Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Liabilities / Revenue
64th percentile
Higher debt load relative to revenue than 64% of similar nonprofits.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 22.2% of source-year revenue.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$516,074
Up $16,353 (+3.3%) from 2012
Net Assets
Up$515,865
Up $16,144 (+3.2%) from 2012
Liabilities
Up$209
Up $209 from 2012
Revenue
$36,871
No earlier filing loaded for comparison.
Expenses
Up$20,727
Up $1,312 (+6.8%) from 2012
Net Income
$16,144
No earlier filing loaded for comparison.
To maintain permanent improvement of Oakwood Cemetry
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $494,869 | $509,242 | ▲ $14,373 |
| Rtn Earn Endowment Incm Other Fnds | $269,568 | $285,712 | ▲ $16,144 |
| Cap Stk Tr Prin Current Funds | $230,153 | $230,153 | → $0 |
| Savings and Temporary Cash Investments | $2,965 | $6,362 | ▲ $3,397 |
| Accounts Receivable | $1,887 | $470 | ▼ $1,417 |
| Total Assets | $499,721 | $516,074 | ▲ $16,353 |
| Liabilities | |||
| Other Liabilities | - | $209 | - |
| Total Liabilities | $0 | $209 | ▲ $209 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $499,721 | $515,865 | ▲ $16,144 |
| Total Liabilities and Net Assets / Fund Balance | $499,721 | $516,074 | ▲ $16,353 |
| Name | Title | Base | Total |
|---|---|---|---|
| - | Trustee | $8,186 | $8,186 |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $10,763 |
| Salaries, Compensation, and Employee Benefits | $8,186 |
| Other Expenses | $1,778 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $10,763 | - | - | $10,763 |
| Current Officers, Directors, Trustees, and Key Employees | $1,862 | $6,324 | - | $8,186 |
| Fees for Services Legal | $729 | $729 | - | $1,458 |
| Other Expenses | $25 | $240 | - | $240 |
| Total Functional Expenses | $13,379 | $7,348 | $0 | $20,727 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“By the rochester cemetery assn board”
“No review was or will be conducted.”
“AVAILABLE UPON REQUEST”
“US BANK NA - TRUSTEE - 8”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1887 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 470 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To maintain permanent improvement of Oakwood Cemetry |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | US BANK NA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5072857945 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 155 1ST AVE SW |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | ROCHESTER |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | MN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 55902 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 230153 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 230153 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 6324 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 1862 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 8186 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 10763 |
| IRS990/CYInvestmentIncomeAmt | 0 | 36871 |
| IRS990/CYOtherExpensesAmt | 0 | 1778 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 16144 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 8186 |
| IRS990/CYTotalExpensesAmt | 0 | 20727 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 36871 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | Made distributions for permanent improvements and maintenance of Oakwood Cemetry as required by the George Healy Trust |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 729 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 729 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1458 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.0 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1 | 0 | US BANK NA |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 8186 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1959 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 20779 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 10763 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 10763 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 244621 |
| IRS990/GrossReceiptsAmt | 0 | 260713 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 16092 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 16092 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 494869 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 509242 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 223842 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | To maintain permanent improvement of Oakwood Cemetry |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 499721 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 515865 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 20779 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | Filing fee |
| IRS990/OtherExpensesGrp/Desc | 1 | Court cost |
| IRS990/OtherExpensesGrp/Desc | 2 | Foreign taxes |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 55 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 240 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 25 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 25 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 55 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 240 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 209 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 8897 |
| IRS990/PYInvestmentIncomeAmt | 0 | 22594 |
| IRS990/PYOtherExpensesAmt | 0 | 3311 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 3179 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 7207 |
| IRS990/PYTotalExpensesAmt | 0 | 19415 |
| IRS990/PYTotalRevenueAmt | 0 | 22594 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 16144 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 269568 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 285712 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2965 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 6362 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | BY THE ROCHESTER CEMETERY ASSN BOARD |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NO REVIEW WAS OR WILL BE CONDUCTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | AVAILABLE UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | US BANK NA - TRUSTEE - 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | DESCRIPTION FOR MAKING DOCUMENTS PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | MN |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 499721 |
| IRS990/TotalAssetsEOYAmt | 0 | 516074 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 499721 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 516074 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 7348 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 13379 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 20727 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 209 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 209 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 499721 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 515865 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 8186 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 16092 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 36871 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 499721 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 516074 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KAREN BASSETT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CORP. TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5072857953 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-04-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | GEORGE HEALY TR 40002850 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAL |
| ReturnHeader/Filer/EIN | 0 | 416025817 |
| ReturnHeader/Filer/PhoneNum | 0 | 5072857953 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | P O BOX 64713 TRUST TAX SERVICES |
| ReturnHeader/Filer/USAddress/City | 0 | ST PAUL |
| ReturnHeader/Filer/USAddress/State | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 551640713 |
| ReturnHeader/ReturnTs | 0 | 2014-04-30T16:28:12-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.