Appleton Highland Mem Care II: Nonprofit Profile, Financials & Form 990 (EIN 39-6041171)

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2021.

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

Where the money goes

62 cents of each dollar spent went to programs.

62%

38%

Program services 62% · $13K Management & general 38% · $8K

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

Who runs it and what they're paid

1 person listed on the 990; $512 paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Truist Bank F K A Suntrust Bank

Trustee

$512Pt VII · Sec A

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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

Maintains the cemetery grounds and property for public use and remembrance.

Provided by the organization

This section is blank until Appleton Highland Mem Care II claims this page.

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1 program service, described in the organization's own filed words · FY2020.

01

Provides for the care and maintenance of the property on which the cemetery conducts business. For reasonable costs of admin the care and maintenace of appleton highland memorial park

Pt IX · col B

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By the numbers

The FY2021 990, line by line.

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1The main four

Money inPt VIII

$21K

Ln 12

Investment incomeLn 3$21K

Money outPt IX

$22K

Ln 25

Programscol B$13K

Managementcol C$8K

Owns and owesPt X

$367K

net assets · Ln 32

Cash and savingsLn 1–2$4K

Total assetsLn 16$367K

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A1

Voting boardVI 1a1

IndependentVI 1b1

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$21K

Gains on assetsLn 7$7K

Total revenueLn 12$21K

Assets in detailPt X, end of year

SavingsLn 2$4K

Cash and savings togetherLn 1–2$4K

InvestmentsLn 11–13$363K

Total assetsLn 16$367K

LiabilitiesLn 26$0

Net assetsLn 32$367K

OperationsPt I, VI

EmployeesI 50

Fiscal year endsHeaderMarch

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

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$3K	$4K
InvestmentsLn 11–13		$363K
Total assetsLn 16	$366K	$367K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$366K	$367K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$512		$512
Accounting feesLn 11c	$2K		$2K
Investment management feesLn 11f	$708		$708
Other expenses (24a–d)Ln 24	$13K	$13K
All other expensesLn 24e	$5K		$5K
Total functional expensesLn 25	$22K	$13K	$8K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2021 Latest Viewing	$21K	$22K	−$277	$367K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (4 parts)

Part VIII · Statement of revenue $21,306 across 4 lines filed

VIII-3 Investment incomeExcluded from tax $14,514$14,514

VIII-6 Net rental income or lossExcluded from tax −$10−$10

VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,802$6,802

VIII-12 Total revenueExcluded from tax $21,306$21,306

Part IX · Statement of functional expenses $21,583 across 5 lines filed

IX-5 Pay of current officers, directors and key staffManagement $512$512

IX-11c Accounting feesManagement $1,500$1,500

IX-11f Investment management feesManagement $708$708

IX-24 Other expenses (24a–d)Programs $13,449$13,449

IX-24e All other expensesManagement $5,414$5,414

IX-25 Total functional expensesPrograms $13,449 · Management $8,134 · Fundraising $0$21,583

Part X · Balance sheet $366,552 assets, 7 lines filed

X-2 Savings and temporary cash investmentsStart of year $3,201$3,665

X-12 Other securities$362,887

X-16 Total assetsStart of year $365,520$366,552

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $365,520$366,552

X-32 Total net assets or fund balancesStart of year $365,520$366,552

X-33 Total liabilities and net assetsStart of year $365,520$366,552

Part XI · Reconciliation of net assets $366,552 net assets at year end

XI-1 Total revenue$21,306

XI-2 Total expenses$21,583

XI-3 Revenue less expenses−$277

XI-4 Net assets at start of year$365,520

XI-9 Other changes in net assets$1,309

XI-10 Net assets at end of year$366,552

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Appleton Highland Mem Care II

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