Civic Intelligence

Hillside Memorial Park Endowment Care Tr

990 • Fiscal year 2020 • EIN 82-6643982

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 27, 2021

4250 Lancaster Pike Suite 100Wilmington, DE 19805

(702) 820-3716

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

49th percentile

5.2%

Faster asset growth than 49% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

$36,888,811

No earlier filing loaded for comparison.

Net Assets

$36,888,811

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$2,100,580

No earlier filing loaded for comparison.

Expenses

$215,396

No earlier filing loaded for comparison.

Net Income

$1,885,184

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2020: $36,888,811Liabilities 2020: $0Net Assets 2020: $36,888,8112020Assets 2022: $40,774,693Liabilities 2022: $0Net Assets 2022: $40,774,6932022Assets 2025: $50,115,333Liabilities 2025: $0Net Assets 2025: $50,115,3332025

Highlighted filing

2020

Assets$36,888,811
Liabilities$0
Net Assets$36,888,811

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $2,100,580Expenses 2020: $215,396Net Income 2020: $1,885,1842020Revenue 2022: $3,417,230Expenses 2022: $613,912Net Income 2022: $2,803,3182022Revenue 2025: $2,969,315Expenses 2025: $854,925Net Income 2025: $2,114,3902025

Highlighted filing

2020

Revenue$2,100,580
Expenses$215,396
Net Income$1,885,184
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 27, 2021
Return Version
2019v5.0
Gross Receipts
$7,651,319
Mission and Program Overview

Mission

To provide care, maintenance and improvement of hillside memorial park cemetery

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$34,567,539$36,514,670▲ $1,947,131
Savings and Temporary Cash Investments$489,620$374,141▼ $115,479
Total Assets$35,057,159$36,888,811▲ $1,831,652
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,057,159$36,888,811▲ $1,831,652
Total Net Assets Fund Balance$35,057,159$36,888,811▲ $1,831,652
Total Liabilities and Net Assets / Fund Balance$35,057,159$36,888,811▲ $1,831,652
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$909,582
Program Service Revenue
$0
Investment Income
$1,107,160
Other Revenue
$83,838
All Other Contributions
$909,582
Change in Net Assets
$1,885,184
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,635
Salaries, Compensation, and Employee Benefits$58,761
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$132,666-$132,666
Current Officers, Directors, Trustees, and Key Employees-$58,761-$58,761
All Other Expenses-$23,969-$23,969
Total Functional Expenses$0$215,396$0$215,396
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, Page 6, Part VI, Line 11-description of Process for Review

Charles schwab trust company of delaware, as corporate trustee, reviews the tax return prepared by ernst & young, llp, the tax preparer.

Form 990, Page 6, Part VI, Line 19

These documents are not made available to the public

Form 990, Page 7, Part VII, Section A

Average hours per week devoted to position: charles schwab trust company of delaware provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees' involvment in the activities of the organization and this can not be quantified on a hourly basis. Therefore the trustee fees are not based upon a hourly basis.

Filing and Contact Details

Filer

Filer Name
Hillside Memorial Park Trust
EIN
82-6643982
Phone
7028203716
Address
4250 LANCASTER PIKE SUITE 100, WILMINGTON, DE 19805

Signing Officer

Name
Francis J Hazeldine
Title
Managing Direct
Phone
7028203716
Signed
2021-04-27
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PL, PITTSBURGH, PA 15222
Preparer
Alex Powell
Phone
4126447800
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Cost basis and partnership adjustment

Raw XML Appendix239 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE CARE, MAINTENANCE AND IMPROVEMENT OF HILLSIDE MEMORIAL PARK CEMETERY
IRS990/AllOtherContributionsAmt0909582
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt023969
IRS990/AllOtherExpensesGrp/TotalAmt023969
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHARLES SCHWAB TRUST COMPANY OF DELAWARE
IRS990/BooksInCareOfDetail/PhoneNum08007457721
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04250 LANCASTER PIKE STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019805
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt058761
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt058761
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0909582
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01107160
IRS990/CYOtherExpensesAmt0156635
IRS990/CYOtherRevenueAmt083838
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01885184
IRS990/CYSalariesCompEmpBnftPaidAmt058761
IRS990/CYTotalExpensesAmt0215396
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02100580
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORT FOR HILLSIDE MEMORIAL PARK CEMETERY
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0132666
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0132666
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES SCHWAB TRUST COMPANY OF DE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt012094
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05562833
IRS990/GrossReceiptsAmt07651319
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01095066
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01095066
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt034567539
IRS990/InvestmentsPubTradedSecGrp/EOYAmt036514670
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05550739
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt068708
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt015130
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt083838
IRS990/MissionDesc0TO PROVIDE CARE, MAINTENANCE AND IMPROVEMENT OF HILLSIDE MEMORIAL PARK CEMETERY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt035057159
IRS990/NetAssetsOrFundBalancesEOYAmt036888811
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt012094
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012094
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt035057159
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt036888811
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-53532
IRS990/OtherRevenueTotalAmt083838
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt034714120
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0448423
IRS990/PYOtherExpensesAmt073823
IRS990/PYRevenuesLessExpensesAmt035075877
IRS990/PYSalariesCompEmpBnftPaidAmt012843
IRS990/PYTotalExpensesAmt086666
IRS990/PYTotalRevenueAmt035162543
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01885184
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0489620
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0374141
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/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARLES SCHWAB TRUST COMPANY OF DELAWARE, AS CORPORATE TRUSTEE, REVIEWS THE TAX RETURN PREPARED BY ERNST & YOUNG, LLP, THE TAX PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVERAGE HOURS PER WEEK DEVOTED TO POSITION: CHARLES SCHWAB TRUST COMPANY OF DELAWARE PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THIS CAN NOT BE QUANTIFIED ON A HOURLY BASIS. THEREFORE THE TRUSTEE FEES ARE NOT BASED UPON A HOURLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COST BASIS AND PARTNERSHIP ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS J HAZELDINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Managing Direct
ReturnHeader/BusinessOfficerGrp/PhoneNum07028203716
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HILLSIDE MEMORIAL PARK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HILL
ReturnHeader/Filer/EIN0826643982
ReturnHeader/Filer/PhoneNum07028203716
ReturnHeader/Filer/USAddress/AddressLine1Txt04250 LANCASTER PIKE SUITE 100
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX POWELL
ReturnHeader/ReturnTs02021-05-06T20:00:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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