Civic Intelligence

Steele Cemetery Association Inc. Tr

990 • Fiscal year 2020 • EIN 83-6839897

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization ProfileN/A
800 N Osage AveDewey, OK 74029

(479) 756-7006

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.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.00x

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

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$3,608

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

$260,759

No earlier filing loaded for comparison.

Net Assets

$260,759

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin98th percentile

Revenue

$264,685

No earlier filing loaded for comparison.

Expenses

$3,646

No earlier filing loaded for comparison.

Net Income

$261,039

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$260,759
Liabilities$0
Net Assets$260,759
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$264,685
Expenses$3,646
Net Income$261,039
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Gross Receipts
$306,316
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$0$260,759▲ $260,759
Investments in Publicly Traded Securities-$251,882-
Savings and Temporary Cash Investments-$8,877-
Total Assets$0$260,759▲ $260,759
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$260,759▲ $260,759
Total Liabilities and Net Assets / Fund Balance$0$260,759▲ $260,759
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleBaseTotal
Arvest BankTrustee$3,608$3,608
Revenue and Support

Revenue Composition

Contributions and Grants
$263,522
Program Service Revenue
$0
Investment Income
$1,163
Other Revenue
$0
All Other Contributions
$263,522
Change in Net Assets
$261,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,608
Other Expenses$38
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$3,608-$3,608
All Other Expenses-$38-$38
Total Functional Expenses$0$3,646$0$3,646
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
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
Ar
Voting Board Members
0
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

“2020 INCOME POSTED TO 2021 = -$228.13: CTF adjustments = -$52”

Raw XML Appendix228 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
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IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt0263522
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt038
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Arvest Bank - Trust
IRS990/BooksInCareOfDetail/PhoneNum09183373433
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 2248
IRS990/BooksInCareOfDetail/USAddress/CityNm0Bartlesville
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/Desc0STEELE CEMETERY ASSOCIATION, INC.
IRS990/DescribedInSection501c3Ind0false
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0ARVEST BANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03608
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-3550
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt038081
IRS990/GrossReceiptsAmt0306316
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InitialReturnInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04713
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04713
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0251882
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt041631
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt0260759
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3550
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3550
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-280
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYTotalExpensesAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0261039
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0260759
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08877
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/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON WRITTEN REQUEST
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEE DERRYBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04797567006
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
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ReturnHeader/Filer/BusinessNameControlTxt0STEE
ReturnHeader/Filer/EIN0836839897
ReturnHeader/Filer/PhoneNum04797567006
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074029
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327295
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH H WALLACE
ReturnHeader/ReturnTs02021-05-10T13:00:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,759
Liabilities
$0
Net assets
$260,759
Revenue
$264,685
Expenses
$3,646
Net income
$261,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.06$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.19$0.11$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$2.65$0.04$2.61