Civic Intelligence

Oak Grove Cemetery Inc.

EIN 99-1613796 • 501(c)13 • Lady Lake, FL

Pub. 78 Eligible

Profile

Perpetual care of cemetery grounds

2923 David Stewart LnLady Lake, FL 32159
Siviq Scores

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

Liabilities / Assets

92nd percentile

0.10x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

0.10x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2025

Net Margin

94th percentile

90%

Higher net margin than 94% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

501(c)13 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

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

Source year 2025

Revenue Growth

Score unavailable

No value available

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

Source year 2025

Balance Sheet
Liabilities / Assets92nd percentile

Assets

$18,277

No earlier filing loaded for comparison.

Liabilities

$1,818

No earlier filing loaded for comparison.

Net Assets

$16,459

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue89th percentileNet Margin94th percentile

Revenue

$18,277

No earlier filing loaded for comparison.

Expenses

$1,818

No earlier filing loaded for comparison.

Net Income

$16,459

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.

$20K$15K$10K$5.0K$0Assets 2025: $18,277Liabilities 2025: $1,818Net Assets 2025: $16,4592025

Highlighted filing

2025

Assets$18,277
Liabilities$1,818
Net Assets$16,459
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Revenue 2025: $18,277Expenses 2025: $1,818Net Income 2025: $16,4592025

Highlighted filing

2025

Revenue$18,277
Expenses$1,818
Net Income$16,459
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,277
Liabilities
$1,818
Net assets
$16,459
Revenue
$18,277
Expenses
$1,818
Net income
$16,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.3$1.82$16.5$18.3$1.82$16.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$18,277
Mission and Program Overview

Mission

Perpetual care of cemetery grounds

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$18,277-
Rtn Earn Endowment Incm Other Fnds-$16,359-
Cap Stk Tr Prin Current Funds-$100-
Total Assets$0$18,277▲ $18,277
Liabilities
Accounts Payable and Accrued Expenses-$1,818-
Total Liabilities$0$1,818▲ $1,818
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$16,459▲ $16,459
Total Liabilities and Net Assets / Fund Balance$0$18,277▲ $18,277
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
David M CaruthersPresident
Roy K FortVice President
Lena F FortDirector
Richard K WoodyDirector
Rodney A LippsDirector
Mary C HinckleySecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,277
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$18,277
Change in Net Assets
$16,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,818
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$133-$133
Total Functional Expenses$0$0$0$1,818
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

Form 990 governing body review Part VI line 11

“No review was done or will be done by the governing body. The tax return was prepared using the year end financial statement approved by the governing body at a special board meeting.”

Form 990 availability to public Part VI line 18

“Form 990 is available in a printed format for public review upon written request to the governing body.”

Governing documents etc available to public Part VI line 19

“Governing documents are available in a printed format for public review upon written request to the governing body.”

Filing and Contact Details

Filer

Filer Name
Oak Grove Cemetery Inc
EIN
99-1613796
In Care Of
% Mary C Hinckley
Phone
3522551244
Address
2923 David Stewart Ln, Lady Lake, FL 32159

Signing Officer

Name
Mary C Hinckley
Title
Secretary
Phone
3522551244
Signed
2025-10-28
Discuss with paid preparer
No

Organization Details

Principal Officer
David M Caruthers
Formed
2024
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Accounting & Essential Services LLC
Address
409 S Main St, Wildwood, FL 34785
Preparer
Lucinda K Daves
Phone
3527480074
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
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