Oakhill Cemetery Endowment Fund
- Assets
- $2.9m
- Revenue
- $40.8k
- Investments
- $0.0
- Employees
- 0
- Location
- Flatonia, TX
- Founding
- 05/1998
- Data as of
- 12/2021
- EIN
- 74-6047007
Organization Overview
Oakhill Cemetery Endowment Fund is located in Flatonia, TX. The organization was established in 1998. According to its NTEE Classification (Y11) the organization is classified as: Single Organization Support, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oakhill Cemetery Endowment Fund is a 501(c)(13) and as such, is described as a "Cemetery Company" by the IRS.
For the year ending 12/2021, Oakhill Cemetery Endowment Fund generated $40.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (5.1%) each year. All expenses for the organization totaled $36.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (2.7%) per year over the past 7 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
SELL LOTS AND CRYPTS AND MAINTAIN THE CEMETERY AND MAUSELEUM. THE ENDOWMENT FUND WAS ALSO FORMED TO SERVE AS TRUSTEE OF FUNDS HELD BY THE OAK HILL CEMETERY
Describe the Organization's Program Activity:
Part 3 - Line 4a
NO PROGRAM SERVICES
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Douglas Mach Chairman | OfficerTrustee | 2 | $0 |
Donald Maeker Secretary | OfficerTrustee | 2 | $0 |
Adrienne Brunner Treasurer | OfficerTrustee | 2 | $0 |
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 | $1,100 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,100 |
| Total Program Service Revenue | $0 |
| Investment income | $39,704 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $40,804 |
| 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. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $250 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $9,357 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| 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 | $5,066 |
| Insurance | $1,088 |
| All other expenses | $0 |
| Total functional expenses | $36,253 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,932 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $108,719 |
| Investments—publicly traded securities | $2,749,659 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $2,863,310 |
| Accounts payable and accrued expenses | $0 |
| 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 | $0 |
| Net assets without donor restrictions | $0 |
| 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 | $2,863,310 |
| Total liabilities and net assets/fund balances | $2,863,310 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Caa Cemetery Fund Inc San Antonio, TX | $1,838,913 | $129,286 |
Michele And Brad Moore Family Foundation Austin, TX | $17,936 | $85,649 |
Tr Uw Ela Frances Moore Dallas, TX | $1,095,475 | $220,998 |
Oakhill Cemetery Endowment Fund Flatonia, TX | $2,863,310 | $40,804 |
Hope Cemetary Foundation Of Henrietta Henrietta, TX | $916,902 | $90,660 |
Tuw Clarke Lisbon Cemet Fnd Dallas, TX | $244,102 | $45,261 |
Friends Of Haven Of Rest Cemetery Little Rock, AR | $179,704 | $0 |
Texas Umoja Garland, TX | $0 | $1 |