Civic Intelligence

Cave Hill Investment Company

990 • Fiscal year 2017 • EIN 61-0153025

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 26, 2018

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

5th percentile

0.00x

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

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

5th percentile

0.00x

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

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

30th percentile

$241,907

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

83rd percentile

16%

Faster asset growth than 83% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

62%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$126,982,392

Up $17,302,435 (+16%) from 2016

Net Assets

Up

$126,982,392

Up $17,302,435 (+16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin92nd percentile

Revenue

Up

$6,856,312

Up $2,635,798 (+62%) from 2016

Expenses

Up

$3,425,307

Up $386,280 (+13%) from 2016

Net Income

Up

$3,431,005

Up $2,249,518 (+190%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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 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

2017

Assets$126,982,392
Liabilities$0
Net Assets$126,982,392
Open 2017 Filing

Operations Trend

Revenue Growth91st 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 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

2017

Revenue$6,856,312
Expenses$3,425,307
Net Income$3,431,005
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 26, 2018
Return Version
2017v2.3
Gross Receipts
$21,479,852
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$108,251,535$125,514,453▲ $17,262,918
Investments Other Securities$1,051,353$1,099,967▲ $48,614
Cash and Non-Interest-Bearing Accounts$114,853$129,595▲ $14,742
Accounts Receivable$88,036$52,967▼ $35,069
Total Assets$109,679,957$126,982,392▲ $17,302,435
Other Assets Total$174,180$185,410▲ $11,230
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$84,704,442$98,042,895▲ $13,338,453
Temporarily Rstr Net Assets$17,936,157$21,807,441▲ $3,871,284
Permanently Rstr Net Assets$7,039,358$7,132,056▲ $92,698
Total Net Assets Fund Balance$109,679,957$126,982,392▲ $17,302,435
Total Liabilities and Net Assets / Fund Balance$109,679,957$126,982,392▲ $17,302,435

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$91,743,800$856,021▲ $15,056,215$2,481,085$105,174,951
2016$85,729,076$699,249▲ $7,438,287$2,122,812$91,743,800
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
Compensation and Service Providers
Top Officer Pay30th percentile

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
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$863,079
Investment Income
$5,993,233
Other Revenue
$0
Change in Net Assets
$3,431,005

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,856,312
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$13,871,430
Total Revenue per Audited Statements
$20,727,742
Total Revenue per Form 990
$6,856,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,425,307
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---$2,790,435
Fees for Service Investment Mgmnt Fees---$526,274
Other Expenses---$17,787
Fees for Services Other---$12,035
Total Functional Expenses$0$0$0$3,425,307

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,425,307
Total Expenses per Audited Statements$3,425,307
Total Expenses per Form 990$3,425,307
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 11B

“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 investment co.'s 990, rules and regulations, financial statements and governing documents are available for review at the 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
2018-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Rowan
Formed
1848
Legal Domicile
Ky
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE ROAD SUITE 1100, LOUISVILLE, KY 40222-5187
Preparer
Jeffrey K Mccaffrey
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, 2017, 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 434 raw XML fields

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02172230
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02202705
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt077662913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0581141
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt085185532
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08833879
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01892401
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt065039368
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0563157
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt077662913
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013838404
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01778016
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03425307
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt013871430
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.06780
IRS990ScheduleD/RevenueNotReportedAmt013871430
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06856312
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, 2017, 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/TotalExpensesPerForm990Amt03425307
IRS990ScheduleD/TotalRevenuePerForm990Amt06856312
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020727742
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03425307
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt040000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt122000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0180000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1125008
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/NontaxableBenefitsRltdOrgsAmt015367
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121480
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt06540
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/TotalCompensationRltdOrgsAmt0241907
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1168823
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 INVESTMENT CO.'S 990, RULES AND REGULATIONS, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE CEMETERY'S ADMINISTRATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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/InvolvedAmt02790435
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1784586
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/BOYAmt017936157
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt021807441
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0109679957
IRS990/TotalAssetsEOYAmt0126982392
IRS990/TotalAssetsGrp/BOYAmt0109679957
IRS990/TotalAssetsGrp/EOYAmt0126982392
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03425307
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0109679957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0126982392
IRS990/TotalOtherCompensationAmt036847
IRS990/TotalProgramServiceRevenueAmt0863079
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05993233
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0863079
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06856312
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0109679957
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0126982392
IRS990/TotReportableCompRltdOrgAmt0373883
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt084704442
IRS990/UnrestrictedNetAssetsGrp/EOYAmt098042895
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0701 BAXTER AVENUE
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040204
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,982,392
Liabilities
$0
Net assets
$126,982,392
Revenue
$6,856,312
Expenses
$3,425,307
Net income
$3,431,005
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
2017Detailed filing. Detailed filing data is available for this year.$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
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