2025-11-06T12:07:28-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2024-01-01 050225280 PROPRIETORS OF SWAN POINT CEMETERY PROP 4012721314 585 BLACKSTONE BOULEVARD PROVIDENCE RI 02906 VASILIOS EFTHIMIADES TREASURER 4012721314 2025-11-03 1 1 MONIKA YADAV P01473820 4014214800 2025-11-03 2024 2025-03-06 01:10:19Z MR ANTHONY HOLLINGSHEAD 585 BLACKSTONE BOULEVARD PROVIDENCE RI 02906 12867718 0 X WWW.SWANPOINTCEMETERY.COM X 1846 RI TO PROVIDE CEMETERY AND CREMATION SERVICES. 9 9 41 0 0 0 0 80000 3497649 3617513 3413024 2325868 -66775 18251 6843898 6041632 0 0 0 0 2700909 2774315 0 0 0 2766223 2676082 5467132 5450397 1376766 591235 157263110 171286084 513802 566540 156749308 170719544 TO PROVIDE CEMETERY AND CREMATION SERVICES AND TO ACTIVELY PRESERVE AND MAINTAIN THE ESTATE, INCLUDING THE PROVISION OF PERPETUAL CARE (MAINTENANCE) TO LOTS, CRYPTS, AND NICHES. 0 0 PROVIDED CEMETERY AND CREMATION SERVICES AND ACTIVELY PRESERVED AND MAINTAINED THE ESTATE, INCLUDING THE PROVISION OF PERPETUAL CARE (MAINTENANCE) TO LOTS, CRYPTS, AND NICHES. 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 16 0 1 41 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SWAN POINT CEMETERY 4012721314 585 BLACKSTONE BLVD PROVIDENCE RI 02906 MR THOMAS PI GODDARD CHAIRMAN 9.00 X X 59250 0 0 MR J MICHAEL COSTELLO DIRECTOR 1.00 X 8500 0 0 MR NICHOLAS DENICE DIRECTOR (AS OF 5/24) 2.00 X 7000 0 0 MR GREGORY DERDERIAN DIRECTOR 2.00 X 12000 0 0 MRS CHARLOTTE HANDY DIRECTOR 1.00 X 8500 0 0 MR DAVID L HANNA JR DIRECTOR 2.00 X 13000 0 0 MR KINNAIRD HOWLAND ESQ DIRECTOR (THRU 4/24) 1.00 X 4000 0 0 DR EDWARD W MARTIN DIRECTOR 2.00 X 11000 0 0 DR ANITA L SCHELL DIRECTOR 2.00 X 8000 0 0 MR THOMAS F WOODHOUSE DIRECTOR 1.00 X 7500 0 0 ANTHONY W HOLLINGSHEAD PRESIDENT 42.00 X 196543 0 52435 VASILIOS EFTHIMIADES TREASURER 45.00 X 118502 0 29515 WILLIAM G CALDWELL SECRETARY 1.00 X 11750 0 0 MR JOSEPH CAVALLARO DIRECTOR OF GROUNDS OPERATIONS 35.00 X 107403 0 38121 572948 0 120071 3 0 1 0 VANASSE HANGEN BRUSTLIN ONE GATEWAY CENTER 1 GATEWAY CTR NEWARK NJ 07102 ENGINEERING & CONSULTING 301073 RIBI SECURITY 14 INTERNATIONAL WAY WARWICK RI 02886 GROUNDS SECURITY 178552 SOLE SOURCE CONSTRUCTION 766 PIPPIN ORCHAD ROAD CRANSTON RI 02921 CONSTRUCTION SERVICES 167700 NORTH-EASTERN TREE SERVICES INC 1000 PONTIAC AVENUE CRANSTON RI 02920 TREE PRUNING & REMOVALS 141990 4 80000 80000 80000 CEMETERY SERVICES/SALES 541900 3617513 3617513 3617513 3266464 3266464 5885490 6826086 -940596 -940596 -940596 18251 18251 18251 6041632 3617513 0 2344119 547495 1552968 217893 275096 180863 18414 34191 68170 61253 585066 22899 105898 761862 97200 LOT CARE 590577 REPAIRS AND MAINTENANCE 301941 CREDIT CARD EXPENSE 28611 5450397 487906 125613 45389 32411 157952 185063 49502 73797 36507888 12852304 23575792 23655584 132946569 147213616 157263110 171286084 418767 460275 95035 106265 513802 566540 X 152734017 166328585 4015291 4390959 156749308 170719544 157263110 171286084 591235 13379001 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132946569 15636699 1369652 147213616 116409293 18676787 2139511 132946569 136306669 -18371524 1525852 116409293 116032639 20871754 597724 136306669 105982907 11066984 1017252 116032639 0.97017 0.02983 0 0 3218920 3218920 28417651 9587657 18829994 3253961 2783717 470244 1617356 480930 1136426 23655584 X 19352463 13379001 13379001 5973462 68170 68170 6041632 5382227 0 5382227 68170 68170 5450397 PART X, LINE 2: THE CEMETERY QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(13) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ENTITY, THE CEMETERY IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE CEMETERY APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE CEMETERY'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. X X X 0 0 0 ANTHONY W HOLLINGSHEAD PRESIDENT 196543 0 0 0 0 0 40648 0 11787 0 248978 0 0 0 X BENCHES 2 80000 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ARE BASED ON THE NUMBER OF TIMES CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATION'S OWNERS ARE TERMED PROPRIETORS. PROPRIETORS ARE LOT OWNERS HOLDING TITLE TO A LOT OF AT LEAST 60 SQUARE FEET IN AREA (CONTIGUOUSLY). THE ORGANIZATION'S PROPRIETORS ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SUBMITTED TO THE AUDIT COMMITTEE FOR REVIEW AND IS THEN DISCUSSED AT THE BOARD MEETING ALONG WITH SUBMISSION FOR APPROVAL TO FILE. ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES AN ANNUAL ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY AND RELATED DISCLOSURE FROM ANY BOARD MEMBER REGARDING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE COMPARES PAY SCALES FOR OFFICERS AND TOP MANAGEMENT WITH SIMILAR ORGANIZATIONS. A HUMAN RESOURCES AND COMPENSATION STUDY WAS CONDUCTED BY AN INDEPENDENT HUMAN RESOURCES CONSULTING FIRM AND PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS. THE PERSONNEL COMMITTEE USED THE COMPENSATION STUDY AND PAY SCALES OF SIMILAR ORGANIZATIONS TO MAKE RECOMMENDATIONS ON COMPENSATION TO THE ORGANIZATION'S BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES THE RECOMMENDATIONS AND APPROVES THE COMPENSATION FOR THE COMING YEAR. RECOMMENDATIONS FOR THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES ARE SUBMITTED TO THE PERSONNEL COMMITTEE BY THE PRESIDENT. THE RECOMMENDATIONS ARE REVIEWED, DISCUSSED AND APPROVED BY SUCH COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.