Civic Intelligence

Middleton Cemetery Association Trust

990EZ • Fiscal year 2024 • EIN 39-6038258

May 01, 2023 to Apr 30, 2024 • Filed on Jan 07, 2025

Organization ProfileN/A
PO Box 620071Middleton, WI 53562-0071

(608) 836-1701

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2024

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.

2024 filings • 501(c)13 • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-0.8%

Faster asset growth than 32% of similar nonprofits.

2024 filings • 501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$417,513

Down $3,241 (-0.8%) from 2023

Net Assets

Down

$417,513

Down $3,241 (-0.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$15,729

Up $16,877 (+1470%) from 2023

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2024

Assets$417,513
Liabilities-
Net Assets$417,513
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2024

Revenue$15,729
Expenses-
Net Income-
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Jan 7, 2025
Return Version
2023v6.0
Gross Receipts
$18,970
Mission and Program Overview

Mission

Operation of a cemetery

Program Services

DescriptionGrantsExpenses
CEMETERY OPERATIONS--
Compensation and Service Providers
Top Officer Pay69th 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
2025-01-07
Discuss with paid preparer
Yes

Preparer

Firm
Lucida Advisors LLC
Address
1232 FOURIER DRIVE SUITE 100, MADISON, WI 53717
Preparer
John S Bakunowicz CPA
Phone
6082101200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

“Transfer to association -18,970”

Raw XML Appendix101 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/BOYAmt0420754
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0417513
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt03241
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015729
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0420754
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0417513
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-3241
IRS990EZ/GrossReceiptsAmt018970
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018970
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0420754
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0417513
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0420754
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/OtherChangesInNetAssetsAmt0-18970
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OPERATION OF A CEMETERY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CEMETERY OPERATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt015729
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRANSFER TO ASSOCIATION -18,970
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/SignatureDt02025-01-07
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/AddressLine1Txt01232 FOURIER DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06082101200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S BAKUNOWICZ CPA
ReturnHeader/ReturnTs02025-01-30T11:11:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$417,513
Liabilities
-
Net assets
$417,513
Revenue
$15,729
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