Civic Intelligence

Oakwood Cemetery Association

990 • Fiscal year 2016 • EIN 39-0512435

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 30, 2017

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.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Net Margin

18th percentile

-29%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$7,300

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Asset Growth

31st percentile

-0.7%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-41%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$509,444

Down $3,515 (-0.7%) from 2015

Net Assets

Down

$508,173

Down $3,509 (-0.7%) from 2015

Liabilities

Down

$1,271

Down $6 (-0.5%) from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin18th percentile

Revenue

Down

$71,305

Down $48,653 (-41%) from 2015

Expenses

Down

$91,932

Down $12,378 (-12%) from 2015

Net Income

Down

-$20,627

Down $36,275 (-232%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2016

Assets$509,444
Liabilities$1,271
Net Assets$508,173
Open 2016 Filing

Operations Trend

Revenue Growth14th 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

2016

Revenue$71,305
Expenses$91,932
Net Income-$20,627
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 30, 2017
Return Version
2016v3.0
Gross Receipts
$89,360
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$230,996$221,056▼ $9,940
Land, Buildings, and Equipment, Net$142,941$155,613▲ $12,672
Savings and Temporary Cash Investments$107,609$109,867▲ $2,258
Accounts Receivable$4,200$5,565▲ $1,365
Prepaid Expenses and Deferred Charges$3,769$3,462▼ $307
Cash and Non-Interest-Bearing Accounts$10,847$336▼ $10,511
Total Assets$512,959$509,444▼ $3,515
Other Assets Total$12,597$13,545▲ $948
Liabilities
Accounts Payable and Accrued Expenses$1,277$1,271▼ $6
Total Liabilities$1,277$1,271▼ $6
Net Assets / Fund Balance
Unrestricted Net Assets$501,788$497,265▼ $4,523
Permanently Rstr Net Assets$9,894$10,908▲ $1,014
Total Net Assets Fund Balance$511,682$508,173▼ $3,509
Total Liabilities and Net Assets / Fund Balance$512,959$509,444▼ $3,515

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$109,038$123,171$232,209
Other Land Buildings$9,363$80,335$89,698
Equipment$2,680$61,047$63,727
Land$34,532-$34,532

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$348,499$2,284▲ $23,557$28,834$341,832
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
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
$59,908
Investment Income
$6,907
Other Revenue
$4,490
Change in Net Assets
$-20,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$50,029
Other Expenses$41,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$36,178
Occupancy---$10,573
Insurance---$9,309
Depreciation Depletion---$8,825
Current Officers, Directors, Trustees, and Key Employees---$8,800
Office Expenses---$5,572
Payroll Taxes---$5,051
Fees for Service Investment Mgmnt Fees---$3,639
Fees for Services Accounting---$2,250
Other Expenses---$1,122
Advertising---$613
Total Functional Expenses$0$0$0$91,932
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 11B

“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
2017-01-30
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
4
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 1,014.”

Financial Statement Notes

PART V, LINE 4:

“PERPETUAL CARE”

Raw XML Appendix359 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/InvestmentEarningsOrLossesAmt027603
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02680
IRS990ScheduleD/EquipmentGrp/DepreciationAmt061047
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063727
IRS990ScheduleD/LandGrp/BookValueAmt034532
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034532
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09363
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt080335
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt089698
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.03100
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PERPETUAL CARE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0155613
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 1,014.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
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/TotalAssetsBOYAmt0512959
IRS990/TotalAssetsEOYAmt0509444
IRS990/TotalAssetsGrp/BOYAmt0512959
IRS990/TotalAssetsGrp/EOYAmt0509444
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt091932
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01277
IRS990/TotalLiabilitiesEOYAmt01271
IRS990/TotalLiabilitiesGrp/BOYAmt01277
IRS990/TotalLiabilitiesGrp/EOYAmt01271
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0511682
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0508173
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt059908
IRS990/TotalReportableCompFromOrgAmt08800
IRS990/TotalRevenueGrp/ExclusionAmt011397
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059908
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071305
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0512959
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0509444
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0501788
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0497265
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BORTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09208855372
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId03A8E1307D5A083BE7B0DDAD7C35340AABE5099FD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B9167D3FE38F2A15E8847A7B6214509949A95FAB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02017-01-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:00:32
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/PreparationDt02017-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L O'CONNELL CPA
ReturnHeader/ReturnTs02017-01-31T11:58:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$509,444
Liabilities
$1,271
Net assets
$508,173
Revenue
$71,305
Expenses
$91,932
Net income
-$20,627
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
2016Detailed filing. Detailed filing data is available for this year.$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
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