Civic Intelligence

Oakwood Cemetery Association

990 • Fiscal year 2020 • EIN 39-0512435

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 18, 2021

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

78th percentile

0.00x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.01x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Net Margin

21st percentile

-6.3%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

81st percentile

$7,820

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Asset Growth

16th percentile

-1.7%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

5.4%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$511,835

Down $8,709 (-1.7%) from 2019

Net Assets

Down

$510,226

Down $8,469 (-1.6%) from 2019

Liabilities

Down

$1,609

Down $240 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin21st percentile

Revenue

Up

$110,469

Up $5,669 (+5.4%) from 2019

Expenses

Up

$117,470

Up $13,170 (+13%) from 2019

Net Income

Down

-$7,001

Down $7,501 (-1500%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2020

Assets$511,835
Liabilities$1,609
Net Assets$510,226
Open 2020 Filing

Operations Trend

Revenue Growth54th 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

2020

Revenue$110,469
Expenses$117,470
Net Income-$7,001
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 18, 2021
Return Version
2020v4.0
Gross Receipts
$214,296
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$221,513$225,287▲ $3,774
Land, Buildings, and Equipment, Net$140,334$135,557▼ $4,777
Savings and Temporary Cash Investments$123,965$126,467▲ $2,502
Accounts Receivable$9,685$9,250▼ $435
Cash and Non-Interest-Bearing Accounts$5,184$8,877▲ $3,693
Prepaid Expenses and Deferred Charges$3,404$3,800▲ $396
Total Assets$520,544$511,835▼ $8,709
Other Assets Total$16,459$2,597▼ $13,862
Liabilities
Accounts Payable and Accrued Expenses$1,849$1,609▼ $240
Total Liabilities$1,849$1,609▼ $240
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$504,894$510,226▲ $5,332
Net Assets With Donor Restrictions$13,801$0▼ $13,801
Total Net Assets Fund Balance$518,695$510,226▼ $8,469
Total Liabilities and Net Assets / Fund Balance$520,544$511,835▼ $8,709

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$89,541$142,668$232,209
Other Land Buildings$3,674$86,024$89,698
Equipment$7,810$63,528$71,338
Land$34,532-$34,532

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$359,279$48,700▲ $13,077$66,889$351,754
2019$327,271$7,094▲ $41,123$13,535$359,279
2018$349,300$2,494▼ $7,293$14,451$327,271
2017$341,832$4,442▲ $28,953$22,404$349,300
2016$348,499$2,284▲ $23,557$28,834$341,832
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Russell KottkeSecretary/treasurerPT$7,820$7,820
Al SchwantzVice President-$300$300
Peter WestraDirector-$300$300
Vikki Fischer-kurthPresident-$300$300
Gary DummerDirector-$175$175
Jim SchreiberDirector-$50$50
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$79,250
Investment Income
$14,545
Other Revenue
$16,674
Change in Net Assets
$-7,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$63,427
Other Expenses$54,043
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$47,345
Occupancy---$25,119
Insurance---$9,487
Current Officers, Directors, Trustees, and Key Employees---$8,945
Depreciation Depletion---$7,751
Payroll Taxes---$7,137
Office Expenses---$6,676
Fees for Service Investment Mgmnt Fees---$2,378
Fees for Services Accounting---$2,025
Advertising---$607
Total Functional Expenses$0$0$0$117,470
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 35% controlled entity
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 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
Vikki Fischer Kurth
Title
President
Phone
9208855372
Signed
2021-02-18
Discuss with paid preparer
Yes

Organization Details

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
Stacy M Braaksma CPA
Phone
9208853388
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in perpetual trust -13,801.”

Financial Statement Notes

PART V, LINE 4:

“PERPETUAL CARE”

Raw XML Appendix364 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/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt022404
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03674
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0348499
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02284
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0341832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023557
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt028834
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt07810
IRS990ScheduleD/EquipmentGrp/DepreciationAmt063528
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt071338
IRS990ScheduleD/LandGrp/BookValueAmt034532
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034532
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03674
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt086024
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt089698
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PERPETUAL CARE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0135557
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1OUR GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -13,801.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0520544
IRS990/TotalAssetsEOYAmt0511835
IRS990/TotalAssetsGrp/BOYAmt0520544
IRS990/TotalAssetsGrp/EOYAmt0511835
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0117470
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01849
IRS990/TotalLiabilitiesEOYAmt01609
IRS990/TotalLiabilitiesGrp/BOYAmt01849
IRS990/TotalLiabilitiesGrp/EOYAmt01609
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0518695
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0510226
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt079250
IRS990/TotalReportableCompFromOrgAmt08945
IRS990/TotalRevenueGrp/ExclusionAmt031219
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt079250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110469
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0520544
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0511835
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VIKKI FISCHER KURTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09208855372
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-18
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/PreparationDt02021-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY M BRAAKSMA CPA
ReturnHeader/ReturnTs02021-02-22T09:40:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VIKKI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISCHER KURTH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$511,835
Liabilities
$1,609
Net assets
$510,226
Revenue
$110,469
Expenses
$117,470
Net income
-$7,001
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
2020Detailed filing. Detailed filing data is available for this year.$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
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