Civic Intelligence

Davidson Cemetery Endowment Trust

990EZ • Fiscal year 2024 • EIN 75-6186460

Apr 01, 2023 to Mar 31, 2024 • Filed on Aug 12, 2024

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2024 filings • 501(c)13 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.00x

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

2024 filings • 501(c)13 • <$500k nonprofits • Source year 2024

Net Margin

48th percentile

9.6%

Higher net margin than 48% of similar nonprofits.

2024 filings • 501(c)13 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$2,756

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

2024 filings • 501(c)13 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

0.3%

Faster asset growth than 39% of similar nonprofits.

2024 filings • 501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

114%

Faster revenue growth than 88% of similar nonprofits.

2024 filings • 501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$186,375

Up $540 (+0.3%) from 2023

Net Assets

Up

$186,375

Up $540 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin48th percentile

Revenue

Up

$9,421

Up $5,011 (+114%) from 2023

Expenses

Up

$8,521

Up $1,805 (+27%) from 2023

Net Income

Up

$900

Up $3,206 (+139%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$200K$150K$100K$50K$0Assets 2012: $159,396Liabilities 2012: $02012Assets 2013: $167,895Liabilities 2013: $02013Assets 2014: $175,104Liabilities 2014: $02014Assets 2015: $183,421Liabilities 2015: $02015Assets 2016: $179,536Liabilities 2016: $02016Assets 2017: $183,016Liabilities 2017: $02017Assets 2018: $182,121Liabilities 2018: $02018Assets 2019: $182,725Liabilities 2019: $0Net Assets 2019: $182,7252019Assets 2020: $180,661Liabilities 2020: $0Net Assets 2020: $180,6612020Assets 2021: $182,372Liabilities 2021: $0Net Assets 2021: $182,3722021Assets 2022: $188,268Liabilities 2022: $0Net Assets 2022: $188,2682022Assets 2023: $185,835Liabilities 2023: $0Net Assets 2023: $185,8352023Assets 2024: $186,375Liabilities 2024: $0Net Assets 2024: $186,3752024Assets 2025: $183,616Liabilities 2025: $0Net Assets 2025: $183,6162025

Highlighted filing

2024

Assets$186,375
Liabilities$0
Net Assets$186,375
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2012: $9,264Expenses 2012: $6,953Net Income 2012: $2,3112012Revenue 2013: $14,995Expenses 2013: $6,520Net Income 2013: $8,4752013Revenue 2014: $13,071Expenses 2014: $5,954Net Income 2014: $7,1172014Revenue 2015: $15,406Expenses 2015: $7,124Net Income 2015: $8,2822015Revenue 2016: $3,240Expenses 2016: $7,116Net Income 2016: -$3,8762016Revenue 2017: $9,613Expenses 2017: $6,020Net Income 2017: $3,5932017Revenue 2018: $5,151Expenses 2018: $6,212Net Income 2018: -$1,0612018Revenue 2019: $7,226Expenses 2019: $6,711Net Income 2019: $5152019Revenue 2020: $5,882Expenses 2020: $7,988Net Income 2020: -$2,1062020Revenue 2021: $8,302Expenses 2021: $6,525Net Income 2021: $1,7772021Revenue 2022: $11,858Expenses 2022: $5,839Net Income 2022: $6,0192022Revenue 2023: $4,410Expenses 2023: $6,716Net Income 2023: -$2,3062023Revenue 2024: $9,421Expenses 2024: $8,521Net Income 2024: $9002024Revenue 2025: $5,410Expenses 2025: $8,147Net Income 2025: -$2,7372025

Highlighted filing

2024

Revenue$9,421
Expenses$8,521
Net Income$900
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Aug 12, 2024
Return Version
2023v5.1
Gross Receipts
$41,215
Mission and Program Overview

Mission

Care, upkeep, and beautification of davidson cemetery

Program Services

DescriptionGrantsExpenses
DAVIDSON CEMETERY ASSOCIATION$5,132$5,132
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,756-$2,756
Filing and Contact Details

Filer

Filer Name
Davidson Cemetery Endowment Trust
EIN
75-6186460
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2024-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Davidson cemetery assoc. Po box 575 strawn tx 76475 5132 0 0 0 0 general operating 0 0 none”

Form 990-EZ, Part I, Line 16

“FOREIGN TAXES 33”

Form 990-EZ, Part I, Line 20

“Cost basis adjustment 360”

Raw XML Appendix105 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/BusinessNameLine1Txt0REGIONS MORGAN KEEGAN TRUST
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0SCOTT MCKENDREE
IRS990EZ/BooksInCareOfDetail/PhoneNum02058203141
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 RIVERCHASE PARKWAY EAST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0185835
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0186375
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt031794
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0900
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0185835
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0186375
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02470
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05132
IRS990EZ/GrossReceiptsAmt041215
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06951
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0185835
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0186375
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0185835
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0186375
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02756
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-360
IRS990EZ/OtherExpensesTotalAmt033
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CARE, UPKEEP, AND BEAUTIFICATION OF DAVIDSON CEMETERY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DAVIDSON CEMETERY ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05132
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05132
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02756
IRS990EZ/SaleOfAssetsGrossAmt034264
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08521
IRS990EZ/TotalProgramServiceExpensesAmt05132
IRS990EZ/TotalRevenueAmt09421
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAVIDSON CEMETERY ASSOC. PO BOX 575 STRAWN TX 76475 5132 0 0 0 0 GENERAL OPERATING 0 0 NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOREIGN TAXES 33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COST BASIS ADJUSTMENT 360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058203141
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIDSON CEMETERY ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0756186460
ReturnHeader/Filer/PhoneNum02058203141
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11647
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-12T16:01:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,375
Liabilities
$0
Net assets
$186,375
Revenue
$9,421
Expenses
$8,521
Net income
$900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.05$0.08$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.09$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.04$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.12$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.08$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.07$0.07$0.01
2018Summary only. Only limited summary data is available for this year.$1.82$0.00$0.05$0.06$0.01
2017Summary only. Only limited summary data is available for this year.$1.83$0.00$0.10$0.06$0.04
2016Summary only. Only limited summary data is available for this year.$1.80$0.00$0.03$0.07$0.04
2015Summary only. Only limited summary data is available for this year.$1.83$0.00$0.15$0.07$0.08
2014Summary only. Only limited summary data is available for this year.$1.75$0.00$0.13$0.06$0.07
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.15$0.07$0.08
2012Summary only. Only limited summary data is available for this year.$1.59$0.00$0.09$0.07$0.02