Civic Intelligence

George Healy Trust

990 • Fiscal year 2016 • EIN 41-6025817

Jan 01, 2016 to Dec 31, 2016 • Filed on May 06, 2017

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

61st percentile

0.00x

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

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.00x

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

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Net Margin

21st percentile

-20%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$7,597

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Asset Growth

29th percentile

-0.9%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-58%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$576,692

Down $5,255 (-0.9%) from 2015

Net Assets

Down

$576,692

Down $5,255 (-0.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin21st percentile

Revenue

Down

$27,422

Down $37,983 (-58%) from 2015

Expenses

Up

$32,777

Up $312 (+1.0%) from 2015

Net Income

Down

-$5,355

Down $38,295 (-116%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2016

Assets$576,692
Liabilities$0
Net Assets$576,692
Open 2016 Filing

Operations Trend

Revenue Growth8th 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

2016

Revenue$27,422
Expenses$32,777
Net Income-$5,355
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 6, 2017
Return Version
2016v3.0
Gross Receipts
$250,119
Mission and Program Overview

Mission

To maintain permanent improvement of Oakwood Cemetry

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$579,239$584,761▲ $5,522
Rtn Earn Endowment Incm Other Fnds$351,794$346,439▼ $5,355
Cap Stk Tr Prin Current Funds$230,153$230,253▲ $100
Accounts Receivable$1,197$1,390▲ $193
Savings and Temporary Cash Investments$1,511$-9,459▼ $10,970
Total Assets$581,947$576,692▼ $5,255
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$581,947$576,692▼ $5,255
Total Liabilities and Net Assets / Fund Balance$581,947$576,692▼ $5,255
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleBaseTotal
-Trustee$7,597$7,597
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$27,422
Other Revenue
$0
Change in Net Assets
$-5,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,863
Salaries, Compensation, and Employee Benefits$7,597
Other Expenses$3,317
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$21,863--$21,863
Current Officers, Directors, Trustees, and Key Employees$7,597--$7,597
Fees for Services Legal$3,123--$3,123
Other Expenses$25$169-$169
Total Functional Expenses$32,608$169$0$32,777
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rochester Cemetery AssociationRochester, MN-To Maintain Permanent Improvement of Oakwood Cemetry$21,863
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 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
2017-05-06
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

“Current year loss not settled at year end”

Raw XML Appendix252 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/AccountsReceivableGrp/BOYAmt01197
IRS990/AccountsReceivableGrp/EOYAmt01390
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IRS990/ActivityOrMissionDesc0To maintain permanent improvement of Oakwood Cemetry
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990/BooksInCareOfDetail/PhoneNum05072857945
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IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYOtherExpensesAmt03317
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-5355
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IRS990/DeductibleNonCashContriInd0false
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IRS990/Desc0Made distributions for permanent improvements and maintenance of Oakwood Cemetry as required by the George Healy Trust
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03123
IRS990/FeesForServicesLegalGrp/TotalAmt03123
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IRS990/FormationYr01959
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt021863
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt021863
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0224159
IRS990/GrossReceiptsAmt0250119
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt025960
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025960
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0579239
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0584761
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0222697
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To maintain permanent improvement of Oakwood Cemetry
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0581947
IRS990/NetAssetsOrFundBalancesEOYAmt0576692
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01462
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01462
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0100
IRS990/OtherExpensesGrp/Desc0Filing fee
IRS990/OtherExpensesGrp/Desc1Foreign taxes
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0169
IRS990/OtherExpensesGrp/ProgramServicesAmt025
IRS990/OtherExpensesGrp/TotalAmt025
IRS990/OtherExpensesGrp/TotalAmt1169
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020701
IRS990/PYInvestmentIncomeAmt065405
IRS990/PYOtherExpensesAmt04042
IRS990/PYRevenuesLessExpensesAmt032940
IRS990/PYSalariesCompEmpBnftPaidAmt07722
IRS990/PYTotalExpensesAmt032465
IRS990/PYTotalRevenueAmt065405
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5355
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0351794
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0346439
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01511
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0-9459
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt021863
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO MAINTAIN PERMANENT IMPROVEMENT OF OAKWOOD CEMETRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROCHESTER CEMETERY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0C/O GENE HARNACK
IRS990ScheduleI/RecipientTable/RecipientEIN0410506932
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt041 SEVENTH AVE NE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055906
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MONITERING OF THE GRANT IS DONE UNDER THE DIRECTION OF THE BOARD OF THE ROCHESTER CEMETERY ASSOCIATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BY THE ROCHESTER CEMETERY ASSN BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3US BANK NA - TRUSTEE - 8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CURRENT YEAR LOSS NOT SETTLED AT YEAR END
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0581947
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PhoneNum05072857953
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE HEALY TR
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-08T11:00:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$576,692
Liabilities
$0
Net assets
$576,692
Revenue
$27,422
Expenses
$32,777
Net income
-$5,355
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