Civic Intelligence

Mikro Kodesh-Beth Israel Cemetery Jewish

EIN 52-6027793 • 501(c)13 • Batesville, IN

Profile

As required by its governing instrument, this trust supports the mikro kodesh - beth israel perpetual care fund through the distribution of its income to the mikro kodesh - beth israel cemetery.

100 Progress Drive PO Box 59Batesville, IN 47006

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)13 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)13 • $500k-$1M nonprofits • Source year 2021

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

501(c)13 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

501(c)13 • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets71st percentile

Assets

$958,826

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$958,826

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue71st percentileNet Margin96th percentile

Revenue

$68,760

No earlier filing loaded for comparison.

Expenses

$11,627

No earlier filing loaded for comparison.

Net Income

$57,133

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2021: $958,826Liabilities 2021: $0Net Assets 2021: $958,8262021

Highlighted filing

2021

Assets$958,826
Liabilities$0
Net Assets$958,826
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2021: $68,760Expenses 2021: $11,627Net Income 2021: $57,1332021

Highlighted filing

2021

Revenue$68,760
Expenses$11,627
Net Income$57,133
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$958,826
Liabilities
$0
Net assets
$958,826
Revenue
$68,760
Expenses
$11,627
Net income
$57,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.69$0.12$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 15, 2022
Return Version
2021v4.1
Gross Receipts
$97,688
Mission and Program Overview

Mission

As required by its governing instrument, this trust supports the mikro kodesh - beth israel perpetual care fund through the distribution of its income to the mikro kodesh - beth israel cemetery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$901,693$958,826▲ $57,133
Investments in Publicly Traded Securities$901,693$906,147▲ $4,454
Savings and Temporary Cash Investments-$52,679-
Total Assets$901,693$958,826▲ $57,133
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$901,693$958,826▲ $57,133
Total Liabilities and Net Assets / Fund Balance$901,693$958,826▲ $57,133
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Steve VenickPresident
Jo Ann WindmanSecretary
Morris WiseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$68,760
Other Revenue
$0
Change in Net Assets
$57,133
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,627
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
Fees for Service Investment Mgmnt Fees$11,027--$11,027
Fees for Services Other-$600-$600
Total Functional Expenses$11,027$600$0$11,627
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Copy of 990 in maintained by trustee. There is not a formal process in place for governing body to review the 990.”

Form 990, Page 6, Part VI, Line 18

“A copy of the 990 is maintained by the trustee. There is not a formal process in place for the governing body to review the 990.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Mikro Kodesh-beth Israel Cemetery Jewish
EIN
52-6027793
Phone
8007630234
Address
100 PROGRESS DRIVE PO BOX 59, BATESVILLE, IN 47006

Signing Officer

Name
Joel Seale
Title
Trustee
Phone
8007630234
Signed
2022-04-15

Organization Details

Formed
2021
Legal Domicile
Md
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The tax year 2021 is the initial year for filing. The adjustment is due to the partial year”

Raw XML Appendix256 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
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ClearPoint Federal Bank & Trust
IRS990/BooksInCareOfDetail/PhoneNum08007630234
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IRS990/BooksInCareOfDetail/USAddress/CityNm0Batesville
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IRS990/EmployeeCnt00
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IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1Morris Wise
IRS990/Form990PartVIISectionAGrp/PersonNm2Jo Ann Windman
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt041482
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt070410
IRS990/GrossReceiptsAmt097688
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitialReturnInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027278
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0901693
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0906147
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028928
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0AS REQUIRED BY ITS GOVERNING INSTRUMENT, THIS TRUST SUPPORTS THE MIKRO KODESH - BETH ISRAEL PERPETUAL CARE FUND THROUGH THE DISTRIBUTION OF ITS INCOME TO THE MIKRO KODESH - BETH ISRAEL CEMETERY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0901693
IRS990/NetAssetsOrFundBalancesEOYAmt0958826
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt041482
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt041482
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0ClearPoint Federal Bank & Trust
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYTotalExpensesAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt057133
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0901693
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt052679
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF 990 IN MAINTAINED BY TRUSTEE. THERE IS NOT A FORMAL PROCESS IN PLACE FOR GOVERNING BODY TO REVIEW THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS MAINTAINED BY THE TRUSTEE. THERE IS NOT A FORMAL PROCESS IN PLACE FOR THE GOVERNING BODY TO REVIEW THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX YEAR 2021 IS THE INITIAL YEAR FOR FILING. THE ADJUSTMENT IS DUE TO THE PARTIAL YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
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IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0MIKRO KODESH-BETH ISRAEL CEMETERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0522178573
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) 13
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CEMETERY CARE AND MAINTENANCE
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL SEALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08007630234
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIKRO KODESH-BETH ISRAEL CEMETERY JEWISH
ReturnHeader/Filer/BusinessNameControlTxt0MIKR
ReturnHeader/Filer/EIN0526027793
ReturnHeader/Filer/PhoneNum08007630234
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 PROGRESS DRIVE PO BOX 59
ReturnHeader/Filer/USAddress/CityNm0BATESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047006
ReturnHeader/ReturnTs02022-04-15T14:00:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SEALE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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