Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
Liabilities / Revenue
48th percentile
Higher debt load relative to revenue than 48% of similar nonprofits.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
20th percentile
Higher top officer pay than 20% of similar nonprofits.
Top officer pay equals 3.1% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$13,610,674
Up $1,418,251 (+12%) from 2013
Net Assets
Up$13,500,370
Up $1,412,349 (+12%) from 2013
Liabilities
Up$110,304
Up $5,902 (+5.7%) from 2013
Revenue
$656,196
No earlier filing loaded for comparison.
Expenses
Up$363,882
Up $42,007 (+13%) from 2013
Net Income
$292,314
No earlier filing loaded for comparison.
NONE
Administer the endowment care funds of greenwood memorial park.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $12,088,021 | $13,500,370 | ▲ $1,412,349 |
| Investments Other Securities | $11,450,290 | $12,909,523 | ▲ $1,459,233 |
| Savings and Temporary Cash Investments | $696,381 | $646,694 | ▼ $49,687 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Total Assets | $12,192,423 | $13,610,674 | ▲ $1,418,251 |
| Other Assets Total | $45,752 | $54,457 | ▲ $8,705 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $104,402 | $110,304 | ▲ $5,902 |
| Total Liabilities | $104,402 | $110,304 | ▲ $5,902 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $12,088,021 | $13,500,370 | ▲ $1,412,349 |
| Total Liabilities and Net Assets / Fund Balance | $12,192,423 | $13,610,674 | ▲ $1,418,251 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $98,642 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2013 | $12,088,021 | $346,284 | ▲ $1,429,947 | $333,060 | $13,500,370 |
| 2012 | $10,982,885 | $341,412 | ▲ $1,085,599 | $292,848 | $12,088,021 |
| 2011 | $11,077,594 | $291,992 | ▼ $58,734 | $308,053 | $10,982,885 |
| 2010 | $9,747,593 | $213,025 | ▲ $1,405,838 | $271,632 | $11,077,594 |
| 2009 | $9,081,920 | $240,451 | ▲ $677,567 | $236,923 | $9,747,593 |
| Name | Title | Base | Total |
|---|---|---|---|
| Wells Fargo | Trustee | $20,322 | $20,322 |
| Line Item | Amount |
|---|---|
| Other Expenses | $363,882 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Payments to Affiliates | - | - | - | $333,060 |
| Fees for Services Management | - | - | - | $20,322 |
| Fees for Services Accounting | - | - | - | $5,500 |
| Fees for Services Legal | - | - | - | $5,000 |
| Total Functional Expenses | $0 | $0 | $0 | $363,882 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $363,882 |
| Expenses Not Reported on Financial Statements | $333,060 |
| Other Expense Adjustments | $333,060 |
| Expenses per Audited Statements | $30,822 |
| Total Expenses per Audited Statements | $30,822 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The organization's institutional trustee is provided the form 990, which it reviews for accuracy and completeness before filing.”
“The organization makes its governing documents and financial statements available to the public upon request.”
“Contributions from mt. Olivet cemetery association 346,284.”
“The trust recognizes in its financial statements the financial effect of a tax position, if that position is more likely than not to be sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the position. Tax positions taken related to the trust's tax exempt status for federal tax purposes and state filing requirements have been reviewed, and the trustee is of the opinion that material positions taken by the trust would more likely than not be sustained by examination. Accordingly, the trust has not recorded an income tax liability for uncertain tax benefits. As of june 30, 2014, the trust's tax years 2011 and thereafter remain subject to examination.”
“Distribution to mount olivet cemetery association 333,060.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 104402 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 110304 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | ADMINISTER THE ENDOWMENT CARE FUNDS OF GREENWOOD MEMORIAL PARK. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | WELLS FARGO BANK FID TAX SVC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8887304933 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 1 WEST 4TH ST 4TH FLOOR |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | WINSTONSALEM |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | NC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 27101 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 12088021 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 13500370 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 656196 |
| IRS990/CYOtherExpensesAmt | 0 | 363882 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 292314 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 363882 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 656196 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | ADMINISTER ENDOWMENT FUNDS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 363882 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 5500 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 5000 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 20322 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | WELLS FARGO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 20322 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1972 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 292314 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 2667646 |
| IRS990/GrossReceiptsAmt | 0 | 3031528 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 363882 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 363882 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 11450290 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 12909523 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2375332 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | NONE |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 12088021 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 13500370 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 292314 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 292314 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 773751 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 45752 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 54457 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 346284 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 333060 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | PHILANTHROPIC WEST TEAM |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 378513 |
| IRS990/PYOtherExpensesAmt | 0 | 321875 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 56638 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 321875 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 378513 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 292314 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 696381 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 646694 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 30822 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 12088021 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 346284 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 13500370 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1429947 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 333060 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 29027 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 10982885 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 341412 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 12088021 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1085599 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 292848 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 19914 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 11077594 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 291992 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 10982885 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -58734 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 308053 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 17230 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 9747593 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 213025 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 11077594 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1405838 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 271632 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 15422 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 9081920 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 240451 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 9747593 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 677567 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 236923 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 333060 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 30822 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 773751 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 333060 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 10516981 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 167567 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 1213015 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 3 | 913318 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 4 | 98642 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | MUTUAL FUNDS |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | REAL ESTATE INVESTMENT TRUST |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | CORPORATE SECURITIES |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 3 | US GOVERNMENT SECURITIES |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 4 | MUNICIPAL BONDS |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 3 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 4 | F |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 773751 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 656196 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST RECOGNIZES IN ITS FINANCIAL STATEMENTS THE FINANCIAL EFFECT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO THE TRUST'S TAX EXEMPT STATUS FOR FEDERAL TAX PURPOSES AND STATE FILING REQUIREMENTS HAVE BEEN REVIEWED, AND THE TRUSTEE IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE TRUST WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE TRUST HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. AS OF JUNE 30, 2014, THE TRUST'S TAX YEARS 2011 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | DISTRIBUTION TO MOUNT OLIVET CEMETERY ASSOCIATION 333,060. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 12909523 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 363882 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 656196 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1429947 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 30822 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION'S INSTITUTIONAL TRUSTEE IS PROVIDED THE FORM 990, WHICH IT REVIEWS FOR ACCURACY AND COMPLETENESS BEFORE FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CONTRIBUTIONS FROM MT. OLIVET CEMETERY ASSOCIATION 346,284. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART XI, LINE 9: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1 | 0 | MOUNT OLIVET CEMETERY ASSOCIATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1 | 1 | MOUNT OLIVET ENDOWMENT CARE TRUST |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 750853369 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 756020383 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(13) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501(C)(13) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | TO OPERATE AND MAINTAIN MOUNT OLIVET CEMETERY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | TO ADMINISTER THE ENDOWMENT OF MOUNT OLIVET CEMETERY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1 | 0 | PO BOX 9450 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1 | 1 | PO BOX 9450 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City | 0 | FORT WORTH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City | 1 | FORT WORTH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State | 0 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State | 1 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode | 0 | 76147 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode | 1 | 76147 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 333060 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 1 | 346284 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | CASH |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 1 | CASH |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1 | 0 | MOUNT OLIVET CEMETERY ASSOCIATION |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1 | 1 | MOUNT OLIVET CEMETERY ASSOCIATION |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | R |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 1 | S |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 1 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 1 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 12192423 |
| IRS990/TotalAssetsEOYAmt | 0 | 13610674 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 12192423 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 13610674 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 363882 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 104402 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 110304 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 104402 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 110304 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 12088021 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 13500370 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 363882 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 20322 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 656196 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 656196 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 12192423 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 13610674 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | 6325 S RAINBOW BLVD3RD FLOOR |
| IRS990/USAddress/City | 0 | LAS VEGAS |
| IRS990/USAddress/State | 0 | NV |
| IRS990/USAddress/ZIPCode | 0 | 89118 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAURIE STENBECK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUST OFFICER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8173360584 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-02-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | GREENWOOD ENDOWMENT CARE TRUST |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | WELLS FARGO BANK NA IMT& T FID TAX SVC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | GREE |
| ReturnHeader/Filer/EIN | 0 | 756020268 |
| ReturnHeader/Filer/PhoneNum | 0 | 8173360584 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 1 WEST 4TH ST 4TH FLOOR |
| ReturnHeader/Filer/USAddress/City | 0 | WINSTONSALEM |
| ReturnHeader/Filer/USAddress/State | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 27101 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 750786316 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | WEAVER AND TIDWELL LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 2821 W 7TH STREET SUITE 700 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | FORT WORTH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 76107 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8173327905 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | HEIDI J DOLAN |
| ReturnHeader/ReturnTs | 0 | 2015-02-26T17:35:08-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.
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