Nonprofit · EIN 25-0847810
UNION DALE CEMETERY
Tax-exempt · PITTSBURGH, PA 15212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $4,056,071 | $1,508,655 | $2,547,416 | $77,469,475 | $155,356 | $77,314,119 |
| March 31, 2025 | 990 | $3,719,743 | $1,456,782 | $2,262,961 | $70,556,717 | $158,889 | $70,397,828 |
| March 31, 2024 | 990 | $3,280,266 | $1,359,715 | $1,920,551 | $67,564,793 | $134,258 | $67,430,535 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $103,556
- Investment income
- $3,906,559
- Net gain from sales of assets
- $1,979,401
- Net income from sales of inventory
- $43,405
- Other revenue
- $45,956
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $164,395
- Other salaries and wages
- $456,560
- Salaries, compensation and benefits (total)
- $857,255
- Professional fundraising fees
- $0
- Accounting fees
- $19,205
- Occupancy
- $53,308
- Depreciation
- $110,755
Balance sheet and other
- Total assets, start of year
- $70,556,717
- Total assets, end of year
- $77,469,475
- Total liabilities, end of year
- $155,356
- Net assets, end of year
- $77,314,119
- Land, buildings and equipment
- $717,061
- Publicly traded securities
- $71,139,809
- Net assets without donor restrictions
- $70,991,336
- Net assets with donor restrictions
- $6,322,783
- Gross receipts
- $72,131,860
- Employees
- 14
- Volunteers
- 0
- Year formed
- 1846
- State of legal domicile
- PA
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID K KOZY | VICE PRESIDENT Trustee or director, Officer | 40 | $93,197 | $15,474 |
| ROBERT L POPELKA | PRESIDENT Trustee or director, Officer | 12.5 | $59,841 | $0 |
| RONALD V DEIGER | SECRETARY Trustee or director, Officer | 4 | $9,810 | $407 |
| ANDREW J KOLENDA | TREASURER Trustee or director, Officer | 1 | $2,490 | $0 |
| LINDA LEONHARDT | TRUSTEE Trustee or director | 1 | $1,985 | $0 |
| CARL R POPELKA | TRUSTEE Trustee or director | 1 | $1,985 | $0 |
| JAMES O PINKERTON | TRUSTEE Trustee or director | 1 | $1,985 | $0 |
| GEORGE PASHEL | TRUSTEE Trustee or director | 1 | $1,900 | $0 |
| JAMES P RUSSELL III | TRUSTEE UNTIL FEBRUARY 2026 Trustee or director | 1 | $1,500 | $0 |
| PAUL D KAPPEL | TRUSTEE Trustee or director | 1 | $1,175 | $0 |
| CHARLES MATTHEW SCHELLHAAS | TRUSTEE AS OF MARCH 31 2026 Trustee or director | 1 | $0 | $0 |
| GRIFFIN E SCHULTZ | TRUSTEE AS OF MARCH 31 2026 Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2025: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID K KOZY | VICE PRESIDENT Trustee or director, Officer | 40 | $89,213 | $14,043 |
| ROBERT L POPELKA | PRESIDENT Trustee or director, Officer | 12.5 | $57,431 | $0 |
| RONALD V DEIGER | SECRETARY Trustee or director, Officer | 1 | $9,400 | $93 |
| ANDREW J KOLENDA | TREASURER Trustee or director, Officer | 1 | $2,465 | $0 |
| JAMES P RUSSELL III | TRUSTEE Trustee or director | 1 | $2,350 | $0 |
| CARL R POPELKA | TRUSTEE Trustee or director | 1 | $2,210 | $0 |
| JAMES O PINKERTON | TRUSTEE Trustee or director | 1 | $1,735 | $0 |
| GEORGE PASHEL | TRUSTEE Trustee or director | 1 | $1,650 | $0 |
| LINDA LEONHARDT | TRUSTEE Trustee or director | 1 | $1,500 | $0 |
| PAUL D KAPPEL | TRUSTEE Trustee or director | 1 | $1,425 | $0 |
990 for the year ended March 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID K KOZY | VICE PRESIDENT Trustee or director, Officer | 40 | $83,430 | $12,864 |
| ROBERT L POPELKA | PRESIDENT Trustee or director, Officer | 10 | $55,676 | $0 |
| RICHARD H HERCHENROETHER | FORMER SECRETARY Officer | 1 | $6,622 | $0 |
| RONALD V DEIGER | SECRETARY Trustee or director, Officer | 1 | $3,104 | $0 |
| JAMES P RUSSELL III | TRUSTEE Trustee or director | 1 | $2,410 | $0 |
| ANDREW J KOLENDA | TREASURER Trustee or director, Officer | 1 | $2,365 | $0 |
| GEORGE PASHEL | TRUSTEE Trustee or director | 1 | $2,175 | $0 |
| JAMES O PINKERTON | TRUSTEE Trustee or director | 1 | $1,920 | $0 |
| CARL R POPELKA | TRUSTEE Trustee or director | 1 | $1,450 | $0 |
| PAUL D KAPPEL | TRUSTEE Trustee or director | 1 | $1,300 | $0 |
| LINDA LEONHARDT | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2200 BRIGHTON RD, PITTSBURGH, PA 15212-2905
- Principal officer (990 for 2025)
- DAVID K KOZY, 2200 BRIGHTON ROAD, PITTSBURGH, PA 15212
- Signed the 990
- DAVID K KOZY, VICE PRESIDENT
- Phone
- (412) 321-0774
- Website
- UNIONDALECEMETERY.ORG
- Return prepared by
- LOUIS PLUNG & COMPANY LLP
Mission
SEE SCHEDULE O.THE CEMETERY SERVES FAMILIES AND INDIVIDUALS, PROVIDING COMFORT AND ASSISTANCE IN THE PROCESS OF SEEKING PEACE OF MIND FOLLOWING THE LOSS OF HUMAN LIFE. THE CEMETERY PROVIDES AN ENDURING, DIGNIFIED SETTING IN WHICH TO PLACE, HONOR, AND REMEMBER LOVED ONES AND FRIENDS AFTER DEATH. THE CEMETERY MAINTAINS AND PROTECTS THEIR RECORDS TO PROVIDE A VALUABLE CONNECTION BETWEEN THE PAST AND THE PRESENT.
Program accomplishments
- GENERAL MAINTENANCE OF ESTABLISHED GRAVES
- INTERMENTS
- ENDOWED GRAVE CARE
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 25-0847810
- 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
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $77,469,475
- Income (IRS master file)
- $72,131,860
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $4,056,071 | $1,508,655 | $77,469,475 | XML |
| 990 | March 2025 | $3,719,743 | $1,456,782 | $70,556,717 | IRS |
| 990 | March 2024 | $3,280,266 | $1,359,715 | $67,564,793 | XML |
| 990 | March 2023 | $3,479,314 | $1,470,126 | $59,840,282 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | 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 25-0847810).
Questions about UNION DALE CEMETERY
- What is the EIN of UNION DALE CEMETERY?
- The employer identification number (EIN) of UNION DALE CEMETERY is 25-0847810.
- Is UNION DALE CEMETERY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 1935.
- Are donations to UNION DALE CEMETERY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does UNION DALE CEMETERY 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 DALE CEMETERY due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNION DALE CEMETERY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of UNION DALE CEMETERY?
- The 990 for the year ended March 31, 2026 names DAVID K KOZY.
- Who are the officers and directors of UNION DALE CEMETERY?
- The 990 for the year ended March 31, 2026 lists 12 people; 10 received compensation from the organization, the highest $93,197 (DAVID K KOZY, VICE PRESIDENT).
- How much revenue does UNION DALE CEMETERY have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $4,056,071, expenses of $1,508,655 and total assets of $77,469,475 at year end.
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