Nonprofit · EIN 39-6090167
UNION CEMETERY ASSOCIATION OF OAKLAND
Tax-exempt · FORT ATKINSON, WI 53538
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $33,978 | $9,438 | $24,540 | $505,339 | $0 | $505,339 |
| December 31, 2023 | 990 | $40,157 | $5,944 | $34,213 | $480,799 | $0 | $480,799 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $33,197
- Net gain from sales of assets
- $16,777
- Other revenue
- $781
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $4,463
- Management and general (functional)
- $4,975
Balance sheet and other
- Total assets, start of year
- $480,799
- Total assets, end of year
- $505,339
- Total liabilities, end of year
- $0
- Net assets, end of year
- $505,339
- Publicly traded securities
- $486,019
- Net assets without donor restrictions
- $505,339
- Gross receipts
- $133,055
- Employees
- 0
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCIA BAIRD | SECRETARY Trustee or director, Officer | – | $0 |
| LORI BOCHER | VICE PRESIDE Trustee or director, Officer | – | $0 |
| SHARI DUNN | TREASURER Trustee or director, Officer | – | $0 |
| STEVE MAGRITZ | DIRECTOR Trustee or director | – | $0 |
| DAVID WARD | PRESIDENT Trustee or director, Officer | – | $0 |
| JACQUELYN WARD | DIRECTOR Trustee or director | – | $0 |
| TOM WARD | DIRECTOR Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCIA BAIRD | SECRETARY Trustee or director, Officer | – | $0 |
| LORI BOCHER | VICE PRESIDE Trustee or director, Officer | – | $0 |
| SHARI DUNN | TREASURER Trustee or director, Officer | – | $0 |
| STEVE MAGRITZ | DIRECTOR Trustee or director | – | $0 |
| DAVID WARD | PRESIDENT Trustee or director, Officer | – | $0 |
| JACQUELYN WARD | DIRECTOR Trustee or director | – | $0 |
| TOM WARD | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 107, FORT ATKINSON, WI 53538-0107
- In care of
- % RICHARD A MEIER
- Mailing address (990-N for 2019)
- PO BOX 107, FORT ATKINSON WI 53538
- Principal officer (990 for 2024)
- MARCIA BAIRD, N3059 US HWY 12, FORT ATKINSON, WI 53538
- Principal officer (990-N for 2019)
- MARSHA BAIRD, N3059 HWY 12, FORT ATKINSON WI 53538
- Signed the 990
- SHARI DUNN, TREASURER
- Phone
- (920) 568-3601
- Return prepared by
- MILLER & ANSAY LLC
Mission
THE ASSOCIATION IS DEDICATED TO THE OWNERSHIP, CARE, MAINTENANCE AND BEAUTIFICATION OF THE UNION CEMETERY OF OAKLAND, WISCSONSIN.
Program accomplishments
- MAINTENANCE, CARE AND BEAUTIFICATION OF THE UNION CEMETERY OF OAKLAND, WISCONSIN, INCLUDING CARE OF THE INDIVIDUAL GRAVE SITES.
- GRAVE OPENINGS FOR INTERNMENT AND SALE OF AND PERPETUAL CARE OF GRAVE SITES
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6090167
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y50)
- Assets (IRS master file)
- $505,339
- Income (IRS master file)
- $133,055
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $33,978 | $9,438 | $505,339 | XML |
| 990 | December 2023 | $40,157 | $5,944 | $480,799 | XML |
| 990 | December 2022 | $63,786 | $7,676 | $446,586 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: MARSHA BAIRD | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6090167).
Questions about UNION CEMETERY ASSOCIATION OF OAKLAND
- What is the EIN of UNION CEMETERY ASSOCIATION OF OAKLAND?
- The employer identification number (EIN) of UNION CEMETERY ASSOCIATION OF OAKLAND is 39-6090167.
- Is UNION CEMETERY ASSOCIATION OF OAKLAND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 2012.
- Are donations to UNION CEMETERY ASSOCIATION OF OAKLAND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does UNION CEMETERY ASSOCIATION OF OAKLAND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNION CEMETERY ASSOCIATION OF OAKLAND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNION CEMETERY ASSOCIATION OF OAKLAND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNION CEMETERY ASSOCIATION OF OAKLAND?
- The 990 for the year ended December 31, 2024 names MARCIA BAIRD.
- Who are the officers and directors of UNION CEMETERY ASSOCIATION OF OAKLAND?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does UNION CEMETERY ASSOCIATION OF OAKLAND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $33,978, expenses of $9,438 and total assets of $505,339 at year end.
Other nonprofits in FORT ATKINSON
- EVERGREEN CEMETERY ASSN EIN 39-0268700 · last filed 990 for 2024
- FORT HEALTHCARE INC EIN 39-0286215 · last filed 990 for 2025
- OPPORTUNITIES INC OF JEFFERSON COUNTY EIN 39-1078133 · last filed 990 for 2024
- BADGERLAND AFTER SCHOOL ENRICHMENT PROGRAM INC EIN 83-2103418 · last filed 990 for 2025
- FORT ATKINSON COMMUNITY FOUNDATION EIN 39-6220899 · last filed 990 for 2025
- ROCK RIVER HERITAGE INC EIN 45-3576912 · last filed 990 for 2025
- NATIONAL NIEMANN-PICK DISEASE FOUNDATION EIN 35-1844264 · last filed 990 for 2025
- FORT MEMORIAL HOSPITAL FOUNDATION INC EIN 39-1397028 · last filed 990 for 2025
All nonprofits in FORT ATKINSON · Wisconsin · Mutual and membership benefit