Civic Intelligence

Columbia Memorial Park Inc Perpetual Care Trust Fund

EIN 54-1632623 • 501(c)13 • Arlington, VA

Profile

The trust fund's purpose is to provide funds for the perpetual care of the columbia gardens cemetery. Its current net income is used for current maintenance of the cemetery. It is endowed by the cemetery's contribution to the trust fund of 10% of the proceeds from its lot sales.

6045 Wilson Boulevard Suite 300Arlington, VA 22205

n/A

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2025

Net Margin

77th percentile

55%

Higher net margin than 77% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

84th percentile

$21,759

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

501(c)13 • $1M-$5M nonprofits • Source year 2025

Asset Growth

96th percentile

21%

Faster asset growth than 96% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

21%

Faster revenue growth than 59% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$4,751,167

Up $833,995 (+21%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$4,751,167

Up $833,995 (+21%) from 2024

Revenue

Up

$432,409

Up $76,395 (+21%) from 2024

Expenses

Up

$194,235

Up $19,895 (+11%) from 2024

Net Income

Up

$238,174

Up $56,500 (+31%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,199,329Liabilities 2011: $0Net Assets 2011: $2,199,3292011Assets 2012: $2,240,321Liabilities 2012: $0Net Assets 2012: $2,240,3212012Assets 2013: $2,405,756Liabilities 2013: $0Net Assets 2013: $2,405,7562013Assets 2014: $2,647,894Liabilities 2014: $0Net Assets 2014: $2,647,8942014Assets 2015: $2,730,270Liabilities 2015: $0Net Assets 2015: $2,730,2702015Assets 2016: $2,746,630Liabilities 2016: $0Net Assets 2016: $2,746,6302016Assets 2017: $2,954,148Liabilities 2017: $0Net Assets 2017: $2,954,1482017Assets 2018: $3,223,653Liabilities 2018: $0Net Assets 2018: $3,223,6532018Assets 2019: $3,387,417Liabilities 2019: $0Net Assets 2019: $3,387,4172019Assets 2020: $3,562,518Liabilities 2020: $0Net Assets 2020: $3,562,5182020Assets 2021: $4,351,260Liabilities 2021: $0Net Assets 2021: $4,351,2602021Assets 2022: $3,750,111Liabilities 2022: $0Net Assets 2022: $3,750,1112022Assets 2023: $3,638,771Liabilities 2023: $0Net Assets 2023: $3,638,7712023Assets 2024: $3,917,172Liabilities 2024: $0Net Assets 2024: $3,917,1722024Assets 2025: $4,751,167Liabilities 2025: $0Net Assets 2025: $4,751,1672025

Highlighted filing

2025

Assets$4,751,167
Liabilities$0
Net Assets$4,751,167

Operations Trend

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

$600K$400K$200K$0Revenue 2011: $393,923Expenses 2011: $57,591Net Income 2011: $336,3322011Revenue 2012: $90,421Expenses 2012: $49,429Net Income 2012: $40,9922012Revenue 2013: $232,191Expenses 2013: $66,756Net Income 2013: $165,4352013Revenue 2014: $293,630Expenses 2014: $51,492Net Income 2014: $242,1382014Revenue 2015: $130,827Expenses 2015: $48,451Net Income 2015: $82,3762015Revenue 2016: $62,987Expenses 2016: $46,627Net Income 2016: $16,3602016Revenue 2017: $190,893Expenses 2017: $147,923Net Income 2017: $42,9702017Revenue 2018: $227,364Expenses 2018: $67,394Net Income 2018: $159,9702018Revenue 2019: $236,705Expenses 2019: $65,659Net Income 2019: $171,0462019Revenue 2020: $317,112Expenses 2020: $65,254Net Income 2020: $251,8582020Revenue 2021: $450,920Expenses 2021: $159,887Net Income 2021: $291,0332021Revenue 2022: $575,449Expenses 2022: $189,565Net Income 2022: $385,8842022Revenue 2023: $326,063Expenses 2023: $170,907Net Income 2023: $155,1562023Revenue 2024: $356,014Expenses 2024: $174,340Net Income 2024: $181,6742024Revenue 2025: $432,409Expenses 2025: $194,235Net Income 2025: $238,1742025

Highlighted filing

2025

Revenue$432,409
Expenses$194,235
Net Income$238,174

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$0.00$4.75$0.43$0.19$0.24
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.36$0.17$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.33$0.17$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.58$0.19$0.39
2021Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.45$0.16$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.32$0.07$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.24$0.07$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.23$0.07$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.19$0.15$0.04
2016Summary only. Only limited summary data is available for this year.$2.75$0.00$2.75$0.06$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$2.73$0.00$2.73$0.13$0.05$0.08
2014Summary only. Only limited summary data is available for this year.$2.65$0.00$2.65$0.29$0.05$0.24
2013Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$0.23$0.07$0.17
2012Summary only. Only limited summary data is available for this year.$2.24$0.00$2.24$0.09$0.05$0.04
2011Summary only. Only limited summary data is available for this year.$2.20$0.00$2.20$0.39$0.06$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$797,303
Mission and Program Overview

Mission

The trust fund's purpose is to provide funds for the perpetual care of the columbia gardens cemetery. Its current net income is used for current maintenance of the cemetery. It is endowed by the cemetery's contribution to the trust fund of 10% of the proceeds from its lot sales.

The trust fund's purpose is to provide funds for the perpetual care of the columbia gardens cemetery. Its current net income is used for current maintenance of the cemetery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,502,574$4,435,278▲ $932,704
Savings and Temporary Cash Investments$414,598$315,889▼ $98,709
Total Assets$3,917,172$4,751,167▲ $833,995
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,735,498$4,512,993▲ $777,495
Net Assets Without Donor Restrictions$181,674$238,174▲ $56,500
Total Net Assets Fund Balance$3,917,172$4,751,167▲ $833,995
Total Liabilities and Net Assets / Fund Balance$3,917,172$4,751,167▲ $833,995
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
William G MurrayTrusteePT$21,759$21,759
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$176,652
Investment Income
$255,757
Other Revenue
$0
Change in Net Assets
$238,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$133,580
Other Expenses$38,896
Salaries, Compensation, and Employee Benefits$21,759
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$133,580
Fees for Service Investment Mgmnt Fees---$26,347
Current Officers, Directors, Trustees, and Key Employees---$21,759
Fees for Services Accounting---$8,946
Other Expenses---$88
Total Functional Expenses$0$0$0$194,235
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Columbia Memorial Park IncArlington, VA501(c)(13)Cemetery Maintenance$133,580
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, Part VI, Section A, Line 8B

N/A

Form 990, Part VI, Section B, Line 11B

The trustee reviews and signs the return.

Form 990, Part VI, Section C, Line 19

Financial information and governance policies are included in the trust fund's annual report to state regulatory agencies. The trust fund's form 990 and organization documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Columbia Memorial Park Inc
EIN
54-1632623
Phone
7035325400
Address
6045 WILSON BOULEVARD SUITE 300, ARLINGTON, VA 22205

Signing Officer

Name
William G Murray
Title
Trustee
Phone
7035325400
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William G Murray
Formed
1985
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Tkr Advisors LLC
Address
1911 N FORT MYER DRIVE SUITE 600, ARLINGTON, VA 22209
Preparer
Ashley Gates
Phone
7032489200
Raw XML Appendix252 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE REVIEWS AND SIGNS THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL INFORMATION AND GOVERNANCE POLICIES ARE INCLUDED IN THE TRUST FUND'S ANNUAL REPORT TO STATE REGULATORY AGENCIES. THE TRUST FUND'S FORM 990 AND ORGANIZATION DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PERPETUAL CARE TRUST FUND
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ReturnHeader/PreparerPersonGrp/PhoneNum07032489200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY GATES
ReturnHeader/ReturnTs02025-11-04T08:11:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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