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West Bend Cemetery Association

Tax-deductible

West Bend, WICemetery / fraternalMutual / membership EIN 39-0698045Revenue $562K in FY2024

On file with the IRSwashingtoncountymemorialpark.comPo Box 431, 53095-0431 · West Bend, WITax-exempt since Sep 1944

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Sales and upkeep of Cemetery grounds.

Tax-exempt charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$10K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $59K a year · 11% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$10K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Plus $1.9M in investments, Pt X · Ln 11–13
Looks good: 8.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$986K
33% of total assets
Looks good: liabilities are 33% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$562K
+29% vs prior year
Spent
$502K
To programs
80%
Net assets
$2.0M
By yearFY2020–FY2024
Revenue
$562K
FY2024▲ +29%
Tap a bar for its year
Revenue by fiscal year
FY2020$418K
FY2021$467K
FY2022$709K
FY2023$435K
FY2024$562K
Expenses
$502K
FY2024▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$412K
FY2021$419K
FY2022$471K
FY2023$491K
FY2024$502K
Net assets
$2.0M
FY2024▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.0M
FY2022$1.8M
FY2023$1.9M
FY2024$2.0M

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1944.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $401K Management & general 20% · $101K

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

7 people listed on the 990; $10K paid to officers and key staff.

Part VII, Section A · reportable compensation
James Kell
President
$3,000Pt VII · Sec A
Andrew L Kaehny
Secretary/Tr
$2,500Pt VII · Sec A
Mark Puerling
Vice Preside
$1,800Pt VII · Sec A
$595Pt VII · Sec A
Greg Bohn
Trustee
$595Pt VII · Sec A
$595Pt VII · Sec A
$595Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
James Kell$3,000$3,000$3,000$2,825$2,575
Andrew L Kaehny$2,500$2,500$2,500$1,075—
Mark Puerling$1,800$1,800$1,800$1,325$1,075
David Schoenwetter———$1,000$1,750
Bret Bergquest$595$595$520$500$575
Greg Bohn$595$595$520$575$575
Mike Reseburg$595$595$520$500$575
Jay Schneiss$595$595$520$575$575

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 15aYes

Programs and updates

Maintains and sells cemetery grounds for perpetual care.

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Provided by the organization

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1 program · $401K · in their own filed words · FY2024
01

West bend cemetery association provides the community with the upkeep of the local cemetery as well as the sale of lots, crypts, niches, grave openings and burials.

$401Kprogram expense

By the numbers

The FY2024 990, line by line.

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from philanthropy.org
1The main four
Money inPt VIII
$562K
Ln 12
Other incomeLn 4–11$315K
Fees for servicesLn 2g$148K
Investment incomeLn 3$98K
Money outPt IX
$502K
Ln 25
Programscol B$401K
Managementcol C$101K
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$365K
Total assetsLn 16$3.0M
LiabilitiesLn 26$986K
PeoplePt VI, VII
7
listed · VII A
PaidVII A7
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$148K
Investment incomeLn 3$98K
Other incomeLn 4–11$315K
Gains on assetsLn 7−$5K
Total revenueLn 12$562K
Assets in detailPt X, end of year
CashLn 1$59K
SavingsLn 2$306K
Cash and savings togetherLn 1–2$365K
InvestmentsLn 11–13$1.9M
Land, buildings, equipmentLn 10c$430K
Total assetsLn 16$3.0M
LiabilitiesLn 26$986K
Net assetsLn 32$2.0M
OperationsPt I, VI
EmployeesI 55
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$226K$365K
InvestmentsLn 11–13$1.9M$1.9M
Land, buildings, equipmentLn 10c$329K$430K
Total assetsLn 16$2.9M$3.0M
LiabilitiesLn 26$972K$986K
Net assetsLn 32$1.9M$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$10K$10K
Other salaries and wagesLn 7$248K$201K$47K
Other employee benefitsLn 9$60K$48K$11K
Payroll taxesLn 10$23K$19K$4K
Accounting feesLn 11c$6K$6K
Advertising and promotionLn 12$145$145
Office expensesLn 13$2K$2K$365
OccupancyLn 16$7K$6K$1K
TravelLn 17$1K$1K
Depreciation, depletion and amortizationLn 22$50K$48K$2K
InsuranceLn 23$23K$19K$4K
Other expenses (24a–d)Ln 24$57K$44K$13K
All other expensesLn 24e$16K$14K$1K
Total functional expensesLn 25$502K$401K$101K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $562K$502K$59K$2.0M 990 PDF
FY2023 $435K$491K−$56K$1.9M 990 PDF
FY2022 $709K$471K$237K$1.8M 990 PDF
FY2021 $467K$419K$47K$2.0M 990 PDF
FY2020 $418K$412K$6K$1.9M 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 O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $561,883 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $151,350$148,370
I-10 Investment incomePrior year $87,076$98,216
I-11 Other revenuePrior year $196,102$315,297
I-12 Total revenuePrior year $434,528$561,883
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $347,800$340,728
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $142,758$161,733
I-18 Total expensesPrior year $490,558$502,461
I-19 Revenue less expensesPrior year −$56,030$59,422
Part VI · Governance 7 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $561,883 across 4 lines filed
Lines not itemized here account for $315,297 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $148,370$148,370
VIII-3 Investment incomeExcluded from tax $103,069$103,069
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$4,853−$4,853
VIII-12 Total revenueRelated to mission $463,667 · Excluded from tax $98,216$561,883
Part IX · Statement of functional expenses $502,461 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $9,680$9,680
IX-7 Other salaries and wagesPrograms $201,196 · Management $47,084$248,280
IX-9 Other employee benefitsPrograms $48,329 · Management $11,310$59,639
IX-10 Payroll taxesPrograms $18,743 · Management $4,386$23,129
IX-11c Accounting feesManagement $5,700$5,700
IX-12 Advertising and promotionPrograms $145$145
IX-13 Office expensesPrograms $1,558 · Management $365$1,923
IX-16 OccupancyPrograms $5,906 · Management $1,382$7,288
IX-17 TravelManagement $1,013$1,013
IX-22 Depreciation, depletion and amortizationPrograms $48,091 · Management $1,736$49,827
IX-23 InsurancePrograms $18,843 · Management $4,410$23,253
IX-24 Other expenses (24a–d)Programs $44,100 · Management $12,937$57,037
IX-24e All other expensesPrograms $14,377 · Management $1,170$15,547
IX-25 Total functional expensesPrograms $401,288 · Management $101,173 · Fundraising $0$502,461
Part X · Balance sheet $2,978,345 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $44,521$58,542
X-2 Savings and temporary cash investmentsStart of year $181,340$306,442
X-4 Accounts receivableStart of year $5,227$5,140
X-8 Inventories for sale or useStart of year $368,653$301,065
X-9 Prepaid expenses and deferred chargesStart of year $10,126$22,541
X-10c Land, buildings and equipment, netStart of year $329,346$429,903
X-11 Publicly traded securitiesStart of year $1,921,842$1,854,712
X-16 Total assetsStart of year $2,861,055$2,978,345
X-17 Accounts payable and accrued expensesStart of year $8,673$7,020
X-25 Other liabilitiesStart of year $963,150$978,765
X-26 Total liabilitiesStart of year $971,823$985,785
X-27 Net assets without donor restrictionsStart of year $1,889,232$1,992,560
X-32 Total net assets or fund balancesStart of year $1,889,232$1,992,560
X-33 Total liabilities and net assetsStart of year $2,861,055$2,978,345
Part XI · Reconciliation of net assets $1,992,560 net assets at year end
XI-1 Total revenue$561,883
XI-2 Total expenses$502,461
XI-3 Revenue less expenses$59,422
XI-4 Net assets at start of year$1,889,232
XI-5 Net unrealized gains (losses) on investments$43,906
XI-10 Net assets at end of year$1,992,560

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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