Public Charity

CAVE HILL INVESTMENT CO

CAVE HILL INVESTMENT CO is a nonprofit organization categorized as Public Charity based in LOUISVILLE, KY. Its most recent IRS filing (2024) reports revenue of $7.6M, expenses of $5.0M, total assets of $232.6M.

EIN: 610153025 LOUISVILLE, KY Latest filing: 2024
Total Revenue$7.6M
Total Expenses$5.0M
Total Assets$232.6M
Grant Records0
Filing Years2019–2024

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.

Officers & Directors

DIRECTOR Allen F Steinbock
VICE PRESIDENT/CFO Chris Rowan
PRESIDENT/CEO Gwen Mooney
DIRECTOR James A Hillebrand
DIRECTOR J Mcferran Barr Ii
CHAIRMAN Paul J Bickel

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $7.6M $5.0M $232.6M
2023 $15.2M $4.7M $202.1M
2022 $6.5M $4.5M $173.8M
2020 $7.1M $4.0M $168.8M
2019 $10.2M $3.9M $149.4M

Between 2019 and 2024, reported annual revenue declined from $10.2M to $7.6M (-25%), with total assets most recently reported at $232.6M.

Interactive year-over-year charts and full filing details available with membership.

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