Sunset Hills Association Trust 2146

Not tax-deductible

Columbus, OHCemetery / fraternalMutual / membership EIN 38-6041332Revenue $1.3M in FY2023

On file with the IRSPo Box 1558, 43216-1558 · Columbus, OHTax-exempt since Apr 1974

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Income for Sunset Hills Association cemetery to maintain the grounds and buildings.

87¢ of each $1 spent went to programs.
$212K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $618K a year · 44% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$212K
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
15 mo
of spending, in cash
Plus $24.6M in investments, Pt X · Ln 11–13
Looks good: 15.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 1 voting members
Concern: none of 1 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
-14% vs prior year
Spent
$922K
To programs
87%
Net assets
$25.8M
By yearFY2020–FY2023
Revenue
$1.3M
FY2023▼ -14%
Tap a bar for its year
Revenue by fiscal year
FY2020$361K
FY2021$2.4M
FY2022$1.5M
FY2023$1.3M
Expenses
$922K
FY2023▲ +10%
Tap a bar for its year
Expenses by fiscal year
FY2020$677K
FY2021$687K
FY2022$842K
FY2023$922K
Net assets
$25.8M
FY2023▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$23.0M
FY2021$24.7M
FY2022$25.4M
FY2023$25.8M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Apr 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $804K Management & general 13% · $118K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $212K paid to officers and key staff.

Part VII, Section A · reportable compensation
$211,651Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022FY2021FY2020
Huntington National Bank$211,651$215,616$222,436$178,943

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Generates income to maintain cemetery grounds and buildings.

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Provided by the organization

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1 program · $697K · in their own filed words · FY2023
01

Income for sunset hills association cemetery to maintain the grounds and buildings

$697Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 4 grants · $2.3M · 2020–2023
Sunset Hills AssociationMI · FY2023$696,667
Sunset Hills AssociationMI · FY2022$614,628
Sunset Hills AssociationMI · FY2021$454,981
Sunset Hills AssociationMI · FY2020$489,582

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Investment incomeLn 3$1.3M
Money outPt IX
$922K
Ln 25
Programscol B$804K
Managementcol C$118K
Owns and owesPt X
$25.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$25.8M
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$1.3M
Gains on assetsLn 7$289K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$25K
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$24.6M
Total assetsLn 16$25.8M
LiabilitiesLn 26$0
Net assetsLn 32$25.8M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$1.5M$1.2M
InvestmentsLn 11–13$23.9M$24.6M
Total assetsLn 16$25.4M$25.8M
LiabilitiesLn 26$0$0
Net assetsLn 32$25.4M$25.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$697K$697K
Pay of current officers, directors and key staffLn 5$212K$106K$106K
Accounting feesLn 11c$1K$1K
Other expenses (24a–d)Ln 24$12K$12K
Total functional expensesLn 25$922K$804K$118K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $1.3M$922K$385K$25.8M 990 PDF
FY2022 $1.5M$842K$684K$25.4M 990 PDF
FY2021 $2.4M$687K$1.7M$24.7M 990 PDF
FY2020 $361K$677K−$317K$23.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,307,463 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $1,526,131$1,307,463
I-11 Other revenue$0
I-12 Total revenuePrior year $1,526,131$1,307,463
I-13 Grants and similar amounts paidPrior year $614,628$696,667
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $215,616$211,651
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $11,638$13,749
I-18 Total expensesPrior year $841,882$922,067
I-19 Revenue less expensesPrior year $684,249$385,396
Part VI · Governance 0 of 1 board members independent, 1 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members0
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,307,463 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $1,018,630$1,018,630
VIII-7 Net gain or loss on sales of assetsExcluded from tax $288,833$288,833
VIII-12 Total revenueExcluded from tax $1,307,463$1,307,463
Part IX · Statement of functional expenses $922,067 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $696,667$696,667
IX-5 Pay of current officers, directors and key staffPrograms $105,826 · Management $105,825$211,651
IX-11c Accounting feesPrograms $1,250$1,250
IX-24 Other expenses (24a–d)Management $12,499$12,499
IX-25 Total functional expensesPrograms $803,743 · Management $118,324 · Fundraising $0$922,067
Part X · Balance sheet $25,758,131 assets, 7 lines filed
X-1 Cash, non-interest-bearing$24,554
X-2 Savings and temporary cash investmentsStart of year $1,512,180$1,139,689
X-11 Publicly traded securitiesStart of year $23,866,961$24,593,888
X-16 Total assetsStart of year $25,379,141$25,758,131
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $25,379,141$25,758,131
X-33 Total liabilities and net assetsStart of year $25,379,141$25,758,131
Part XI · Reconciliation of net assets $25,758,131 net assets at year end
XI-1 Total revenue$1,307,463
XI-2 Total expenses$922,067
XI-3 Revenue less expenses$385,396
XI-4 Net assets at start of year$25,379,141
XI-9 Other changes in net assets−$6,406
XI-10 Net assets at end of year$25,758,131

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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