Oakwood Cemetery
- Assets
- $512.0k
- Revenue
- $113.2k
- Investments
- $0.0
- Employees
- 4
- Location
- Beaver Dam, WI
- Founding
- 10/1941
- Data as of
- 12/2023
- EIN
- 39-0512435
Organization Overview
Oakwood Cemetery is located in Beaver Dam, WI. The organization was established in 1941. As of 12/2023, Oakwood Cemetery employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oakwood Cemetery is a 501(c)(13) and as such, is described as a "Cemetery Company" by the IRS.
For the year ending 12/2023, Oakwood Cemetery generated $113.2k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (0.6%) each year. All expenses for the organization totaled $95.9k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (0.9%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDING BURIAL SERVICES
Describe the Organization's Program Activity:
Part 3 - Line 4a
SALES OF CEMETERY LOTS
SALES OF CRYPTS AND NICHES
THE PERPETUAL CARE OF THE GROUNDS AND BUILDINGS
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Russell Kottke Secretary/treasurer | OfficerTrustee | 10 | $7,820 |
Vikki Fischer-Kurth President | OfficerTrustee | 0.5 | $300 |
Peter Westra Director | Trustee | 0.5 | $300 |
Gary Dummer Vice President | OfficerTrustee | 0.5 | $300 |
Gary Tiedt Director | Trustee | 0.5 | $300 |
Jim Schreiber Director | Trustee | 0.5 | $300 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $99,034 |
| Investment income | $12,045 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $4,032 |
| Net Gain/Loss on Asset Sales | -$2,568 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $113,173 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $9,320 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $23,749 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $5,257 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,250 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,120 |
| Fees for services: Other | $0 |
| Advertising and promotion | $342 |
| Office expenses | $7,021 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $25,446 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $9,344 |
| Insurance | $11,017 |
| All other expenses | $0 |
| Total functional expenses | $95,866 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $15,359 |
| Savings and temporary cash investments | $148,330 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $6,875 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $4,108 |
| Net Land, buildings, and equipment | $128,711 |
| Investments—publicly traded securities | $206,446 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,210 |
| Total assets | $512,039 |
| Accounts payable and accrued expenses | $1,034 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,034 |
| Net assets without donor restrictions | $511,005 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $512,039 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Randhill Park Cemetery Assn Inc Care Fund Arlington Heights, IL | $71,254,640 | $11,400,142 |
Evergreen Cemetery Assn Fort Atkinson, WI | $1,743,290 | $230,613 |
Catholic Cemeteries Of Waterloo Inc Waterloo, IA | $1,054,084 | $283,699 |
Glenwood Cemetery Association Warren, MI | $749,432 | $110,441 |
Womens Cemetery Improvement Association Charles City, IA | $3,039,205 | $77,807 |
Alton City Cemetery Alton, IL | $1,800,690 | $106,169 |
Oakwood Cemetery Beaver Dam, WI | $512,039 | $113,173 |
Springdale Cemetery Company Clinton, IA | $559,788 | $76,594 |
Japanese Mutual Aid Society Of Chicago Chicago, IL | $1,188,536 | $55,955 |
Forest Hill Cemetery Association Inc International Falls, MN | $117,169 | $47,846 |
Lutheran Cemetery Association Stoughton, WI | $276,789 | $36,340 |