Civic Intelligence

Meridian Jewish Cemetery Trust

EIN 64-6218504 • 501(c)13 • Meridian, MS

Profile

To provide for the perpetual maintenance, care and beautification of cemetery property

P O Box 911Meridian, MS 39302

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Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

20%

Higher net margin than 43% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

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

501(c)13 • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

1.9%

Faster asset growth than 27% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-7.1%

Faster revenue growth than 27% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,173,146

Up $21,427 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,173,146

Up $21,427 (+1.9%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin43rd percentile

Revenue

Down

$105,966

Down $8,055 (-7.1%) from 2023

Expenses

Up

$84,539

Up $21,360 (+34%) from 2023

Net Income

Down

$21,427

Down $29,415 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $834,303Liabilities 2015: $0Net Assets 2015: $834,3032015Assets 2016: $881,393Liabilities 2016: $0Net Assets 2016: $881,3932016Assets 2017: $924,173Liabilities 2017: $0Net Assets 2017: $924,1732017Assets 2018: $966,160Liabilities 2018: $0Net Assets 2018: $966,1602018Assets 2019: $1,007,540Liabilities 2019: $0Net Assets 2019: $1,007,5402019Assets 2020: $1,030,608Liabilities 2020: $0Net Assets 2020: $1,030,6082020Assets 2021: $1,055,994Liabilities 2021: $0Net Assets 2021: $1,055,9942021Assets 2022: $1,100,877Liabilities 2022: $0Net Assets 2022: $1,100,8772022Assets 2023: $1,151,719Liabilities 2023: $0Net Assets 2023: $1,151,7192023Assets 2024: $1,173,146Liabilities 2024: $0Net Assets 2024: $1,173,1462024

Highlighted filing

2024

Assets$1,173,146
Liabilities$0
Net Assets$1,173,146
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0Revenue 2015: $58,856Expenses 2015: $24,945Net Income 2015: $33,9112015Revenue 2016: $80,237Expenses 2016: $33,147Net Income 2016: $47,0902016Revenue 2017: $66,529Expenses 2017: $23,749Net Income 2017: $42,7802017Revenue 2018: $70,371Expenses 2018: $28,384Net Income 2018: $41,9872018Revenue 2019: $77,758Expenses 2019: $36,378Net Income 2019: $41,3802019Revenue 2020: $77,497Expenses 2020: $54,429Net Income 2020: $23,0682020Revenue 2021: $79,064Expenses 2021: $53,678Net Income 2021: $25,3862021Revenue 2022: $97,963Expenses 2022: $53,080Net Income 2022: $44,8832022Revenue 2023: $114,021Expenses 2023: $63,179Net Income 2023: $50,8422023Revenue 2024: $105,966Expenses 2024: $84,539Net Income 2024: $21,4272024

Highlighted filing

2024

Revenue$105,966
Expenses$84,539
Net Income$21,427
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
$1,173,146
Liabilities
$0
Net assets
$1,173,146
Revenue
$105,966
Expenses
$84,539
Net income
$21,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.11$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.11$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.10$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.03$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.08$0.03$0.05
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.06$0.02$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$105,966
Mission and Program Overview

Mission

To provide for the perpetual maintenance, care and beautification of cemetery property

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,151,719$1,173,146▲ $21,427
Investments in Publicly Traded Securities$884,512$884,512→ $0
Savings and Temporary Cash Investments$260,962$283,471▲ $22,509
Cash and Non-Interest-Bearing Accounts$6,243$5,161▼ $1,082
Land, Buildings, and Equipment, Net$2$2→ $0
Total Assets$1,151,719$1,173,146▲ $21,427
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,151,719$1,173,146▲ $21,427
Total Liabilities and Net Assets / Fund Balance$1,151,719$1,173,146▲ $21,427

Asset Categories

AssetBook ValueDepreciationBasis
Land$2--
Compensation and Service Providers
Top Officer Pay60th percentile

Board Members and Trustees

NameTitle
Margaret MeyerTrustee
Marty DavidsonTrustee
Sam FeltensteinTrustee
Scott R StrasserTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$105,966
Other Revenue
$0
Change in Net Assets
$21,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,539
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
Fees for Service Investment Mgmnt Fees-$10,407-$10,407
Other Expenses$2,619--$2,619
Insurance-$1,468-$1,468
Fees for Services Accounting-$650-$650
Office Expenses-$139-$139
Total Functional Expenses$71,875$12,664$0$84,539
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

Form 990 governing body review Part VI line 11

“The form 990 is reviewed by the organization who maintains the assets and records of the trust”

Governing documents etc available to public Part VI line 19

“The trust only makes its governing documents available upon requests”

Filing and Contact Details

Filer

Filer Name
Meridian Jewish Cemetery Trust
EIN
64-6218504
In Care Of
% SAMMY FELTENSTEIN
Address
P O BOX 911, MERIDIAN, MS 39302

Signing Officer

Name
Sammy Feltenstein
Title
Officer
Phone
6016936951
Signed
2025-10-01
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Ms
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Culpepper Culpepper & Hurtt CPA PA
Address
PO Box 166, Meridian, MS 39302
Preparer
Jonda Henry
Phone
6016936951
Raw XML Appendix263 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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