Civic Intelligence

Calvary-Trinity Perpetual Care Cemetery Association Inc.

EIN 88-2162399 • 501(c)13 • Merrill, WI

Pub. 78 EligibleNTEE Y50

Profile

CEMETARY PEPETUAL CARE

W2496 Center RdMerrill, WI 54452
Siviq Scores

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

Liabilities / Assets

69th percentile

0.00x

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

NTEE Y • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.00x

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

NTEE Y • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

64%

Higher net margin than 67% of similar nonprofits.

NTEE Y50 • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE Y50 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

$53,397

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$53,397

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue70th percentileNet Margin67th percentile

Revenue

$7,830

No earlier filing loaded for comparison.

Expenses

$2,857

No earlier filing loaded for comparison.

Net Income

$4,973

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2024: $53,397Liabilities 2024: $0Net Assets 2024: $53,3972024

Highlighted filing

2024

Assets$53,397
Liabilities$0
Net Assets$53,397
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Revenue 2024: $7,830Expenses 2024: $2,857Net Income 2024: $4,9732024

Highlighted filing

2024

Revenue$7,830
Expenses$2,857
Net Income$4,973
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$53,397
Liabilities
$0
Net assets
$53,397
Revenue
$7,830
Expenses
$2,857
Net income
$4,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$7.83$2.86$4.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 15, 2025
Return Version
2024v5.0
Gross Receipts
$7,830
Mission and Program Overview

Mission

CEMETARY PEPETUAL CARE

Program Services

DescriptionGrantsExpenses
CEMETARY PERPETUAL CARE-$0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH HENKELMANPresident-$0--
BRIAN OPPERTreasurer-$0--
JOHN STERZINGERSecretary-$0--
PHILIP WEBERBoard-$0--
DIRK HEIDMMANBoard-$0--
Filing and Contact Details

Filer

Filer Name
Calvalrytrinity Perpetual Care Cemetary Assoc Inc
EIN
88-2162399
In Care Of
% BRIAN OPPER
Address
W2496 CENTER RD, Merrill, WI 54452

Signing Officer

Name
Brian Opper
Title
Treasurer
Phone
7154327421
Signed
2025-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Gregrich LLC
Address
219 E 2ND ST, Merrill, WI 54452
Preparer
Greg Spoehr
Phone
7155362116
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMISSION RECIPIENT 680”

Description of other expenses Part I line 16

“Description AmountADVERTISING 8IRS TAXEXEMT APPLICATION 600ANNUAL REPORT 25LAWN CARE 2,000INSURANCE 100SUPPLIES 124”

Raw XML Appendix116 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/PersonNm0BRIAN OPPER
IRS990EZ/BooksInCareOfDetail/PhoneNum07154327421
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W2496 CENTER RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Merrill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053397
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02945
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04973
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048424
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053397
IRS990EZ/GrossReceiptsAmt07830
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt04205
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048424
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053397
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048424
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053397
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENNETH HENKELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN OPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN STERZINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHILIP WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIRK HEIDMMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02857
IRS990EZ/OtherRevenueTotalAmt0680
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CEMETARY PEPETUAL CARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CEMETARY PERPETUAL CARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02857
IRS990EZ/TotalRevenueAmt07830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISSION RECIPIENT 680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountADVERTISING 8IRS TAXEXEMT APPLICATION 600ANNUAL REPORT 25LAWN CARE 2,000INSURANCE 100SUPPLIES 124
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN OPPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07154327421
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALVALRYTRINITY PERPETUAL CARE CEMETARY ASSOC INC
ReturnHeader/Filer/BusinessNameControlTxt0CALV
ReturnHeader/Filer/EIN0882162399
ReturnHeader/Filer/InCareOfNm0% BRIAN OPPER
ReturnHeader/Filer/USAddress/AddressLine1Txt0W2496 CENTER RD
ReturnHeader/Filer/USAddress/CityNm0Merrill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054452
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGRICH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0219 E 2ND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Merrill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054452
ReturnHeader/PreparerPersonGrp/PhoneNum07155362116
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG SPOEHR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-06T17:22:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.