Civic Intelligence

Forest Home Cemetery Inc.

990 • Fiscal year 2017 • EIN 46-4387765

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

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

63rd percentile

0.03x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.12x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2017

Net Margin

56th percentile

26%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$101,462

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

29th percentile

4.8%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)13 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

26%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)13 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$7,249,827

Up $330,156 (+4.8%) from 2016

Net Assets

Up

$7,026,450

Up $336,830 (+5.0%) from 2016

Liabilities

Down

$223,377

Down $6,674 (-2.9%) from 2016

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin56th percentile

Revenue

Up

$1,803,798

Up $373,591 (+26%) from 2016

Expenses

Down

$1,338,373

Down $38,613 (-2.8%) from 2016

Net Income

Up

$465,425

Up $412,204 (+775%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2017

Assets$7,249,827
Liabilities$223,377
Net Assets$7,026,450
Open 2017 Filing

Operations Trend

Revenue Growth68th 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

2017

Revenue$1,803,798
Expenses$1,338,373
Net Income$465,425
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$9,008,999
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$4,096,388$4,215,814▲ $119,426
Inventories for Sale or Use$1,526,321$2,044,911▲ $518,590
Land, Buildings, and Equipment, Net$1,091,936$519,781▼ $572,155
Investments Other Securities-$250,000-
Accounts Receivable$121,364$135,619▲ $14,255
Cash and Non-Interest-Bearing Accounts$45,243$58,179▲ $12,936
Prepaid Expenses and Deferred Charges$21,969$19,835▼ $2,134
Intangible Assets$9,433$5,688▼ $3,745
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 Program Related-$0-
Total Assets$6,919,671$7,249,827▲ $330,156
Other Assets Total$7,017$0▼ $7,017
Liabilities
Accounts Payable and Accrued Expenses$136,635$130,757▼ $5,878
Deferred Revenue$61,603$69,108▲ $7,505
Other Liabilities$31,813$23,512▼ $8,301
Total Liabilities$230,051$223,377▼ $6,674
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,158,183$4,201,718▲ $43,535
Unrestricted Net Assets$2,531,437$2,619,576▲ $88,139
Temporarily Rstr Net Assets-$205,156-
Total Net Assets Fund Balance$6,689,620$7,026,450▲ $336,830
Total Liabilities and Net Assets / Fund Balance$6,919,671$7,249,827▲ $330,156

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$236,204$1,021,393$1,257,597
Leasehold Improvements$210,087$924,836$1,134,923
Equipment$20,631$441,317$461,948
Other Land Buildings$25,069$222,682$247,751
Land$27,790-$27,790

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,052,001$43,535▲ $482,305$167,667$4,406,874
2016$4,245,388$32,984▲ $185,965$393,712$4,052,001
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 Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan Van RensExecutive DirectorFT$96,586$4,876$101,462

Board Members and Trustees

NameTitle
Lecia JohnsonChair
Peter Slocum Mdvice chair
David BrennerDirector
Jasmine Medina-avilaDirector
Lee MatzDirector
Margaret HolzbogDirector
Mark VerheinDirector
Peter OgdenDirector
Sarah SlaughterDirector
Suzy BrennanDirector
Brad ToebbenEx Officio
Norman CerkEx Officio
Christine KruegerSecretary
Robert BrumderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,909
Program Service Revenue
$576,753
Investment Income
$613,242
Other Revenue
$597,894
All Other Contributions
$15,909
Change in Net Assets
$465,425

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,800,498
Revenue Not Reported on Financial Statements
$3,300
Revenue Not Reported on Form 990
$81,000
Total Revenue per Audited Statements
$1,881,498
Total Revenue per Form 990
$1,803,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$710,055
Other Expenses$628,318
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$364,825$110,541-$475,366
Occupancy$148,321--$148,321
Office Expenses$74,945$47,507-$122,452
Current Officers, Directors, Trustees, and Key Employees-$106,608-$106,608
Depreciation Depletion$103,078--$103,078
Fees for Services Other$69,910$11,981-$81,891
Other Employee Benefits$26,746$44,179-$70,925
Payroll Taxes$37,414$19,742-$57,156
Fees for Services Accounting-$28,375-$28,375
Insurance-$25,057-$25,057
Information Technology-$18,219-$18,219
Advertising$17,997--$17,997
Travel-$7,531-$7,531
Interest-$5,661-$5,661
Fees for Service Investment Mgmnt Fees-$3,300-$3,300
Conferences and Meetings$1,915--$1,915
All Other Expenses-$1,263-$1,263
Other Expenses$7,100$1,194-$1,194
Total Functional Expenses$902,602$435,771$0$1,338,373

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,339,021
Total Expenses per Form 990$1,338,373
Expenses per Audited Statements$1,335,073
Expenses Not Reported on Form 990$3,948
Expenses Not Reported on Financial Statements$3,300
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
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$23,512
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 990 is reviewed by the chair and management and shared with the full board prior to filing.”

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

“Conflicts are to be reported to the chair and secretary. As a conflict arises, it is taken to the Executive Committee or full board to determine if it is a conflict detrimental to the organization.”

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
2018-11-07
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
Diana Luttmann
Phone
4142711451
Supplemental Narrative

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, 2017, 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 $209595 Eliminated inter-company Revenue $0”

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

“expenses forest home historic preservati $3948 eliminated inter-company donation $0”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11vice chair
IRS990/Form990PartVIISectionAGrp/TitleTxt12EX OFFICIO
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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/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3PUBLIC NOTICES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3330401
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt443535
IRS990/ProgSrvcAccomActy2Grp/Desc0With its affiliation with The Forest Home Cemetery Historic Preservation Association, Inc. the Organization provided community outreach events, public tours, a girl scout program, education programs, and activities.
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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,249,827
Liabilities
$223,377
Net assets
$7,026,450
Revenue
$1,803,798
Expenses
$1,338,373
Net income
$465,425
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