Civic Intelligence

Steele Cemetery Association Inc. Tr

EIN 83-6839897 • 501(c)13 • Dewey, OK

Pub. 78 Eligible990-N Coverage

Profile

The organization is an irrevocable trust with the sole purpose of investing funds and paying income generated to the beneficiary which is a 501(c)(13) cemetery.

800 N Osage AveDewey, OK 74029

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2022

Net Margin

16th percentile

-42%

Higher net margin than 16% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2022

Top Officer Pay

89th percentile

$4,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 62.7% of source-year revenue.

501(c)13 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-0.8%

Faster asset growth than 35% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-66%

Faster revenue growth than 8% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$266,809

Down $2,213 (-0.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$266,809

Down $2,213 (-0.8%) from 2021

Revenue

Down

$6,384

Down $12,455 (-66%) from 2021

Expenses

Down

$9,078

Down $1,470 (-14%) from 2021

Net Income

Down

-$2,694

Down $10,985 (-132%) from 2021

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $260,759Liabilities 2020: $0Net Assets 2020: $260,7592020Assets 2021: $269,022Liabilities 2021: $0Net Assets 2021: $269,0222021Assets 2022: $266,809Liabilities 2022: $0Net Assets 2022: $266,8092022

Highlighted filing

2022

Assets$266,809
Liabilities$0
Net Assets$266,809

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2020: $264,685Expenses 2020: $3,646Net Income 2020: $261,0392020Revenue 2021: $18,839Expenses 2021: $10,548Net Income 2021: $8,2912021Revenue 2022: $6,384Expenses 2022: $9,078Net Income 2022: -$2,6942022

Highlighted filing

2022

Revenue$6,384
Expenses$9,078
Net Income-$2,694

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 7, 2023
Return Version
2022v5.0
Gross Receipts
$30,048
Mission and Program Overview

Mission

The organization is an irrevocable trust with the sole purpose of investing funds and paying income generated to the beneficiary which is a 501(c)(13) cemetery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$269,022$266,809▼ $2,213
Investments in Publicly Traded Securities$263,670$263,993▲ $323
Savings and Temporary Cash Investments$5,352$2,816▼ $2,536
Total Assets$269,022$266,809▼ $2,213
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$269,022$266,809▼ $2,213
Total Liabilities and Net Assets / Fund Balance$269,022$266,809▼ $2,213
Compensation and Service Providers

Employees

NameTitleBaseTotal
Arvest BankTrustee$4,000$4,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,384
Other Revenue
$0
Change in Net Assets
$-2,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,500
Grants and Similar Amounts Paid$3,455
Other Expenses$123
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$5,500-$5,500
Grants to Domestic Orgs$3,455--$3,455
All Other Expenses-$123-$123
Total Functional Expenses$3,455$5,623$0$9,078
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
Annual disclosure for covered persons
Yes
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
Yes
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

Form 990 is reviewed by a tax officer of the trustee

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

Associates of arvest bank, trustee, must report potential conflicts of interest to their bank/division president or the ethics committee for guidance.

Form 990, Page 6, Part VI, Line 19

Available upon written request

Filing and Contact Details

Filer

Filer Name
Steele Cemetery Trust
EIN
83-6839897
Phone
4797567006
Address
800 N OSAGE AVE, DEWEY, OK 74029

Signing Officer

Name
Dee Derryberry
Title
Vice President
Phone
4797567006
Signed
2023-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
Ar
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Sarah H Wallace
Phone
6142327295
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Net pre/post year income transactions $5.07 :2022 ROC adjustment (23.65): CTF adjustments (462.42)

Raw XML Appendix265 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.

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IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToIndividualsInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt06342
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0263670
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023664
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0481
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/PYGrantsAndSimilarPaidAmt06474
IRS990/PYInvestmentIncomeAmt018839
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IRS990/PYTotalRevenueAmt018839
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-2694
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0true
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IRS990/ReportLandBuildingEquipmentInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/PhoneNum04797567006
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-07
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ReturnHeader/ReturnTs02023-05-10T10:30:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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