EVERGREEN CEMETERY COMPANY

Company Details

Name:	EVERGREEN CEMETERY COMPANY
Legal type:	Kentucky Corporation
Status:	Active
Standing:	Good
Profit or Non-Profit:	Non-profit
File Date:	19 Apr 1914 (111 years ago)
Organization Date:	19 Apr 1914 (111 years ago)
Last Annual Report:	04 Feb 2025 (2 months ago)
Organization Number:	0016321
Industry:	Personal Services
Number of Employees:	Small (0-19)
ZIP code:	41071
City:	Newport, Fort Thomas, Southgate, Wilder
Primary County:	Campbell County
Principal Office:	25 S. ALEXANDRIA PIKE, SOUTHGATE, KY 41071
Place of Formation:	KENTUCKY

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

EVERGREEN CEMETERY COMPANY 401(K) PLAN

2023

610186990

2024-04-16

EVERGREEN CEMETERY COMPANY

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2024-04-16
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

EVERGREEN CEMETERY COMPANY 401(K) PLAN

2022

610186990

2023-07-05

EVERGREEN CEMETERY COMPANY

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2023-07-05
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

EVERGREEN CEMETERY COMPANY 401(K) PLAN

2021

610186990

2022-02-28

EVERGREEN CEMETERY COMPANY

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2022-02-28
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

EVERGREEN CEMETERY COMPANY 401(K) PLAN

2020

610186990

2021-07-13

EVERGREEN CEMETERY COMPANY

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2021-07-13
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

EVERGREEN CEMETERY COMPANY 401(K) PLAN

2019

610186990

2020-04-08

EVERGREEN CEMETERY COMPANY

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2020-04-08
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

EVERGREEN CEMETERY COMPANY 401(K) PLAN

2018

610186990

2019-03-26

EVERGREEN CEMETERY COMPANY

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2019-03-26
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

EVERGREEN CEMETERY COMPANY 401(K) PLAN

2017

610186990

2018-07-17

EVERGREEN CEMETERY COMPANY

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2018-07-17
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

EVERGREEN CEMETERY COMPANY 401(K) PLAN

2016

610186990

2017-04-26

EVERGREEN CEMETERY COMPANY

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2017-04-26
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

EVERGREEN CEMETERY COMPANY 401(K) PLAN

2015

610186990

2016-02-11

EVERGREEN CEMETERY COMPANY

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2016-02-11
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

EVERGREEN CEMETERY COMPANY 401(K) PLAN

2014

610186990

2015-07-31

EVERGREEN CEMETERY COMPANY

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2015-07-31
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/07/20140707090450P030027922263001.pdf
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2014-07-07
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/02/20130502081908P030254939985001.pdf
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2013-05-02
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/12/20120612141557P030001389015001.pdf
Three-digit plan number (PN)	002
Effective date of plan	2011-01-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTH ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2012-06-12
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2011/10/14/20111014092837P040011300197001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1988-05-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTHGATE ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTHGATE ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2011-10-14
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2011/01/31/20110131153211P030000778951001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1988-05-01
Business code	812220
Sponsor’s telephone number	8594410703
Plan sponsor’s address	25 SOUTHGATE ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227

Plan administrator’s name and address

Administrator’s EIN	610186990
Plan administrator’s name	EVERGREEN CEMETERY COMPANY
Plan administrator’s address	25 SOUTHGATE ALEXANDRIA HIGHWAY, SOUTHGATE, KY, 410720227
Administrator’s telephone number	8594410703

Signature of

Role	Plan administrator
Date	2011-01-31
Name of individual signing	GARY STEPHENS
Valid signature	Filed with authorized/valid electronic signature

President

Name	Role
Gary L Stephens	President

Director

Name	Role
Gary L. Stephens	Director
CHARLES BRANDT	Director
JOSEPH HASS	Director
FRED HAAS	Director
JAY SIMPSON	Director
DAVID A. SMITH	Director
Andrea Janovic	Director
Joe Manning	Director
CHARLES A. PATZOLD	Director
WILBUR H. OTTING	Director
FRANK B. STEGEMAN	Director

Registered Agent

Name	Role
DAVID A. SMITH	Registered Agent

Secretary

Name	Role
Andrea Janovic	Secretary

Treasurer

Name	Role
Joe Manning	Treasurer

Incorporator

Name	Role
CHARLES BRANDT	Incorporator
JOSEPH HASS	Incorporator
CHARLES A. PATZOLD	Incorporator
WILBUR H. OTTING	Incorporator
FRANK B. STEGEMAN	Incorporator

Filings

Name	File Date
Annual Report	2025-02-04
Annual Report	2024-02-29
Annual Report Amendment	2023-08-17
Annual Report	2023-03-18
Annual Report	2022-03-07
Annual Report	2021-03-29
Annual Report	2020-03-23
Annual Report	2019-05-15
Annual Report	2018-06-06
Annual Report	2017-04-13
Annual Report	2016-03-04
Annual Report	2015-05-18
Annual Report	2014-03-26
Reinstatement Approval Letter Revenue	2013-01-14
Reinstatement	2013-01-14
Principal Office Address Change	2013-01-14
Reinstatement Certificate of Existence	2013-01-14
Administrative Dissolution Return	2012-09-24
Administrative Dissolution	2012-09-11
Sixty Day Notice Return	2012-07-18

Tax Exempt

EIN

Type of Organization

Exempt Organization Status

Address

Ruling Date

61-0186990

Corporation

Unconditional Exemption

25 ALEXANDRIA PIKE, SOUTHGATE, KY, 41071-3221

1945-04

In Care of Name	% JOHN H WRIGHT
Group Exemption Number	0000
Subsection	Burial Association, Cemetery Company
Affiliation	Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification	Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility	Contributions are deductible.
Foundation	All organizations except 501(c)(3)
Tax Period	2024-04
Asset	1,000,000 to 4,999,999
Income	100,000 to 499,999
Filing Requirement	990 (all other) or 990EZ return
PF Filing Requirement	No 990-PF return
Accounting Period	Apr
Asset Amount	1085223
Income Amount	461014
Form 990 Revenue Amount	448905
National Taxonomy of Exempt Entities	-
Sort Name	-

Publication 78 Data

Description	Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List	Yes
Deductibility	Type of organization and use of contribution: An organization described in section 170(c) of the Internal Revenue Code other than a public charity or private foundation. Deductibility Limitation: Depends on various factors

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name	EVERGREEN CEMETERY COMPANY
EIN	61-0186990
Tax Period	202304
Filing Type	E
Return Type	990O
File	View File

Organization Name	EVERGREEN CEMETERY COMPANY
EIN	61-0186990
Tax Period	202204
Filing Type	E
Return Type	990O
File	View File

Organization Name	EVERGREEN CEMETERY COMPANY
EIN	61-0186990
Tax Period	202104
Filing Type	E
Return Type	990O
File	View File

Organization Name	EVERGREEN CEMETERY COMPANY
EIN	61-0186990
Tax Period	201904
Filing Type	E
Return Type	990O
File	View File

Organization Name	EVERGREEN CEMETERY COMPANY
EIN	61-0186990
Tax Period	201804
Filing Type	P
Return Type	990O
File	View File

Organization Name	EVERGREEN CEMETERY COMPANY
EIN	61-0186990
Tax Period	201704
Filing Type	P
Return Type	990O
File	View File

Organization Name	EVERGREEN CEMETERY COMPANY
EIN	61-0186990
Tax Period	201604
Filing Type	P
Return Type	990O
File	View File

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

4449328306

2021-01-23

0457

PPS

25 Alexandria Pike, Newport, KY, 41071-3221

Loan Status Date	2021-11-10
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	58575
Loan Approval Amount (current)	58575
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	75497
Servicing Lender Name	WesBanco Bank, Inc.
Servicing Lender Address	1 Bank Plz, WHEELING, WV, 26003-3543
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Newport, CAMPBELL, KY, 41071-3221
Project Congressional District	KY-04
Number of Employees	10
NAICS code	812220
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Non-Profit Organization
Originating Lender ID	75497
Originating Lender Name	WesBanco Bank, Inc.
Originating Lender Address	WHEELING, WV
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	59008.29
Forgiveness Paid Date	2021-10-25

6598117200

2020-04-28

0457

PPP

25 ALEXANDRIA PIKE, NEWPORT, KY, 41071

Loan Status Date	2021-09-14
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	58575
Loan Approval Amount (current)	58575
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	75497
Servicing Lender Name	WesBanco Bank, Inc.
Servicing Lender Address	1 Bank Plz, WHEELING, WV, 26003-3543
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	NEWPORT, CAMPBELL, KY, 41071-0001
Project Congressional District	KY-04
Number of Employees	10
NAICS code	812220
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Non-Profit Organization
Originating Lender ID	75497
Originating Lender Name	WesBanco Bank, Inc.
Originating Lender Address	WHEELING, WV
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	59316.42
Forgiveness Paid Date	2021-08-04

Sources: Kentucky Secretary of State

EVERGREEN CEMETERY COMPANY

Company Details

form 5500

President

Director

Registered Agent

Secretary

Treasurer

Incorporator

Filings

Tax Exempt

Paycheck Protection Program

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