Civic Intelligence

Oakwood Cemetery Association

EIN 74-0813110 • 501(c)13 • Waco, TX

Profile

Develop and sell burial plots and to provide lot care for owners of burial plots. Maintenance and management of cemetery.

2124 S 5th StWaco, TX 76706

www.oakwoodwaco.com

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)13 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)13 • $10M-$25M nonprofits • Source year 2025

Net Margin

30th percentile

15%

Higher net margin than 30% of similar nonprofits.

501(c)13 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

2.3%

Faster asset growth than 20% of similar nonprofits.

501(c)13 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

19th percentile

-9.8%

Faster revenue growth than 19% of similar nonprofits.

501(c)13 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$18,650,288

Up $424,869 (+2.3%) from 2024

Liabilities

Up

$18,938

Up $6,431 (+51%) from 2024

Net Assets

Up

$18,631,350

Up $418,438 (+2.3%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin30th percentile

Revenue

Up

$1,957,834

Up $435,555 (+29%) from 2024

Expenses

Up

$1,662,161

Up $187,011 (+13%) from 2024

Net Income

Up

$295,673

Up $248,544 (+527%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $10,305,875Liabilities 2011: $28,370Net Assets 2011: $10,277,5052011Assets 2012: $10,584,814Liabilities 2012: $158,859Net Assets 2012: $10,425,9552012Assets 2013: $10,993,580Liabilities 2013: $8,949Net Assets 2013: $10,984,6312013Assets 2014: $11,647,731Liabilities 2014: $8,465Net Assets 2014: $11,639,2662014Assets 2015: $12,167,560Liabilities 2015: $8,026Net Assets 2015: $12,159,5342015Assets 2016: $12,198,865Liabilities 2016: $8,517Net Assets 2016: $12,190,3482016Assets 2017: $12,975,651Liabilities 2017: $5,123Net Assets 2017: $12,970,5282017Assets 2018: $13,733,190Liabilities 2018: $14,218Net Assets 2018: $13,718,9722018Assets 2019: $14,074,711Liabilities 2019: $5,677Net Assets 2019: $14,069,0342019Assets 2020: $13,416,722Liabilities 2020: $19,980Net Assets 2020: $13,396,7422020Assets 2021: $17,146,081Liabilities 2021: $13,067Net Assets 2021: $17,133,0142021Assets 2022: $17,400,419Liabilities 2022: $16,456Net Assets 2022: $17,383,9632022Assets 2023: $16,403,019Liabilities 2023: $7,843Net Assets 2023: $16,395,1762023Assets 2024: $18,225,419Liabilities 2024: $12,507Net Assets 2024: $18,212,9122024Assets 2025: $18,650,288Liabilities 2025: $18,938Net Assets 2025: $18,631,3502025

Highlighted filing

2025

Assets$18,650,288
Liabilities$18,938
Net Assets$18,631,350
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2011: $698,9312011Expenses 2012: $678,8102012Revenue 2013: $1,077,420Expenses 2013: $734,696Net Income 2013: $342,7242013Revenue 2014: $1,157,159Expenses 2014: $782,216Net Income 2014: $374,9432014Revenue 2015: $1,048,367Expenses 2015: $795,102Net Income 2015: $253,2652015Revenue 2016: $1,101,239Expenses 2016: $798,707Net Income 2016: $302,5322016Revenue 2017: $1,320,830Expenses 2017: $849,367Net Income 2017: $471,4632017Revenue 2018: $1,300,616Expenses 2018: $878,941Net Income 2018: $421,6752018Revenue 2019: $1,512,337Expenses 2019: $1,041,301Net Income 2019: $471,0362019Revenue 2020: $1,443,218Expenses 2020: $1,141,786Net Income 2020: $301,4322020Revenue 2021: $2,016,432Expenses 2021: $1,070,015Net Income 2021: $946,4172021Revenue 2022: $2,668,322Expenses 2022: $1,752,716Net Income 2022: $915,6062022Revenue 2023: $2,035,031Expenses 2023: $1,675,463Net Income 2023: $359,5682023Revenue 2024: $1,522,279Expenses 2024: $1,475,150Net Income 2024: $47,1292024Revenue 2025: $1,957,834Expenses 2025: $1,662,161Net Income 2025: $295,6732025

Highlighted filing

2025

Revenue$1,957,834
Expenses$1,662,161
Net Income$295,673
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$18,650,288
Liabilities
$18,938
Net assets
$18,631,350
Revenue
$1,957,834
Expenses
$1,662,161
Net income
$295,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.7$0.02$18.6$1.96$1.66$0.30
2024Detailed filing. Detailed filing data is available for this year.$18.2$0.01$18.2$1.52$1.48$0.05
2023Detailed filing. Detailed filing data is available for this year.$16.4$0.01$16.4$2.04$1.68$0.36
2022Detailed filing. Detailed filing data is available for this year.$17.4$0.02$17.4$2.67$1.75$0.92
2021Detailed filing. Detailed filing data is available for this year.$17.1$0.01$17.1$2.02$1.07$0.95
2020Detailed filing. Detailed filing data is available for this year.$13.4$0.02$13.4$1.44$1.14$0.30
2019Detailed filing. Detailed filing data is available for this year.$14.1$0.01$14.1$1.51$1.04$0.47
2018Detailed filing. Detailed filing data is available for this year.$13.7$0.01$13.7$1.30$0.88$0.42
2017Detailed filing. Detailed filing data is available for this year.$13.0$0.01$13.0$1.32$0.85$0.47
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.01$12.2$1.10$0.80$0.30
2015Detailed filing. Detailed filing data is available for this year.$12.2$0.01$12.2$1.05$0.80$0.25
2014Summary only. Only limited summary data is available for this year.$11.6$0.01$11.6$1.16$0.78$0.37
2013Summary only. Only limited summary data is available for this year.$11.0$0.01$11.0$1.08$0.73$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.16$10.4$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.03$10.3$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Gross Receipts
$2,917,252
Mission and Program Overview

Mission

Develop and sell burial plots and to provide lot care for owners of burial plots. Maintenance and management of cemetery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,935,015$12,380,234▲ $1,445,219
Land, Buildings, and Equipment, Net$1,932,839$1,916,485▼ $16,354
Savings and Temporary Cash Investments$826,602$0▼ $826,602
Cash and Non-Interest-Bearing Accounts$512,412$328,874▼ $183,538
Other Notes and Loans Receivable, Net$168,947$191,137▲ $22,190
Inventories for Sale or Use$50,435$57,464▲ $7,029
Prepaid Expenses and Deferred Charges$45,000$55,085▲ $10,085
Accounts Receivable$35,861$31,182▼ $4,679
Intangible Assets$113$0▼ $113
Total Assets$18,225,419$18,650,288▲ $424,869
Other Assets Total$3,718,195$3,689,827▼ $28,368
Liabilities
Other Liabilities$0$13,288▲ $13,288
Accounts Payable and Accrued Expenses$12,507$5,650▼ $6,857
Total Liabilities$12,507$18,938▲ $6,431
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,501,781$14,954,029▲ $452,248
Net Assets With Donor Restrictions$3,711,131$3,677,321▼ $33,810
Total Net Assets Fund Balance$18,212,912$18,631,350▲ $418,438
Total Liabilities and Net Assets / Fund Balance$18,225,419$18,650,288▲ $424,869

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$394,893$2,154,286$2,549,179
Land$956,376-$956,376
Buildings$565,216$365,079$930,295
Other Assets Org$2,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,711,131-▼ $33,810-$3,677,321
2023$3,308,674-▲ $402,457-$3,711,131
2022$3,721,528-▼ $412,854-$3,308,674
2021$3,615,533-▲ $105,995-$3,721,528
2020$2,685,622-▲ $929,911-$3,615,533
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Shanna MattsonChair
Mary HolleyVice Chair
Ann HarderDirector
Elisa RaineyDirector
Ellen WhiteDirector
Frances PoolDirector
Jana HixsonDirector
Joan WadeDirector
Lisa HullDirector
Mary Helen GeorgeDirector
Ryan PattilloDirector
Susan DossettDirector
Susan StemDirector
Patricia ErvinSecretary
Linda McdonaldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$174,788
Program Service Revenue
$1,152,226
Investment Income
$620,768
Other Revenue
$10,052
All Other Contributions
$174,788
Change in Net Assets
$295,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$831,175
Salaries, Compensation, and Employee Benefits$830,986
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$695,277$28,970-$724,247
Depreciation Depletion$66,193$20,903-$87,096
All Other Expenses$70,562$2,323-$72,885
Payroll Taxes$54,864$1,120-$55,984
Insurance$52,212$447-$52,659
Other Employee Benefits$34,471$8,628-$43,099
Office Expenses$29,589$9,864-$39,453
Fees for Services Accounting$31,417--$31,417
Fees for Service Investment Mgmnt Fees$21,748--$21,748
Other Expenses$20,893$2,132-$20,893
Advertising$13,111--$13,111
Fees for Services Legal$6,187$2,472-$8,659
Pension Plan Contributions$7,197$459-$7,656
Total Functional Expenses$1,584,843$77,318$0$1,662,161
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
Accrued Expenses$13,288
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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, Part VI, Section B, Line 11B

“A hard copy of the form 990 is provided to the board of directors prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oakwood Cemetery Association
EIN
74-0813110
Phone
2547541631
Address
2124 S 5TH ST, WACO, TX 76706

Signing Officer

Name
Shanna Mattson
Title
Chair
Phone
2547541631
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shanna Mattson
Formed
1898
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
24
Volunteers
0

Preparer

Firm
Jrbt Pc
Address
5400 BOSQUE BLVD STE 600, WACO, TX 76710-4459
Preparer
Nancy a Livingston
Phone
2547764190
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The oakwood cemetery association is exempt from federal income tax under section 501(c)(13) of the internal revenue code; however, it is subject to income tax on any activities not related to its exempt purposes, unless specifically excluded by the code. The association has evaluated its tax positions in accordance with generally accepted accounting principles and has determined that there are no material uncertain tax positions requiring recognition in the financial statements. The association's federal information returns for the past three fiscal years remain open and subject to examination by taxing authorities.”

Raw XML AppendixShowing 400 of 515 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/AccountsPayableAccrExpnssGrp/BOYAmt012507
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05650
IRS990/AccountsReceivableGrp/BOYAmt035861
IRS990/AccountsReceivableGrp/EOYAmt031182
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0DEVELOP AND SELL BURIAL PLOTS AND TO PROVIDE LOT CARE FOR OWNERS OF BURIAL PLOTS. MAINTENANCE AND MANAGEMENT OF CEMETERY.
IRS990/AdvertisingGrp/ProgramServicesAmt013111
IRS990/AdvertisingGrp/TotalAmt013111
IRS990/AllOtherContributionsAmt0174788
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02323
IRS990/AllOtherExpensesGrp/ProgramServicesAmt070562
IRS990/AllOtherExpensesGrp/TotalAmt072885
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0OAKWOOD CEMETERY ASSOCIATION
IRS990/BooksInCareOfDetail/PhoneNum02547541631
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02124 SOUTH 5TH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0WACO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd076706
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0512412
IRS990/CashNonInterestBearingGrp/EOYAmt0328874
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0174788
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0620768
IRS990/CYOtherExpensesAmt0831175
IRS990/CYOtherRevenueAmt010052
IRS990/CYProgramServiceRevenueAmt01152226
IRS990/CYRevenuesLessExpensesAmt0295673
IRS990/CYSalariesCompEmpBnftPaidAmt0830986
IRS990/CYTotalExpensesAmt01662161
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01957834
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt020903
IRS990/DepreciationDepletionGrp/ProgramServicesAmt066193
IRS990/DepreciationDepletionGrp/TotalAmt087096
IRS990/Desc0DEVELOP AND SELL BURIAL PLOTS AND TO PROVIDE LOT CARE FOR OWNERS OF BURIAL PLOTS. MAINTENANCE AND MANAGEMENT OF CEMETERY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03711131
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03677321
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt024
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/ExpenseAmt01584843
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt031417
IRS990/FeesForServicesAccountingGrp/TotalAmt031417
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02472
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt06187
IRS990/FeesForServicesLegalGrp/TotalAmt08659
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt021748
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt021748
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN DOSSETT
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICIA ERVIN
IRS990/Form990PartVIISectionAGrp/PersonNm2MARY HELEN GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm3ANN HARDER
IRS990/Form990PartVIISectionAGrp/PersonNm4JANA HIXSON
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY HOLLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6LISA HULL
IRS990/Form990PartVIISectionAGrp/PersonNm7SHANNA MATTSON
IRS990/Form990PartVIISectionAGrp/PersonNm8LINDA MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm9RYAN PATTILLO
IRS990/Form990PartVIISectionAGrp/PersonNm10FRANCES POOL
IRS990/Form990PartVIISectionAGrp/PersonNm11ELISA RAINEY
IRS990/Form990PartVIISectionAGrp/PersonNm12SUSAN STEM
IRS990/Form990PartVIISectionAGrp/PersonNm13JOAN WADE
IRS990/Form990PartVIISectionAGrp/PersonNm14ELLEN WHITE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01898
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt03000
IRS990/GainOrLossGrp/SecuritiesAmt0212004
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0174788
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01169474
IRS990/GrossReceiptsAmt02917252
IRS990/GrossRentsGrp/RealAmt012000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0447
IRS990/InsuranceGrp/ProgramServicesAmt052212
IRS990/InsuranceGrp/TotalAmt052659
IRS990/IntangibleAssetsGrp/BOYAmt0113
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt050435
IRS990/InventoriesForSaleOrUseGrp/EOYAmt057464
IRS990/InvestmentIncomeGrp/ExclusionAmt0405764
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0405764
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010935015
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012380234
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02519365
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01932839
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01916485
IRS990/LandBldgEquipCostOrOtherBssAmt04435850
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0957470
IRS990/LessRentalExpensesGrp/RealAmt01948
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOP AND SELL BURIAL PLOTS AND TO PROVIDE LOT CARE FOR OWNERS OF BURIAL PLOTS. MAINTENANCE AND MANAGEMENT OF CEMETERY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018212912
IRS990/NetAssetsOrFundBalancesEOYAmt018631350
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0215004
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0215004
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt010052
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt010052
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0124202
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt014501781
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014954029
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09864
IRS990/OfficeExpensesGrp/ProgramServicesAmt029589
IRS990/OfficeExpensesGrp/TotalAmt039453
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03718195
IRS990/OtherAssetsTotalGrp/EOYAmt03689827
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08628
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034471
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043099
IRS990/OtherExpensesGrp/Desc0TREE MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2GAS & OIL
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02132
IRS990/OtherExpensesGrp/ProgramServicesAmt0424567
IRS990/OtherExpensesGrp/ProgramServicesAmt136751
IRS990/OtherExpensesGrp/ProgramServicesAmt219804
IRS990/OtherExpensesGrp/ProgramServicesAmt320893
IRS990/OtherExpensesGrp/TotalAmt0424567
IRS990/OtherExpensesGrp/TotalAmt136751
IRS990/OtherExpensesGrp/TotalAmt221936
IRS990/OtherExpensesGrp/TotalAmt320893
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt013288
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028970
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0695277
IRS990/OtherSalariesAndWagesGrp/TotalAmt0724247
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0168947
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0191137
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01120
IRS990/PayrollTaxesGrp/ProgramServicesAmt054864
IRS990/PayrollTaxesGrp/TotalAmt055984
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0459
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07197
IRS990/PensionPlanContributionsGrp/TotalAmt07656
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt055085
IRS990/PrincipalOfficerNm0SHANNA MATTSON
IRS990/PriorPeriodAdjustmentsAmt0-1437
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0812900
IRS990/ProgramServiceRevenueGrp/BusinessCd1812900
IRS990/ProgramServiceRevenueGrp/BusinessCd2812900
IRS990/ProgramServiceRevenueGrp/BusinessCd3812900
IRS990/ProgramServiceRevenueGrp/BusinessCd4812900
IRS990/ProgramServiceRevenueGrp/Desc0LOT SALES
IRS990/ProgramServiceRevenueGrp/Desc1GRAVE PREPARATION
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3PERMITS
IRS990/ProgramServiceRevenueGrp/Desc4MISCELLANEOUS WORK
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0443348
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1432875
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2245517
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt327993
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42493
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0443348
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1432875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2245517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt327993
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42493
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0238753
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0376583
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt0-321927
IRS990/PYProgramServiceRevenueAmt01228870
IRS990/PYRevenuesLessExpensesAmt01522279
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01522279
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0295673
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt010052
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01377282
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0826602
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0565216
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0365079
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0930295
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03711131
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03677321
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33810
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03308674
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03711131
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0402457
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03721528
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03308674
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-412854
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03615533
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03721528
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0105995
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02685622
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03615533
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0929911
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0394893
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02154286
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02549179
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0956376
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0956376
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03677321
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt110506
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST PERPETUAL TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013288
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE OAKWOOD CEMETERY ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(13) OF THE INTERNAL REVENUE CODE; HOWEVER, IT IS SUBJECT TO INCOME TAX ON ANY ACTIVITIES NOT RELATED TO ITS EXEMPT PURPOSES, UNLESS SPECIFICALLY EXCLUDED BY THE CODE. THE ASSOCIATION HAS EVALUATED ITS TAX POSITIONS IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS. THE ASSOCIATION'S FEDERAL INFORMATION RETURNS FOR THE PAST THREE FISCAL YEARS REMAIN OPEN AND SUBJECT TO EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01916485
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03689827
IRS990ScheduleD/TotalLiabilityAmt013288
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A HARD COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.