2025-11-10T13:49:57-06:00 2024-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2024-01-01 610153020 CAVE HILL CEMETERY COMPANY CAVE 5024515630 701 BAXTER AVENUE LOUISVILLE KY 40204 DAWN DRISKELL CFO 5024515630 2025-11-10 1 1 MELINDA L HECK P01392306 5024269660 2025-11-10 2024 2025-03-06 01:10:19Z DAWN DRISKELL 701 BAXTER AVE LOUISVILLE KY 40204 16708153 0 X WWW.CAVEHILLCEMETERY.COM X 1848 KY THE ORGANIZATION'S MISSION IS THAT OF A PERPETUAL CEMETERY, PROVIDING BURIAL LOTS, BURIAL SERVICES, AND PERPETUAL MAINTENANCE OF THE GROUNDS. 9 7 98 9 0 0 0 0 4979730 5235805 1610853 2148794 4088142 4212910 10678725 11597509 0 0 0 0 4649414 4746440 0 0 0 4576776 4782622 9226190 9529062 1452535 2068447 68895983 79384389 686083 514653 68209900 78869736 THE ORGANIZATION'S MISSION IS THAT OF A PERPETUAL CEMETERY, PROVIDING BURIAL LOTS, BURIAL SERVICES, AND PERPETUAL MAINTENANCE OF THE GROUNDS. 0 0 CEMETERY MAINTAINED THE BURIAL PLOTS, PROVIDED BURIAL SERVICES, AND MANAGED THE GENERAL OPERATIONS OF THE CEMETERY GROUNDS. 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 1 7 0 1 98 1 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 KY X CAVE HILL CEMETERY COMPANY 5024515630 701 BAXTER AVENUE LOUISVILLE KY 40204 J MCFERRAN BARR II CHAIRMAN 1.00 2.00 X X 0 0 0 BARBARA ROBINSON BOARD MANAGER 1.00 1.00 X 0 0 0 HUNTER STRICKLER BOARD MANAGER 1.00 X 0 0 0 BRUCE K DUDLEY BOARD MANAGER 1.00 X 0 0 0 PAUL J BICKEL III BOARD MANAGER 1.00 2.00 X 0 0 0 ALLEN F STEINBOCK BOARD MANAGER 1.00 1.00 X 0 0 0 SUSAN DABNEY LAVIN SECRETARY 1.00 1.00 X X 0 0 0 JAMES A HILLEBRAND BOARD MANAGER 1.00 1.00 X 0 0 0 FRANK O BARLOW BOARD MANAGER 1.00 X 0 0 0 GWEN MOONEY PRESIDENT/CEO 35.00 5.00 X 383266 0 30556 CHRIS ROWAN VICE PRESIDENT/CFO 35.00 5.00 X 210468 0 38032 BRUCE NAPPER SALESMAN 40.00 X 155294 0 34817 NANCY NAXERA SALESMAN 40.00 X 108651 0 17536 WILLIAM EVANS SALESMAN 40.00 X 212795 0 45963 1070474 0 166904 5 0 1 0 TURF TECH 914 N ENGLISH STATION ROAD A2 LOUISVILLE KY 40223 LAWN SERVICE 754328 COLD SPRING GRANITE COMPANY 17482 GRANITE WEST RD COLD SPRING MN 56320 MONUMENTS AND MARKERS 526086 SOUTHERN GRANITE CO POBOX 615 ELBERTON GA 30635 MONUMENTS AND MARKERS 346604 LOUISVILLE PAVING & CONSTRUCTION 15415 SHELBYVILLE RD LOUISVILLE KY 40245 PAVING 278354 KELSEY CONSTRUCTION 212 CEDAR GROVE RD SHEPERDSVILLE KY 40165 RETAINING WALL PROJECT 221840 6 PRESERVATION FUND INCOME 900099 3060000 3060000 INTERMENT FEES 900099 946040 946040 ENDOWMENT CARE INCOME 900099 867697 867697 FOUNDATIONS 900099 332346 332346 ANNUAL CARE 900099 29722 29722 5235805 1112068 1112068 5344492 4307766 1036726 1036726 1036726 4995427 802878 4192549 4192549 MISCELLANEOUS REVENUE 900099 20361 20361 20361 11597509 9448715 0 2148794 X 662321 3121652 160460 460986 341021 903 11996 45000 304899 1135749 260098 587941 153645 68194 1000105 354671 221501 GROUNDS MAINTENANCE 564008 EMPLOYEE APPRECIATION 68420 MISCELLANEOUS 5492 9529062 277630 57899 1329791 1565050 4200021 4930227 76527 95522 7454978 4258420 3186353 3196558 59734899 69439600 90762 99533 68895983 79384389 547322 348727 62854 73790 75907 92136 686083 514653 X 68209900 78869736 68209900 78869736 68895983 79384389 2068447 8591389 0 X 0 1 X 1 0 55364148 1717889 9323216 -1397419 65007834 47012432 1676614 7663483 -988381 55364148 53678487 2723360 -8447937 -941478 47012432 41105224 3368282 10561238 -1356257 53678487 35285412 1940014 5183443 -1303645 41105224 1.00000 0.00000 0.00000 0 1 1 5027990 2305446 2722544 2426988 1952974 474014 3196558 DUE TO AFFILIATE 92136 92136 X 18883894 8591389 8591389 10292505 304899 1000105 1305004 11597509 8224058 0 8224058 304899 1000105 1305004 9529062 PART V, LINE 4: INVESTMENTS ARE HELD BY THE ORGANIZATION FOR THE SPECIFIC PURPOSE OF MAINTAINING THE CEMETERY GROUNDS AND BUILDINGS. ADDITIONAL FUNDS ARE MAINTAINED FOR CATASTROPHIC EMERGENCY SITUATIONS AND FOR THE FUTURE DEVELOPMENT OF CEMETERY PROPERTY. PART X, LINE 2: CAVE HILL CEMETERY COMPANY IS EXEMPT FROM FEDERAL, STATE, AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(13). THE ORGANIZATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSES MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2024 AND 2023, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. PART XI, LINE 4B - OTHER ADJUSTMENTS: PAYMENT TO AFFILIATE 1,000,105. PART XII, LINE 4B - OTHER ADJUSTMENTS: PAYMENT TO AFFILIATE 1,000,105. X 1 1 X X X 0 0 0 GWEN MOONEY PRESIDENT/CEO 240011 0 116254 0 27001 0 21089 0 9467 0 413822 0 0 0 WILLIAM EVANS SALESMAN 13000 0 0 0 199795 0 11939 0 34024 0 258758 0 0 0 CHRIS ROWAN VICE PRESIDENT/CFO 170000 0 40468 0 0 0 11889 0 26143 0 248500 0 0 0 BRUCE NAPPER SALESMAN 0 0 0 0 155294 0 8845 0 25972 0 190111 0 0 0 PART I, LINE 1A CAVE HILL CEMETERY COMPANY POLICY ALLOWS SPOUSES TO ACCOMPANY AUTHORIZED EMPLOYEES ON COMPANY RELATED TRIPS. THE COMPANY PAID FOR TRAVEL EXPENSES OF AN OFFICER'S SPOUSE FOR A CONFERENCE. J MCFERRAN BARR II BOARD MANAGER (CHAIRMAN) 29300 THE ORGANIZATION MAINTAINS A BROKERAGE ACCOUNT AT AN INSTITUTION WHERE THE BOARD MANAGER IS AN OFFICER. BROKERAGE FEES WERE DISBURSED TO THE INSTITUTION. 0 HUNTER STRICKLER BOARD MANAGER 278354 PRESIDENT OF LOUISVILLE PAVING AND CONSTRUCTION CO., WHICH PROVIDES CONTRACTING SERVICES TO THE ORGANIZATION AS A VENDOR. 0 JAMES JA HILLEBRAND BOARD MANAGER 45825 THE ORGANIZATION MAINTAINS A BROKERAGE ACCOUNT AT AN INSTITUTION WHERE THE BOARD MANAGER IS AN OFFICER. BROKERAGE FEES WERE DISBURSED TO THE INSTITUTION. 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C WHEN CONSIDERING A NEW TRANSACTION, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON IS SOMEONE HAVING A DIRECT OR INDIRECT FINANCIAL INTEREST THROUGH A BUSINESS OR OTHER LEGAL ENTITY OR THROUGH AN IMMEDIATE FAMILY MEMBER, A CONFLICT OF INTEREST IS THEN VOTED UPON. THESE RECORDS ARE KEPT AND MEMBERS OF THE BOARD ANNUALLY SIGN A STATEMENT THAT THEY HAVE RECEIVED, UNDERSTAND AND COMPLY WITH THE WRITTEN CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 1. REVIEW AND APPROVAL. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE OF THE ORGANIZATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 CAVE HILL CEMETERY'S 990, RULES AND REGULATIONS, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW AT CEMETERY'S ADMINISTRATION OFFICE. FORM 990, PART IX, LINE 11G CONTRACT LABOR 737,304. GUARD SERVICES 368,350. RECRUITING 30,095. CAVE HILL INVESTMENT CO 701 BAXTER AVENUE LOUISVILLE KY 40204 610153025 MAINTAIN THE INVESTMENTS OF CAVE HILL CEMETERY KY 501(C)(13) CAVE HILL CEMETERY COMPANY 1 CAVE HILL HERITAGE FOUNDATION 701 BAXTER AVENUE LOUISVILLE KY 40204 562498254 TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF CAVE HILL CEMETERY KY 501(C)(3) 170(B)(1)(A)(VI) CAVE HILL CEMETERY COMPANY 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 1 CAVE HILL INVESTMENT CO R 1000105 LOT REVENUE FORMULA CAVE HILL INVESTMENT CO S 3927697 INVESTMENT REVENUE FORMULA CAVE HILL HERITAGE FOUNDATION P 8337 EXPENSE AMOUNT