Civic Intelligence

Heritage Acres Memorial Sanctuary LLC

EIN 82-3782233 • 501(c)3 • Cincinnati, OH

Profile

Heritage Acres Memorial Sanctuary is a dedicated natural burial ground. Our commitment to creating a nature preserve where people may be laid to rest naturally calls us to compassion both for the earth, and for our fellow human beings.

1498 Great Oak DrCincinnati, OH 45255

www.heritageacresmemorial.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.04x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.13x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$28,750

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

6.9%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$742,726

Up $47,876 (+6.9%) from 2023

Liabilities

Down

$30,849

Down $12,791 (-29%) from 2023

Net Assets

Up

$711,877

Up $60,667 (+9.3%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin78th percentile

Revenue

Up

$233,034

Up $33,840 (+17%) from 2023

Expenses

Up

$172,367

Up $80,268 (+87%) from 2023

Net Income

Down

$60,667

Down $46,428 (-43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$800K$600K$400K$200K$0Assets 2017: $68,718Liabilities 2017: $02017Assets 2018: $120,297Liabilities 2018: $02018Assets 2019: $332,681Liabilities 2019: $70,000Net Assets 2019: $262,6812019Assets 2020: $426,877Liabilities 2020: $66,711Net Assets 2020: $360,1662020Assets 2021: $528,505Liabilities 2021: $60,562Net Assets 2021: $467,9432021Assets 2022: $591,136Liabilities 2022: $45,819Net Assets 2022: $545,3172022Assets 2023: $694,850Liabilities 2023: $43,640Net Assets 2023: $651,2102023Assets 2024: $742,726Liabilities 2024: $30,849Net Assets 2024: $711,8772024

Highlighted filing

2024

Assets$742,726
Liabilities$30,849
Net Assets$711,877
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$300K$200K$100K$0Revenue 2017: $71,522Expenses 2017: $2,804Net Income 2017: $68,7182017Revenue 2018: $55,722Expenses 2018: $4,143Net Income 2018: $51,5792018Revenue 2019: $147,592Expenses 2019: $5,209Net Income 2019: $142,3832019Revenue 2020: $110,322Expenses 2020: $22,677Net Income 2020: $87,6452020Revenue 2021: $156,338Expenses 2021: $56,849Net Income 2021: $99,4892021Revenue 2022: $158,704Expenses 2022: $66,329Net Income 2022: $92,3752022Revenue 2023: $199,194Expenses 2023: $92,099Net Income 2023: $107,0952023Revenue 2024: $233,034Expenses 2024: $172,367Net Income 2024: $60,6672024

Highlighted filing

2024

Revenue$233,034
Expenses$172,367
Net Income$60,667
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$742,726
Liabilities
$30,849
Net assets
$711,877
Revenue
$233,034
Expenses
$172,367
Net income
$60,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.43$0.31$7.12$2.33$1.72$0.61
2023Detailed filing. Detailed filing data is available for this year.$6.95$0.44$6.51$1.99$0.92$1.07
2022Detailed filing. Detailed filing data is available for this year.$5.91$0.46$5.45$1.59$0.66$0.92
2021Detailed filing. Detailed filing data is available for this year.$5.29$0.61$4.68$1.56$0.57$0.99
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.67$3.60$1.10$0.23$0.88
2019Detailed filing. Detailed filing data is available for this year.$3.33$0.70$2.63$1.48$0.05$1.42
2018Summary only. Only limited summary data is available for this year.$1.20$0.00$0.56$0.04$0.52
2017Summary only. Only limited summary data is available for this year.$0.69$0.00$0.72$0.03$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$236,277
Mission and Program Overview

Mission

Heritage Acres Memorial Sanctuary is a dedicated natural burial ground. Our commitment to creating a nature preserve where people may be laid to rest naturally calls us to compassion both for the earth, and for our fellow human beings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$651,210$711,877▲ $60,667
Land, Buildings, and Equipment, Net$354,403$363,878▲ $9,475
Savings and Temporary Cash Investments$246,426$232,530▼ $13,896
Investments Program Related$75,086$104,471▲ $29,385
Prepaid Expenses and Deferred Charges-$27,395-
Cash and Non-Interest-Bearing Accounts$18,935$14,452▼ $4,483
Total Assets$694,850$742,726▲ $47,876
Liabilities
Unsecured Notes Loans Payable$40,000$30,000▼ $10,000
Accounts Payable and Accrued Expenses$3,640$849▼ $2,791
Total Liabilities$43,640$30,849▼ $12,791
Net Assets / Fund Balance
Total Net Assets Fund Balance$651,210$711,877▲ $60,667
Total Liabilities and Net Assets / Fund Balance$694,850$742,726▲ $47,876

Asset Categories

AssetBook ValueDepreciationBasis
Land$299,960-$299,960
Other Land Buildings$34,569$16,165$50,734
Equipment$21,510$16,602$38,112
Buildings$7,839$3,286$11,125
Investment Program Related Org$104,471--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$75,086$25,020▲ $4,365-$104,471
2023$41,028$32,663▲ $1,395-$75,086
2022$15,000$26,028--$41,028
2021$9,840$5,160--$15,000
2020-$9,840--$9,840
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
William GuptonCemetery ManagerPT$28,750$28,750

Board Members and Trustees

NameTitle
Donelle DreesePresident
Donna BuckleyVice President
David SpinneyBoard Member at Large
Thomas BosargeBoard Member at Large
Jeff SyroneySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$9,986
Program Service Revenue
$198,452
Investment Income
$13,363
Other Revenue
$11,233
All Other Contributions
$9,986
Change in Net Assets
$60,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$100,487
Other Expenses$71,880
Total Fundraising Expense$461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$64,596--$64,596
Current Officers, Directors, Trustees, and Key Employees$28,750--$28,750
All Other Expenses$23,961$3,949-$27,910
Fees for Services Other$19,567--$19,567
Depreciation Depletion$5,168$4,479-$9,647
Payroll Taxes$7,141--$7,141
Advertising-$3,599$461$4,060
Insurance-$3,792-$3,792
Fees for Services Accounting$2,190--$2,190
Office Expenses-$2,012-$2,012
Other Expenses$233$1,818-$1,818
Travel-$404-$404
Total Functional Expenses$151,853$20,053$461$172,367
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patrick SandersSon of Cemetery ManagerWages as Land StewardNo$11,585
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“The son of the General Manager is employed as a Land Steward and received wages of $11,585”

Organizational document changes Part VI line 4

“The Bylaws were amended to require that a minimum of three trustees must be members of Heritage Universalist Unitarian Church and to allow a range of seven to nine trustees on the Board”

Members or stockholder classes and rights Part VI line 6

“Heritage Acres Memorial Sanctuary LLC is a Single Member LLC. The owner/member is Heritage Universalist Unitarian Church”

Member election for additional members Part VI line 7A

“The Board of Heritage Acres Memorial Sanctuary LLC is appointed by its owner, the Board of Heritage Universalist Unitarian Church”

Form 990 governing body review Part VI line 11

“A draft copy of the 990 is provided to Board Members for review and comment prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“Board members review and sign the conflict of interest policy annually”

CEO executive director top management comp Part VI line 15A

“Board members researched salaries for Funeral Directors across the country and determined the average annual salary is around $60,000. They agreed to hire the Cemetery Manager for $30,000 for a half time position.”

Governing documents etc available to public Part VI line 19

“To review the 990, by-laws, conflict of interest policy, minutes, and financial statements, contact William Gupton (513)231-6438, 1498 Great Oak Dr., Cincinnati, OH 45255.”

Filing and Contact Details

Filer

Filer Name
Heritage Acres Memorial Sanctuary LLC
EIN
82-3782233
In Care Of
% William Gupton
Phone
5132316438
Address
1498 Great Oak Dr, Cincinnati, OH 45255

Signing Officer

Name
William Gupton
Title
Cemetery Manager
Phone
5136338703
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donelle Dreese
Formed
2016
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
34

Preparer

Firm
R Pace Tax Service LLC
Address
PO Box 30324, Cincinnati, OH 45230
Preparer
Rebecca a Pace
Phone
5132339900
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Contractors for grave digging, site preparation, and waterline remediation”

List of other expenses Part IX line 24E

“Program Expenses Site Expenses $23,731Licenses $230”

Financial Statement Notes

Part V, Line 4-Intended uses of endowment funds

“Permanent Maintenance Fund”

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112853
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt011302
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06585
IRS990/PYOtherExpensesAmt047406
IRS990/PYOtherRevenueAmt02187
IRS990/PYProgramServiceRevenueAmt0179120
IRS990/PYRevenuesLessExpensesAmt0107095
IRS990/PYSalariesCompEmpBnftPaidAmt044693
IRS990/PYTotalExpensesAmt092099
IRS990/PYTotalRevenueAmt0199194
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt060667
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt0233035
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0651210
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0711877
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0246426
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0232530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt078821
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013363
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06585
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0314
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013749
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt029728
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0199653
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0170470
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0127265
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0132745
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0103196
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0733329
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013363
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020295
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0637
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0928
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0939
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02504
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97360
IRS990ScheduleA/PublicSupportPY509Pct00.98510
IRS990ScheduleA/PublicSupportTotal509Amt0841878
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0222278
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0195521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0158687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0155384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110008
IRS990ScheduleA/Total509Grp/TotalAmt0841878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0236278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0203034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0158704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0156339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110322
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0864677
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt07839
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03286
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011125
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt075086
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt025020
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0104471
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04365
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt041028
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt032663
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt075086
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01395
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt015000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt026028
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt041028
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09840
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05160
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt015000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt09840
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09840
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt021510
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016602
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038112
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0104471
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Maintenance Fund
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt0299960
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0299960
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt034569
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016165
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt050734
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Permanent Maintenance Fund
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4-Intended uses of endowment funds
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0363878
IRS990ScheduleD/TotalBookValueProgramRltdAmt0104471
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Patrick Sanders
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Son of Cemetery Manager
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt011585
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Wages as Land Steward
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0The son of the General Manager is employed as a Land Steward and received wages of $11,585
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Supplemental Information for Schedule L
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The son of the General Manager is employed as a Land Steward and received wages of $11,585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Bylaws were amended to require that a minimum of three trustees must be members of Heritage Universalist Unitarian Church and to allow a range of seven to nine trustees on the Board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Heritage Acres Memorial Sanctuary LLC is a Single Member LLC. The owner/member is Heritage Universalist Unitarian Church
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board of Heritage Acres Memorial Sanctuary LLC is appointed by its owner, the Board of Heritage Universalist Unitarian Church
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A draft copy of the 990 is provided to Board Members for review and comment prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Board members review and sign the conflict of interest policy annually
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Board members researched salaries for Funeral Directors across the country and determined the average annual salary is around $60,000. They agreed to hire the Cemetery Manager for $30,000 for a half time position.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7To review the 990, by-laws, conflict of interest policy, minutes, and financial statements, contact William Gupton (513)231-6438, 1498 Great Oak Dr., Cincinnati, OH 45255.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Contractors for grave digging, site preparation, and waterline remediation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Program Expenses Site Expenses $23,731Licenses $230
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Organizational document changes Part VI line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9List of other expenses Part IX line 24e
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0310566853
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Religous
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Heritage Universalist Unitarian Chu
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02710 Newtown Rd
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Cincinnati
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd045244
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false

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