Civic Intelligence

Memorial Gardens Assoc Tr Ua

EIN 55-6097705 • 501(c)13 • Wheeling, WV

Profile

Perpetual care, maintenance, and improvement of memorial gardens cemetery

1 Bank PlazaWheeling, WV 26003

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2024

Net Margin

87th percentile

70%

Higher net margin than 87% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

501(c)13 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

6.3%

Faster asset growth than 77% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

104%

Faster revenue growth than 91% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$252,623

Up $15,037 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$252,623

Up $15,037 (+6.3%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin87th percentile

Revenue

Up

$21,533

Up $10,982 (+104%) from 2023

Expenses

Up

$6,496

Up $302 (+4.9%) from 2023

Net Income

Up

$15,037

Up $10,680 (+245%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0Assets 2011: $136,039Liabilities 2011: $0Net Assets 2011: $136,0392011Assets 2012: $137,854Liabilities 2012: $0Net Assets 2012: $137,8542012Assets 2013: $144,255Liabilities 2013: $0Net Assets 2013: $144,2552013Assets 2014: $149,396Liabilities 2014: $0Net Assets 2014: $149,3962014Assets 2015: $153,747Liabilities 2015: $0Net Assets 2015: $153,7472015Assets 2016: $156,146Liabilities 2016: $0Net Assets 2016: $156,1462016Assets 2017: $172,228Liabilities 2017: $0Net Assets 2017: $172,2282017Assets 2018: $178,819Liabilities 2018: $0Net Assets 2018: $178,8192018Assets 2019: $188,000Liabilities 2019: $0Net Assets 2019: $188,0002019Assets 2020: $202,076Liabilities 2020: $0Net Assets 2020: $202,0762020Assets 2021: $221,692Liabilities 2021: $0Net Assets 2021: $221,6922021Assets 2022: $233,229Liabilities 2022: $0Net Assets 2022: $233,2292022Assets 2023: $237,586Liabilities 2023: $0Net Assets 2023: $237,5862023Assets 2024: $252,623Liabilities 2024: $0Net Assets 2024: $252,6232024

Highlighted filing

2024

Assets$252,623
Liabilities$0
Net Assets$252,623
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$30K$20K$10K$0Revenue 2011: $5,745Expenses 2011: $3,464Net Income 2011: $2,2812011Expenses 2012: $3,0652012Revenue 2013: $9,482Expenses 2013: $3,081Net Income 2013: $6,4012013Revenue 2014: $8,384Expenses 2014: $3,243Net Income 2014: $5,1412014Revenue 2015: $7,510Expenses 2015: $3,159Net Income 2015: $4,3512015Revenue 2016: $5,719Expenses 2016: $3,320Net Income 2016: $2,3992016Revenue 2017: $19,628Expenses 2017: $3,546Net Income 2017: $16,0822017Revenue 2018: $10,804Expenses 2018: $4,213Net Income 2018: $6,5912018Revenue 2019: $13,435Expenses 2019: $4,254Net Income 2019: $9,1812019Revenue 2020: $18,229Expenses 2020: $4,153Net Income 2020: $14,0762020Revenue 2021: $22,993Expenses 2021: $3,377Net Income 2021: $19,6162021Revenue 2022: $17,817Expenses 2022: $6,280Net Income 2022: $11,5372022Revenue 2023: $10,551Expenses 2023: $6,194Net Income 2023: $4,3572023Revenue 2024: $21,533Expenses 2024: $6,496Net Income 2024: $15,0372024

Highlighted filing

2024

Revenue$21,533
Expenses$6,496
Net Income$15,037
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$252,623
Liabilities
$0
Net assets
$252,623
Revenue
$21,533
Expenses
$6,496
Net income
$15,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.53$0.22$0.06$0.15
2023Summary only. Only limited summary data is available for this year.$2.38$0.00$2.38$0.11$0.06$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.18$0.06$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.23$0.03$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.18$0.04$0.14
2019Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$0.13$0.04$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.11$0.04$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.20$0.04$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.06$0.03$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.08$0.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.08$0.03$0.05
2013Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$0.09$0.03$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.03
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.06$0.03$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 2, 2025
Return Version
2024v5.1
Gross Receipts
$28,992
Mission and Program Overview

Mission

Perpetual care, maintenance, and improvement of memorial gardens cemetery

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$237,586$252,623▲ $15,037
Investments Other Securities$233,238$247,948▲ $14,710
Savings and Temporary Cash Investments$4,033$4,352▲ $319
Accounts Receivable$315$323▲ $8
Total Assets$237,586$252,623▲ $15,037
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$237,586$252,623▲ $15,037
Total Liabilities and Net Assets / Fund Balance$237,586$252,623▲ $15,037

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,332--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$258,683$1,380▲ $23,249$5,521$276,816
2023$245,120-▲ $19,757$5,219$258,683
2022$285,851$6,850▼ $41,301$5,305$245,120
2021$256,442$3,990▲ $28,796$2,402$285,851
2020$228,315$5,716▲ $26,564$3,178$256,442
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,380
Program Service Revenue
$0
Investment Income
$20,153
Other Revenue
$0
All Other Contributions
$1,380
Change in Net Assets
$15,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,496
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
Other Expenses$5,521--$5,521
Fees for Services Accounting-$675-$675
Fees for Service Investment Mgmnt Fees-$300-$300
Total Functional Expenses$5,521$975$0$6,496
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The independent corporate trustee did not hold any meetings during the year. The only actions taken were those that were identified by the trust document, which were to pay income quarterly to memorial gardens association for the perpetual care, maintenance, and improvement of memorial gardens cemetery and to receive a portion of the sales price from each and every grave space, lawn crypt, and/or mausoleum crypt sold.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“There are no committees authorized to act on behalf of the independent corporate trustee.”

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

“When form 990 is completed, it is reviewed by the independent corporate trustee for accuracy before being filed.”

Form 990, Page 6, Part VI, Line 19

“Upon request, the orgainization will make a copy of its governing documents and form 990 available to the public.”

Filing and Contact Details

Filer

Filer Name
Memorial Gardens Assoc Tr Ua
EIN
55-6097705
Phone
3042349400
Address
1 BANK PLAZA, WHEELING, WV 26003

Signing Officer

Name
Anthony J Habbit
Title
Senior VP
Phone
3042349400
Signed
2025-06-02

Organization Details

Principal Officer
Michelle L Dougherty
Formed
1976
Legal Domicile
Wv
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Financial Statement Notes

Explanation for Schedule D, Part V, Line 4

“Perpetual care, maintnance, and improvement of memorial gardens cemetery.”

Explanation for Schedule D, Part V, Line 4

“Perpetual care, maintnance, and improvement of memorial gardens cemetery.”

Raw XML Appendix277 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/DescribedInSection501c3Ind0false
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01976
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IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt05657
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05657
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0233238
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0247948
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07459
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0237586
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0PERPETUAL CARE, MAINTENANCE, AND IM
IRS990/OtherExpensesGrp/ProgramServicesAmt05521
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IRS990/PartialLiquidationInd0false
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IRS990/PrincipalOfficerNm0MICHELLE L DOUGHERTY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010551
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt015037
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PERPETUAL CARE, MAINTNANCE, AND IMPROVEMENT OF MEMORIAL GARDENS CEMETERY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PERPETUAL CARE, MAINTNANCE, AND IMPROVEMENT OF MEMORIAL GARDENS CEMETERY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR SCHEDULE D, PART V, LINE 4
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INDEPENDENT CORPORATE TRUSTEE DID NOT HOLD ANY MEETINGS DURING THE YEAR. THE ONLY ACTIONS TAKEN WERE THOSE THAT WERE IDENTIFIED BY THE TRUST DOCUMENT, WHICH WERE TO PAY INCOME QUARTERLY TO MEMORIAL GARDENS ASSOCIATION FOR THE PERPETUAL CARE, MAINTENANCE, AND IMPROVEMENT OF MEMORIAL GARDENS CEMETERY AND TO RECEIVE A PORTION OF THE SALES PRICE FROM EACH AND EVERY GRAVE SPACE, LAWN CRYPT, AND/OR MAUSOLEUM CRYPT SOLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE INDEPENDENT CORPORATE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WHEN FORM 990 IS COMPLETED, IT IS REVIEWED BY THE INDEPENDENT CORPORATE TRUSTEE FOR ACCURACY BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST, THE ORGAINIZATION WILL MAKE A COPY OF ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01380
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0975
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05521
IRS990/TotalFunctionalExpensesGrp/TotalAmt06496
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0237586
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0252623
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05521
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020153
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021533
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0237586
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0252623
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 BANK PLAZA
IRS990/USAddress/CityNm0WHEELING
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026003
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY J HABBIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum03042349400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEMORIAL GARDENS ASSOC TR UA
ReturnHeader/Filer/BusinessNameControlTxt0MEMO
ReturnHeader/Filer/EIN0556097705
ReturnHeader/Filer/PhoneNum03042349400
ReturnHeader/Filer/USAddress/AddressLine1Txt01 BANK PLAZA
ReturnHeader/Filer/USAddress/CityNm0WHEELING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-06-11T13:01:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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