Civic Intelligence

Union Cemetery Association

990 • Fiscal year 2017 • EIN 95-1314280

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization ProfileN/A

View Organization Page

730 E Potomac AveBakersfield, CA 93307

(661) 324-9648

Siviq Scores

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

Liabilities / Assets

35th percentile

0.05x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.41x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

14th percentile

-14%

Higher net margin than 14% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$4,800

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

68th percentile

9.7%

Faster asset growth than 68% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

9.4%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$10,311,618

Up $914,400 (+9.7%) from 2016

Net Assets

Up

$9,845,553

Up $558,200 (+6.0%) from 2016

Liabilities

Up

$466,065

Up $356,200 (+324%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin14th percentile

Revenue

Up

$1,129,160

Up $97,462 (+9.4%) from 2016

Expenses

Up

$1,290,516

Up $140,322 (+12%) from 2016

Net Income

Down

-$161,356

Down $42,860 (-36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,130,537Liabilities 2011: $1,130,296Net Assets 2011: $8,000,2412011Assets 2012: $9,180,908Liabilities 2012: $1,098,412Net Assets 2012: $8,082,4962012Assets 2013: $9,554,369Liabilities 2013: $1,377,353Net Assets 2013: $8,177,0162013Assets 2014: $9,535,603Liabilities 2014: $1,569,368Net Assets 2014: $7,966,2352014Assets 2015: $9,223,871Liabilities 2015: $110,839Net Assets 2015: $9,113,0322015Assets 2016: $9,397,218Liabilities 2016: $109,865Net Assets 2016: $9,287,3532016Assets 2017: $10,311,618Liabilities 2017: $466,065Net Assets 2017: $9,845,5532017Assets 2018: $10,703,257Liabilities 2018: $1,584,769Net Assets 2018: $9,118,4882018Assets 2019: $11,045,626Liabilities 2019: $832,280Net Assets 2019: $10,213,3462019Assets 2020: $11,086,765Liabilities 2020: $925,714Net Assets 2020: $10,161,0512020Assets 2021: $12,115,977Liabilities 2021: $885,431Net Assets 2021: $11,230,5462021

Highlighted filing

2017

Assets$10,311,618
Liabilities$466,065
Net Assets$9,845,553
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,111,272Expenses 2011: $1,054,242Net Income 2011: $57,0302011Expenses 2012: $1,282,2032012Revenue 2013: $1,291,238Expenses 2013: $1,562,999Net Income 2013: -$271,7612013Revenue 2014: $1,087,156Expenses 2014: $1,390,716Net Income 2014: -$303,5602014Revenue 2015: $1,062,431Expenses 2015: $1,232,805Net Income 2015: -$170,3742015Revenue 2016: $1,031,698Expenses 2016: $1,150,194Net Income 2016: -$118,4962016Revenue 2017: $1,129,160Expenses 2017: $1,290,516Net Income 2017: -$161,3562017Revenue 2018: $1,409,137Expenses 2018: $1,398,752Net Income 2018: $10,3852018Revenue 2019: $1,097,806Expenses 2019: $1,331,585Net Income 2019: -$233,7792019Revenue 2020: $1,218,831Expenses 2020: $1,396,739Net Income 2020: -$177,9082020Revenue 2021: $1,485,393Expenses 2021: $1,618,285Net Income 2021: -$132,8922021

Highlighted filing

2017

Revenue$1,129,160
Expenses$1,290,516
Net Income-$161,356
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$1,580,616
Mission and Program Overview

Mission

Nonprofit Cemetery

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,571,233$1,612,038▲ $40,805
Investments in Publicly Traded Securities$683,216$910,472▲ $227,256
Cash and Non-Interest-Bearing Accounts$154,512$825,418▲ $670,906
Inventories for Sale or Use$436,851$434,334▼ $2,517
Investments Other Securities$199,975$199,975→ $0
Accounts Receivable$160,846$181,753▲ $20,907
Savings and Temporary Cash Investments$351,553$21,204▼ $330,349
Prepaid Expenses and Deferred Charges$24,445$12,527▼ $11,918
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$9,397,218$10,311,618▲ $914,400
Other Assets Total$5,814,587$6,113,897▲ $299,310
Liabilities
Mortgage Notes Payable Secured by Investment Property-$350,000-
Other Liabilities$96,888$108,009▲ $11,121
Accounts Payable and Accrued Expenses$12,977$8,056▼ $4,921
Total Liabilities$109,865$466,065▲ $356,200
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,082,165$4,297,680▲ $1,215,515
Unrestricted Net Assets$3,884,566$3,731,656▼ $152,910
Temporarily Rstr Net Assets$2,320,622$1,816,217▼ $504,405
Total Net Assets Fund Balance$9,287,353$9,845,553▲ $558,200
Total Liabilities and Net Assets / Fund Balance$9,397,218$10,311,618▲ $914,400

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,014,310$856,081$1,870,391
Buildings$582,112$552,296$1,134,408
Other Land Buildings$-168,963$677,114$508,151
Equipment$184,579$236,476$421,055
Other Assets Org$33,969--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,735,091$47,180▲ $515,408-$4,297,679
2016$3,638,760$61,297▲ $35,034-$3,735,091
2015$3,751,942$52,479▼ $141,031-$3,638,760
2014$3,674,010$49,009▲ $177,333$123,252$3,751,942
2013$3,246,744$40,802▲ $541,960$136,773$3,674,010
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleBaseTotal
Clyde L BarbeauTreasurer$4,800$4,800
Don GaleyDir/Trustee$4,800$4,800
Ruthe WestSecretary$4,800$4,800
Tom FranconiPresident$4,800$4,800
John EtcheveryDir/Trustee$3,600$3,600
Gary UhaltDir/Trustee$800$800
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$631,118
Investment Income
$252,746
Other Revenue
$245,296
Change in Net Assets
$-161,356

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,129,160
Revenue Not Reported on Form 990
$8,446
Total Revenue per Audited Statements
$1,137,606
Total Revenue per Form 990
$1,129,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$668,320
Salaries, Compensation, and Employee Benefits$622,196
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$403,590$71,222-$474,812
Depreciation Depletion$122,169$21,559-$143,728
Other Employee Benefits$53,711$9,478-$63,189
All Other Expenses$52,664$9,292-$61,956
Insurance$47,150$8,321-$55,471
Advertising$44,073$7,778-$51,851
Payroll Taxes$39,487$6,968-$46,455
Fees for Services Accounting$28,031$4,947-$32,978
Current Officers, Directors, Trustees, and Key Employees$17,000$3,000-$23,600
Other Expenses$15,973$2,819-$18,792
Office Expenses$14,578$2,573-$17,151
Pension Plan Contributions$12,019$2,121-$14,140
Fees for Service Investment Mgmnt Fees$10,178$1,796-$11,974
Payments to Affiliates$3,400$600-$4,000
Total Functional Expenses$1,093,879$193,037$0$1,290,516

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,290,516
Total Expenses per Audited Statements$1,290,516
Total Expenses per Form 990$1,290,516
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits on Sales$104,009
Due to Affiliates$4,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“Board review prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Union Cemetery Association
EIN
95-1314280
Phone
6613249648
Address
730 E Potomac Ave, Bakersfield, CA 93307

Signing Officer

Name
Tom Franconi
Title
President
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1904
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
13

Preparer

Firm
Infinity Accountancy Group Llp
Address
1108 E GRAND AVENUE, ARROYO GRANDE, CA 93420
Preparer
J Steven Pressley CPA
Phone
8054812280
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Endowment = $562589”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Preneed = $148495”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Special Care = $26”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Perpetual care of cemetery.”

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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/OtherEmployeeBenefitsGrp/ProgramServicesAmt053711
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063189
IRS990/OtherExpensesGrp/Desc0Utilities
IRS990/OtherExpensesGrp/Desc1Equipment Rental & Maintenance
IRS990/OtherExpensesGrp/Desc2CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc3Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016990
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112838
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210735
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32819
IRS990/OtherExpensesGrp/ProgramServicesAmt096278
IRS990/OtherExpensesGrp/ProgramServicesAmt172749
IRS990/OtherExpensesGrp/ProgramServicesAmt260829
IRS990/OtherExpensesGrp/ProgramServicesAmt315973
IRS990/OtherExpensesGrp/TotalAmt0113268
IRS990/OtherExpensesGrp/TotalAmt185587
IRS990/OtherExpensesGrp/TotalAmt271564
IRS990/OtherExpensesGrp/TotalAmt318792
IRS990/OtherLiabilitiesGrp/BOYAmt096888
IRS990/OtherLiabilitiesGrp/EOYAmt0108009
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt071222
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0403590
IRS990/OtherSalariesAndWagesGrp/TotalAmt0474812
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0600
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt03400
IRS990/PaymentsToAffiliatesGrp/TotalAmt04000
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06968
IRS990/PayrollTaxesGrp/ProgramServicesAmt039487
IRS990/PayrollTaxesGrp/TotalAmt046455
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02121
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012019
IRS990/PensionPlanContributionsGrp/TotalAmt014140
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03082165
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04297680
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024445
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012527
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0Care of plots
IRS990/ProgramServiceRevenueGrp/Desc1Cremations
IRS990/ProgramServiceRevenueGrp/Desc2Interments
IRS990/ProgramServiceRevenueGrp/Desc3Miscellaneous
IRS990/ProgramServiceRevenueGrp/Desc4Setting vaults, memorials
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08547
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1297151
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2229629
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34295
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt491496
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08547
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1297151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2229629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt491496
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt06033
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0572214
IRS990/PYOtherRevenueAmt0321577
IRS990/PYProgramServiceRevenueAmt0704088
IRS990/PYRevenuesLessExpensesAmt0-118496
IRS990/PYSalariesCompEmpBnftPaidAmt0577980
IRS990/PYTotalExpensesAmt01150194
IRS990/PYTotalRevenueAmt01031698
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-161356
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0351553
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021204
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0582112
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0552296
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01134408
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03735091
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt047180
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04297679
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0515408
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03638760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt061297
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03735091
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035034
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt024630
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03751942
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt052479
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03638760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-141031
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt025158
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03674010
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt049009
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03751942
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0177333
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0123252
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt018723
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03246744
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt040802
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03674010
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0541960
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0136773
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0184579
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0236476
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0421055
IRS990ScheduleD/ExpensesSubtotalAmt01290516
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01014310
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0856081
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01870391
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08446
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04297680
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11782248
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt233969
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Endowment Assets
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Pre-need Assets
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Special Care Assets
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-168963
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0677114
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0508151
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0104009
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Deposits on Sales
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Affiliates
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt08446
IRS990ScheduleD/RevenueSubtotalAmt01129160
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Perpetual care of cemetery.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01612038
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06113897
IRS990ScheduleD/TotalExpensesPerForm990Amt01290516
IRS990ScheduleD/TotalLiabilityAmt0108009
IRS990ScheduleD/TotalRevenuePerForm990Amt01129160
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01137606
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01290516
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Endowment = $562589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Preneed = $148495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Special Care = $26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,311,618
Liabilities
$466,065
Net assets
$9,845,553
Revenue
$1,129,160
Expenses
$1,290,516
Net income
-$161,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$12.1$0.89$11.2$1.49$1.62$0.13
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.93$10.2$1.22$1.40$0.18
2019Detailed filing. Detailed filing data is available for this year.$11.0$0.83$10.2$1.10$1.33$0.23
2018Detailed filing. Detailed filing data is available for this year.$10.7$1.58$9.12$1.41$1.40$0.01
2017Detailed filing. Detailed filing data is available for this year.$10.3$0.47$9.85$1.13$1.29$0.16
2016Detailed filing. Detailed filing data is available for this year.$9.40$0.11$9.29$1.03$1.15$0.12
2015Detailed filing. Detailed filing data is available for this year.$9.22$0.11$9.11$1.06$1.23$0.17
2014Detailed filing. Detailed filing data is available for this year.$9.54$1.57$7.97$1.09$1.39$0.30
2013Detailed filing. Detailed filing data is available for this year.$9.55$1.38$8.18$1.29$1.56$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.18$1.10$8.08$1.28
2011Summary only. Only limited summary data is available for this year.$9.13$1.13$8.00$1.11$1.05$0.06