Civic Intelligence

Middleton Cemetery Association Trust C/O Richard Bakken

EIN 39-6038258 • 501(c)13 • Middleton, WI

Profile

OPERATION OF A CEMETERY.

PO Box 620071Middleton, WI 53562-0071

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

501(c)13 • <$500k nonprofits • Source year 2025

Asset Growth

40th percentile

0.0%

Faster asset growth than 40% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

31%

Faster revenue growth than 72% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$417,513

Flat from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Flat

$417,513

Flat from 2024

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$20,632

Up $4,903 (+31%) from 2024

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $366,925Net Assets 2012: $366,9252012Assets 2013: $394,807Liabilities 2013: $0Net Assets 2013: $394,8072013Assets 2014: $404,164Liabilities 2014: $0Net Assets 2014: $404,1642014Assets 2015: $342,759Liabilities 2015: $0Net Assets 2015: $342,7592015Assets 2016: $305,218Liabilities 2016: $0Net Assets 2016: $305,2182016Assets 2017: $351,831Liabilities 2017: $0Net Assets 2017: $351,8312017Assets 2018: $357,698Liabilities 2018: $0Net Assets 2018: $357,6982018Assets 2019: $368,900Liabilities 2019: $0Net Assets 2019: $368,9002019Assets 2020: $388,831Liabilities 2020: $0Net Assets 2020: $388,8312020Assets 2021: $407,986Liabilities 2021: $0Net Assets 2021: $407,9862021Assets 2022: $441,034Liabilities 2022: $0Net Assets 2022: $441,0342022Assets 2023: $420,754Liabilities 2023: $0Net Assets 2023: $420,7542023Assets 2024: $417,513Net Assets 2024: $417,5132024Assets 2025: $417,513Net Assets 2025: $417,5132025

Highlighted filing

2025

Assets$417,513
Liabilities-
Net Assets$417,513
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2012: $21,7372012Revenue 2013: $19,470Expenses 2013: $0Net Income 2013: $19,4702013Revenue 2014: $17,534Expenses 2014: $0Net Income 2014: $17,5342014Revenue 2015: $17,299Expenses 2015: $0Net Income 2015: $17,2992015Revenue 2016: $17,265Expenses 2016: $0Net Income 2016: $17,2652016Revenue 2017: $16,048Expenses 2017: $0Net Income 2017: $16,0482017Revenue 2018: $15,930Expenses 2018: $0Net Income 2018: $15,9302018Revenue 2019: $16,364Expenses 2019: $0Net Income 2019: $16,3642019Revenue 2020: $15,843Expenses 2020: $0Net Income 2020: $15,8432020Revenue 2021: $36,760Expenses 2021: $0Net Income 2021: $36,7602021Revenue 2022: $189Expenses 2022: $0Net Income 2022: $1892022Revenue 2023: -$1,148Expenses 2023: $0Net Income 2023: -$1,1482023Revenue 2024: $15,7292024Revenue 2025: $20,6322025

Highlighted filing

2025

Revenue$20,632
Expenses-
Net Income-
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$417,513
Liabilities
-
Net assets
$417,513
Revenue
$20,632
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.18$4.18$0.21
2024Detailed filing. Detailed filing data is available for this year.$4.18$4.18$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.37$0.00$0.37
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.16$0.00$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.16$0.00$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.16$0.00$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.16$0.00$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.17$0.00$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.17$0.00$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.18$0.00$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.00$3.95$0.19$0.00$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$3.67$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 14, 2026
Return Version
2024v5.0
Gross Receipts
$20,632
Mission and Program Overview

Mission

OPERATION OF A CEMETERY

Program Services

DescriptionGrantsExpenses
CEMETERY OPERATIONS--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD BAKKENPresident-$0--
FRED KEMPFERVice Preside-$0--
KATHRYN FLEMMING WEINSTEINSecretary-$0--
NANCY VAN AMANDirector-$0--
RICHARD LABRIEDirector-$0--
DON VAN AMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Middleton Cemetery Association
EIN
39-6038258
Phone
6088361701
Address
PO BOX 620071, MIDDLETON, WI 53562-0071

Signing Officer

Name
Richard Bakken
Title
President
Phone
6088361701
Signed
2026-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Lucida Advisors LLC
Address
20633 WATERTOWN COURT, BROOKFIELD, WI 53186
Preparer
Isaac T Reiter CPA
Phone
2628601724
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

“Transfer to association -20,632”

Raw XML Appendix99 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD BAKKEN
IRS990EZ/BooksInCareOfDetail/PhoneNum06088361701
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 620071
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIDDLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0417513
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0417513
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020632
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0417513
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0417513
IRS990EZ/GrossReceiptsAmt020632
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020632
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0417513
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0417513
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0417513
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0417513
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD BAKKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRED KEMPFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHRYN FLEMMING WEINSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY VAN AMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD LABRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON VAN AMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-20632
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OPERATION OF A CEMETERY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CEMETERY OPERATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt020632
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRANSFER TO ASSOCIATION -20,632
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BAKKEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06088361701
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDDLETON CEMETERY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST C/O RICHARD BAKKEN
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0396038258
ReturnHeader/Filer/PhoneNum06088361701
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 620071
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0535620071
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCIDA ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020633 WATERTOWN COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02628601724
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISAAC T REITER CPA
ReturnHeader/ReturnTs02026-03-18T08:59:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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