Nonprofit · EIN 61-0153025
CAVE HILL INVESTMENT COMPANY
Tax-exempt · LOUISVILLE, KY 40204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,608,450 | $5,024,502 | $2,583,948 | $232,642,283 | $0 | $232,642,283 |
| December 31, 2023 | 990 | $15,184,251 | $4,665,641 | $10,518,610 | $202,050,557 | $0 | $202,050,557 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,094,596
- Investment income
- $6,513,854
- Net gain from sales of assets
- $3,052,319
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $202,050,557
- Total assets, end of year
- $232,642,283
- Total liabilities, end of year
- $0
- Net assets, end of year
- $232,642,283
- Publicly traded securities
- $231,077,074
- Net assets without donor restrictions
- $181,566,468
- Net assets with donor restrictions
- $51,075,815
- Gross receipts
- $24,129,709
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1848
- State of legal domicile
- KY
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GWEN MOONEY | PRESIDENT/CEO Officer | 1 | $0 | $383,266 | $30,556 |
| CHRIS ROWAN | VICE PRESIDENT/CFO Officer | 4 | $0 | $210,468 | $38,032 |
| PAUL J BICKEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| J MCFERRAN BARR II | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALLEN F STEINBOCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES A HILLEBRAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GWEN MOONEY | PRESIDENT/CEO Officer | 5 | $0 | $358,999 | $19,999 |
| CHRIS ROWAN | VICE PRESIDENT/CFO Officer | 5 | $0 | $204,960 | $26,180 |
| BRUCE DUDLEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| J MCFERRAN BARR II | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ALLEN F STEINBOCK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES A HILLEBRAND | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 701 BAXTER AVE, LOUISVILLE, KY 40204-1726
- Principal officer (990 for 2024)
- DAWN DRISKELL, 701 BAXTER AVENUE, LOUISVILLE, KY 40204
- Signed the 990
- DAWN DRISKELL, CFO
- Phone
- (502) 451-5630
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
THE INVESTMENT COMPANY IS ORGANIZED AND OPERATED FOR THE BENEFIT OF CAVE HILL CEMETERY COMPANY. THE INVESTMENT COMPANY PROVIDES PAYMENTS TO CAVE HILL CEMETERY COMPANY FOR THE GENERAL CEMETERY MAINTENANCE FROM THE INVESTMENT EARNINGS OF THE PRESERVATION FUND INVESTMENTS. EARNINGS FROM THE TRUST FUND ARE TRANSFERRED TO THE CEMETERY TO PROVIDE SPECIAL CARE AND MAINTENANCE ON THE DONORS RESPECTIVE AREAS.
Program accomplishments
- INVESTMENT COMPANY MAINTAINED THE PRESERVATION AND TRUST FUNDS AND HAS TRANSFERRED EARNINGS FROM THESE FUNDS TO CAVE HILL CEMETERY COMPANY FOR CEMETERY GROUND OPERATIONS
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
- 61-0153025
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 1935
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $232,642,283
- Income (IRS master file)
- $24,129,709
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,608,450 | $5,024,502 | $232,642,283 | IRS |
| 990 | December 2023 | $15,184,251 | $4,665,641 | $202,050,557 | XML |
| 990 | December 2022 | $6,546,506 | $4,500,918 | $173,771,896 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
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 61-0153025).
Questions about CAVE HILL INVESTMENT COMPANY
- What is the EIN of CAVE HILL INVESTMENT COMPANY?
- The employer identification number (EIN) of CAVE HILL INVESTMENT COMPANY is 61-0153025.
- Is CAVE HILL INVESTMENT COMPANY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 1935.
- Are donations to CAVE HILL INVESTMENT COMPANY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does CAVE HILL INVESTMENT COMPANY 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 CAVE HILL INVESTMENT COMPANY 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 CAVE HILL INVESTMENT COMPANY 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 CAVE HILL INVESTMENT COMPANY?
- The 990 for the year ended December 31, 2024 names DAWN DRISKELL.
- Who are the officers and directors of CAVE HILL INVESTMENT COMPANY?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does CAVE HILL INVESTMENT COMPANY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,608,450, expenses of $5,024,502 and total assets of $232,642,283 at year end.
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