Nonprofit · EIN 74-0813110
OAKWOOD CEMETERY ASSOCIATION
Tax-exempt · WACO, TX 76706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $1,957,834 | $1,662,161 | $295,673 | $18,650,288 | $18,938 | $18,631,350 |
| March 31, 2024 | 990 | $1,522,279 | $1,475,150 | $47,129 | $18,225,419 | $12,507 | $18,212,912 |
| March 31, 2023 | 990 | $2,035,031 | $1,675,463 | $359,568 | $16,403,019 | $7,843 | $16,395,176 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $174,788
- Program service revenue
- $1,152,226
- Investment income
- $620,768
- Net rental income
- $10,052
- Net gain from sales of assets
- $215,004
- Other revenue
- $10,052
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $724,247
- Salaries, compensation and benefits (total)
- $830,986
- Professional fundraising fees
- $0
- Legal fees
- $8,659
- Accounting fees
- $31,417
- Depreciation
- $87,096
- Program services (functional)
- $1,584,843
- Management and general (functional)
- $77,318
Balance sheet and other
- Total assets, start of year
- $18,225,419
- Total assets, end of year
- $18,650,288
- Total liabilities, end of year
- $18,938
- Net assets, end of year
- $18,631,350
- Land, buildings and equipment
- $1,916,485
- Publicly traded securities
- $12,380,234
- Net assets without donor restrictions
- $14,954,029
- Net assets with donor restrictions
- $3,677,321
- Gross receipts
- $2,917,252
- Employees
- 24
- Volunteers
- 0
- Year formed
- 1898
- State of legal domicile
- TX
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN DOSSETT | DIRECTOR Trustee or director, Officer | 1 | $0 |
| PATRICIA ERVIN | SECRETARY Trustee or director | 1 | $0 |
| MARY HELEN GEORGE | DIRECTOR Trustee or director | 1 | $0 |
| ANN HARDER | DIRECTOR Trustee or director | 1 | $0 |
| JANA HIXSON | DIRECTOR Trustee or director | 1 | $0 |
| MARY HOLLEY | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| LISA HULL | DIRECTOR Trustee or director | 1 | $0 |
| SHANNA MATTSON | CHAIR Trustee or director, Officer | 1 | $0 |
| LINDA MCDONALD | TREASURER Trustee or director, Officer | 1 | $0 |
| RYAN PATTILLO | DIRECTOR Trustee or director | 1 | $0 |
| FRANCES POOL | DIRECTOR Trustee or director | 1 | $0 |
| ELISA RAINEY | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN STEM | DIRECTOR Trustee or director | 1 | $0 |
| JOAN WADE | DIRECTOR Trustee or director | 1 | $0 |
| ELLEN WHITE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY BLEDSOE | IMM. PAST PR Trustee or director | – | $0 |
| ERIN DAVIS | CHAIR Trustee or director, Officer | – | $0 |
| PATRICIA ERVIN | DIRECTOR Trustee or director | – | $0 |
| MARY HELEN GEORGE | DIRECTOR Trustee or director | – | $0 |
| ANN HARDER | DIRECTOR Trustee or director | – | $0 |
| JANA HIXSON | DIRECTOR Trustee or director | – | $0 |
| MARY HOLLEY | TREASURER Trustee or director, Officer | – | $0 |
| SHANNA MATTSON | CHAIR - ELEC Trustee or director, Officer | – | $0 |
| LINDA MCDONALD | DIRECTOR Trustee or director | – | $0 |
| JAN MICHAELIS | DIRECTOR Trustee or director | – | $0 |
| RYAN PATTILLO | TREASURER EL Trustee or director, Officer | – | $0 |
| FRANCES POOL | GOVERNANCE C Trustee or director, Officer | – | $0 |
| ELISA RAINEY | DIRECTOR Trustee or director | – | $0 |
| SUSAN STEM | CHAIR-STRATE Trustee or director, Officer | – | $0 |
| JOAN WADE | DIRECTOR Trustee or director | – | $0 |
| ELLEN WHITE | GROUNDS CHAI Trustee or director, Officer | – | $0 |
| LAURA WILLIAMS | SECRETARY Trustee or director, Officer | – | $0 |
990 for the year ended March 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY BLEDSOE | IMM. PAST PR Trustee or director | – | $0 |
| ERIN DAVIS | CHAIR Trustee or director, Officer | – | $0 |
| PATRICIA ERVIN | DIRECTOR Trustee or director | – | $0 |
| MARY HELEN GEORGE | DIRECTOR Trustee or director | – | $0 |
| ANN HARDER | DIRECTOR Trustee or director | – | $0 |
| JANA HIXSON | DIRECTOR Trustee or director | – | $0 |
| MARY HOLLEY | TREASURER Trustee or director, Officer | – | $0 |
| SHANNA MATTSON | CHAIR - ELEC Trustee or director, Officer | – | $0 |
| LINDA MCDONALD | DIRECTOR Trustee or director | – | $0 |
| JAN MICHAELIS | DIRECTOR Trustee or director | – | $0 |
| RYAN PATTILLO | TREASURER EL Trustee or director, Officer | – | $0 |
| FRANCES POOL | GOVERNANCE C Trustee or director, Officer | – | $0 |
| ELISA RAINEY | DIRECTOR Trustee or director | – | $0 |
| SUSAN STEM | CHAIR-STRATE Trustee or director, Officer | – | $0 |
| JOAN WADE | DIRECTOR Trustee or director | – | $0 |
| ELLEN WHITE | GROUNDS CHAI Trustee or director, Officer | – | $0 |
| LAURA WILLIAMS | SECRETARY Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6202, WACO, TX 76706-0202
- Principal officer (990 for 2024)
- SHANNA MATTSON, 2124 S 5TH ST, WACO, TX 76706
- Signed the 990
- SHANNA MATTSON, CHAIR
- Phone
- (254) 754-1631
- Website
- WWW.OAKWOODWACO.COM
- Return prepared by
- JRBT PC
Mission
DEVELOP AND SELL BURIAL PLOTS AND TO PROVIDE LOT CARE FOR OWNERS OF BURIAL PLOTS. MAINTENANCE AND MANAGEMENT OF CEMETERY.
Program accomplishments
- DEVELOP AND SELL BURIAL PLOTS AND TO PROVIDE LOT CARE FOR OWNERS OF BURIAL PLOTS. MAINTENANCE AND MANAGEMENT OF CEMETERY.Expenses $1,584,843 · grants $174,788 · revenue $1,377,282
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 | Not 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
- 74-0813110
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 1934
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $18,650,288
- Income (IRS master file)
- $2,917,252
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $1,957,834 | $1,662,161 | $18,650,288 | XML |
| 990 | March 2024 | $1,522,279 | $1,475,150 | $18,225,419 | XML |
| 990 | March 2023 | $2,035,031 | $1,675,463 | $16,403,019 | XML |
| 990 | March 2022 | $2,668,322 | $1,752,716 | $17,400,419 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 74-0813110).
Questions about OAKWOOD CEMETERY ASSOCIATION
- What is the EIN of OAKWOOD CEMETERY ASSOCIATION?
- The employer identification number (EIN) of OAKWOOD CEMETERY ASSOCIATION is 74-0813110.
- Is OAKWOOD CEMETERY ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 1934.
- Are donations to OAKWOOD CEMETERY ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does OAKWOOD CEMETERY ASSOCIATION 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 OAKWOOD CEMETERY ASSOCIATION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKWOOD CEMETERY ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of OAKWOOD CEMETERY ASSOCIATION?
- The 990 for the year ended March 31, 2025 names SHANNA MATTSON.
- Who are the officers and directors of OAKWOOD CEMETERY ASSOCIATION?
- The 990 for the year ended March 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does OAKWOOD CEMETERY ASSOCIATION have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $1,957,834, expenses of $1,662,161 and total assets of $18,650,288 at year end.
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