Civic Intelligence

Worthington Cemetery Association

990EZ • Fiscal year 2018 • EIN 41-0620763

May 01, 2017 to Apr 30, 2018 • Filed on Aug 17, 2018

Organization ProfileN/A
PO Box 85Worthington, MN 56187

(507) 350-0897

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.

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.02x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Net Margin

56th percentile

16%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

3.7%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)13 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

28%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)13 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$293,246

Up $10,573 (+3.7%) from 2017

Net Assets

Up

$292,261

Up $10,167 (+3.6%) from 2017

Liabilities

Up

$985

Up $406 (+70%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin56th percentile

Revenue

Up

$63,744

Up $14,098 (+28%) from 2017

Expenses

Up

$53,297

Up $1,219 (+2.3%) from 2017

Net Income

Up

$10,447

Up $12,879 (+530%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$400K$300K$200K$100K$0Assets 2010: $213,232Net Assets 2010: $213,2322010Assets 2011: $206,014Net Assets 2011: $206,0142011Assets 2012: $207,873Net Assets 2012: $207,8732012Assets 2013: $218,853Liabilities 2013: $0Net Assets 2013: $218,8532013Assets 2014: $267,071Liabilities 2014: $0Net Assets 2014: $267,0712014Assets 2015: $279,731Liabilities 2015: $0Net Assets 2015: $279,7312015Assets 2016: $284,526Liabilities 2016: $0Net Assets 2016: $284,5262016Assets 2017: $282,673Liabilities 2017: $579Net Assets 2017: $282,0942017Assets 2018: $293,246Liabilities 2018: $985Net Assets 2018: $292,2612018Assets 2019: $299,820Liabilities 2019: $486Net Assets 2019: $299,3342019Assets 2020: $312,548Liabilities 2020: $457Net Assets 2020: $312,0912020Assets 2021: $362,168Liabilities 2021: $9,089Net Assets 2021: $353,0792021Assets 2022: $316,445Liabilities 2022: $5,975Net Assets 2022: $310,4702022Assets 2023: $303,669Liabilities 2023: $3,186Net Assets 2023: $300,4832023Assets 2024: $324,829Liabilities 2024: $6,434Net Assets 2024: $318,3952024Assets 2025: $345,716Liabilities 2025: $4,333Net Assets 2025: $341,3832025

Highlighted filing

2018

Assets$293,246
Liabilities$985
Net Assets$292,261
Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $72,782Expenses 2010: $48,264Net Income 2010: $24,5182010Revenue 2011: $40,213Expenses 2011: $47,431Net Income 2011: -$7,2182011Revenue 2012: $44,020Expenses 2012: $42,161Net Income 2012: $1,8592012Revenue 2013: $54,193Expenses 2013: $43,213Net Income 2013: $10,9802013Revenue 2014: $95,243Expenses 2014: $47,025Net Income 2014: $48,2182014Revenue 2015: $56,768Expenses 2015: $44,108Net Income 2015: $12,6602015Revenue 2016: $51,419Expenses 2016: $46,624Net Income 2016: $4,7952016Revenue 2017: $49,646Expenses 2017: $52,078Net Income 2017: -$2,4322017Revenue 2018: $63,744Expenses 2018: $53,297Net Income 2018: $10,4472018Revenue 2019: $74,295Expenses 2019: $72,085Net Income 2019: $2,2102019Revenue 2020: $81,110Expenses 2020: $68,353Net Income 2020: $12,7572020Revenue 2021: $121,237Expenses 2021: $80,249Net Income 2021: $40,9882021Revenue 2022: $21,780Expenses 2022: $64,389Net Income 2022: -$42,6092022Revenue 2023: $52,613Expenses 2023: $62,600Net Income 2023: -$9,9872023Revenue 2024: $88,045Expenses 2024: $70,133Net Income 2024: $17,9122024Revenue 2025: $85,538Expenses 2025: $62,550Net Income 2025: $22,9882025

Highlighted filing

2018

Revenue$63,744
Expenses$53,297
Net Income$10,447
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Aug 17, 2018
Return Version
2017v2.3
Gross Receipts
$89,369
Mission and Program Overview

Mission

CEMETARY ASSOCIATION

Program Services

DescriptionGrantsExpenses
CEMETARY LOT SALES, FOUNDATION, GRAVE OPENING AND CLOSING FEE (6 LOT SALES, 8 BURIALS, 16 CREMATIONS)-$53,297
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARI NELSONPresident-$0--
CHERYL BONSMAVice Preside-$0--
TOM AHLBERGBoard Member-$0--
PAM RICKERSBoard Member-$0--
MARVIN VOSSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Worthington Cemetery Association
EIN
41-0620763
Phone
5073500897
Address
PO BOX 85, WORTHINGTON, MN 56187

Signing Officer

Name
Shari Nelson
Title
President
Signed
2018-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Drealan Kvilhaug Hoefker & Co Pa
Address
909 FOURTH AVENUE SUITE A, WORTHINGTON, MN 56187-2326
Preparer
Ellen K Hoefker Mbacpa
Phone
5073764151
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 1,449 grave digging 6,425 fuel 839 repair 2,975 box rent 20 office supplies 630 contract labor 325 dues & fees 422 non-investment depreciation 1,300 total 14,385”

Form 990-ez, Part I, Line 20

“-280 decrease in unrealized investment value”

Form 990-ez, Part II, Line 24

“26,028 26,028 less accumulated depreciation 22,236 23,536 total 3,792 2,492”

Form 990-ez, Part II, Line 26

“Payroll liability 579 435 short terms loans 0 550”

Raw XML Appendix124 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/PersonNm0SHARI NELSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05073766356
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 85
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WORTHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056187
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0277590
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0289755
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022235
IRS990EZ/CostOrOtherBasisExpenseSaleAmt025625
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010447
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03315
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0282673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0293246
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-525
IRS990EZ/GrossReceiptsAmt089369
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03959
IRS990EZ/LandAndBuildingsGrp/BOYAmt01291
IRS990EZ/LandAndBuildingsGrp/EOYAmt0999
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0282094
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0292261
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0282094
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0292261
IRS990EZ/OccupancyRentUtltsAndMaintAmt03154
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHARI NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL BONSMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM AHLBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM RICKERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARVIN VOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03792
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02492
IRS990EZ/OtherChangesInNetAssetsAmt0-280
IRS990EZ/OtherExpensesTotalAmt014385
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CEMETARY ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt038075
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CEMETARY LOT SALES, FOUNDATION, GRAVE OPENING AND CLOSING FEE (6 LOT SALES, 8 BURIALS, 16 CREMATIONS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053297
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt032443
IRS990EZ/SaleOfAssetsGrossAmt025100
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0579
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0985
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053297
IRS990EZ/TotalProgramServiceExpensesAmt053297
IRS990EZ/TotalRevenueAmt063744
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 1,449 GRAVE DIGGING 6,425 FUEL 839 REPAIR 2,975 BOX RENT 20 OFFICE SUPPLIES 630 CONTRACT LABOR 325 DUES & FEES 422 NON-INVESTMENT DEPRECIATION 1,300 TOTAL 14,385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1-280 DECREASE IN UNREALIZED INVESTMENT VALUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt226,028 26,028 LESS ACCUMULATED DEPRECIATION 22,236 23,536 TOTAL 3,792 2,492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL LIABILITY 579 435 SHORT TERMS LOANS 0 550
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARI NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORTHINGTON CEMETERY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WORT
ReturnHeader/Filer/EIN0410620763
ReturnHeader/Filer/PhoneNum05073500897
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 85
ReturnHeader/Filer/USAddress/CityNm0WORTHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056187
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B44145B537D4BA4022F17EFB572D02F43D5A0EB7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08B927ABFB48932753B499F3B44061676125A580B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.76.173.14
ReturnHeader/FilingSecurityInformation/IPDt02018-09-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:57:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411735717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DREALAN KVILHAUG HOEFKER & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0909 FOURTH AVENUE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORTHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0561872326
ReturnHeader/PreparerPersonGrp/PhoneNum05073764151
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLEN K HOEFKER MBACPA
ReturnHeader/ReturnTs02018-09-13T11:57:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$293,246
Liabilities
$985
Net assets
$292,261
Revenue
$63,744
Expenses
$53,297
Net income
$10,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.46$0.04$3.41$0.86$0.63$0.23
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.06$3.18$0.88$0.70$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.04$0.03$3.00$0.53$0.63$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.06$3.10$0.22$0.64$0.43
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.09$3.53$1.21$0.80$0.41
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.12$0.81$0.68$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$2.99$0.74$0.72$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.93$0.01$2.92$0.64$0.53$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.83$0.01$2.82$0.50$0.52$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.51$0.47$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.57$0.44$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.95$0.47$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.54$0.43$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$2.08$0.44$0.42$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$2.06$0.40$0.47$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$2.13$0.73$0.48$0.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)13 • <$500k nonprofits