Civic Intelligence

Memorial Park a Trust Estate

990 • Fiscal year 2021 • EIN 73-0351435

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

5111 South Memorial DriveTulsa, OK 74145

(918) 627-0220

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

39th percentile

7.9%

Higher net margin than 39% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

35th percentile

$142,279

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

36th percentile

4.6%

Faster asset growth than 36% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

41%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$30,425,611

Up $1,334,695 (+4.6%) from 2020

Net Assets

Up

$30,367,516

Up $1,422,922 (+4.9%) from 2020

Liabilities

Down

$58,095

Down $88,227 (-60%) from 2020

Revenue

Up

$5,086,019

Up $1,482,877 (+41%) from 2020

Expenses

Up

$4,682,096

Up $130,767 (+2.9%) from 2020

Net Income

Up

$403,923

Up $1,352,110 (+143%) from 2020

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $28,500,272Liabilities 2010: $310,146Net Assets 2010: $28,190,1262010Assets 2011: $28,657,385Liabilities 2011: $270,437Net Assets 2011: $28,386,9482011Assets 2012: $28,586,070Liabilities 2012: $229,940Net Assets 2012: $28,356,1302012Assets 2013: $31,409,971Liabilities 2013: $208,219Net Assets 2013: $31,201,7522013Assets 2014: $31,986,400Liabilities 2014: $159,144Net Assets 2014: $31,827,2562014Assets 2015: $33,240,448Liabilities 2015: $213,390Net Assets 2015: $33,027,0582015Assets 2016: $30,408,743Liabilities 2016: $234,189Net Assets 2016: $30,174,5542016Assets 2017: $30,271,581Liabilities 2017: $170,890Net Assets 2017: $30,100,6912017Assets 2018: $28,886,828Liabilities 2018: $164,041Net Assets 2018: $28,722,7872018Assets 2019: $29,683,599Liabilities 2019: $189,972Net Assets 2019: $29,493,6272019Assets 2020: $29,090,916Liabilities 2020: $146,322Net Assets 2020: $28,944,5942020Assets 2021: $30,425,611Liabilities 2021: $58,095Net Assets 2021: $30,367,5162021Assets 2022: $27,310,075Liabilities 2022: $209,374Net Assets 2022: $27,100,7012022Assets 2023: $28,013,241Liabilities 2023: $914,868Net Assets 2023: $27,098,3732023Assets 2024: $29,050,795Liabilities 2024: $690,488Net Assets 2024: $28,360,3072024

Highlighted filing

2021

Assets$30,425,611
Liabilities$58,095
Net Assets$30,367,516

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $2,550,401Expenses 2010: $3,610,271Net Income 2010: -$1,059,8702010Revenue 2011: $2,825,302Expenses 2011: $2,628,480Net Income 2011: $196,8222011Revenue 2012: $4,581,155Expenses 2012: $3,821,609Net Income 2012: $759,5462012Revenue 2013: $5,062,327Expenses 2013: $4,590,171Net Income 2013: $472,1562013Revenue 2014: $4,650,210Expenses 2014: $3,866,940Net Income 2014: $783,2702014Revenue 2015: $6,831,892Expenses 2015: $3,867,908Net Income 2015: $2,963,9842015Revenue 2016: $4,295,283Expenses 2016: $4,189,689Net Income 2016: $105,5942016Revenue 2017: $3,775,136Expenses 2017: $4,495,538Net Income 2017: -$720,4022017Revenue 2018: $4,418,011Expenses 2018: $4,376,258Net Income 2018: $41,7532018Revenue 2019: $3,457,346Expenses 2019: $4,374,899Net Income 2019: -$917,5532019Revenue 2020: $3,603,142Expenses 2020: $4,551,329Net Income 2020: -$948,1872020Revenue 2021: $5,086,019Expenses 2021: $4,682,096Net Income 2021: $403,9232021Revenue 2022: $4,402,139Expenses 2022: $5,481,853Net Income 2022: -$1,079,7142022Revenue 2023: $5,467,754Expenses 2023: $5,481,578Net Income 2023: -$13,8242023Revenue 2024: $5,446,203Expenses 2024: $5,482,996Net Income 2024: -$36,7932024

Highlighted filing

2021

Revenue$5,086,019
Expenses$4,682,096
Net Income$403,923
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$7,897,986
Mission and Program Overview

Mission

Memorial park cemetery is dedicated to providing a beautiful resting places for deceased individuals and a tranquil atmosphere for their loved ones to reflect and remember.

Memorial park cemetery is dedicated to providing a beautiful resting place for deceased individuals and a tranquil atmosphere for their loved ones to reflect and remember.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,068,347$22,998,228▲ $929,881
Land, Buildings, and Equipment, Net$5,906,633$5,542,581▼ $364,052
Savings and Temporary Cash Investments$502,524$1,081,594▲ $579,070
Cash and Non-Interest-Bearing Accounts$394,627$423,129▲ $28,502
Accounts Receivable$218,785$380,079▲ $161,294
Total Assets$29,090,916$30,425,611▲ $1,334,695
Liabilities
Accounts Payable and Accrued Expenses$63,732--
Mortgage Notes Payable Secured by Investment Property$72,816$46,935▼ $25,881
Other Liabilities$9,774$11,160▲ $1,386
Total Liabilities$146,322$58,095▼ $88,227
Net Assets / Fund Balance
Net Assets With Donor Restrictions$25,975,296$24,079,823▼ $1,895,473
Net Assets Without Donor Restrictions$2,969,298$6,287,693▲ $3,318,395
Total Net Assets Fund Balance$28,944,594$30,367,516▲ $1,422,922
Total Liabilities and Net Assets / Fund Balance$29,090,916$30,425,611▲ $1,334,695

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,824,100$9,110,824$13,934,924
Land$718,481-$718,481
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Frederic N Schneider IiiTrusteePT$142,279$142,279
Russell R Linker Ii FormerTrusteePT$119,604$119,604

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
T And M LawncareLawncare4714 S 198TH, Broken Arrow, OK 74014$383,634
Matthews International CorpGrave MemorialsPO BOX 536621, Pittsburgh, PA 15253$266,430
Bible MemorialsGrave Memorials13677 STATE HWY 56, Sasakwa, OK 74867$105,611
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,308,938
Investment Income
$1,777,081
Other Revenue
$0
Change in Net Assets
$403,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,135,384
Salaries, Compensation, and Employee Benefits$1,546,712
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,045,273--$1,045,273
Depreciation Depletion$364,052--$364,052
Other Employee Benefits$360,894--$360,894
Other Expenses$299,382--$299,382
All Other Expenses$260,237--$260,237
Fees for Service Investment Mgmnt Fees$235,000--$235,000
Insurance$159,839--$159,839
Payroll Taxes$108,038--$108,038
Office Expenses$58,158--$58,158
Pension Plan Contributions$32,507--$32,507
Interest$27,127--$27,127
Fees for Services Legal$25,198--$25,198
Advertising$23,498--$23,498
Fees for Services Accounting$5,335--$5,335
Total Functional Expenses$4,682,096$0$0$4,682,096
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$11,160
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 8A

There is no governing body except the two trustees.

Form 990, Part VI, Section A, Line 8B

There is no committee except the two trustees which act on behalf of the cemetary.

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

A copy of form 990 is provided to the trustees to review before filing.

Form 990, Part VI, Section C, Line 19

The trustees make governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Memorial Park
EIN
73-0351435
Phone
9186270220
Address
5111 SOUTH MEMORIAL DRIVE, TULSA, OK 74145

Signing Officer

Name
Frederic N Schneider Iii
Title
Trustee
Phone
9187491530
Signed
2022-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederic N Schneider Iii
Formed
1926
Legal Domicile
Ok
Voting Board Members
2
Independent Board Members
0
Employees
33
Volunteers
0

Preparer

Firm
Regier Carr & Monroe Llp
Address
4200 E SKELLY DRIVE SUITE 560, TULSA, OK 74135
Preparer
Kenneth L Thompson CPA
Phone
9182715400
Raw XML Appendix358 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RUSSELL R LINKER II FORMER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0119604
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO GOVERNING BODY EXCEPT THE TWO TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE EXCEPT THE TWO TRUSTEES WHICH ACT ON BEHALF OF THE CEMETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS PROVIDED TO THE TRUSTEES TO REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES MAKE GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt029090916
IRS990/TotalAssetsEOYAmt030425611
IRS990/TotalAssetsGrp/BOYAmt029090916
IRS990/TotalAssetsGrp/EOYAmt030425611
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04682096
IRS990/TotalFunctionalExpensesGrp/TotalAmt04682096
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0146322
IRS990/TotalLiabilitiesEOYAmt058095
IRS990/TotalLiabilitiesGrp/BOYAmt0146322
IRS990/TotalLiabilitiesGrp/EOYAmt058095
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028944594
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030367516
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04682096
IRS990/TotalProgramServiceRevenueAmt03308938
IRS990/TotalReportableCompFromOrgAmt0261883
IRS990/TotalRevenueGrp/ExclusionAmt01777081
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03308938
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05086019
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029090916
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030425611
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05111 S MEMORIAL DR
IRS990/USAddress/CityNm0TULSA
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074145
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0MEMORIALPARKTULSA.COM
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/PersonNm0FREDERIC N SCHNEIDER III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09187491530
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEMORIAL PARK
ReturnHeader/Filer/BusinessNameControlTxt0MEMO
ReturnHeader/Filer/EIN0730351435
ReturnHeader/Filer/PhoneNum09186270220
ReturnHeader/Filer/USAddress/AddressLine1Txt05111 SOUTH MEMORIAL DRIVE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074145
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480573184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REGIER CARR & MONROE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04200 E SKELLY DRIVE SUITE 560
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074135
ReturnHeader/PreparerPersonGrp/PhoneNum09182715400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L THOMPSON CPA
ReturnHeader/ReturnTs02022-11-01T12:36:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FREDERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHNEIDER III
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$0.69$28.4$5.45$5.48$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$0.91$27.1$5.47$5.48$0.01
2022Detailed filing. Detailed filing data is available for this year.$27.3$0.21$27.1$4.40$5.48$1.08
2021Detailed filing. Detailed filing data is available for this year.$30.4$0.06$30.4$5.09$4.68$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.15$28.9$3.60$4.55$0.95
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.7$0.19$29.5$3.46$4.37$0.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.9$0.16$28.7$4.42$4.38$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$0.17$30.1$3.78$4.50$0.72
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$0.23$30.2$4.30$4.19$0.11
2015Detailed filing. Detailed filing data is available for this year.$33.2$0.21$33.0$6.83$3.87$2.96
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$0.16$31.8$4.65$3.87$0.78
2013Summary only. Only limited summary data is available for this year.$31.4$0.21$31.2$5.06$4.59$0.47
2012Summary only. Only limited summary data is available for this year.$28.6$0.23$28.4$4.58$3.82$0.76
2011Summary only. Only limited summary data is available for this year.$28.7$0.27$28.4$2.83$2.63$0.20
2010Summary only. Only limited summary data is available for this year.$28.5$0.31$28.2$2.55$3.61$1.06