Civic Intelligence

Middleton Cemetery Association Trust C/O Richard Bakken

990EZ • Fiscal year 2019 • EIN 39-6038258

May 01, 2018 to Apr 30, 2019 • Filed on May 22, 2019

Organization ProfileN/A
7635 Lisa LaneMiddleton, WI 53562

(608) 203-6729

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)13 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)13 • <$500k nonprofits • Source year 2019

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)13 • <$500k nonprofits • Source year 2019

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2019 filings • 501(c)13 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

3.1%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)13 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

2.7%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)13 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$368,900

Up $11,202 (+3.1%) from 2018

Net Assets

Up

$368,900

Up $11,202 (+3.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin100th percentile

Revenue

Up

$16,364

Up $434 (+2.7%) from 2018

Expenses

Flat

$0

Flat from 2018

Net Income

Up

$16,364

Up $434 (+2.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2019

Assets$368,900
Liabilities$0
Net Assets$368,900
Open 2019 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$16,364
Expenses$0
Net Income$16,364
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
May 22, 2019
Return Version
2018v3.1
Gross Receipts
$16,364
Mission and Program Overview

Mission

OPERATION OF A CEMETERY

Program Services

DescriptionGrantsExpenses
Operation of a cemetery--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard BakkenDirector-$0--
James P UllomDirector-$0--
Gilman C VossDirector-$0--
Alice DrakeDirector-$0--
Rodney WaldmannDirector-$0--
James DahlkDirector-$0--
Nancy Van AmanDirector-$0--
Filing and Contact Details

Filer

Filer Name
Middleton Cemetery Association Trust
EIN
39-6038258
Address
7635 Lisa Lane, Middleton, WI 53562

Signing Officer

Name
James P Ullom
Title
Director
Signed
2019-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Boardman & Clark LLP
Address
1 S Pinckney St Suite 410, Madison, WI 53703-4256
Preparer
David P Weller
Phone
6082579521
Raw XML Appendix106 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0James Ullom
IRS990EZ/BooksInCareOfDetail/PhoneNum06082036729
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06530 Schroeder Road 216
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053711
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0357698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0368900
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016364
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0357698
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0368900
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt016364
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt016364
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0357698
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0368900
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0357698
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0368900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Bakken
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James P Ullom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gilman C Voss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alice Drake
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rodney Waldmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5James Dahlk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nancy Van Aman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-5162
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Operation of a cemetery
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Operation of a cemetery
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt016364
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James P Ullom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Middleton Cemetery Association Trust
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0396038258
ReturnHeader/Filer/USAddress/AddressLine1Txt07635 Lisa Lane
ReturnHeader/Filer/USAddress/CityNm0Middleton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053562
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453866466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boardman & Clark LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 S Pinckney St Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537034256
ReturnHeader/PreparerPersonGrp/PhoneNum06082579521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David P Weller
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-22T09:51:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$368,900
Liabilities
$0
Net assets
$368,900
Revenue
$16,364
Expenses
$0
Net income
$16,364
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