Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 13.2% of source-year revenue.
Asset Growth
79th percentile
Faster asset growth than 79% of similar nonprofits.
Revenue Growth
88th percentile
Faster revenue growth than 88% of similar nonprofits.
Assets
Up$549,011
Up $32,937 (+6.4%) from 2013
Net Assets
Up$549,011
Up $33,146 (+6.4%) from 2013
Liabilities
Down$0
Down $209 (-100%) from 2013
Revenue
Up$60,235
Up $23,364 (+63%) from 2013
Expenses
Up$27,092
Up $6,365 (+31%) from 2013
Net Income
Up$33,143
Up $16,999 (+105%) from 2013
To maintain permanent improvement of Oakwood Cemetry
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $509,242 | $538,294 | ▲ $29,052 |
| Rtn Earn Endowment Incm Other Fnds | $285,712 | $318,858 | ▲ $33,146 |
| Cap Stk Tr Prin Current Funds | $230,153 | $230,153 | → $0 |
| Savings and Temporary Cash Investments | $6,362 | $9,550 | ▲ $3,188 |
| Accounts Receivable | $470 | $644 | ▲ $174 |
| Cash and Non-Interest-Bearing Accounts | - | $523 | - |
| Total Assets | $516,074 | $549,011 | ▲ $32,937 |
| Liabilities | |||
| Other Liabilities | $209 | - | - |
| Total Liabilities | $209 | $0 | ▼ $209 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $515,865 | $549,011 | ▲ $33,146 |
| Total Liabilities and Net Assets / Fund Balance | $516,074 | $549,011 | ▲ $32,937 |
| Name | Title | Base | Total |
|---|---|---|---|
| - | Trustee | $7,950 | $7,950 |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $11,081 |
| Other Expenses | $8,061 |
| Salaries, Compensation, and Employee Benefits | $7,950 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $11,081 | - | - | $11,081 |
| Current Officers, Directors, Trustees, and Key Employees | $7,950 | $0 | - | $7,950 |
| Fees for Services Legal | - | $6,975 | - | $6,975 |
| Fees for Services Accounting | $750 | - | - | $750 |
| Other Expenses | $254 | - | - | $254 |
| Total Functional Expenses | $20,117 | $6,975 | $0 | $27,092 |
| 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”
“ROUNDING ADJUSTMENT”
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 | 470 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 644 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To maintain permanent improvement of Oakwood Cemetry |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | US BANK NA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5072857945 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 155 1ST AVE SW |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ROCHESTER |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 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/CashNonInterestBearingGrp/EOYAmt | 0 | 523 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 7950 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 7950 |
| 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 | 11081 |
| IRS990/CYInvestmentIncomeAmt | 0 | 60235 |
| IRS990/CYOtherExpensesAmt | 0 | 8061 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 33143 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 7950 |
| IRS990/CYTotalExpensesAmt | 0 | 27092 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 60235 |
| 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/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 750 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 750 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 6975 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 6975 |
| 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/BusinessNameLine1Txt | 0 | US BANK NA |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 7950 |
| 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 | 44215 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 11081 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 11081 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 364347 |
| IRS990/GrossReceiptsAmt | 0 | 380367 |
| 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/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 16020 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 16020 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 509242 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 538294 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 320132 |
| 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 | 515865 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 549011 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 44215 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 44215 |
| 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/OtherChangesInNetAssetsAmt | 0 | 3 |
| IRS990/OtherExpensesGrp/Desc | 0 | Filing fee |
| IRS990/OtherExpensesGrp/Desc | 1 | Court cost |
| IRS990/OtherExpensesGrp/Desc | 2 | Foreign taxes |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 25 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 57 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 254 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 25 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 57 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 254 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 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 | 10763 |
| IRS990/PYInvestmentIncomeAmt | 0 | 36871 |
| IRS990/PYOtherExpensesAmt | 0 | 1778 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 16144 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 8186 |
| IRS990/PYTotalExpensesAmt | 0 | 20727 |
| IRS990/PYTotalRevenueAmt | 0 | 36871 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 33143 |
| 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 | 285712 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 318858 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 6362 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 9550 |
| 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/ExplanationTxt | 4 | ROUNDING ADJUSTMENT |
| 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | EXPLANATION FOR FORM 990, PART XI, LINE 9 |
| 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 | 516074 |
| IRS990/TotalAssetsEOYAmt | 0 | 549011 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 516074 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 549011 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 6975 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 20117 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 27092 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 209 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 209 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 515865 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 549011 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 7950 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 60235 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 60235 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 516074 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 549011 |
| 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 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KAREN BASSETT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CORP. TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5072857953 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-05-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | GEORGE HEALY TR 40002850 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAL |
| ReturnHeader/Filer/EIN | 0 | 416025817 |
| ReturnHeader/Filer/PhoneNum | 0 | 5072857953 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 0634 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MILWAUKEE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 532010634 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 134008324 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PRICEWATERHOUSECOOPERS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 600 GRANT STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 15219 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4123556000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-05-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DONALD J ROMAN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-05-11T23:00:48-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.