Civic Intelligence

Tulocay Cemetery Association Endowment Care

990 • Fiscal year 2019 • EIN 23-7222741

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 14, 2020

Organization ProfileN/A
PO Box 7Napa, CA 94559

(707) 252-4727

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.06x

Higher debt load relative to revenue than 53% of similar nonprofits.

2019 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2019

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

87th percentile

$123,989

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2019 filings • 501(c)13 • $5M-$10M nonprofits • Source year 2019

Asset Growth

3rd percentile

-5.0%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)13 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

297%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)13 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$6,343,007

Down $336,092 (-5.0%) from 2018

Net Assets

Down

$6,272,611

Down $25,085 (-0.4%) from 2018

Liabilities

Down

$70,396

Down $311,007 (-82%) from 2018

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin95th percentile

Revenue

Up

$1,177,985

Up $881,598 (+297%) from 2018

Expenses

Up

$275,465

Up $45,993 (+20%) from 2018

Net Income

Up

$902,520

Up $835,605 (+1249%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$6,343,007
Liabilities$70,396
Net Assets$6,272,611
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$1,177,985
Expenses$275,465
Net Income$902,520
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 14, 2020
Return Version
2018v3.2
Gross Receipts
$1,177,985
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$6,459,627$6,259,967▼ $199,660
Savings and Temporary Cash Investments$192,136$70,039▼ $122,097
Accounts Receivable$12,929$13,002▲ $73
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$6,679,099$6,343,007▼ $336,092
Other Assets Total$14,407$0▼ $14,407
Liabilities
Accounts Payable and Accrued Expenses$381,403$70,396▼ $311,007
Total Liabilities$381,403$70,396▼ $311,007
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,017,946$3,316,188▼ $2,701,758
Temporarily Rstr Net Assets$279,750$2,956,423▲ $2,676,673
Total Net Assets Fund Balance$6,297,696$6,272,611▼ $25,085
Total Liabilities and Net Assets / Fund Balance$6,679,099$6,343,007▼ $336,092
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleOtherTotal
Peter ManasseE. VP. & Mgr$123,989$123,989
Edwin FarverPresident$3,000$3,000
Greg BennettTreasurer$3,000$3,000
Jeff GerlomesExecutive Vice President$3,000$3,000
John ImrieSecretary$3,000$3,000
Kevin TeagueVice President$3,000$3,000
James L CassayreVice President$2,400$2,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$32,646
Investment Income
$1,145,339
Other Revenue
$0
Change in Net Assets
$902,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$275,465
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---$105,550
Fees for Services Management---$24,708
Fees for Service Investment Mgmnt Fees---$11,764
Total Functional Expenses$0$0$0$275,465
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 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
2020-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Gerlomes
Formed
1954
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Jones & Perry Inc
Address
1443 MAIN STREET 135-D, NAPA, CA 94559
Preparer
Kimberly a Jones
Phone
7072552275
Raw XML Appendix336 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
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IRS990/TotalLiabilitiesBOYAmt0381403
IRS990/TotalLiabilitiesEOYAmt070396
IRS990/TotalLiabilitiesGrp/BOYAmt0381403
IRS990/TotalLiabilitiesGrp/EOYAmt070396
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06297696
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06272611
IRS990/TotalOtherCompensationAmt04515
IRS990/TotalProgramServiceRevenueAmt032646
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0169919
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01008066
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01177985
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06343007
IRS990/TotReportableCompRltdOrgAmt0136874
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/BusinessOfficerGrp/PhoneNum07072524727
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-14
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & PERRY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01443 MAIN STREET 135-D
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094559
ReturnHeader/PreparerPersonGrp/PhoneNum07072552275
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A JONES
ReturnHeader/ReturnTs02020-08-17T15:08:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,343,007
Liabilities
$70,396
Net assets
$6,272,611
Revenue
$1,177,985
Expenses
$275,465
Net income
$902,520
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