Civic Intelligence

George Healy Trust

990 • Fiscal year 2018 • EIN 41-6025817

Jan 01, 2018 to Dec 31, 2018 • Filed on May 11, 2019

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

63rd percentile

0.00x

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

2018 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.00x

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

2018 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2018

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

81st percentile

$7,532

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2018 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2018

Asset Growth

41st percentile

-1.2%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$583,299

Down $6,858 (-1.2%) from 2017

Net Assets

Down

$583,299

Down $6,858 (-1.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin19th percentile

Revenue

Down

$25,568

Down $19,531 (-43%) from 2017

Expenses

Down

$30,760

Down $918 (-2.9%) from 2017

Net Income

Down

-$5,192

Down $18,613 (-139%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2018

Assets$583,299
Liabilities$0
Net Assets$583,299
Open 2018 Filing

Operations Trend

Revenue Growth11th 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

2018

Revenue$25,568
Expenses$30,760
Net Income-$5,192
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 11, 2019
Return Version
2018v3.0
Gross Receipts
$269,724
Mission and Program Overview

Mission

To maintain permanent improvement of Oakwood Cemetry

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$596,331$584,636▼ $11,695
Cap Stk Tr Prin Current Funds$230,253$583,299▲ $353,046
Rtn Earn Endowment Incm Other Fnds$359,904--
Accounts Receivable$1,078$818▼ $260
Cash and Non-Interest-Bearing Accounts-$-2,155-
Savings and Temporary Cash Investments$-7,252--
Total Assets$590,157$583,299▼ $6,858
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$590,157$583,299▼ $6,858
Total Liabilities and Net Assets / Fund Balance$590,157$583,299▼ $6,858
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
-Trustee$7,532$7,532
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,568
Other Revenue
$0
Change in Net Assets
$-5,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,172
Salaries, Compensation, and Employee Benefits$7,532
Other Expenses$3,056
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$20,172--$20,172
Current Officers, Directors, Trustees, and Key Employees$7,532--$7,532
Fees for Services Legal$1,950--$1,950
Fees for Services Accounting$750--$750
Other Expenses$331--$331
Total Functional Expenses$30,760$0$0$30,760
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rochester Cemetery AssociationRochester, MN501(c)(13)To Maintain Permanent Improvement of Oakwood Cemetry$20,172
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
2019-05-11
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

“Return of capital (1,666)”

Raw XML Appendix256 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/ActivityOrMissionDesc0To maintain permanent improvement of Oakwood Cemetry
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990/BooksInCareOfDetail/PhoneNum05072857945
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IRS990/DescribedInSection501c3Ind0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020172
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020172
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0245160
IRS990/GrossReceiptsAmt0269724
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt024564
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024564
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0596331
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0584636
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0244156
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/NetAssetsOrFundBalancesBOYAmt0590157
IRS990/NetAssetsOrFundBalancesEOYAmt0583299
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01004
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1666
IRS990/OtherExpensesGrp/Desc0MN STATE FILING FEE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX PAID
IRS990/OtherExpensesGrp/ProgramServicesAmt025
IRS990/OtherExpensesGrp/ProgramServicesAmt1331
IRS990/OtherExpensesGrp/TotalAmt025
IRS990/OtherExpensesGrp/TotalAmt1331
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020335
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IRS990/PYSalariesCompEmpBnftPaidAmt07753
IRS990/PYTotalExpensesAmt031678
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5192
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0359904
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0-7252
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt020172
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(13)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO MAINTAIN PERMANENT IMPROVEMENT OF OAKWOOD CEMETRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROCHESTER CEMETERY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0410506932
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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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3US BANK NA - TRUSTEE - 8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RETURN OF CAPITAL (1,666)
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-11
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-11T15:00:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$583,299
Liabilities
$0
Net assets
$583,299
Revenue
$25,568
Expenses
$30,760
Net income
-$5,192
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