Civic Intelligence

Temple Adath Joseph Cemetery Fund

990EZ • Fiscal year 2016 • EIN 44-6012732

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

C/O Commerce Bank PO Box 1119St Joseph, MO 64502

(816) 236-5750

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

90th percentile

62%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)13 • <$500k nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$640

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2016 filings • 501(c)13 • <$500k nonprofits • Source year 2016

Asset Growth

72nd percentile

4.4%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

56th percentile

2.4%

Faster revenue growth than 56% of similar nonprofits.

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

Assets

Up

$408,215

Up $17,213 (+4.4%) from 2015

Net Assets

Up

$408,215

Up $17,213 (+4.4%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$27,911

Up $650 (+2.4%) from 2015

Expenses

Up

$10,698

Up $2,941 (+38%) from 2015

Net Income

Down

$17,213

Down $2,291 (-12%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $301,665Net Assets 2011: $301,6652011Assets 2012: $323,415Net Assets 2012: $323,4152012Assets 2013: $342,020Net Assets 2013: $342,0202013Assets 2014: $371,498Net Assets 2014: $371,4982014Assets 2015: $391,002Net Assets 2015: $391,0022015Assets 2016: $408,215Net Assets 2016: $408,2152016Assets 2017: $429,653Net Assets 2017: $429,6532017Assets 2018: $448,383Net Assets 2018: $448,3832018Assets 2019: $464,918Net Assets 2019: $464,9182019Assets 2020: $475,419Net Assets 2020: $475,4192020Assets 2021: $518,843Liabilities 2021: $0Net Assets 2021: $518,8432021Assets 2022: $528,164Liabilities 2022: $0Net Assets 2022: $528,1642022Assets 2023: $542,771Liabilities 2023: $0Net Assets 2023: $542,7712023Assets 2024: $530,684Liabilities 2024: $0Net Assets 2024: $530,6842024

Highlighted filing

2016

Assets$408,215
Liabilities-
Net Assets$408,215

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $34,410Expenses 2011: $8,888Net Income 2011: $25,5222011Revenue 2012: $28,962Expenses 2012: $7,212Net Income 2012: $21,7502012Revenue 2013: $29,561Expenses 2013: $10,956Net Income 2013: $18,6052013Revenue 2014: $37,431Expenses 2014: $7,953Net Income 2014: $29,4782014Revenue 2015: $27,261Expenses 2015: $7,757Net Income 2015: $19,5042015Revenue 2016: $27,911Expenses 2016: $10,698Net Income 2016: $17,2132016Revenue 2017: $33,250Expenses 2017: $11,812Net Income 2017: $21,4382017Revenue 2018: $28,552Expenses 2018: $9,822Net Income 2018: $18,7302018Revenue 2019: $27,782Expenses 2019: $11,247Net Income 2019: $16,5352019Revenue 2020: $26,420Expenses 2020: $15,919Net Income 2020: $10,5012020Revenue 2021: $48,416Expenses 2021: $4,992Net Income 2021: $43,4242021Revenue 2022: $23,481Expenses 2022: $14,160Net Income 2022: $9,3212022Revenue 2023: $27,189Expenses 2023: $12,582Net Income 2023: $14,6072023Revenue 2024: $32,133Expenses 2024: $44,217Net Income 2024: -$12,0842024

Highlighted filing

2016

Revenue$27,911
Expenses$10,698
Net Income$17,213
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$105,639
Mission and Program Overview

Mission

Perpetual cemetery care & maintenance

Program Services

DescriptionGrantsExpenses
PERPETUAL CEMETERY CARE & MAINTENANCE$9,633-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE COMMERCE TRUST COMPANYTrustee-$640-$640
Filing and Contact Details

Filer

Filer Name
Adath Joseph Cemetery Fund
EIN
44-6012732
Phone
8162365750
Address
C/O COMMERCE BANK PO BOX 1119, ST JOSEPH, MO 64502

Signing Officer

Name
Lori Boyer
Title
Trust Officer
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Sumner Carter Hardy & Schwichtenberg Pc
Address
1010 West St Maartens Dr STE A, SAINT JOSEPH, MO 64506
Preparer
Allan B Carter CPA
Phone
8162797450
Raw XML Appendix90 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE COMMERCE TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum08162365748
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1119 ST JOSEPH MISSOURI
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST JOSEPH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0391002
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0408215
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012320
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt077728
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017213
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0391002
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0408215
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03672
IRS990EZ/GrossReceiptsAmt0105639
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt011919
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0391002
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0408215
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0391002
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0408215
IRS990EZ/OccupancyRentUtltsAndMaintAmt09633
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0640
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THE COMMERCE TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PERPETUAL CEMETERY CARE & MAINTENANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERPETUAL CEMETERY CARE & MAINTENANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09633
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0640
IRS990EZ/SaleOfAssetsGrossAmt081400
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010698
IRS990EZ/TotalProgramServiceExpensesAmt09633
IRS990EZ/TotalRevenueAmt027911
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI BOYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADATH JOSEPH CEMETERY FUND
ReturnHeader/Filer/BusinessNameControlTxt0ADAT
ReturnHeader/Filer/EIN0446012732
ReturnHeader/Filer/PhoneNum08162365750
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O COMMERCE BANK PO BOX 1119
ReturnHeader/Filer/USAddress/CityNm0ST JOSEPH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUMNER CARTER HARDY & SCHWICHTENBERG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01010 West St Maartens Dr STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT JOSEPH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064506
ReturnHeader/PreparerPersonGrp/PhoneNum08162797450
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLAN B CARTER CPA
ReturnHeader/ReturnTs02017-05-11T10:35:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.32$0.44$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.27$0.13$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.23$0.14$0.09
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.48$0.05$0.43
2020Detailed filing. Detailed filing data is available for this year.$4.75$4.75$0.26$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.65$4.65$0.28$0.11$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.48$4.48$0.29$0.10$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.30$4.30$0.33$0.12$0.21
2016Detailed filing. Detailed filing data is available for this year.$4.08$4.08$0.28$0.11$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.91$3.91$0.27$0.08$0.20
2014Detailed filing. Detailed filing data is available for this year.$3.71$3.71$0.37$0.08$0.29
2013Detailed filing. Detailed filing data is available for this year.$3.42$3.42$0.30$0.11$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$3.23$0.29$0.07$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$3.02$0.34$0.09$0.26