Civic Intelligence

Montgomery Cementary Incorporated

990EZ • Fiscal year 2023 • EIN 51-0424301

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 08, 2024

Organization ProfileN/A
PO Box 42Oakland City, IN 47660

(812) 664-1306

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

42%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,088

Up $5,631 (+12%) from 2022

Net Assets

Up

$51,088

Up $5,631 (+12%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$34,865

Up $10,277 (+42%) from 2022

Expenses

Up

$29,234

Up $2,844 (+11%) from 2022

Net Income

Up

$5,631

Up $7,433 (+412%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2016: $147,231Liabilities 2016: $0Net Assets 2016: $147,2312016Assets 2018: $19,645Liabilities 2018: $02018Assets 2019: $15,744Liabilities 2019: $02019Assets 2020: $24,461Net Assets 2020: $24,4612020Assets 2021: $47,259Net Assets 2021: $47,2592021Assets 2022: $45,457Net Assets 2022: $45,4572022Assets 2023: $51,088Net Assets 2023: $51,0882023Assets 2024: $40,718Net Assets 2024: $40,7182024

Highlighted filing

2023

Assets$51,088
Liabilities-
Net Assets$51,088
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

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

$60K$40K$20K$0-$20KRevenue 2016: $37,977Expenses 2016: $31,738Net Income 2016: $6,2392016Revenue 2018: $21,190Expenses 2018: $25,975Net Income 2018: -$4,7852018Revenue 2019: $21,360Expenses 2019: $25,261Net Income 2019: -$3,9012019Revenue 2020: $35,391Expenses 2020: $26,674Net Income 2020: $8,7172020Revenue 2021: $47,100Expenses 2021: $24,302Net Income 2021: $22,7982021Revenue 2022: $24,588Expenses 2022: $26,390Net Income 2022: -$1,8022022Revenue 2023: $34,865Expenses 2023: $29,234Net Income 2023: $5,6312023Revenue 2024: $24,928Expenses 2024: $35,298Net Income 2024: -$10,3702024

Highlighted filing

2023

Revenue$34,865
Expenses$29,234
Net Income$5,631
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 8, 2024
Return Version
2023v4.0
Gross Receipts
$34,865
Mission and Program Overview

Mission

CEMETERY

Program Services

DescriptionGrantsExpenses
N/A$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN WHITTMANPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Cemetery
EIN
51-0424301
Phone
8126641306
Address
PO BOX 42, OAKLAND CITY, IN 47660

Signing Officer

Name
Allen Whittman
Title
President
Phone
8126641306
Signed
2024-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Jackie Saum Ea
Address
121 N HART ST, PRINCETON, IN 47670
Preparer
Rita M Byers
Phone
8123855834
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“MOWING SERVICES 22400.”

Form 990EZ, Part I, Line 16

“INSURANCE & BOND 1215.”

Form 990EZ, Part I, Line 16

“TAXES 23.”

Form 990EZ, Part I, Line 16

“SUPPLIES 4178.”

Form 990EZ, Part I, Line 16

“SEXTON FEE 1000.”

Form 990EZ, Part I, Line 16

“PO BOX RENTAL 78.”

Form 990EZ, Part I, Line 16

“PROFESSIONAL FEES 240.”

Form 990EZ, Part I, Line 16

“LEGAL FEES 100.”

Raw XML Appendix151 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/PersonNm0CATHY WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum08127493283
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010510 E 125 S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLAND CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043178
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041989
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05631
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045457
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051088
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt034865
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045457
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051088
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045457
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051088
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALAN WHITTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02279
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09099
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt029234
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CEMETERY
IRS990EZ/ProgramServiceRevenueAmt034865
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029234
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt034865
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06144
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt015216
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt015216
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt021360
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021360
IRS990ScheduleA/Total509Grp/TotalAmt021360
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MOWING SERVICES 22400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE & BOND 1215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAXES 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES 4178.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEXTON FEE 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PO BOX RENTAL 78.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL FEES 240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LEGAL FEES 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN WHITTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08126641306
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY CEMETERY
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0510424301
ReturnHeader/Filer/PhoneNum08126641306
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 42
ReturnHeader/Filer/USAddress/CityNm0OAKLAND CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871255507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKIE SAUM EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 N HART ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRINCETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047670
ReturnHeader/PreparerPersonGrp/PhoneNum08123855834
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA M BYERS
ReturnHeader/ReturnTs02024-02-09T08:22:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITTMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,088
Liabilities
-
Net assets
$51,088
Revenue
$34,865
Expenses
$29,234
Net income
$5,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.25$0.35$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.35$0.29$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.25$0.26$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.47$0.24$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.35$0.27$0.09
2019Summary only. Only limited summary data is available for this year.$0.16$0.00$0.21$0.25$0.04
2018Summary only. Only limited summary data is available for this year.$0.20$0.00$0.21$0.26$0.05
2016Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.38$0.32$0.06