Civic Intelligence

Wheatland Cemetery Assn Trust First City Bank of Dallas Trustee

990EZ • Fiscal year 2017 • EIN 75-1766266

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

Organization ProfileN/A
PO Box 75000Detroit, MI 48275-7874

(313) 222-5446

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2017 filings • 501(c)13 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.00x

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

2017 filings • 501(c)13 • <$500k nonprofits • Source year 2017

Net Margin

49th percentile

8.8%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)13 • <$500k nonprofits • Source year 2017

Top Officer Pay

85th percentile

$3,339

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2017 filings • 501(c)13 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

0.4%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)13 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1037%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)13 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$266,936

Up $1,028 (+0.4%) from 2016

Net Assets

Up

$266,936

Up $1,028 (+0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin49th percentile

Revenue

Up

$13,727

Up $12,520 (+1037%) from 2016

Expenses

Up

$12,517

Up $507 (+4.2%) from 2016

Net Income

Up

$1,210

Up $12,013 (+111%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$300K$200K$100K$0Assets 2010: $282,809Liabilities 2010: $0Net Assets 2010: $282,8092010Assets 2011: $286,309Liabilities 2011: $0Net Assets 2011: $286,3092011Assets 2012: $286,309Liabilities 2012: $0Net Assets 2012: $286,3092012Assets 2013: $280,045Liabilities 2013: $0Net Assets 2013: $280,0452013Assets 2014: $277,974Liabilities 2014: $0Net Assets 2014: $277,9742014Assets 2015: $276,939Liabilities 2015: $02015Assets 2016: $265,908Liabilities 2016: $0Net Assets 2016: $265,9082016Assets 2017: $266,936Liabilities 2017: $0Net Assets 2017: $266,9362017Assets 2018: $270,850Liabilities 2018: $0Net Assets 2018: $270,8502018Assets 2019: $262,173Liabilities 2019: $0Net Assets 2019: $262,1732019Assets 2020: $258,469Liabilities 2020: $0Net Assets 2020: $258,4692020Assets 2021: $259,500Liabilities 2021: $0Net Assets 2021: $259,5002021Assets 2022: $260,625Liabilities 2022: $0Net Assets 2022: $260,6252022Assets 2023: $254,876Liabilities 2023: $0Net Assets 2023: $254,8762023Assets 2024: $258,216Liabilities 2024: $0Net Assets 2024: $258,2162024

Highlighted filing

2017

Assets$266,936
Liabilities$0
Net Assets$266,936
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$20K$10K$0-$10K-$20KRevenue 2010: $17,070Expenses 2010: $10,120Net Income 2010: $6,9502010Revenue 2011: $11,615Expenses 2011: $8,013Net Income 2011: $3,6022011Revenue 2012: $7,811Expenses 2012: $7,811Net Income 2012: $02012Revenue 2013: $5,883Expenses 2013: $12,137Net Income 2013: -$6,2542013Revenue 2014: $11,187Expenses 2014: $13,127Net Income 2014: -$1,9402014Revenue 2015: $11,293Expenses 2015: $12,604Net Income 2015: -$1,3112015Revenue 2016: $1,207Expenses 2016: $12,010Net Income 2016: -$10,8032016Revenue 2017: $13,727Expenses 2017: $12,517Net Income 2017: $1,2102017Revenue 2018: $17,172Expenses 2018: $13,859Net Income 2018: $3,3132018Revenue 2019: $4,629Expenses 2019: $13,097Net Income 2019: -$8,4682019Revenue 2020: $10,483Expenses 2020: $13,883Net Income 2020: -$3,4002020Revenue 2021: $16,925Expenses 2021: $14,994Net Income 2021: $1,9312021Revenue 2022: $15,729Expenses 2022: $15,410Net Income 2022: $3192022Revenue 2023: $9,408Expenses 2023: $14,945Net Income 2023: -$5,5372023Revenue 2024: $17,995Expenses 2024: $15,017Net Income 2024: $2,9782024

Highlighted filing

2017

Revenue$13,727
Expenses$12,517
Net Income$1,210
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.2
Gross Receipts
$69,108
Mission and Program Overview

Mission

Perpetual cemetery care fund designated for the care and maintenance of the wheatland cemetery grounds

This is a perpetual cemetery care fund

Program Services

DescriptionGrantsExpenses
CARE AND MAINTENANCE OF CEMETERY GROUNDS$9,081$9,081
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,339-$3,339
Governance and Compliance

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of tax return is given to the trustee for review before the return is filed with the irs”

Form 990, Page 6, Part VI, Line 18

“Documents will be provided to the public upon request by mail or telephone”

Form 990, Page 6, Part VI, Line 19

“Documents will be provided to the public upon request by mail or telephone”

Filing and Contact Details

Filer

Filer Name
Wheatland Cemetery Assn-pc Tr
EIN
75-1766266
Phone
3132225446
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Jacquelyn Sparks-walker
Title
Vice President
Phone
3132225446
Signed
2018-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Christopher L Gillam
Phone
8558073423
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Wheatland cemetery trust ms. Mary nance maza duncanville tx 75138 9081 care and maintenance of cemetery grounds none”

Form 990-EZ, Part I, Line 16

“Foreign Taxes on Qualified Foreign 80 Foreign Taxes on Nonqualified Forei 17”

Form 990-EZ, Part I, Line 20

“Basis adjustment on common trust fu 182”

Raw XML Appendix113 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/BusinessName/BusinessNameLine1Txt0COMERICA BANK
IRS990EZ/BooksInCareOfDetail/PhoneNum08774051091
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0411 WEST LAFAYETTE M/C 3420
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DETROIT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0265908
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0266936
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt055381
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01210
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03339
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0265908
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0266936
IRS990EZ/GainOrLossFromSaleOfAssetsAmt07102
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09081
IRS990EZ/GrossReceiptsAmt069108
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06625
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0265908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0266936
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0265908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0266936
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0COMERICA BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03339
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-182
IRS990EZ/OtherExpensesTotalAmt097
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS IS A PERPETUAL CEMETERY CARE FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CARE AND MAINTENANCE OF CEMETERY GROUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09081
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09081
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt062483
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012517
IRS990EZ/TotalProgramServiceExpensesAmt09081
IRS990EZ/TotalRevenueAmt013727
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF TAX RETURN IS GIVEN TO THE TRUSTEE FOR REVIEW BEFORE THE RETURN IS FILED WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS WILL BE PROVIDED TO THE PUBLIC UPON REQUEST BY MAIL OR TELEPHONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS WILL BE PROVIDED TO THE PUBLIC UPON REQUEST BY MAIL OR TELEPHONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHEATLAND CEMETERY TRUST MS. MARY NANCE MAZA DUNCANVILLE TX 75138 9081 CARE AND MAINTENANCE OF CEMETERY GROUNDS NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Foreign Taxes on Qualified Foreign 80 Foreign Taxes on Nonqualified Forei 17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BASIS ADJUSTMENT ON COMMON TRUST FU 182
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELYN SPARKS-WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03132225446
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEATLAND CEMETERY ASSN-PC TR
ReturnHeader/Filer/BusinessNameControlTxt0WHEA
ReturnHeader/Filer/EIN0751766266
ReturnHeader/Filer/PhoneNum03132225446
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07613AA07FA74446EF0F5EEDB7DB988296244A5C3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08BE9C0BEB08B7F2747289B81300301D3A97D7DEB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.207.253.96
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L GILLAM
ReturnHeader/ReturnTs02018-04-29T11:00:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$266,936
Liabilities
$0
Net assets
$266,936
Revenue
$13,727
Expenses
$12,517
Net income
$1,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.18$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.09$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.16$0.15$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.17$0.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.10$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.05$0.13$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.17$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.14$0.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.01$0.12$0.11
2015Summary only. Only limited summary data is available for this year.$2.77$0.00$0.11$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.11$0.13$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.06$0.12$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.00$2.86$0.08$0.08$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.00$2.86$0.12$0.08$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.00$2.83$0.17$0.10$0.07