Civic Intelligence

Mount Hebron Cemetery

990 • Fiscal year 2020 • EIN 54-0311737

Nov 01, 2019 to Oct 31, 2020 • Filed on Sep 13, 2021

Organization ProfileWWW.MTHEBRONCEMETERY.ORG
305 E Boscawen StWinchester, VA 22601

(540) 662-4868

Siviq Scores

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

Liabilities / Assets

78th percentile

0.08x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.71x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2020

Net Margin

51st percentile

19%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$53,412

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2020 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2020

Asset Growth

36th percentile

2.9%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)13 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

12%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)13 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$6,156,805

Up $174,234 (+2.9%) from 2019

Net Assets

Up

$5,686,598

Up $142,785 (+2.6%) from 2019

Liabilities

Up

$470,207

Up $31,449 (+7.2%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin51st percentile

Revenue

Up

$661,729

Up $72,148 (+12%) from 2019

Expenses

Up

$536,838

Up $22,989 (+4.5%) from 2019

Net Income

Up

$124,891

Up $49,159 (+65%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$10M$5.0M$0Assets 2011: $2,748,004Liabilities 2011: $316,881Net Assets 2011: $2,431,1232011Assets 2012: $3,042,765Liabilities 2012: $366,184Net Assets 2012: $2,676,5812012Assets 2013: $3,525,678Liabilities 2013: $390,798Net Assets 2013: $3,134,8802013Assets 2014: $3,889,359Liabilities 2014: $404,738Net Assets 2014: $3,484,6212014Assets 2015: $4,507,525Liabilities 2015: $445,840Net Assets 2015: $4,061,6852015Assets 2016: $4,692,659Liabilities 2016: $497,213Net Assets 2016: $4,195,4462016Assets 2017: $5,684,362Liabilities 2017: $571,197Net Assets 2017: $5,113,1652017Assets 2018: $5,740,411Liabilities 2018: $415,343Net Assets 2018: $5,325,0682018Assets 2019: $5,982,571Liabilities 2019: $438,758Net Assets 2019: $5,543,8132019Assets 2020: $6,156,805Liabilities 2020: $470,207Net Assets 2020: $5,686,5982020Assets 2021: $7,683,292Liabilities 2021: $510,827Net Assets 2021: $7,172,4652021Assets 2022: $7,293,614Liabilities 2022: $482,199Net Assets 2022: $6,811,4152022Assets 2023: $7,658,035Liabilities 2023: $538,144Net Assets 2023: $7,119,8912023Assets 2024: $8,655,105Liabilities 2024: $245,811Net Assets 2024: $8,409,2942024

Highlighted filing

2020

Assets$6,156,805
Liabilities$470,207
Net Assets$5,686,598
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $409,3922011Expenses 2012: $376,0892012Revenue 2013: $470,322Expenses 2013: $414,907Net Income 2013: $55,4152013Revenue 2014: $440,037Expenses 2014: $400,949Net Income 2014: $39,0882014Revenue 2015: $916,075Expenses 2015: $431,210Net Income 2015: $484,8652015Revenue 2016: $496,385Expenses 2016: $454,005Net Income 2016: $42,3802016Revenue 2017: $750,069Expenses 2017: $500,248Net Income 2017: $249,8212017Revenue 2018: $887,982Expenses 2018: $520,442Net Income 2018: $367,5402018Revenue 2019: $589,581Expenses 2019: $513,849Net Income 2019: $75,7322019Revenue 2020: $661,729Expenses 2020: $536,838Net Income 2020: $124,8912020Revenue 2021: $1,613,949Expenses 2021: $562,081Net Income 2021: $1,051,8682021Revenue 2022: $1,117,556Expenses 2022: $712,225Net Income 2022: $405,3312022Revenue 2023: $889,048Expenses 2023: $658,273Net Income 2023: $230,7752023Revenue 2024: $1,179,941Expenses 2024: $651,283Net Income 2024: $528,6582024

Highlighted filing

2020

Revenue$661,729
Expenses$536,838
Net Income$124,891
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Sep 13, 2021
Return Version
2019v5.1
Gross Receipts
$745,070
Mission and Program Overview

Mission

to maintain, manage, and provide services of a cemetery

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$5,003,729$4,119,224▼ $884,505
Land, Buildings, and Equipment, Net$805,661$1,826,930▲ $1,021,269
Cash and Non-Interest-Bearing Accounts$54,367$135,913▲ $81,546
Accounts Receivable$47,314$74,738▲ $27,424
Prepaid Expenses and Deferred Charges$71,500--
Total Assets$5,982,571$6,156,805▲ $174,234
Liabilities
Deferred Revenue$401,310$440,759▲ $39,449
Mortgage Notes Payable Secured by Investment Property$27,155$16,320▼ $10,835
Accounts Payable and Accrued Expenses$9,455$13,128▲ $3,673
Unsecured Notes Loans Payable$838--
Total Liabilities$438,758$470,207▲ $31,449
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,920,644$4,063,429▲ $142,785
Net Assets With Donor Restrictions$1,623,169$1,623,169→ $0
Total Net Assets Fund Balance$5,543,813$5,686,598▲ $142,785
Total Liabilities and Net Assets / Fund Balance$5,982,571$6,156,805▲ $174,234

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,235,991$439,035$1,675,026
Equipment$337,349$281,862$619,211
Land$253,590-$253,590
Investment Program Related Org$4,119,224--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$5,003,729-▲ $118,896$988,439$4,119,224
2018$5,116,192-▲ $293,628$395,447$5,003,729
2017$5,153,333$159,951▼ $41,371$134,534$5,116,191
2016$4,160,958$98,276▲ $787,264-$5,025,408
2015$3,982,432-▲ $188,574-$4,160,958
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda M ShadeOffice ManagerFT$45,412$8,000$53,412
Donald ShadeSuperintendentFT$45,336$8,000$53,336

Board Members and Trustees

NameTitle
John P LewisPresident
Thomas T Byrd1st Vice President
J Donald Shockey2nd Vice President
B Scott ArthurBoard Member
Cary R ClaytorBoard Member
Gregory F HutchinsonBoard Member
J Patrick RussellBoard Member
John S Scully IVBoard Member
Maral S KalbianBoard member
Mary Scully RileySecretary
Philip Glaize JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$401,079
Investment Income
$102,002
Other Revenue
$158,648
Change in Net Assets
$124,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$374,381
Other Expenses$162,457
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$157,572$38,052-$195,624
Current Officers, Directors, Trustees, and Key Employees$53,336$53,412-$106,748
Other Employee Benefits$29,268$14,415-$43,683
Insurance$18,978$8,134-$27,112
Payroll Taxes$18,808$6,608-$25,416
Depreciation Depletion$22,097$1,386-$23,483
Fees for Service Investment Mgmnt Fees-$14,962-$14,962
Occupancy$6,419$7,238-$13,657
Advertising$11,678$975-$12,653
Other Expenses$10,037$833-$10,037
Office Expenses$1,087$7,345-$8,432
Information Technology$3,169$2,048-$5,217
Pension Plan Contributions$1,455$1,455-$2,910
Fees for Services Accounting-$1,868-$1,868
All Other Expenses$953$413-$1,366
Interest$905--$905
Conferences and Meetings-$290-$290
Total Functional Expenses$377,404$159,434$0$536,838
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Linda Shade, office manager, is the spouse of Donald Shade, Executive DirectorJohn Scully IV (board member) and Mary Scully Riley (board member) are siblings”

Form 990 governing body review Part VI line 11

“A copy of the return was made available to board members prior to mailing.”

Conflict of interest policy compliance Part VI line 12C

“Directors and officers are asked to disclose Conflicts of Interest at the meeting when the tax return is reviewed.”

CEO executive director top management comp Part VI line 15A

“Executive Director compensation only increased slightly for cost of living adjustment, therefore no review from an independent person was necessary.”

Other officer or key employee compensation Part VI line 15B

“Office manager salary only increased slightly for a cost of living adjustment, therefore no review by an independent person was necessary.”

Governing documents etc available to public Part VI line 19

“A copy of the 990 is made available to the public on request by calling 540-662-4868; or by stopping by (Mon-Fri 9am-5pm) or mailing a written request to 305 E Boscawen St, Winchester, VA 22601.”

Filing and Contact Details

Filer

Filer Name
Mount Hebron Cemetery
EIN
54-0311737
Address
305 E Boscawen St, Winchester, VA 22601

Signing Officer

Name
Philip Glaize
Title
Treasurer
Phone
5402476251
Signed
2021-09-13
Discuss with paid preparer
No

Organization Details

Principal Officer
John P Lewis
Formed
1844
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
11

Preparer

Firm
The Wright Company
Address
PO Box 359, Boyce, VA 22620
Preparer
Wendy K Wright
Phone
5402477001
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt05003729
IRS990/InvestmentsProgramRelatedGrp/EOYAmt04119224
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0720897
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0805661
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01826930
IRS990/LandBldgEquipCostOrOtherBssAmt02547827
IRS990/LegalDomicileStateCd0VA
IRS990/LessRentalExpensesGrp/RealAmt02465
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0to maintain, manage, and provide services of a cemetery
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt027155
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt016320
IRS990/NetAssetsOrFundBalancesBOYAmt05543813
IRS990/NetAssetsOrFundBalancesEOYAmt05686598
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01000
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0151925
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0151925
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt04735
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04735
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017894
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03920644
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04063429
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07238
IRS990/OccupancyGrp/ProgramServicesAmt06419
IRS990/OccupancyGrp/TotalAmt013657
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07345
IRS990/OfficeExpensesGrp/ProgramServicesAmt01087
IRS990/OfficeExpensesGrp/TotalAmt08432
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014415
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029268
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043683
IRS990/OtherExpensesGrp/Desc0Grounds Maint Repairs
IRS990/OtherExpensesGrp/Desc1Equipment Rent Repairs
IRS990/OtherExpensesGrp/Desc2Auto Expense
IRS990/OtherExpensesGrp/Desc3Materials and Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0833
IRS990/OtherExpensesGrp/ProgramServicesAmt023578
IRS990/OtherExpensesGrp/ProgramServicesAmt117786
IRS990/OtherExpensesGrp/ProgramServicesAmt2278
IRS990/OtherExpensesGrp/ProgramServicesAmt310037
IRS990/OtherExpensesGrp/TotalAmt023578
IRS990/OtherExpensesGrp/TotalAmt117786
IRS990/OtherExpensesGrp/TotalAmt21111
IRS990/OtherExpensesGrp/TotalAmt310037
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01988
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01988
IRS990/OtherRevenueTotalAmt01988
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038052
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0157572
IRS990/OtherSalariesAndWagesGrp/TotalAmt0195624
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06608
IRS990/PayrollTaxesGrp/ProgramServicesAmt018808
IRS990/PayrollTaxesGrp/TotalAmt025416
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01455
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01455
IRS990/PensionPlanContributionsGrp/TotalAmt02910
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt071500
IRS990/PrincipalOfficerNm0John P Lewis
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2525990
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4525990
IRS990/ProgramServiceRevenueGrp/Desc0Burial Sites
IRS990/ProgramServiceRevenueGrp/Desc1Grave Openings Closing
IRS990/ProgramServiceRevenueGrp/Desc2Perpetual Care Income
IRS990/ProgramServiceRevenueGrp/Desc3Services Engraving Tent
IRS990/ProgramServiceRevenueGrp/Desc4Annual Care Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0118200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1237450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt232314
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt313115
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0118200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1237450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt232314
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313115
IRS990/ProgSrvcAccomActy2Grp/Desc0Burial & Cemetery Services: Provide interment services and/or gravesites; mausoleum crypts, or niches in a columbarium (149 services 89 Lot Sales 22 Crypt or Niches 80 Monuments)
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt057914
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0387964
IRS990/ProgSrvcAccomActy3Grp/Desc0Burial & Cemetery Services: Invoice, collect, order, and manage financials including perpetual care fund (680 customer transactions)
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt047701
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0150616
IRS990/PYOtherExpensesAmt0148423
IRS990/PYOtherRevenueAmt0108301
IRS990/PYProgramServiceRevenueAmt0330664
IRS990/PYRevenuesLessExpensesAmt075732
IRS990/PYSalariesCompEmpBnftPaidAmt0365426
IRS990/PYTotalExpensesAmt0513849
IRS990/PYTotalRevenueAmt0589581
IRS990/ReconcilationRevenueExpnssAmt0124891
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt04735
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt013115
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.71000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01235991
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0439035
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01675026
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014962
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05003729
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04119224
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118896
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0988439
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05116192
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05003729
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0293628
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0395447
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt021188
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05153333
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0159951
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05116191
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-41371
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0134534
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021090
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04160958
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt098276
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05025408
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0787264
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt010048
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03982432
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04160958
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0188574
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0337349
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0281862
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0619211
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt04119224
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Perpetual Care Account
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/LandGrp/BookValueAmt0253590
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0253590
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.29000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01826930
IRS990ScheduleD/TotalBookValueProgramRltdAmt04119224
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Linda Shade, office manager, is the spouse of Donald Shade, Executive DirectorJohn Scully IV (board member) and Mary Scully Riley (board member) are siblings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the return was made available to board members prior to mailing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Directors and officers are asked to disclose Conflicts of Interest at the meeting when the tax return is reviewed.

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,156,805
Liabilities
$470,207
Net assets
$5,686,598
Revenue
$661,729
Expenses
$536,838
Net income
$124,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.66$0.25$8.41$1.18$0.65$0.53
2023Detailed filing. Detailed filing data is available for this year.$7.66$0.54$7.12$0.89$0.66$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.29$0.48$6.81$1.12$0.71$0.41
2021Detailed filing. Detailed filing data is available for this year.$7.68$0.51$7.17$1.61$0.56$1.05
2020Detailed filing. Detailed filing data is available for this year.$6.16$0.47$5.69$0.66$0.54$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.98$0.44$5.54$0.59$0.51$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.74$0.42$5.33$0.89$0.52$0.37
2017Summary only. Only limited summary data is available for this year.$5.68$0.57$5.11$0.75$0.50$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.69$0.50$4.20$0.50$0.45$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.51$0.45$4.06$0.92$0.43$0.48
2014Detailed filing. Detailed filing data is available for this year.$3.89$0.40$3.48$0.44$0.40$0.04
2013Summary only. Only limited summary data is available for this year.$3.53$0.39$3.13$0.47$0.41$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.37$2.68$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.32$2.43$0.41