Civic Intelligence

George Healy Trust

990 • Fiscal year 2019 • EIN 41-6025817

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

Organization ProfileN/A
PO Box 0634Milwaukee, WI 53201-0634

(507) 285-7953

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

2019 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.00x

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

2019 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2019

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

81st percentile

$7,467

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 33.3% of source-year revenue.

2019 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2019

Asset Growth

10th percentile

-1.5%

Faster asset growth than 10% of similar nonprofits.

2019 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$574,474

Down $8,825 (-1.5%) from 2018

Net Assets

Down

$574,474

Down $8,825 (-1.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin11th percentile

Revenue

Down

$22,451

Down $3,117 (-12%) from 2018

Expenses

Down

$30,632

Down $128 (-0.4%) from 2018

Net Income

Down

-$8,181

Down $2,989 (-58%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$600K$400K$200K$0Assets 2010: $496,196Liabilities 2010: $0Net Assets 2010: $496,1962010Assets 2011: $496,542Liabilities 2011: $0Net Assets 2011: $496,5422011Assets 2012: $499,721Liabilities 2012: $0Net Assets 2012: $499,7212012Assets 2013: $516,074Liabilities 2013: $209Net Assets 2013: $515,8652013Assets 2014: $549,011Liabilities 2014: $0Net Assets 2014: $549,0112014Assets 2015: $581,947Liabilities 2015: $0Net Assets 2015: $581,9472015Assets 2016: $576,692Liabilities 2016: $0Net Assets 2016: $576,6922016Assets 2017: $590,157Liabilities 2017: $0Net Assets 2017: $590,1572017Assets 2018: $583,299Liabilities 2018: $0Net Assets 2018: $583,2992018Assets 2019: $574,474Liabilities 2019: $0Net Assets 2019: $574,4742019Assets 2020: $563,497Liabilities 2020: $0Net Assets 2020: $563,4972020Assets 2021: $553,535Liabilities 2021: $0Net Assets 2021: $553,5352021Assets 2022: $543,586Liabilities 2022: $0Net Assets 2022: $543,5862022Assets 2023: $529,119Liabilities 2023: $0Net Assets 2023: $529,1192023Assets 2024: $524,707Liabilities 2024: $0Net Assets 2024: $524,7072024

Highlighted filing

2019

Assets$574,474
Liabilities$0
Net Assets$574,474
Open 2019 Filing

Operations Trend

Revenue Growth31st percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $17,7782010Expenses 2011: $22,3632011Expenses 2012: $19,4152012Revenue 2013: $36,871Expenses 2013: $20,727Net Income 2013: $16,1442013Revenue 2014: $60,235Expenses 2014: $27,092Net Income 2014: $33,1432014Revenue 2015: $65,405Expenses 2015: $32,465Net Income 2015: $32,9402015Revenue 2016: $27,422Expenses 2016: $32,777Net Income 2016: -$5,3552016Revenue 2017: $45,099Expenses 2017: $31,678Net Income 2017: $13,4212017Revenue 2018: $25,568Expenses 2018: $30,760Net Income 2018: -$5,1922018Revenue 2019: $22,451Expenses 2019: $30,632Net Income 2019: -$8,1812019Revenue 2020: $14,225Expenses 2020: $25,973Net Income 2020: -$11,7482020Revenue 2021: $21,328Expenses 2021: $27,980Net Income 2021: -$6,6522021Revenue 2022: $22,233Expenses 2022: $31,858Net Income 2022: -$9,6252022Revenue 2023: $29,360Expenses 2023: $43,816Net Income 2023: -$14,4562023Revenue 2024: $37,220Expenses 2024: $39,894Net Income 2024: -$2,6742024

Highlighted filing

2019

Revenue$22,451
Expenses$30,632
Net Income-$8,181
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.0
Gross Receipts
$32,561
Mission and Program Overview

Mission

To maintain permanent improvement of Oakwood Cemetry

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$583,299--
Investments in Publicly Traded Securities$584,636$580,010▼ $4,626
Rtn Earn Endowment Incm Other Fnds-$574,474-
Accounts Receivable$818--
Cash and Non-Interest-Bearing Accounts$-2,155$-6,284▼ $4,129
Total Assets$583,299$574,474▼ $8,825
Other Assets Total-$748-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$583,299$574,474▼ $8,825
Total Liabilities and Net Assets / Fund Balance$583,299$574,474▼ $8,825
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
-Trustee$7,467$7,467
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,451
Other Revenue
$0
Change in Net Assets
$-8,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,265
Salaries, Compensation, and Employee Benefits$7,467
Other Expenses$4,900
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,265--$18,265
Current Officers, Directors, Trustees, and Key Employees$7,467--$7,467
Fees for Services Legal$3,779--$3,779
Fees for Services Accounting$750--$750
Other Expenses$346--$346
Total Functional Expenses$30,632$0$0$30,632
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rochester Cemetery AssociationRochester, MN501(c)(13)To Maintain Permanent Improvement of Oakwood Cemetry$18,265
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“By the rochester cemetery assn board”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Form 990, Page 7, Part VII, Section A

“US BANK NA - TRUSTEE - 8”

Filing and Contact Details

Filer

Filer Name
George Healy Tr
EIN
41-6025817
Phone
5072857953
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5072857953
Signed
2020-04-30
Discuss with paid preparer
Yes

Organization Details

Formed
1959
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Eaton vance roc adj (563), salient mlp energy roc adj (626), vanguard reit roc adj (180), py pending sales adj (349), cy pending sales adj 1098, cost basis adjustment (24)”

Raw XML Appendix257 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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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09693
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0584636
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010110
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt0583299
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0748
IRS990/OtherChangesInNetAssetsAmt0-644
IRS990/OtherExpensesGrp/Desc0MN STATE FILING FEE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX PAID
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PYGrantsAndSimilarPaidAmt020172
IRS990/PYInvestmentIncomeAmt025568
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IRS990/ReconcilationRevenueExpnssAmt0-8181
IRS990/RelatedEntityInd0false
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleI/RecipientTable/CashGrantAmt018265
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO MAINTAIN PERMANENT IMPROVEMENT OF OAKWOOD CEMETRY
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IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BY THE ROCHESTER CEMETERY ASSN BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-07T23:00:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$574,474
Liabilities
$0
Net assets
$574,474
Revenue
$22,451
Expenses
$30,632
Net income
-$8,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.37$0.40$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.29$0.44$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.22$0.32$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.21$0.28$0.07
2020Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.14$0.26$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.22$0.31$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.26$0.31$0.05
2017Summary only. Only limited summary data is available for this year.$5.90$0.00$5.90$0.45$0.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.27$0.33$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.65$0.32$0.33
2014Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.60$0.27$0.33
2013Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.37$0.21$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.00$5.00$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.00$4.97$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.00$4.96$0.18