277 (-0.2%) from 2014

Liabilities

Down

$1,277

Down $183 (-13%) from 2014

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin50th percentile

Revenue

Up

$119,958

Up $36,252 (+43%) from 2014

Expenses

Down

$104,310

Down $7,844 (-7.0%) from 2014

Net Income

Up

$15,648

Up $44,096 (+155%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2015

Assets$512,959
Liabilities$1,277
Net Assets$511,682
Open 2015 Filing

Operations Trend

Revenue Growth85th 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

2015

Revenue$119,958
Expenses$104,310
Net Income$15,648
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jan 22, 2016
Return Version
2015v2.1
Gross Receipts
$148,619
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$242,558$230,996▼ $11,562
Land, Buildings, and Equipment, Net$152,940$142,941▼ $9,999
Savings and Temporary Cash Investments$103,032$107,609▲ $4,577
Cash and Non-Interest-Bearing Accounts$133$10,847▲ $10,714
Accounts Receivable$2,830$4,200▲ $1,370
Prepaid Expenses and Deferred Charges$3,766$3,769▲ $3
Total Assets$514,419$512,959▼ $1,460
Other Assets Total$9,160$12,597▲ $3,437
Liabilities
Accounts Payable and Accrued Expenses$1,462$1,277▼ $185
Total Liabilities$1,462$1,277▼ $185
Net Assets / Fund Balance
Unrestricted Net Assets$503,797$501,788▼ $2,009
Permanently Rstr Net Assets$9,160$9,894▲ $734
Total Net Assets Fund Balance$512,957$511,682▼ $1,275
Total Liabilities and Net Assets / Fund Balance$514,419$512,959▼ $1,460

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$91,973$118,739$210,712
Leasehold Improvements$11,413$78,285$89,698
Equipment$5,023$58,704$63,727
Land$34,532-$34,532

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$354,750$4,607▼ $3,945$3,334$348,499
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
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Russell KottkeSecretary/treasurerPT$7,320$7,320
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
$99,605
Investment Income
$13,402
Other Revenue
$6,951
Change in Net Assets
$15,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$53,561
Other Expenses$50,749
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$38,046
Occupancy---$17,340
Depreciation Depletion---$9,999
Insurance---$9,927
Current Officers, Directors, Trustees, and Key Employees---$8,820
Payroll Taxes---$6,695
Office Expenses---$5,397
Fees for Service Investment Mgmnt Fees---$3,579
Fees for Services Accounting---$2,800
Other Expenses---$1,094
Advertising---$613
Total Functional Expenses$0$0$0$104,310
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
No
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 governing documents are 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
2016-01-22
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
5
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 734.”

Financial Statement Notes

PART V, LINE 4:

“PERPETUAL CARE”

Raw XML Appendix354 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.

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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04780
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0330977
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt057796
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05023
IRS990ScheduleD/EquipmentGrp/DepreciationAmt058704
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063727
IRS990ScheduleD/LandGrp/BookValueAmt034532
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034532
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011413
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt078285
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt089698
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PERPETUAL CARE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0142941
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 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 734.
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/TotalAssetsBOYAmt0514419
IRS990/TotalAssetsEOYAmt0512959
IRS990/TotalAssetsGrp/BOYAmt0514419
IRS990/TotalAssetsGrp/EOYAmt0512959
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104310
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01462
IRS990/TotalLiabilitiesEOYAmt01277
IRS990/TotalLiabilitiesGrp/BOYAmt01462
IRS990/TotalLiabilitiesGrp/EOYAmt01277
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0512957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0511682
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt099605
IRS990/TotalReportableCompFromOrgAmt08820
IRS990/TotalRevenueGrp/ExclusionAmt020353
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt099605
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0119958
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0514419
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0512959
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0503797
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0501788
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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BORTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09208855372
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-22
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/PreparationDt02016-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L O'CONNELL CPA
ReturnHeader/ReturnTs02016-02-12T11:11:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,959
Liabilities
$1,277
Net assets
$511,682
Revenue
$119,958
Expenses
$104,310
Net income
$15,648
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
2015Detailed filing. Detailed filing data is available for this year.$5.13$0.01$5.12$1.20$1.04$0.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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