Civic Intelligence

Breckenridge Cemetery PC Tx

EIN 90-1255363 • 501(c)13 • Birmingham, AL

Profile

Care and maintenance of breckenridge cemetery pc tx

P O Box 11647Birmingham, AL 35202

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

501(c)13 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

501(c)13 • $500k-$1M nonprofits • Source year 2023

Net Margin

42nd percentile

12%

Higher net margin than 42% of similar nonprofits.

501(c)13 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$8,036

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 37.7% of source-year revenue.

501(c)13 • $500k-$1M nonprofits • Source year 2023

Asset Growth

27th percentile

0.3%

Faster asset growth than 27% of similar nonprofits.

501(c)13 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

501(c)13 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$613,094

Up $2,136 (+0.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$613,094

Up $2,136 (+0.3%) from 2022

Operations
Liabilities / Revenue71st percentileNet Margin42nd percentile

Revenue

Down

$21,304

Down $11,439 (-35%) from 2022

Expenses

Up

$18,793

Up $3,269 (+21%) from 2022

Net Income

Down

$2,511

Down $14,708 (-85%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2021: $593,840Liabilities 2021: $0Net Assets 2021: $593,8402021Assets 2022: $610,958Liabilities 2022: $0Net Assets 2022: $610,9582022Assets 2023: $613,094Liabilities 2023: $0Net Assets 2023: $613,0942023

Highlighted filing

2023

Assets$613,094
Liabilities$0
Net Assets$613,094
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$40K$30K$20K$10K$0Revenue 2021: $31,711Expenses 2021: $15,368Net Income 2021: $16,3432021Revenue 2022: $32,743Expenses 2022: $15,524Net Income 2022: $17,2192022Revenue 2023: $21,304Expenses 2023: $18,793Net Income 2023: $2,5112023

Highlighted filing

2023

Revenue$21,304
Expenses$18,793
Net Income$2,511
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$613,094
Liabilities
$0
Net assets
$613,094
Revenue
$21,304
Expenses
$18,793
Net income
$2,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.21$0.19$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.33$0.16$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.32$0.15$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$76,737
Mission and Program Overview

Mission

Care and maintenance of breckenridge cemetery pc tx

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$610,958$613,094▲ $2,136
Investments in Publicly Traded Securities$601,338$597,692▼ $3,646
Savings and Temporary Cash Investments$9,620$15,402▲ $5,782
Total Assets$610,958$613,094▲ $2,136
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$610,958$613,094▲ $2,136
Total Liabilities and Net Assets / Fund Balance$610,958$613,094▲ $2,136
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleBaseTotal
-Trustee$8,036$8,036
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,530
Investment Income
$16,774
Other Revenue
$0
Change in Net Assets
$2,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,497
Salaries, Compensation, and Employee Benefits$8,036
Other Expenses$260
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,497--$10,497
Current Officers, Directors, Trustees, and Key Employees-$8,036-$8,036
Other Expenses$183$77-$183
Total Functional Expenses$10,680$8,113$0$18,793
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NO DOCUMENTATION”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Copy of form 990 is maintained by regions bank , trustee and is available upon request.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon written request”

Filing and Contact Details

Filer

Filer Name
Breckenridge Cemetery Pc TX
EIN
90-1255363
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2023-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank
Formed
2014
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cost basis adjustment of $53 and mutual fund timing adj of ($428)”

Raw XML Appendix243 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/BooksInCareOfDetail/USAddress/CityNm0Birmingham
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IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt02511
IRS990/CYSalariesCompEmpBnftPaidAmt08036
IRS990/CYTotalExpensesAmt018793
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021304
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IRS990/DescribedInSection501c3Ind0false
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IRS990/ExpenseAmt010497
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IRS990/GainOrLossGrp/SecuritiesAmt0-2469
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt010497
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt010497
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt052964
IRS990/GrossReceiptsAmt076737
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt019243
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019243
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0601338
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0597692
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt055433
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CARE AND MAINTENANCE OF BRECKENRIDGE CEMETERY PC TX
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0610958
IRS990/NetAssetsOrFundBalancesEOYAmt0613094
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2469
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2469
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-375
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc1INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt077
IRS990/OtherExpensesGrp/ProgramServicesAmt0183
IRS990/OtherExpensesGrp/TotalAmt077
IRS990/OtherExpensesGrp/TotalAmt1183
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0REGIONS BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06234
IRS990/PYInvestmentIncomeAmt025450
IRS990/PYOtherExpensesAmt0376
IRS990/PYProgramServiceRevenueAmt07293
IRS990/PYRevenuesLessExpensesAmt017219
IRS990/PYSalariesCompEmpBnftPaidAmt08914
IRS990/PYTotalExpensesAmt015524
IRS990/PYTotalRevenueAmt032743
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02511
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0610958
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt09620
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015402
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO DOCUMENTATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF FORM 990 IS MAINTAINED BY REGIONS BANK , TRUSTEE AND IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COST BASIS ADJUSTMENT OF $53 AND MUTUAL FUND TIMING ADJ OF ($428)
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IRS990/SchoolOperatingInd0false
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058203141
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
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ReturnHeader/Filer/BusinessNameControlTxt0BREC
ReturnHeader/Filer/EIN0901255363
ReturnHeader/Filer/PhoneNum02058203141
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ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-09T11:00:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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