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Sunset Hills Association Trust 2146

Organization summary

Type of Nonprofit

Designated as a Cemetery companies.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$1.31M (2023)

Expenses
$922k (2023)

Total Assets
$25.8M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,307,463
Expenses
$922,067
Net Income
$385,396
Net Assets
$25,758,131
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,018,630
77.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $288,833
22.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $211,651
23.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,758,131
Total Liabilities $0
Net Assets $25,758,131
Compensation
Key Employees and Officers Compensation Related Other
Huntington National Bank (Trustee) $211,651 $0 $0
Kathryn Koegel () $0 $0 $0
Elizabeath M Neithercut () $0 $0 $0
Jeffry D Rocco () $0 $0 $0
Albert J Koegel () $0 $0 $0
Edward Neithercut () $0 $0 $0
Barbara L Koegel () $0 $0 $0
John C Koegel () $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,526,131
Expenses
$841,882
Net Income
$684,249
Net Assets
$25,379,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $857,122
56.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $669,009
43.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $215,616
25.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,379,141
Total Liabilities $0
Net Assets $25,379,141
Compensation
Key Employees and Officers Compensation Related Other
Huntington National Bank (Trustee) $215,616 $0 $0
Kathryn Koegel () $0 $0 $0
Elizabeath M Neithercut () $0 $0 $0
Jeffry D Rocco () $0 $0 $0
Albert J Koegel () $0 $0 $0
Edward Neithercut () $0 $0 $0
Barbara L Koegel () $0 $0 $0
John C Koegel () $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,405,519
Expenses
$687,320
Net Income
$1,718,199
Net Assets
$24,689,533
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $745,613
31.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,659,906
69.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $222,437
32.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,689,533
Total Liabilities $0
Net Assets $24,689,533
Compensation
Key Employees and Officers Compensation Related Other
Huntington National Bank (Trustee) $222,436 $0 $0
Kathryn Koegel () $0 $0 $0
Jeffry D Rocco () $0 $0 $0
Albert J Koegel () $0 $0 $0
Barbara L Koegel () $0 $0 $0
John C Koegel () $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$360,792
Expenses
$677,371
Net Income
-$316,579
Net Assets
$22,983,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $685,441
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$324,649
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $178,943
26.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,983,622
Total Liabilities $0
Net Assets $22,983,622
Compensation
Key Employees and Officers Compensation Related Other
Huntington National Bank (Trustee) $178,943 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,067,552
Expenses
$873,745
Net Income
$193,807
Net Assets
$23,291,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $745,911
69.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $321,641
30.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $171,939
19.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,291,105
Total Liabilities $0
Net Assets $23,291,105
Compensation
Key Employees and Officers Compensation Related Other
Kathryn Koegel () $0 $0 $0
Elizabeath M Neithercut () $0 $0 $0
Jeffry D Rocco () $0 $0 $0
Albert J Koegel () $0 $0 $0
Edward Neithercut () $0 $0 $0
Barbara L Koegel () $0 $0 $0
John C Koegel () $0 $0 $0
Huntington National Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,368,012
Expenses
$759,151
Net Income
$608,861
Net Assets
$23,106,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $722,385
52.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $645,627
47.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $171,828
22.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,106,994
Total Liabilities $0
Net Assets $23,106,994
Compensation
Key Employees and Officers Compensation Related Other
Huntington National Bank (Trustee) $171,828 $0 $0
Kathryn Koegel () $0 $0 $0
Elizabeath M Neithercut () $0 $0 $0
Jeffry D Rocco () $0 $0 $0
Albert J Koegel () $0 $0 $0
Edward Neithercut () $0 $0 $0
Barbara L Koegel () $0 $0 $0
John C Koegel () $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$976,548
Expenses
$659,343
Net Income
$317,205
Net Assets
$22,501,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $683,922
70.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $292,626
30.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $159,350
24.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,501,793
Total Liabilities $0
Net Assets $22,501,793
Compensation
Key Employees and Officers Compensation Related Other
Huntington National Bank (Trustee) $159,350 $0 $0
Kathryn Koegel () $0 $0 $0
Elizabeath M Neithercut () $0 $0 $0
Jeffry D Rocco () $0 $0 $0
Albert J Koegel () $0 $0 $0
Edward Neithercut () $0 $0 $0
Barbara L Koegel () $0 $0 $0
John C Koegel () $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$835,500
Expenses
$593,568
Net Income
$241,932
Net Assets
$22,195,557
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $635,192
76.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $200,308
24.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $141,993
23.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,195,557
Total Liabilities $0
Net Assets $22,195,557
Compensation
Key Employees and Officers Compensation Related Other
Huntington National Bank (Trustee) $141,993 $0 $0
Kathryn Koegel () $0 $0 $0
Elizabeath M Neithercut () $0 $0 $0
Jeffry D Rocco () $0 $0 $0
Albert J Koegel () $0 $0 $0
Edward Neithercut () $0 $0 $0
Barbara L Koegel () $0 $0 $0
John C Koegel () $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,001,713
Expenses
$590,257
Net Income
$411,456
Net Assets
$21,953,206
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $569,035
56.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $432,678
43.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $142,559
24.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,953,206
Total Liabilities $0
Net Assets $21,953,206

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$754,746
Expenses
$443,111
Net Income
$311,635
Net Assets
$21,542,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $580,720
76.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $174,026
23.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $139,593
31.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,542,087
Total Liabilities $0
Net Assets $21,542,087

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$757,981
Expenses
$633,823
Net Income
$124,158
Net Assets
$21,231,279
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $561,124
74.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $196,857
26.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $124,000
19.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,231,279
Total Liabilities $0
Net Assets $21,231,279

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$545,704
Expenses
$494,256
Net Income
$51,448
Net Assets
$20,963,316
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $494,256
90.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $51,448
9.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,963,316
Total Liabilities $0
Net Assets $20,963,316

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,092,237
Expenses
$367,982
Net Income
$724,255
Net Assets
$21,288,943
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $469,713
43.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $622,524
57.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,288,943
Total Liabilities $0
Net Assets $21,288,943

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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