Civic Intelligence

Cave Hill Investment Company

990 • Fiscal year 2015 • EIN 61-0153025

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 11, 2016

Organization ProfileN/A
701 Baxter AvenueLouisville, KY 40204

(502) 451-5630

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2015 filings • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

7th percentile

0.00x

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

2015 filings • $100M-$250M nonprofits • Source year 2015

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

23rd percentile

$200,166

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2015 filings • $100M-$250M nonprofits • Source year 2015

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

32%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets7th percentile

Assets

Flat

$103,105,685

Flat from 2015

Net Assets

Flat

$103,105,685

Flat from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin94th percentile

Revenue

Flat

$7,910,933

Flat from 2015

Expenses

Flat

$3,155,232

Flat from 2015

Net Income

Flat

$4,755,701

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300M$200M$100M$0Assets 2011: $71,160,092Liabilities 2011: $3,944Net Assets 2011: $71,156,1482011Assets 2012: $78,591,554Liabilities 2012: $50,001Net Assets 2012: $78,541,5532012Assets 2013: $94,605,841Liabilities 2013: $5,000Net Assets 2013: $94,600,8412013Assets 2014: $103,017,273Liabilities 2014: $0Net Assets 2014: $103,017,2732014Assets 2015: $103,105,685Liabilities 2015: $0Net Assets 2015: $103,105,6852015Assets 2015: $103,105,685Liabilities 2015: $0Net Assets 2015: $103,105,6852015Assets 2016: $109,679,957Liabilities 2016: $0Net Assets 2016: $109,679,9572016Assets 2017: $126,982,392Liabilities 2017: $0Net Assets 2017: $126,982,3922017Assets 2018: $120,818,064Liabilities 2018: $0Net Assets 2018: $120,818,0642018Assets 2019: $149,418,004Liabilities 2019: $0Net Assets 2019: $149,418,0042019Assets 2020: $168,763,701Liabilities 2020: $0Net Assets 2020: $168,763,7012020Assets 2021: $206,891,533Liabilities 2021: $0Net Assets 2021: $206,891,5332021Assets 2022: $173,771,896Liabilities 2022: $0Net Assets 2022: $173,771,8962022Assets 2023: $202,050,557Liabilities 2023: $0Net Assets 2023: $202,050,5572023Assets 2024: $232,642,283Liabilities 2024: $0Net Assets 2024: $232,642,2832024

Highlighted filing

2015

Assets$103,105,685
Liabilities$0
Net Assets$103,105,685
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$20M$15M$10M$5.0M$0Expenses 2011: $2,306,7002011Expenses 2012: $2,498,8542012Revenue 2013: $6,132,382Expenses 2013: $2,627,447Net Income 2013: $3,504,9352013Revenue 2014: $5,991,304Expenses 2014: $2,828,163Net Income 2014: $3,163,1412014Revenue 2015: $7,910,933Expenses 2015: $3,155,232Net Income 2015: $4,755,7012015Revenue 2015: $7,910,933Expenses 2015: $3,155,232Net Income 2015: $4,755,7012015Revenue 2016: $4,220,514Expenses 2016: $3,039,027Net Income 2016: $1,181,4872016Revenue 2017: $6,856,312Expenses 2017: $3,425,307Net Income 2017: $3,431,0052017Revenue 2018: $8,315,712Expenses 2018: $3,649,350Net Income 2018: $4,666,3622018Revenue 2019: $10,162,152Expenses 2019: $3,870,175Net Income 2019: $6,291,9772019Revenue 2020: $7,128,228Expenses 2020: $4,004,177Net Income 2020: $3,124,0512020Revenue 2021: $9,697,721Expenses 2021: $4,466,771Net Income 2021: $5,230,9502021Revenue 2022: $6,546,506Expenses 2022: $4,500,918Net Income 2022: $2,045,5882022Revenue 2023: $15,184,251Expenses 2023: $4,665,641Net Income 2023: $10,518,6102023Revenue 2024: $7,608,450Expenses 2024: $5,024,502Net Income 2024: $2,583,9482024

Highlighted filing

2015

Revenue$7,910,933
Expenses$3,155,232
Net Income$4,755,701
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 11, 2016
Return Version
2015v2.1
Gross Receipts
$26,466,508
Mission and Program Overview

Mission

The investment company is organized and operated for the benefit of cave hill cemetery company. The investment company provides payments to cave hill cemetery company for the general cemetery maintenance from the investment earnings of the preservation fund investments. Earnings from the trust fund are transferred to the cemetery to provide special care and maintenance on the donors respective areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$102,069,919$101,785,125▼ $284,794
Investments Other Securities$541,807$1,051,353▲ $509,546
Cash and Non-Interest-Bearing Accounts$207,563$101,001▼ $106,562
Accounts Receivable$39,466$26,604▼ $12,862
Total Assets$103,017,273$103,105,685▲ $88,412
Other Assets Total$158,518$141,602▼ $16,916
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$78,354,411$78,811,613▲ $457,202
Temporarily Rstr Net Assets$17,831,742$17,376,608▼ $455,134
Permanently Rstr Net Assets$6,831,120$6,917,464▲ $86,344
Total Net Assets Fund Balance$103,017,273$103,105,685▲ $88,412
Total Liabilities and Net Assets / Fund Balance$103,017,273$103,105,685▲ $88,412

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$85,185,532$574,019▲ $2,172,230$2,202,705$85,729,076
2014$77,662,913$581,141▲ $8,833,879$1,892,401$85,185,532
2013$65,039,368$563,157▲ $13,838,404$1,778,016$77,662,913
2012$58,566,513$580,074▲ $7,544,259$1,651,478$65,039,368
2011$56,403,122$778,776▲ $2,807,736$1,423,121$58,566,513
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Leroy SquiresSuperintendentPT$98,086$98,086

Board Members and Trustees

NameTitle
Gwen MooneyPresident/CEO
Chris RowanVice President/CFO
Allen F SteinbockDirector
Bruce K DudleyDirector
Frank B Hower IiiDirector
J Mcferran Barr IiDirector
S Gordon DabneyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$586,515
Investment Income
$7,323,381
Other Revenue
$1,037
Change in Net Assets
$4,755,701

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,910,933
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-4,667,289
Total Revenue per Audited Statements
$3,243,644
Total Revenue per Form 990
$7,910,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,155,232
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
Payments to Affiliates---$2,539,212
Fees for Service Investment Mgmnt Fees---$470,617
Other Expenses---$47,306
Fees for Services Other---$17,449
Total Functional Expenses$0$0$0$3,155,232

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,155,232
Total Expenses per Audited Statements$3,155,232
Total Expenses per Form 990$3,155,232
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
J Mcferran Barr IiBoard ManagerThe Organization Maintains a Brokerage Account at the Institution Where the Board Manager Is an Officer. Brokerage Fees Were Disbursed to the Institution.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is presented to the board of directors for review and approval before submission.”

Form 990, Part VI, Section B, Line 12C

“When considering a new transaction, an interested person must disclose the existence of his or her financial interest and all material facts to the directors and members of committees with board delegated powers considering a proposed transaction or arrangement. An interested person is someone having a direct or indirect financial interest through a business or other legal entity or through an immediate family member, a conflict of interest is then voted upon. These records are kept and members of the board annually sign a statement that they have received, understand and comply with the written conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“1. Review and approval. The compensation of the person is reviewed and approved by the board of directors or compensation committee of the organization, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. 2. Use of data as to comparable compensation. The compensation of the person is reviewed and approved using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. 3. Contemporaneous documentation and record keeping. There is contemporaneous documentation and record keeping with respect to the deliberations and decisions regarding the compensation arrangement.”

Form 990, Part VI, Section C, Line 19

“Cave hill investmnent co.'s 990, rules and regulations, financial statements and governing documents are available for review at cemetery's administration office.”

Filing and Contact Details

Filer

Filer Name
Cave Hill Investment Co
EIN
61-0153025
Phone
5024515630
Address
701 BAXTER AVENUE, LOUISVILLE, KY 40204

Signing Officer

Name
Chris Rowan
Title
Vice President/CFO
Phone
5024515630
Signed
2016-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Rowan
Formed
1848
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE ROAD SUITE 1100, LOUISVILLE, KY 40222-5187
Preparer
Darrell L Morris
Phone
5024269660
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Investments are held by the organization for the specific purpose of maintaining the cemetery grounds and buildings.”

PART X, LINE 2:

“Cave hill investment company is exempt from federal, state and local income taxes as a not-for-profit corporation as described under internal revenue code section 501(c)(13). The organization files an informational tax return in the u.s. Federal jurisdiction and with the kentucky office of the attorney general. However, income from certain activities not directly related to the organization's tax-exempt purposes may be subject to taxation as unrelated business income. As of december 31, 2015, the organization did not have any accrued interest or penalties related to income tax liabilities, and no interest or penalties have been charged to operations for the year then ended.”

Raw XML AppendixShowing 400 of 445 raw XML fields

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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.92000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt085185532
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0574019
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt085729076
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02172230
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02202705
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt077662913
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0581141
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt085185532
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08833879
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01892401
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt065039368
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0563157
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt077662913
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013838404
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01778016
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt058566513
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0580074
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt065039368
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07544259
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01651478
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt056403122
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0778776
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt058566513
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02807736
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01423121
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03155232
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4667289
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.08000
IRS990ScheduleD/RevenueNotReportedAmt0-4667289
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07910933
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENTS ARE HELD BY THE ORGANIZATION FOR THE SPECIFIC PURPOSE OF MAINTAINING THE CEMETERY GROUNDS AND BUILDINGS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CAVE HILL INVESTMENT COMPANY IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(13). THE ORGANIZATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSES MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2015, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEAR THEN ENDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03155232
IRS990ScheduleD/TotalRevenuePerForm990Amt07910933
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03243644
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03155232
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt030000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt120000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0142789
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1115000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt027377
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1335
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GWEN MOONEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CHRIS ROWAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0200166
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1157085
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0J MCFERRAN BARR II
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MANAGER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE ORGANIZATION MAINTAINS A BROKERAGE ACCOUNT AT THE INSTITUTION WHERE THE BOARD MANAGER IS AN OFFICER. BROKERAGE FEES WERE DISBURSED TO THE INSTITUTION.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN CONSIDERING A NEW TRANSACTION, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON IS SOMEONE HAVING A DIRECT OR INDIRECT FINANCIAL INTEREST THROUGH A BUSINESS OR OTHER LEGAL ENTITY OR THROUGH AN IMMEDIATE FAMILY MEMBER, A CONFLICT OF INTEREST IS THEN VOTED UPON. THESE RECORDS ARE KEPT AND MEMBERS OF THE BOARD ANNUALLY SIGN A STATEMENT THAT THEY HAVE RECEIVED, UNDERSTAND AND COMPLY WITH THE WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21. REVIEW AND APPROVAL. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE OF THE ORGANIZATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CAVE HILL INVESTMNENT CO.'S 990, RULES AND REGULATIONS, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW AT CEMETERY'S ADMINISTRATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CAVE HILL CEMETERY CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CAVE HILL CEMETERY COMPANY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CAVE HILL HERITAGE FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0610153025
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1610153025
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(13)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATING AND MAINTAINING CEMETERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION TO THE COMMUNITY ABOUT THE PLANT AND WILDLIFE OF CEMETERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0701 BAXTER AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1701 BAXTER AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOUISVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LOUISVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd040204
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd140204
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02539212
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1490848
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0INVESMENT INCOME FORMULA
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1LOT REVENUE FORMULA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CAVE HILL CEMETERY CO
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CAVE HILL CEMETERY CO
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt017831742
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt017376608
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0103017273
IRS990/TotalAssetsEOYAmt0103105685
IRS990/TotalAssetsGrp/BOYAmt0103017273
IRS990/TotalAssetsGrp/EOYAmt0103105685
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03155232
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0103017273
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0103105685
IRS990/TotalOtherCompensationAmt026792
IRS990/TotalProgramServiceRevenueAmt0586515
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07323381
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0587552
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07910933

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,105,685
Liabilities
$0
Net assets
$103,105,685
Revenue
$7,910,933
Expenses
$3,155,232
Net income
$4,755,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$233$0.00$233$7.61$5.02$2.58
2023Summary only. Only limited summary data is available for this year.$202$0.00$202$15.2$4.67$10.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$174$0.00$174$6.55$4.50$2.05
2021Summary only. Only limited summary data is available for this year.$207$0.00$207$9.70$4.47$5.23
2020Summary only. Only limited summary data is available for this year.$169$0.00$169$7.13$4.00$3.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$149$0.00$149$10.2$3.87$6.29
2018Summary only. Only limited summary data is available for this year.$121$0.00$121$8.32$3.65$4.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$127$0.00$127$6.86$3.43$3.43
2016Summary only. Only limited summary data is available for this year.$110$0.00$110$4.22$3.04$1.18
2015Detailed filing. Detailed filing data is available for this year.$103$0.00$103$7.91$3.16$4.76
2015Summary only. Only limited summary data is available for this year.$103$0.00$103$7.91$3.16$4.76
2014Detailed filing. Detailed filing data is available for this year.$103$0.00$103$5.99$2.83$3.16
2013Detailed filing. Detailed filing data is available for this year.$94.6$0.01$94.6$6.13$2.63$3.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.6$0.05$78.5$2.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.2$0.00$71.2$2.31