Civic Intelligence

Tulocay Cemetery Association Endowment

EIN 23-7222741 • 501(c)13 • Napa, CA

Profile

Tulocay cemetery endowment care fund is managed to provide funding to maintain tulocay cemetery.

PO Box 7Napa, CA 94559

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

2.76x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Net Margin

25th percentile

0.0%

Higher net margin than 25% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$153,311

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 69.7% of source-year revenue.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Asset Growth

97th percentile

23%

Faster asset growth than 97% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

26%

Faster revenue growth than 68% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$8,791,534

Up $1,657,415 (+23%) from 2023

Liabilities

Up

$606,493

Up $389,920 (+180%) from 2023

Net Assets

Up

$8,185,041

Up $1,267,495 (+18%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin25th percentile

Revenue

Up

$219,887

Up $45,069 (+26%) from 2023

Expenses

Up

$219,887

Up $45,069 (+26%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $4,292,956Liabilities 2010: $105,661Net Assets 2010: $4,187,2952010Assets 2011: $4,274,109Liabilities 2011: $118,392Net Assets 2011: $4,155,7172011Assets 2012: $4,885,635Liabilities 2012: $149,985Net Assets 2012: $4,735,6502012Assets 2013: $4,993,815Liabilities 2013: $0Net Assets 2013: $4,993,8152013Assets 2014: $5,457,199Liabilities 2014: $41,849Net Assets 2014: $5,415,3502014Assets 2015: $5,227,256Liabilities 2015: $37,202Net Assets 2015: $5,190,0542015Assets 2016: $5,842,835Liabilities 2016: $214,978Net Assets 2016: $5,627,8572016Assets 2017: $6,279,661Liabilities 2017: $214,566Net Assets 2017: $6,065,0952017Assets 2018: $6,679,099Liabilities 2018: $381,403Net Assets 2018: $6,297,6962018Assets 2019: $6,343,007Liabilities 2019: $70,396Net Assets 2019: $6,272,6112019Assets 2020: $6,849,138Liabilities 2020: $252,001Net Assets 2020: $6,597,1372020Assets 2021: $8,174,089Liabilities 2021: $210,672Net Assets 2021: $7,963,4172021Assets 2022: $6,721,978Liabilities 2022: $535,974Net Assets 2022: $6,186,0042022Assets 2023: $7,134,119Liabilities 2023: $216,573Net Assets 2023: $6,917,5462023Assets 2024: $8,791,534Liabilities 2024: $606,493Net Assets 2024: $8,185,0412024

Highlighted filing

2024

Assets$8,791,534
Liabilities$606,493
Net Assets$8,185,041
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $167,4422010Expenses 2011: $173,5562011Expenses 2012: $158,3162012Expenses 2013: $208,8882013Revenue 2014: $336,665Expenses 2014: $139,203Net Income 2014: $197,4622014Revenue 2015: $294,765Expenses 2015: $148,098Net Income 2015: $146,6672015Revenue 2016: $350,457Expenses 2016: $222,035Net Income 2016: $128,4222016Revenue 2017: $470,268Expenses 2017: $208,014Net Income 2017: $262,2542017Revenue 2018: $296,387Expenses 2018: $229,472Net Income 2018: $66,9152018Revenue 2019: $1,177,985Expenses 2019: $275,465Net Income 2019: $902,5202019Revenue 2020: $206,223Expenses 2020: $212,249Net Income 2020: -$6,0262020Revenue 2021: $379,567Expenses 2021: $243,400Net Income 2021: $136,1672021Revenue 2022: $655,977Expenses 2022: $310,362Net Income 2022: $345,6152022Revenue 2023: $174,818Expenses 2023: $174,818Net Income 2023: $02023Revenue 2024: $219,887Expenses 2024: $219,887Net Income 2024: $02024

Highlighted filing

2024

Revenue$219,887
Expenses$219,887
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,791,534
Liabilities
$606,493
Net assets
$8,185,041
Revenue
$219,887
Expenses
$219,887
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.79$0.61$8.19$0.22$0.22$0.00
2023Detailed filing. Detailed filing data is available for this year.$7.13$0.22$6.92$0.17$0.17$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.54$6.19$0.66$0.31$0.35
2021Detailed filing. Detailed filing data is available for this year.$8.17$0.21$7.96$0.38$0.24$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.85$0.25$6.60$0.21$0.21$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.34$0.07$6.27$1.18$0.28$0.90
2018Detailed filing. Detailed filing data is available for this year.$6.68$0.38$6.30$0.30$0.23$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.28$0.21$6.07$0.47$0.21$0.26
2016Detailed filing. Detailed filing data is available for this year.$5.84$0.21$5.63$0.35$0.22$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.23$0.04$5.19$0.29$0.15$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.46$0.04$5.42$0.34$0.14$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.00$4.99$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.15$4.74$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.12$4.16$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$0.11$4.19$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$219,887
Mission and Program Overview

Mission

Tulocay cemetery endowment care fund is managed to provide funding to maintain tulocay cemetery.

The endowment care fund's exempt purpose is to sell endowment care contracts and invest the money in securities. The current income from the investments can be used to pay for maintenance and renovation of the cemetery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,781,528$8,346,356▲ $1,564,828
Savings and Temporary Cash Investments$309,920$358,582▲ $48,662
Accounts Receivable$42,671$86,596▲ $43,925
Total Assets$7,134,119$8,791,534▲ $1,657,415
Liabilities
Accounts Payable and Accrued Expenses$216,573$606,493▲ $389,920
Total Liabilities$216,573$606,493▲ $389,920
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,917,546$8,185,041▲ $1,267,495
Total Net Assets Fund Balance$6,917,546$8,185,041▲ $1,267,495
Total Liabilities and Net Assets / Fund Balance$7,134,119$8,791,534▲ $1,657,415
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleOtherTotal
Edwin FarverPresident$3,000$3,000
Greg BennettTreasurer$3,000$3,000
James L CassayreVice President$3,000$3,000
John ImrieSecretary$3,000$3,000
Jeff GerlomesExecutive Vice President$1,404$1,404
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$219,887
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$219,887
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$219,887
Total Revenue per Form 990
$219,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$219,887
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$196,050
Fees for Service Investment Mgmnt Fees---$15,416
Office Expenses---$8,421
Total Functional Expenses$0$0$0$219,887

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$219,887
Total Expenses per Audited Statements$219,887
Total Expenses per Form 990$219,887
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The treasurer reviews the tax return before it is filed and reports back to the board of directors.”

Form 990, Part VI, Section C, Line 19

“The statements are available on request at the business office.”

Filing and Contact Details

Filer

Filer Name
Tulocay Cemetery Association Endowment
EIN
23-7222741
Phone
7072524727
Address
PO BOX 7, NAPA, CA 94559

Signing Officer

Name
Jeff Gerlomes
Title
Executive Vice President
Phone
7072524727
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Gerlomes
Formed
1954
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Jones & Perry Inc
Address
641 FULTON AVE SUITE 202, SACRAMENTO, CA 95825
Preparer
Kimberly a Jones
Phone
9164810845
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Ec collections 103,145. Capital gains 272,552. Withdrawal from reserve for repairs -193,870. Change in unrealized 1,085,668.”

Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0216573
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0606493
IRS990/AccountsReceivableGrp/BOYAmt042671
IRS990/AccountsReceivableGrp/EOYAmt086596
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ENDOWMENT CARE FUND'S EXEMPT PURPOSE IS TO SELL ENDOWMENT CARE CONTRACTS AND INVEST THE MONEY IN SECURITIES. THE CURRENT INCOME FROM THE INVESTMENTS CAN BE USED TO PAY FOR MAINTENANCE AND RENOVATION OF THE CEMETERY.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TULOCAY CEMETERY ASSOCIATION
IRS990/BooksInCareOfDetail/PhoneNum07072524727
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0411 COOMBSVILLE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0NAPA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094559
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0219887
IRS990/CYOtherExpensesAmt0219887
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt00
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0219887
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0219887
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ENDOWMENT CARE FUND PAYS FOR THE MAINTENANCE AND RENOVATION OF TULOCAY CEMETERY. THE WORK INCLUDES MOWING THE GRASS, PLANTING NEW AND REPLACEMENT PLANTS, BUSHES AND TREES AND MAINTAINING THE APPEARANCE OF THE CEMETERY. THE CEMETERY GROUNDS ARE APPROXIMATELY 56 ACRES AND OVER 60,000 BURIALS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt015416
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt41404
IRS990/Form990PartVIISectionAGrp/PersonNm0EDWIN FARVER
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES L CASSAYRE
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN IMRIE
IRS990/Form990PartVIISectionAGrp/PersonNm3GREG BENNETT
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF GERLOMES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt03000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt33000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4151907
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0219887
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0219887
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0219887
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06781528
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08346356
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TULOCAY CEMETERY ENDOWMENT CARE FUND IS MANAGED TO PROVIDE FUNDING TO MAINTAIN TULOCAY CEMETERY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06917546
IRS990/NetAssetsOrFundBalancesEOYAmt08185041
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06917546
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08185041
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt08421
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01267495
IRS990/OtherExpensesGrp/Desc0CEMETERY MAINTENANCE
IRS990/OtherExpensesGrp/TotalAmt0196050
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFF GERLOMES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0174818
IRS990/PYOtherExpensesAmt0174818
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0174818
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0174818
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0309920
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0358582
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0219887
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0219887
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0219887
IRS990ScheduleD/TotalRevenuePerForm990Amt0219887
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0219887
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0219887
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0151907
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt01404
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFF GERLOMES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt01404
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0151907
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWS THE TAX RETURN BEFORE IT IS FILED AND REPORTS BACK TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE STATEMENTS ARE AVAILABLE ON REQUEST AT THE BUSINESS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EC COLLECTIONS 103,145. CAPITAL GAINS 272,552. WITHDRAWAL FROM RESERVE FOR REPAIRS -193,870. CHANGE IN UNREALIZED 1,085,668.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TULOCAY CEMETERY ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940936680
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C(13)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TULOCAY CEMETERY ASSN DOES THE ADMIN AND THE ENDOWMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0411 COOMBSVILLE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NAPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094559
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0103145
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1389920
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TULOCAY CEMETERY ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1TULOCAY CEMETERY ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07134119
IRS990/TotalAssetsEOYAmt08791534
IRS990/TotalAssetsGrp/BOYAmt07134119
IRS990/TotalAssetsGrp/EOYAmt08791534
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0219887
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0216573
IRS990/TotalLiabilitiesEOYAmt0606493
IRS990/TotalLiabilitiesGrp/BOYAmt0216573
IRS990/TotalLiabilitiesGrp/EOYAmt0606493
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06917546
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08185041
IRS990/TotalOtherCompensationAmt01404
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0219887
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0219887
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07134119
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08791534
IRS990/TotReportableCompRltdOrgAmt0163907
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 7
IRS990/USAddress/CityNm0NAPA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094559
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF GERLOMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07072524727
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TULOCAY CEMETERY ASSOCIATION ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CARE
ReturnHeader/Filer/BusinessNameControlTxt0TULO
ReturnHeader/Filer/EIN0237222741
ReturnHeader/Filer/PhoneNum07072524727
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094559
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464070947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & PERRY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0641 FULTON AVE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09164810845
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A JONES
ReturnHeader/ReturnTs02025-08-15T19:54:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.