Civic Intelligence

Forest Home Cemetery Inc.

990 • Fiscal year 2016 • EIN 46-4387765

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization Profilewww.foresthomecemetery.com

View Organization Page

2405 W Forest Home AveMilwaukee, WI 53215

(414) 645-2632

Siviq Scores

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

Liabilities / Assets

65th percentile

0.03x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.16x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2016

Net Margin

38th percentile

3.7%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$108,581

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

15th percentile

-1.3%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)13 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

25%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)13 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$6,919,671

Down $90,204 (-1.3%) from 2015

Net Assets

Up

$6,689,620

Up $92,111 (+1.4%) from 2015

Liabilities

Down

$230,051

Down $182,315 (-44%) from 2015

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin38th percentile

Revenue

Up

$1,430,207

Up $287,459 (+25%) from 2015

Expenses

Up

$1,376,986

Up $118,919 (+9.5%) from 2015

Net Income

Up

$53,221

Up $168,540 (+146%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$10M$5.0M$0Assets 2014: $7,396,360Liabilities 2014: $468,845Net Assets 2014: $6,927,5152014Assets 2015: $7,009,875Liabilities 2015: $412,366Net Assets 2015: $6,597,5092015Assets 2016: $6,919,671Liabilities 2016: $230,051Net Assets 2016: $6,689,6202016Assets 2017: $7,249,827Liabilities 2017: $223,377Net Assets 2017: $7,026,4502017Assets 2018: $7,081,521Liabilities 2018: $345,776Net Assets 2018: $6,735,7452018Assets 2019: $7,585,377Liabilities 2019: $347,122Net Assets 2019: $7,238,2552019Assets 2020: $8,387,733Liabilities 2020: $256,751Net Assets 2020: $8,130,9822020Assets 2021: $9,127,975Liabilities 2021: $229,296Net Assets 2021: $8,898,6792021Assets 2022: $9,140,546Liabilities 2022: $1,213,556Net Assets 2022: $7,926,9902022Assets 2023: $9,728,999Liabilities 2023: $1,636,705Net Assets 2023: $8,092,2942023Assets 2024: $9,783,582Liabilities 2024: $1,389,297Net Assets 2024: $8,394,2852024

Highlighted filing

2016

Assets$6,919,671
Liabilities$230,051
Net Assets$6,689,620
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $8,524,091Expenses 2014: $1,316,716Net Income 2014: $7,207,3752014Revenue 2015: $1,142,748Expenses 2015: $1,258,067Net Income 2015: -$115,3192015Revenue 2016: $1,430,207Expenses 2016: $1,376,986Net Income 2016: $53,2212016Revenue 2017: $1,803,798Expenses 2017: $1,338,373Net Income 2017: $465,4252017Revenue 2018: $1,605,745Expenses 2018: $1,555,185Net Income 2018: $50,5602018Revenue 2019: $1,607,026Expenses 2019: $1,676,517Net Income 2019: -$69,4912019Revenue 2020: $1,950,360Expenses 2020: $1,733,902Net Income 2020: $216,4582020Revenue 2021: $2,672,979Expenses 2021: $1,925,474Net Income 2021: $747,5052021Revenue 2022: $2,367,407Expenses 2022: $2,455,465Net Income 2022: -$88,0582022Revenue 2023: $2,067,190Expenses 2023: $2,433,706Net Income 2023: -$366,5162023Revenue 2024: $2,506,067Expenses 2024: $2,319,421Net Income 2024: $186,6462024

Highlighted filing

2016

Revenue$1,430,207
Expenses$1,376,986
Net Income$53,221
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$3,600,999
Mission and Program Overview

Mission

Forest Home Cemetery is a rare Garden Cemetery with sun-graced grass, fountains, lake, thousands of trees and roads winding through soothing English gardens. It is a lasting example of carefully maintained respect and care. Since 1850, Milwaukee has grown in an uncertain world of wars, victories, tragedies and triumphs. But throughout decades of changing times, area citizens and dignitaries have always shared a comforting constant: the unparalleled dignity of eternal rest at Forest Home Cemetery, Inc. The Organization is organized and shall be operated for the disposal of bodies by burial or cremation and any business necessarily incident to such purpose, including, but not limited to, the maintenance of cemetery grounds and mausoleums and the offering of interment, disinterment and cremation services.

A rare Garden Cemetery with the purpose to provide all activities associated with operating a cemetery including, but not limited to, selling lots, crypts, monuments and markers to individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,243,907$4,096,388▼ $147,519
Inventories for Sale or Use$1,498,946$1,526,321▲ $27,375
Land, Buildings, and Equipment, Net$1,124,599$1,091,936▼ $32,663
Accounts Receivable$86,906$121,364▲ $34,458
Cash and Non-Interest-Bearing Accounts$15,137$45,243▲ $30,106
Prepaid Expenses and Deferred Charges$18,431$21,969▲ $3,538
Intangible Assets$13,911$9,433▼ $4,478
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Total Assets$7,009,875$6,919,671▼ $90,204
Other Assets Total$8,038$7,017▼ $1,021
Liabilities
Accounts Payable and Accrued Expenses$128,864$136,635▲ $7,771
Deferred Revenue$244,864$61,603▼ $183,261
Other Liabilities$38,638$31,813▼ $6,825
Total Liabilities$412,366$230,051▼ $182,315
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,125,199$4,158,183▲ $32,984
Unrestricted Net Assets$2,352,121$2,531,437▲ $179,316
Temporarily Rstr Net Assets$120,189--
Total Net Assets Fund Balance$6,597,509$6,689,620▲ $92,111
Total Liabilities and Net Assets / Fund Balance$7,009,875$6,919,671▼ $90,204

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$777,285$1,295,127$2,072,412
Leasehold Improvements$231,475$904,534$1,136,009
Equipment$26,753$505,387$532,140
Other Land Buildings$28,633$225,944$254,577
Land$27,790-$27,790

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,245,388$100,984▲ $188,802$393,712$4,122,838
2015$4,464,257$30,115▲ $150,049$381,348$4,245,388
2014-$4,986,136▲ $195,718$698,336$4,464,257
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan Van RensExecutive DirectorFT$88,935$19,646$108,581

Board Members and Trustees

NameTitle
Lecia JohnsonChair
Peter Slocum Mdvice chair
David BrennerDirector
Lee MatzDirector
Margaret HolzbogDirector
Paul a Haubrich PhdDirector
Raul GutierrezDirector
Sarah SlaughterDirector
Suzy BrennanDirector
Robert BrumderPast Treasurer
Christine KruegerSecretary
Mark VerheinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$99,413
Program Service Revenue
$487,779
Investment Income
$147,389
Other Revenue
$695,626
All Other Contributions
$99,413
Change in Net Assets
$53,221

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$40,000Fair Market Value (FMV)
Total Noncash Contributions1$40,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,411,583
Revenue Not Reported on Financial Statements
$18,624
Revenue Not Reported on Form 990
$131,841
Total Revenue per Audited Statements
$1,543,424
Total Revenue per Form 990
$1,430,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$728,925
Salaries, Compensation, and Employee Benefits$648,061
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$345,638$74,045-$419,683
Office Expenses$108,332$50,895-$159,227
Occupancy$129,679--$129,679
Current Officers, Directors, Trustees, and Key Employees-$118,946-$118,946
Fees for Services Other$96,592$2,058-$98,650
Depreciation Depletion$90,028--$90,028
Payroll Taxes$57,702$17,031-$74,733
Fees for Services Accounting-$73,929-$73,929
Advertising$54,577--$54,577
Other Employee Benefits$19,014$15,685-$34,699
Fees for Service Investment Mgmnt Fees-$18,624-$18,624
Insurance-$17,548-$17,548
Interest-$7,031-$7,031
Information Technology-$5,582-$5,582
Travel-$5,345-$5,345
Conferences and Meetings$2,270--$2,270
Other Expenses$6,023$1,202-$1,202
All Other Expenses-$570-$570
Total Functional Expenses$960,852$416,134$0$1,376,986

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,376,986
Total Expenses per Audited Statements$1,365,345
Expenses per Audited Statements$1,358,362
Expenses Not Reported on Financial Statements$18,624
Expenses Not Reported on Form 990$6,983
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Liability$31,813
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
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, Part VI, Line 11B: Form 990 Review Process

“The Finance Committee does the review with the Auditors and makes the recommendation to the board to approve the Audit as it was presented. The Board will have received their copy and if no issues that they see, it is approved at the Annual Meeting in June.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“As a conflict arises, it is taken to the Executive Committee to determine if it is a conflict detrimental to the organization. There were no conflicts in 2016.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Executive Committee reviews the year with the Executive Director who is then excused from the meeting. They make their determinations for compensation and then at the December Board Meeting this compensation is shared with the board in an Executive Session. After discusion, it is voted on by the entire board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are kept at the office of the cemetery and available upon request.”

Filing and Contact Details

Filer

Filer Name
Forest Home Cemetery Inc
EIN
46-4387765
Phone
4146452632
Address
2405 W FOREST HOME AVE, MILWAUKEE, WI 53215

Signing Officer

Name
Lecia Johnson
Title
Chair
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lecia Johnson
Formed
2013
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
29
Volunteers
36

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Andrew C Holman
Phone
4142711451
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Forest Home Cemetery participated in Doors Open Milwaukee for the fifth year. Over 900 individuals were in attendance for the event and were taken through the chapel and crematorium in the basement of the chapel.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment is used for perpetual care of the cemetery.”

Part X : FIN48 Footnote

“Forest Home Cemetery, Inc. is exempt from federal income tax under Section 501(c)(13) of the Internal Revenue Code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of December 31, 2016, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The Organization does not anticipate any significant changes to unrecognized income tax benefits over the next year. The Organization is currently not under audit by any federal or state taxing authority.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Rev of Forest Home Historic Preservation $150507 Eliminated inter-company Revenue $-57556”

Part XII, Line 2D: Other expenses and losses per audited F/S

“expenses forest home historic preservati $64539 eliminated inter-company donation $-57556”

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IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
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IRS990/MissionDesc0Forest Home Cemetery is a rare Garden Cemetery with sun-graced grass, fountains, lake, thousands of trees and roads winding through soothing English gardens. It is a lasting example of carefully maintained respect and care. Since 1850, Milwaukee has grown in an uncertain world of wars, victories, tragedies and triumphs. But throughout decades of changing times, area citizens and dignitaries have always shared a comforting constant: the unparalleled dignity of eternal rest at Forest Home Cemetery, Inc. The Organization is organized and shall be operated for the disposal of bodies by burial or cremation and any business necessarily incident to such purpose, including, but not limited to, the maintenance of cemetery grounds and mausoleums and the offering of interment, disinterment and cremation services.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Memorial Day service and event in Chapel included the Laying of the wreath at the Garden of Honor and Period dressed re-enactors of famous residents at Forest Home Cemetery. Food and wonderful weather made for another very successful event which saw 450 people attend, of which 120 went on the tour.
IRS990/ProgSrvcAccomActy3Grp/Desc0Brunch with the Barons was a new event in collaboration with the Milwaukee Historical Society and The Pabst Mansion. The Beer Barons were re-enacted by volunteers. Three descendants of the Blatz, Pabst, and Gettelman families came and participated as well. Another beautiful day brought 465 people to the cemetery to tour, eat, and drink beer in the Victorian Garden!
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Filings

Displayed year

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

Open filing
Assets
$6,919,671
Liabilities
$230,051
Net assets
$6,689,620
Revenue
$1,430,207
Expenses
$1,376,986
Net income
$53,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.78$1.39$8.39$2.51$2.32$0.19
2023Detailed filing. Detailed filing data is available for this year.$9.73$1.64$8.09$2.07$2.43$0.37
2022Detailed filing. Detailed filing data is available for this year.$9.14$1.21$7.93$2.37$2.46$0.09
2021Detailed filing. Detailed filing data is available for this year.$9.13$0.23$8.90$2.67$1.93$0.75
2020Detailed filing. Detailed filing data is available for this year.$8.39$0.26$8.13$1.95$1.73$0.22
2019Detailed filing. Detailed filing data is available for this year.$7.59$0.35$7.24$1.61$1.68$0.07
2018Detailed filing. Detailed filing data is available for this year.$7.08$0.35$6.74$1.61$1.56$0.05
2017Detailed filing. Detailed filing data is available for this year.$7.25$0.22$7.03$1.80$1.34$0.47
2016Detailed filing. Detailed filing data is available for this year.$6.92$0.23$6.69$1.43$1.38$0.05
2015Detailed filing. Detailed filing data is available for this year.$7.01$0.41$6.60$1.14$1.26$0.12
2014Summary only. Only limited summary data is available for this year.$7.40$0.47$6.93$8.52$1.32$7.21