Civic Intelligence

St. Stephens Irrv Tr 8300 Fd 2 Trust Fund Number Two

990 • Fiscal year 2020 • EIN 61-6198409

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
401 East Main StLouisville, KY 40202

(502) 634-0890

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.00x

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

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Net Margin

87th percentile

61%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Asset Growth

39th percentile

1.3%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-5.2%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$529,369

Up $6,615 (+1.3%) from 2019

Net Assets

Up

$529,369

Up $6,615 (+1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin87th percentile

Revenue

Down

$16,908

Down $924 (-5.2%) from 2019

Expenses

Down

$6,671

Down $3,532 (-35%) from 2019

Net Income

Up

$10,237

Up $2,608 (+34%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2011: $566,678Liabilities 2011: $0Net Assets 2011: $566,6782011Assets 2012: $563,705Liabilities 2012: $0Net Assets 2012: $563,7052012Assets 2013: $565,573Liabilities 2013: $0Net Assets 2013: $565,5732013Assets 2014: $571,157Liabilities 2014: $0Net Assets 2014: $571,1572014Assets 2015: $549,333Liabilities 2015: $0Net Assets 2015: $549,3332015Assets 2016: $541,768Liabilities 2016: $0Net Assets 2016: $541,7682016Assets 2017: $479,508Liabilities 2017: $0Net Assets 2017: $479,5082017Assets 2018: $502,508Liabilities 2018: $0Net Assets 2018: $502,5082018Assets 2019: $522,754Liabilities 2019: $0Net Assets 2019: $522,7542019Assets 2020: $529,369Liabilities 2020: $0Net Assets 2020: $529,3692020Assets 2021: $548,470Liabilities 2021: $0Net Assets 2021: $548,4702021Assets 2022: $466,080Liabilities 2022: $0Net Assets 2022: $466,0802022Assets 2023: $471,887Liabilities 2023: $0Net Assets 2023: $471,8872023Assets 2024: $378,960Liabilities 2024: $0Net Assets 2024: $378,9602024

Highlighted filing

2020

Assets$529,369
Liabilities$0
Net Assets$529,369
Open 2020 Filing

Operations Trend

Revenue Growth39th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $41,046Expenses 2011: $46,056Net Income 2011: -$5,0102011Revenue 2012: $36,270Expenses 2012: $26,243Net Income 2012: $10,0272012Revenue 2013: $42,827Expenses 2013: $12,663Net Income 2013: $30,1642013Revenue 2014: $50,745Expenses 2014: $13,104Net Income 2014: $37,6412014Revenue 2015: $19,977Expenses 2015: $12,820Net Income 2015: $7,1572015Revenue 2016: $30,969Expenses 2016: $12,222Net Income 2016: $18,7472016Revenue 2017: $45,355Expenses 2017: $14,011Net Income 2017: $31,3442017Revenue 2018: $41,974Expenses 2018: $12,336Net Income 2018: $29,6382018Revenue 2019: $17,832Expenses 2019: $10,203Net Income 2019: $7,6292019Revenue 2020: $16,908Expenses 2020: $6,671Net Income 2020: $10,2372020Revenue 2021: $16,270Expenses 2021: $14,023Net Income 2021: $2,2472021Revenue 2022: $27,282Expenses 2022: $15,541Net Income 2022: $11,7412022Revenue 2023: $18,474Expenses 2023: $10,739Net Income 2023: $7,7352023Revenue 2024: $21,250Expenses 2024: $43,501Net Income 2024: -$22,2512024

Highlighted filing

2020

Revenue$16,908
Expenses$6,671
Net Income$10,237
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$38,042
Mission and Program Overview

Mission

The purpose of the association is for all members to have the opportunity to properly bury their family, friends and loved ones.

See schedule o.the purpose of the association is for all members to have the opportunity to properly bury their family, friends and loved ones.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$273,847$276,210▲ $2,363
Cap Stk Tr Prin Current Funds$265,560$265,560→ $0
Rtn Earn Endowment Incm Other Fnds$257,194$263,809▲ $6,615
Investments Other Securities$238,399$232,645▼ $5,754
Savings and Temporary Cash Investments$10,508$20,514▲ $10,006
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$522,754$529,369▲ $6,615
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$522,754$529,369▲ $6,615
Total Liabilities and Net Assets / Fund Balance$522,754$529,369▲ $6,615

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$232,645--
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Elise GambrelPresident
Penny WorthVice President
Fred WilliamsDirector
Louis RayDirector
Susan SettlesTrustee
Candy FleigleSecretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,884
Other Revenue
$24
Change in Net Assets
$10,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,671
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-$199-$199
Total Functional Expenses$0$6,671$0$6,671
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 6

“All members are voting members.”

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

“Prior to the filing of form 990 each member of the governing body will review the form for accuracy.”

Form 990, Part VI, Section C, Line 19

“Form 990 will be made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
ST STEPHENS CEMETERY ASSN - FUND #2
EIN
61-6198409
Phone
5026340890
Address
401 EAST MAIN ST, LOUISVILLE, KY 40202

Signing Officer

Name
Zach Brien
Title
Trustee
Phone
5025626926
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zach Brien
Formed
1991
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
435 N WHITTINGTON PKWY STE 400, LOUISVILLE, KY 40222
Preparer
Susan Howard
Phone
5025896050
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer to cemetery association for maintenance and upkeep of cemetery -22,606. Nondividend distributions received from investments 59. Transfer in from from st stephens fund #1 2,350.”

Raw XML Appendix299 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRANCH BANKING & TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum05025625401
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 WEST MAIN STREET SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
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IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/PersonNm0LOUIS RAY
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IRS990/Form990PartVIISectionAGrp/PersonNm4PENNY WORTH
IRS990/Form990PartVIISectionAGrp/PersonNm5CANDY FLEIGLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
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IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0418
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021552
IRS990/GrossReceiptsAmt038042
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt016466
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016466
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0238399
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0232645
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0273847
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0276210
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021134
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE PURPOSE OF THE ASSOCIATION IS FOR ALL MEMBERS TO HAVE THE OPPORTUNITY TO PROPERLY BURY THEIR FAMILY, FRIENDS AND LOVED ONES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0522754
IRS990/NetAssetsOrFundBalancesEOYAmt0529369
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0418
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016575
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-20197
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES PAID
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS - FIXED INCOME
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS ARE VOTING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO THE FILING OF FORM 990 EACH MEMBER OF THE GOVERNING BODY WILL REVIEW THE FORM FOR ACCURACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER TO CEMETERY ASSOCIATION FOR MAINTENANCE AND UPKEEP OF CEMETERY -22,606. NONDIVIDEND DISTRIBUTIONS RECEIVED FROM INVESTMENTS 59. TRANSFER IN FROM FROM ST STEPHENS FUND #1 2,350.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd040202
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ZACH BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05025626926
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST STEPHENS CEMETERY ASSN - FUND #2
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BRANCH BANKING & TRUST TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0STST
ReturnHeader/Filer/EIN0616198409
ReturnHeader/Filer/PhoneNum05026340890
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ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273858252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN DORTON ALLEN FORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0435 N WHITTINGTON PKWY STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040222
ReturnHeader/PreparerPersonGrp/PhoneNum05025896050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN HOWARD
ReturnHeader/ReturnTs02021-11-15T14:59:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ZACH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRIEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$529,369
Liabilities
$0
Net assets
$529,369
Revenue
$16,908
Expenses
$6,671
Net income
$10,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.21$0.44$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.18$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.27$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.16$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.17$0.07$0.10
2019Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.18$0.10$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.42$0.12$0.30
2017Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.45$0.14$0.31
2016Summary only. Only limited summary data is available for this year.$5.42$0.00$5.42$0.31$0.12$0.19
2015Summary only. Only limited summary data is available for this year.$5.49$0.00$5.49$0.20$0.13$0.07
2014Summary only. Only limited summary data is available for this year.$5.71$0.00$5.71$0.51$0.13$0.38
2013Summary only. Only limited summary data is available for this year.$5.66$0.00$5.66$0.43$0.13$0.30
2012Summary only. Only limited summary data is available for this year.$5.64$0.00$5.64$0.36$0.26$0.10
2011Summary only. Only limited summary data is available for this year.$5.67$0.00$5.67$0.41$0.46$0.05