Civic Intelligence

St. Joseph Cemetery Inc.

990 • Fiscal year 2022 • EIN 39-0824017

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 30, 2022

Organization ProfileSTJOSEPHCEMETERY.US
1815 E Wisconsin AveAppleton, WI 54911

(920) 733-1631

Siviq Scores

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

Liabilities / Assets

89th percentile

0.15x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

0.96x

Higher debt load relative to revenue than 90% of similar nonprofits.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2022

Net Margin

49th percentile

17%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2022

Asset Growth

36th percentile

-6.3%

Faster asset growth than 36% of similar nonprofits.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-40%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$3,388,234

Down $226,987 (-6.3%) from 2021

Net Assets

Down

$2,876,679

Down $269,082 (-8.6%) from 2021

Liabilities

Up

$511,555

Up $42,095 (+9.0%) from 2021

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin49th percentile

Revenue

Down

$533,842

Down $349,911 (-40%) from 2021

Expenses

Up

$443,022

Up $19,392 (+4.6%) from 2021

Net Income

Down

$90,820

Down $369,303 (-80%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,433,598Liabilities 2011: $642,741Net Assets 2011: $1,790,8572011Assets 2012: $2,325,151Liabilities 2012: $677,357Net Assets 2012: $1,647,7942012Assets 2013: $2,518,392Liabilities 2013: $715,127Net Assets 2013: $1,803,2652013Assets 2014: $3,009,392Liabilities 2014: $1,008,403Net Assets 2014: $2,000,9892014Assets 2015: $2,912,983Liabilities 2015: $928,202Net Assets 2015: $1,984,7812015Assets 2016: $2,834,702Liabilities 2016: $981,555Net Assets 2016: $1,853,1472016Assets 2017: $2,977,083Liabilities 2017: $1,042,486Net Assets 2017: $1,934,5972017Assets 2018: $3,315,566Liabilities 2018: $1,339,557Net Assets 2018: $1,976,0092018Assets 2019: $3,206,100Liabilities 2019: $453,135Net Assets 2019: $2,752,9652019Assets 2020: $3,086,186Liabilities 2020: $460,917Net Assets 2020: $2,625,2692020Assets 2021: $3,615,221Liabilities 2021: $469,460Net Assets 2021: $3,145,7612021Assets 2022: $3,388,234Liabilities 2022: $511,555Net Assets 2022: $2,876,6792022Assets 2023: $3,536,834Liabilities 2023: $513,879Net Assets 2023: $3,022,9552023Assets 2024: $3,648,323Liabilities 2024: $532,445Net Assets 2024: $3,115,8782024

Highlighted filing

2022

Assets$3,388,234
Liabilities$511,555
Net Assets$2,876,679
Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $225,5782011Expenses 2012: $268,1162012Expenses 2013: $275,2172013Revenue 2014: $501,605Expenses 2014: $304,681Net Income 2014: $196,9242014Revenue 2015: $600,872Expenses 2015: $327,027Net Income 2015: $273,8452015Revenue 2016: $341,806Expenses 2016: $350,199Net Income 2016: -$8,3932016Revenue 2017: $416,178Expenses 2017: $367,825Net Income 2017: $48,3532017Revenue 2018: $427,823Expenses 2018: $355,274Net Income 2018: $72,5492018Revenue 2019: $533,822Expenses 2019: $448,667Net Income 2019: $85,1552019Revenue 2020: $606,514Expenses 2020: $399,760Net Income 2020: $206,7542020Revenue 2021: $883,753Expenses 2021: $423,630Net Income 2021: $460,1232021Revenue 2022: $533,842Expenses 2022: $443,022Net Income 2022: $90,8202022Revenue 2023: $367,383Expenses 2023: $411,536Net Income 2023: -$44,1532023Revenue 2024: $556,740Expenses 2024: $463,817Net Income 2024: $92,9232024

Highlighted filing

2022

Revenue$533,842
Expenses$443,022
Net Income$90,820
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 30, 2022
Return Version
2021v4.0
Gross Receipts
$566,405
Mission and Program Overview

Mission

Operating, managing and maintaining a catholic cemetery in accordance with and in support of the mission of the catholic diocese of green bay.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,252,700$2,025,722▼ $226,978
Land, Buildings, and Equipment, Net$1,038,081$1,038,043▼ $38
Inventories for Sale or Use$246,423$251,016▲ $4,593
Savings and Temporary Cash Investments$72,662$69,918▼ $2,744
Accounts Receivable$5,355$3,535▼ $1,820
Total Assets$3,615,221$3,388,234▼ $226,987
Liabilities
Deferred Revenue$204,700$262,000▲ $57,300
Mortgage Notes Payable Secured by Investment Property$244,451$226,102▼ $18,349
Other Liabilities$18,942$17,270▼ $1,672
Accounts Payable and Accrued Expenses$1,367$6,183▲ $4,816
Total Liabilities$469,460$511,555▲ $42,095
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,145,761$2,876,679▼ $269,082
Total Net Assets Fund Balance$3,145,761$2,876,679▼ $269,082
Total Liabilities and Net Assets / Fund Balance$3,615,221$3,388,234▼ $226,987

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$462,686$422,729$885,415
Land$575,357-$575,357
Other Securities$449,112--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,932,355$187,120▲ $110,431$436,400$1,782,380
2018$1,990,731$94,640▲ $151,045$291,300$1,932,455
Compensation and Service Providers
Top Officer Pay57th percentile

Board Members and Trustees

NameTitle
Tina LefebrePresident
Charles SpoehrDirector
Jackie MilesDirector
John P ReillyDirector
Lawrence W AblerDirector
Robert KempsDirector
Frank GrohExecutive VP
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$349,272
Investment Income
$65,233
Other Revenue
$119,337
Change in Net Assets
$90,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,249
Salaries, Compensation, and Employee Benefits$205,773
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$72,019$107,600-$179,619
Insurance$25,805$17,203-$43,008
Depreciation Depletion$38,554$1,835-$40,389
Payroll Taxes$5,457$8,323-$13,780
Pension Plan Contributions$2,690$9,684-$12,374
Interest-$11,892-$11,892
Advertising-$10,603-$10,603
Other Expenses$10,327$1,297-$10,327
Fees for Service Investment Mgmnt Fees-$10,050-$10,050
All Other Expenses$3,834$3,886-$7,720
Office Expenses-$6,199-$6,199
Fees for Services Accounting-$4,825-$4,825
Total Functional Expenses$237,541$205,481$0$443,022
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$17,270
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
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, Page 6, Part VI, Line 11B

“Copy of 990, excluding schedule b due to confidentiality, distributed electronically to all board members prior to signatures and filing.”

Form 990, Page 6, Part VI, Line 15A

“Compensation shall be recommended by the board of directors and shall incl ude a review and approval by board of directors, comparability data, and c ontemporaneous substantiation of the deliberation and decision.”

Form 990, Page 6, Part VI, Line 19

“Documents may be requested at the business office”

Filing and Contact Details

Filer

Filer Name
St Joseph Cemetery Inc
EIN
39-0824017
Phone
9207331631
Address
1815 E WISCONSIN AVE, APPLETON, WI 54911

Signing Officer

Name
Tina Lefebre
Title
President
Phone
9207331631
Signed
2022-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tina Lefebre
Formed
2008
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
11

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Lee Stumpf
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“See schedule o - funerals were held at the cemetery consisting of burials and entombments. The opening and closing of the graves, crypts and niches were provided by the cemetery staff.the cemetery grounds, approximately 27 acres, were mowed and maintained. Trees were trimmed and leaves in the fall were removed. Flowers were planted in the spring and watered and maintained throughout the year.foundations for markers were installed and flush markers were leveled. Fertilizer was applied to control weeds and promote new growth in newly developed areas. Cemetery equipment was cleaned and serviced. The roads were plowed in the winter. The maintenance building and chapel were maintained. Vases were installed when requested. Cemetery lots were laid out and sold. Cemetery records for burials and lot purchases were recorded. Burial information was provided to families, funeral directors and genealogist as requested.”

Raw XML Appendix380 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01367
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06183
IRS990/AccountsReceivableGrp/BOYAmt05355
IRS990/AccountsReceivableGrp/EOYAmt03535
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OPERATING, MANAGING AND MAINTAINING A CATHOLIC CEMETERY IN ACCORDANCE WITH AND IN SUPPORT OF THE MISSION OF THE CATHOLIC DIOCESE OF GREEN BAY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt010603
IRS990/AdvertisingGrp/TotalAmt010603
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03886
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03834
IRS990/AllOtherExpensesGrp/TotalAmt07720
IRS990/BooksInCareOfDetail/PersonNm0TINA LEFEBRE
IRS990/BooksInCareOfDetail/PhoneNum09207331631
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01815 E WISCONSIN AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054911
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt024357
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt065233
IRS990/CYOtherExpensesAmt0237249
IRS990/CYOtherRevenueAmt0119337
IRS990/CYProgramServiceRevenueAmt0349272
IRS990/CYRevenuesLessExpensesAmt090820
IRS990/CYSalariesCompEmpBnftPaidAmt0205773
IRS990/CYTotalExpensesAmt0443022
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0533842
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0204700
IRS990/DeferredRevenueGrp/EOYAmt0262000
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01835
IRS990/DepreciationDepletionGrp/ProgramServicesAmt038554
IRS990/DepreciationDepletionGrp/TotalAmt040389
IRS990/Desc0SEE SCHEDULE O - FUNERALS WERE HELD AT THE CEMETERY CONSISTING OF BURIALS AND ENTOMBMENTS. THE OPENING AND CLOSING OF THE GRAVES, CRYPTS AND NICHES WERE PROVIDED BY THE CEMETERY STAFF.THE CEMETERY GROUNDS, APPROXIMATELY 27 ACRES, WERE MOWED AND MAINTAINED. TREES WERE TRIMMED AND LEAVES IN THE FALL WERE REMOVED. FLOWERS WERE PLANTED IN THE SPRING AND WATERED AND MAINTAINED THROUGHOUT THE YEAR.FOUNDATIONS FOR MARKERS WERE INSTALLED AND FLUSH MARKERS WERE LEVELED. FERTILIZER WAS APPLIED TO CONTROL WEEDS AND PROMOTE NEW GROWTH IN NEWLY DEVELOPED AREAS. CEMETERY EQUIPMENT WAS CLEANED AND SERVICED. THE ROADS WERE PLOWED IN THE WINTER. THE MAINTENANCE BUILDING AND CHAPEL WERE MAINTAINED. VASES WERE INSTALLED WHEN REQUESTED. CEMETERY LOTS WERE LAID OUT AND SOLD. CEMETERY RECORDS FOR BURIALS AND LOT PURCHASES WERE RECORDED. BURIAL INFORMATION WAS PROVIDED TO FAMILIES, FUNERAL DIRECTORS AND GENEALOGIST AS REQUESTED.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt0237541
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04825
IRS990/FeesForServicesAccountingGrp/TotalAmt04825
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010050
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010050
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0LAWRENCE W ABLER
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK GROH
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT KEMPS
IRS990/Form990PartVIISectionAGrp/PersonNm3JACKIE MILES
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN P REILLY
IRS990/Form990PartVIISectionAGrp/PersonNm5CHARLES SPOEHR
IRS990/Form990PartVIISectionAGrp/PersonNm6TINA LEFEBRE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt055400
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt055400
IRS990/GrossReceiptsAmt0566405
IRS990/GrossRentsGrp/RealAmt03900
IRS990/GrossSalesOfInventoryAmt0148000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt017203
IRS990/InsuranceGrp/ProgramServicesAmt025805
IRS990/InsuranceGrp/TotalAmt043008
IRS990/InterestGrp/ManagementAndGeneralAmt011892
IRS990/InterestGrp/TotalAmt011892
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0246423
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0251016
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt09833
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09833
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02252700
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02025722
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0422729
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01038081
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01038043
IRS990/LandBldgEquipCostOrOtherBssAmt01460772
IRS990/LegalDomicileStateCd0WI
IRS990/LessRentalExpensesGrp/RealAmt08206
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OPERATING, MANAGING AND MAINTAINING A CATHOLIC CEMETERY IN ACCORDANCE WITH AND IN SUPPORT OF THE MISSION OF THE CATHOLIC DIOCESE OF GREEN BAY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0244451
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0226102
IRS990/NetAssetsOrFundBalancesBOYAmt03145761
IRS990/NetAssetsOrFundBalancesEOYAmt02876679
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt055400
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt055400
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0123643
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0123643
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-4306
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-4306
IRS990/NetUnrlzdGainsLossesInvstAmt0-359902
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03145761
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02876679
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06199
IRS990/OfficeExpensesGrp/TotalAmt06199
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0INSCRIPTIONS AND MARKERS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012084
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11297
IRS990/OtherExpensesGrp/ProgramServicesAmt056020
IRS990/OtherExpensesGrp/ProgramServicesAmt112084
IRS990/OtherExpensesGrp/ProgramServicesAmt210751
IRS990/OtherExpensesGrp/ProgramServicesAmt310327
IRS990/OtherExpensesGrp/TotalAmt056020
IRS990/OtherExpensesGrp/TotalAmt124168
IRS990/OtherExpensesGrp/TotalAmt212048
IRS990/OtherExpensesGrp/TotalAmt310327
IRS990/OtherLiabilitiesGrp/BOYAmt018942
IRS990/OtherLiabilitiesGrp/EOYAmt017270
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0107600
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt072019
IRS990/OtherSalariesAndWagesGrp/TotalAmt0179619
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08323
IRS990/PayrollTaxesGrp/ProgramServicesAmt05457
IRS990/PayrollTaxesGrp/TotalAmt013780
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09684
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02690
IRS990/PensionPlanContributionsGrp/TotalAmt012374
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TINA LEFEBRE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ENTOMBMENTS,BURIALS AND INURN
IRS990/ProgramServiceRevenueGrp/Desc1SALES OF BURIAL PLOTS
IRS990/ProgramServiceRevenueGrp/Desc2FOUNDATIONS, MARKERS,MONUMENT
IRS990/ProgramServiceRevenueGrp/Desc3ENGRAVING AND VASES
IRS990/ProgramServiceRevenueGrp/Desc4OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0144350
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt196900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt279809
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt325133
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt43080
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0144350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt196900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt279809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt325133
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43080
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0433778
IRS990/PYOtherExpensesAmt0208530
IRS990/PYOtherRevenueAmt0105881
IRS990/PYProgramServiceRevenueAmt0344094
IRS990/PYRevenuesLessExpensesAmt0460123
IRS990/PYSalariesCompEmpBnftPaidAmt0215100
IRS990/PYTotalExpensesAmt0423630
IRS990/PYTotalRevenueAmt0883753
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt090820
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-4306
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt072662
IRS990/SavingsAndTempCashInvstGrp/EOYAmt069918
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt011176
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01932355
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0187120
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01782380
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0110431
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0436400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt012661
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01990731
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt094640
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01932455
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0151045
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0291300
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0575357
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0575357
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0462686
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0422729
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0885415
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01576610
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1449112
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON TRUST FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CFF FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01038043
IRS990ScheduleD/TotalBookValueSecuritiesAmt02025722
IRS990ScheduleD/TotalLiabilityAmt017270
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE SCHEDULE O - FUNERALS WERE HELD AT THE CEMETERY CONSISTING OF BURIALS AND ENTOMBMENTS. THE OPENING AND CLOSING OF THE GRAVES, CRYPTS AND NICHES WERE PROVIDED BY THE CEMETERY STAFF.THE CEMETERY GROUNDS, APPROXIMATELY 27 ACRES, WERE MOWED AND MAINTAINED. TREES WERE TRIMMED AND LEAVES IN THE FALL WERE REMOVED. FLOWERS WERE PLANTED IN THE SPRING AND WATERED AND MAINTAINED THROUGHOUT THE YEAR.FOUNDATIONS FOR MARKERS WERE INSTALLED AND FLUSH MARKERS WERE LEVELED. FERTILIZER WAS APPLIED TO CONTROL WEEDS AND PROMOTE NEW GROWTH IN NEWLY DEVELOPED AREAS. CEMETERY EQUIPMENT WAS CLEANED AND SERVICED. THE ROADS WERE PLOWED IN THE WINTER. THE MAINTENANCE BUILDING AND CHAPEL WERE MAINTAINED. VASES WERE INSTALLED WHEN REQUESTED. CEMETERY LOTS WERE LAID OUT AND SOLD. CEMETERY RECORDS FOR BURIALS AND LOT PURCHASES WERE RECORDED. BURIAL INFORMATION WAS PROVIDED TO FAMILIES, FUNERAL DIRECTORS AND GENEALOGIST AS REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF 990, EXCLUDING SCHEDULE B DUE TO CONFIDENTIALITY, DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO SIGNATURES AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION SHALL BE RECOMMENDED BY THE BOARD OF DIRECTORS AND SHALL INCL UDE A REVIEW AND APPROVAL BY BOARD OF DIRECTORS, COMPARABILITY DATA, AND C ONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS MAY BE REQUESTED AT THE BUSINESS OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03615221
IRS990/TotalAssetsEOYAmt03388234
IRS990/TotalAssetsGrp/BOYAmt03615221
IRS990/TotalAssetsGrp/EOYAmt03388234
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0205481
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237541
IRS990/TotalFunctionalExpensesGrp/TotalAmt0443022
IRS990/TotalGrossUBIAmt0-4306
IRS990/TotalLiabilitiesBOYAmt0469460
IRS990/TotalLiabilitiesEOYAmt0511555
IRS990/TotalLiabilitiesGrp/BOYAmt0469460
IRS990/TotalLiabilitiesGrp/EOYAmt0511555
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03145761
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02876679
IRS990/TotalProgramServiceExpensesAmt0237541
IRS990/TotalProgramServiceRevenueAmt0349272
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0538148
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0533842
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-4306
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03615221
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03388234
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01700 W HIGHLAND AVE
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054914
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0STJOSEPHCEMETERY.US
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA LEFEBRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09207331631
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPH CEMETERY INC
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0390824017
ReturnHeader/Filer/PhoneNum09207331631
ReturnHeader/Filer/USAddress/AddressLine1Txt01815 E WISCONSIN AVE
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054911
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE STUMPF
ReturnHeader/ReturnTs02023-03-30T18:04:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEFEBRE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,388,234
Liabilities
$511,555
Net assets
$2,876,679
Revenue
$533,842
Expenses
$443,022
Net income
$90,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.53$3.12$0.56$0.46$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.51$3.02$0.37$0.41$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.39$0.51$2.88$0.53$0.44$0.09
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.62$0.47$3.15$0.88$0.42$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.46$2.63$0.61$0.40$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.45$2.75$0.53$0.45$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$1.34$1.98$0.43$0.36$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$1.04$1.93$0.42$0.37$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.98$1.85$0.34$0.35$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.93$1.98$0.60$0.33$0.27
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.01$1.01$2.00$0.50$0.30$0.20
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.52$0.72$1.80$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.68$1.65$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.64$1.79$0.23