Civic Intelligence

Mt. Zion Cemetary Associatioin of Newton County Mississippi

EIN 64-0687624 • 501(c)13 • Union, MS

Pub. 78 Eligible990-N Coverage

Profile

Cemetery Fund

18138 Hwy 489Union, MS 39365
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 2025

Liabilities / Revenue

76th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2025

Net Margin

2nd percentile

-739%

Higher net margin than 2% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

501(c)13 • <$500k nonprofits • Source year 2025

Asset Growth

77th percentile

7.0%

Faster asset growth than 77% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-81%

Faster revenue growth than 5% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$243,930

Up $16,062 (+7.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$243,930

Up $16,062 (+7.0%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin2nd percentile

Revenue

Down

$900

Down $3,950 (-81%) from 2024

Expenses

Down

$7,550

Down $329 (-4.2%) from 2024

Net Income

Down

-$6,650

Down $3,621 (-120%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0-$100KAssets 2011: -$3,156Liabilities 2011: $02011Assets 2013: $17,853Liabilities 2013: $02013Assets 2014: $11,868Liabilities 2014: $02014Assets 2015: $123,287Liabilities 2015: $02015Assets 2016: $135,842Liabilities 2016: $02016Assets 2017: $155,271Liabilities 2017: $02017Assets 2018: $155,271Liabilities 2018: $02018Assets 2019: $134,614Liabilities 2019: $02019Assets 2020: $168,242Liabilities 2020: $02020Assets 2021: $183,183Liabilities 2021: $02021Assets 2022: $221,527Liabilities 2022: $0Net Assets 2022: $221,5272022Assets 2023: $230,897Liabilities 2023: $0Net Assets 2023: $230,8972023Assets 2024: $227,868Liabilities 2024: $0Net Assets 2024: $227,8682024Assets 2025: $243,930Liabilities 2025: $0Net Assets 2025: $243,9302025

Highlighted filing

2025

Assets$243,930
Liabilities$0
Net Assets$243,930
Open 2025 Filing

Operations Trend

Revenue Growth5th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $2,393Expenses 2011: $3,826Net Income 2011: -$1,4332011Revenue 2013: $21,493Expenses 2013: $3,640Net Income 2013: $17,8532013Revenue 2014: $4,528Expenses 2014: $5,090Net Income 2014: -$5622014Revenue 2015: $5,330Expenses 2015: $3,840Net Income 2015: $1,4902015Revenue 2016: $4,089Expenses 2016: $3,840Net Income 2016: $2492016Revenue 2017: $7,088Expenses 2017: $3,840Net Income 2017: $3,2482017Revenue 2018: $7,085Expenses 2018: $3,840Net Income 2018: $3,2452018Revenue 2019: $6,981Expenses 2019: $8,194Net Income 2019: -$1,2132019Revenue 2020: $7,428Expenses 2020: $4,658Net Income 2020: $2,7702020Revenue 2021: $7,419Expenses 2021: $4,367Net Income 2021: $3,0522021Revenue 2022: $9,259Expenses 2022: $4,452Net Income 2022: $4,8072022Revenue 2023: $14,220Expenses 2023: $4,850Net Income 2023: $9,3702023Revenue 2024: $4,850Expenses 2024: $7,879Net Income 2024: -$3,0292024Revenue 2025: $900Expenses 2025: $7,550Net Income 2025: -$6,6502025

Highlighted filing

2025

Revenue$900
Expenses$7,550
Net Income-$6,650
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,930
Liabilities
$0
Net assets
$243,930
Revenue
$900
Expenses
$7,550
Net income
-$6,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.01$0.08$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.14$0.05$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.09$0.04$0.05
2021Summary only. Only limited summary data is available for this year.$1.83$0.00$0.07$0.04$0.03
2020Summary only. Only limited summary data is available for this year.$1.68$0.00$0.07$0.05$0.03
2019Summary only. Only limited summary data is available for this year.$1.35$0.00$0.07$0.08$0.01
2018Summary only. Only limited summary data is available for this year.$1.55$0.00$0.07$0.04$0.03
2017Summary only. Only limited summary data is available for this year.$1.55$0.00$0.07$0.04$0.03
2016Summary only. Only limited summary data is available for this year.$1.36$0.00$0.04$0.04$0.00
2015Summary only. Only limited summary data is available for this year.$1.23$0.00$0.05$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$0.12$0.00$0.05$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$0.18$0.00$0.21$0.04$0.18
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.02$0.04$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$900
Mission and Program Overview

Mission

Cemetery Fund

Program Services

DescriptionGrantsExpenses
Cemetery Fund-$0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES WALTONPresident-$0--
JANET TERRELLSecretary-$0--
SHERRY HARRISONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Mt Zion Cemetery Trust Fund Assoc
EIN
64-0687624
In Care Of
% Sherry Harrison
Phone
6014791368
Address
18138 Hwy 489, Union, MS 39365

Signing Officer

Name
Sherry Harrison
Title
Treasurer
Phone
6014791368
Signed
2025-05-01
Discuss with paid preparer
No

Preparer

Firm
Fays Accounting & Tax Service Inc
Address
P O BOX 109, Sebastopol, MS 39359
Preparer
Tammy Hunter
Phone
6016258485
Supplemental Narrative

Additional Explanations

Other changes in net assets or fund balances Part I line 20

“Description AmountEdward Jones Change in value 14,818Edward Jones Unrealized Gain/Loss 7,894”

Description of other assets Part II line 24

“Category Beginning of Year End of YearEdward Jones 205,727 220,545”

Raw XML Appendix104 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERRY HARRISON
IRS990EZ/BooksInCareOfDetail/PhoneNum06014791368
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018138 HWY 489
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Union
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd039365
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022141
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023385
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0900
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6650
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt050
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0227868
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0243930
IRS990EZ/GrossReceiptsAmt0900
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0227868
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0243930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0227868
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0243930
IRS990EZ/OccupancyRentUtltsAndMaintAmt07500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANET TERRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERRY HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0205727
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0220545
IRS990EZ/OtherChangesInNetAssetsAmt022712
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Cemetery Fund
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cemetery Fund
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07550
IRS990EZ/TotalRevenueAmt0900
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEdward Jones Change in value 14,818Edward Jones Unrealized Gain/Loss 7,894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearEdward Jones 205,727 220,545
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY HARRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06014791368
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mt Zion Cemetery Trust Fund Assoc
ReturnHeader/Filer/BusinessNameControlTxt0MTZI
ReturnHeader/Filer/EIN0640687624
ReturnHeader/Filer/InCareOfNm0% Sherry Harrison
ReturnHeader/Filer/PhoneNum06014791368
ReturnHeader/Filer/USAddress/AddressLine1Txt018138 Hwy 489
ReturnHeader/Filer/USAddress/CityNm0Union
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039365
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640913898
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FAYS ACCOUNTING & TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sebastopol
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039359
ReturnHeader/PreparerPersonGrp/PhoneNum06016258485
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY HUNTER
ReturnHeader/ReturnTs02025-04-30T17:54:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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