Civic Intelligence

Mobile Memorial Gardens Inc

EIN 42-6628101 • 501(c)13 • Mobile, AL

Profile

Trust for purchase of materials for mobile memorial gardens, inc.

6100 Three Notch RoadMobile, AL 36619

mobilememorialgardens.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

100th percentile

0.72x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

15.12x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Net Margin

76th percentile

47%

Higher net margin than 76% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$281,387

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 117.6% of source-year revenue.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

36%

Faster revenue growth than 77% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,048,095

Up $488,826 (+11%) from 2023

Liabilities

Up

$3,616,486

Up $269,996 (+8.1%) from 2023

Net Assets

Up

$1,431,609

Up $218,830 (+18%) from 2023

Revenue

Up

$239,216

Up $63,751 (+36%) from 2023

Expenses

Up

$126,096

Up $34,731 (+38%) from 2023

Net Income

Up

$113,120

Up $29,020 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $542,728Liabilities 2010: $540,909Net Assets 2010: $1,8192010Assets 2011: $769,130Liabilities 2011: $717,064Net Assets 2011: $52,0662011Assets 2012: $996,280Liabilities 2012: $902,742Net Assets 2012: $93,5382012Assets 2013: $1,278,360Liabilities 2013: $1,021,961Net Assets 2013: $256,3992013Assets 2014: $1,514,640Liabilities 2014: $1,183,239Net Assets 2014: $331,4012014Assets 2015: $1,647,978Liabilities 2015: $1,354,992Net Assets 2015: $292,9862015Assets 2016: $2,016,996Liabilities 2016: $1,575,625Net Assets 2016: $441,3712016Assets 2017: $2,458,928Liabilities 2017: $1,833,895Net Assets 2017: $625,0332017Assets 2018: $2,510,065Liabilities 2018: $2,074,954Net Assets 2018: $435,1112018Assets 2019: $3,130,771Liabilities 2019: $2,280,206Net Assets 2019: $850,5652019Assets 2020: $3,578,336Liabilities 2020: $2,480,595Net Assets 2020: $1,097,7412020Assets 2021: $4,038,076Liabilities 2021: $2,714,908Net Assets 2021: $1,323,1682021Assets 2022: $3,922,876Liabilities 2022: $3,017,894Net Assets 2022: $904,9822022Assets 2023: $4,559,269Liabilities 2023: $3,346,490Net Assets 2023: $1,212,7792023Assets 2024: $5,048,095Liabilities 2024: $3,616,486Net Assets 2024: $1,431,6092024

Highlighted filing

2024

Assets$5,048,095
Liabilities$3,616,486
Net Assets$1,431,609

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Expenses 2010: $21,1972010Expenses 2011: $2592011Expenses 2012: $4,3842012Revenue 2013: $171,140Expenses 2013: $8,279Net Income 2013: $162,8612013Revenue 2014: $58,530Expenses 2014: $27,111Net Income 2014: $31,4192014Revenue 2015: $67,111Expenses 2015: $29,095Net Income 2015: $38,0162015Revenue 2016: $82,983Expenses 2016: $38,024Net Income 2016: $44,9592016Revenue 2017: $135,892Expenses 2017: $33,683Net Income 2017: $102,2092017Revenue 2018: $113,135Expenses 2018: $54,613Net Income 2018: $58,5222018Revenue 2019: $117,464Expenses 2019: $54,783Net Income 2019: $62,6812019Revenue 2020: $141,937Expenses 2020: $64,203Net Income 2020: $77,7342020Revenue 2021: $204,760Expenses 2021: $97,500Net Income 2021: $107,2602021Revenue 2022: $210,911Expenses 2022: $79,826Net Income 2022: $131,0852022Revenue 2023: $175,465Expenses 2023: $91,365Net Income 2023: $84,1002023Revenue 2024: $239,216Expenses 2024: $126,096Net Income 2024: $113,1202024

Highlighted filing

2024

Revenue$239,216
Expenses$126,096
Net Income$113,120

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.05$3.62$1.43$0.24$0.13$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.56$3.35$1.21$0.18$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.92$3.02$0.90$0.21$0.08$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.04$2.71$1.32$0.20$0.10$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.58$2.48$1.10$0.14$0.06$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.13$2.28$0.85$0.12$0.05$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.51$2.07$0.44$0.11$0.05$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.46$1.83$0.63$0.14$0.03$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.02$1.58$0.44$0.08$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.65$1.35$0.29$0.07$0.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.51$1.18$0.33$0.06$0.03$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.28$1.02$0.26$0.17$0.01$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.90$0.09$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.72$0.05$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.54$0.00$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Gross Receipts
$831,720
Mission and Program Overview

Mission

Trust for purchase of materials for mobile memorials gardens, inc.

Trust for purchase of materials for mobile memorial gardens, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,379,527$4,556,769▲ $177,242
Cash and Non-Interest-Bearing Accounts$149,340$453,441▲ $304,101
Total Assets$4,559,269$5,048,095▲ $488,826
Other Assets Total$30,402$37,885▲ $7,483
Liabilities
Other Liabilities$3,307,136$3,577,261▲ $270,125
Accounts Payable and Accrued Expenses$39,354$39,225▼ $129
Total Liabilities$3,346,490$3,616,486▲ $269,996
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,212,779$1,431,609▲ $218,830
Total Net Assets Fund Balance$1,212,779$1,431,609▲ $218,830
Total Liabilities and Net Assets / Fund Balance$4,559,269$5,048,095▲ $488,826

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,212,779-▲ $344,926-$1,431,609
2023$904,982-▲ $399,162-$1,212,779
2022$1,323,168-▼ $338,360-$904,982
2021$1,097,741-▲ $322,927-$1,323,168
2020$850,566-▲ $311,380-$1,097,741
Compensation and Service Providers

Employees

NameTitleOtherTotal
-President$281,387$281,387
-Family Ser C$114,231$114,231
Steve BakerTrustee$34,650$34,650
Brian D ShakeTrustee$21,450$21,450

Board Members and Trustees

NameTitle
Brian D ShakePresident
Cecelia HowellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$235,311
Other Revenue
$3,905
Change in Net Assets
$113,120

Audited Revenue Reconciliation

Revenue per Audited Statements
$239,216
Revenue Not Reported on Form 990
$105,710
Total Revenue per Audited Statements
$344,926
Total Revenue per Form 990
$239,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,096
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$93,682
Fees for Service Investment Mgmnt Fees---$32,414
Total Functional Expenses$0$0$0$126,096

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$126,096
Total Expenses per Audited Statements$126,096
Total Expenses per Form 990$126,096
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Cost to Fulfill Contracts$3,577,261
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The return is reviewed by the governing board before the return is filed.

Form 990, Page 6, Part VI, Line 12C

Conflicts of interest issues and policies are discussed and reviewed with the board, management and related employees on a regular basis. Possible conflicts of interest issues are reported and handled as required by the written policy.

Form 990, Page 6, Part VI, Line 15A

Reviewed and approved by the board.

Form 990, Page 6, Part VI, Line 15B

Reviewed and approved by the board.

Form 990, Page 6, Part VI, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Mobile Memorial Gardens Inc
EIN
42-6628101
Phone
2516611333
Address
6100 THREE NOTCH ROAD, MOBILE, AL 36619

Signing Officer

Name
Brian D Shake
Title
President
Phone
2516611333
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian D Shake
Formed
2002
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Graham Yaden Pc
Address
1111 HILLCREST RD STE 220, MOBILE, AL 36695-3952
Preparer
David Dutton CPA
Phone
2513407345
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment funds for marker and material trusts are accumulated from the purchase of materials and services to fulfill obligations of mobile memorial gardens inc on a pre-need sales basis.

Raw XML Appendix392 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED BY THE GOVERNING BOARD BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTEREST ISSUES AND POLICIES ARE DISCUSSED AND REVIEWED WITH THE BOARD, MANAGEMENT AND RELATED EMPLOYEES ON A REGULAR BASIS. POSSIBLE CONFLICTS OF INTEREST ISSUES ARE REPORTED AND HANDLED AS REQUIRED BY THE WRITTEN POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN D SHAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOBILE MEMORIAL GARDENS INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRENEED CEMETERY MERCH & SERV TRUST
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
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ReturnHeader/ReturnTs02025-05-14T12:28:39-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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