Civic Intelligence

Lake View Cemetery Association

990 • Fiscal year 2015 • EIN 34-0348270

Nov 01, 2014 to Oct 31, 2015 • Filed on Jun 30, 2016

Organization Profilewww.lakeviewcemetery.com

View Organization Page

12316 Euclid AvenueCleveland, OH 44106

(216) 421-2665

Siviq Scores

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

Liabilities / Assets

46th percentile

0.15x

Higher debt load relative to assets than 46% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.65x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

26th percentile

-1.7%

Higher net margin than 26% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

40th percentile

$170,873

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

37th percentile

-0.8%

Faster asset growth than 37% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

19%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$32,103,857

Down $254,639 (-0.8%) from 2014

Net Assets

Down

$27,385,576

Down $707,420 (-2.5%) from 2014

Liabilities

Up

$4,718,281

Up $452,781 (+11%) from 2014

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin26th percentile

Revenue

Up

$7,311,767

Up $1,188,954 (+19%) from 2014

Expenses

Up

$7,438,405

Up $886,998 (+14%) from 2014

Net Income

Up

-$126,638

Up $301,956 (+70%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$60M$40M$20M$0Assets 2010: $27,637,498Liabilities 2010: $2,416,077Net Assets 2010: $25,221,4212010Assets 2011: $28,028,541Liabilities 2011: $2,775,437Net Assets 2011: $25,253,1042011Assets 2012: $28,323,461Liabilities 2012: $3,260,056Net Assets 2012: $25,063,4052012Assets 2013: $31,373,984Liabilities 2013: $3,748,023Net Assets 2013: $27,625,9612013Assets 2014: $32,358,496Liabilities 2014: $4,265,500Net Assets 2014: $28,092,9962014Assets 2015: $32,103,857Liabilities 2015: $4,718,281Net Assets 2015: $27,385,5762015Assets 2016: $32,968,993Liabilities 2016: $5,369,597Net Assets 2016: $27,599,3962016Assets 2017: $36,709,686Liabilities 2017: $6,483,220Net Assets 2017: $30,226,4662017Assets 2018: $35,924,350Liabilities 2018: $6,859,022Net Assets 2018: $29,065,3282018Assets 2019: $38,695,949Liabilities 2019: $7,676,528Net Assets 2019: $31,019,4212019Assets 2020: $40,357,027Liabilities 2020: $8,934,579Net Assets 2020: $31,422,4482020Assets 2021: $51,077,565Liabilities 2021: $12,899,237Net Assets 2021: $38,178,3282021Assets 2022: $44,482,868Liabilities 2022: $11,954,933Net Assets 2022: $32,527,9352022Assets 2023: $44,698,839Liabilities 2023: $10,830,073Net Assets 2023: $33,868,7662023Assets 2024: $51,598,950Liabilities 2024: $11,574,590Net Assets 2024: $40,024,3602024

Highlighted filing

2015

Assets$32,103,857
Liabilities$4,718,281
Net Assets$27,385,576
Open 2015 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,116,8912010Expenses 2011: $5,760,2312011Expenses 2012: $6,144,5622012Expenses 2013: $5,801,9362013Revenue 2014: $6,122,813Expenses 2014: $6,551,407Net Income 2014: -$428,5942014Revenue 2015: $7,311,767Expenses 2015: $7,438,405Net Income 2015: -$126,6382015Revenue 2016: $8,348,920Expenses 2016: $8,149,870Net Income 2016: $199,0502016Revenue 2017: $8,927,831Expenses 2017: $8,464,324Net Income 2017: $463,5072017Revenue 2018: $7,910,232Expenses 2018: $8,007,129Net Income 2018: -$96,8972018Revenue 2019: $10,026,571Expenses 2019: $9,365,837Net Income 2019: $660,7342019Revenue 2020: $9,425,247Expenses 2020: $8,731,236Net Income 2020: $694,0112020Revenue 2021: $11,550,023Expenses 2021: $9,335,582Net Income 2021: $2,214,4412021Revenue 2022: $14,612,693Expenses 2022: $9,799,500Net Income 2022: $4,813,1932022Revenue 2023: $12,156,614Expenses 2023: $10,961,883Net Income 2023: $1,194,7312023Revenue 2024: $11,344,975Expenses 2024: $10,734,805Net Income 2024: $610,1702024

Highlighted filing

2015

Revenue$7,311,767
Expenses$7,438,405
Net Income-$126,638
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Jun 30, 2016
Return Version
2014v6.0
Gross Receipts
$10,518,496
Mission and Program Overview

Mission

To provide compassionate interment services and education relative to its historic heritage and arboretum setting.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,867,148$25,988,870▼ $878,278
Inventories for Sale or Use$2,103,003$1,997,126▼ $105,877
Land, Buildings, and Equipment, Net$1,745,031$1,884,085▲ $139,054
Accounts Receivable$1,405,730$1,798,941▲ $393,211
Cash and Non-Interest-Bearing Accounts$204,082$409,058▲ $204,976
Prepaid Expenses and Deferred Charges$33,002$25,277▼ $7,725
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$32,358,496$32,103,857▼ $254,639
Other Assets Total$500$500→ $0
Liabilities
Deferred Revenue$3,055,212$3,167,773▲ $112,561
Accounts Payable and Accrued Expenses$1,189,963$1,485,057▲ $295,094
Unsecured Notes Loans Payable$20,325$65,451▲ $45,126
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,265,500$4,718,281▲ $452,781
Net Assets / Fund Balance
Permanently Rstr Net Assets$24,985,668$24,307,457▼ $678,211
Temporarily Rstr Net Assets$2,572,456$2,578,492▲ $6,036
Unrestricted Net Assets$534,872$499,627▼ $35,245
Total Net Assets Fund Balance$28,092,996$27,385,576▼ $707,420
Total Liabilities and Net Assets / Fund Balance$32,358,496$32,103,857▼ $254,639

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$316,500$1,607,494$1,923,994
Buildings$1,074,420$605,329$1,679,749
Land$493,165-$493,165
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$29,048,333$212,702▲ $420,927$1,411,216$28,270,746
2013$27,928,639$258,834▲ $1,884,594$1,023,734$29,048,333
2012$25,053,771$792,682▲ $3,263,120$1,180,934$27,928,639
2011$24,551,382$210,973▲ $1,230,612$939,196$25,053,771
2010$24,421,429$253,082▲ $767,038$890,167$24,551,382
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katharine A GossPresident & CEOFT$137,879$32,994$170,873
Danielle C PaskowskiTreasurer & CFOPT$105,429$28,105$133,534
Marilyn M BrandtVice President & COOFT$96,918$16,585$113,503

Board Members and Trustees

NameTitle
David K Ford JrChairman
David C Fulton JrCo-Vice Chair
Henri Pell Junod JrCo-Vice Chair
Bracy E LewisTrustee
David A Osborne JrTrustee
John G WinklepleckTrustee
Joseph ShafranTrustee
Lawrence HatchTrustee
Mary R IzantTrustee
Paul Westlake JrTrustee
Peter W AdamsTrustee
Thomas C BoltonTrustee
William G BatchellerVP Finance
Edmund W SearbyVP Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$906,414
Program Service Revenue
$5,439,540
Investment Income
$965,813
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-126,638

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,257,262
Revenue Not Reported on Financial Statements
$54,505
Revenue Not Reported on Form 990
$-480,581
Other Revenue Adjustments
$-9,799
Total Revenue per Audited Statements
$6,776,681
Total Revenue per Form 990
$7,311,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,734,035
Other Expenses$3,704,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,166,818
Occupancy---$914,617
Payroll Taxes---$426,221
Other Employee Benefits---$408,305
Pension Plan Contributions---$372,465
Current Officers, Directors, Trustees, and Key Employees---$360,226
Depreciation Depletion---$202,127
Office Expenses---$200,296
Advertising---$130,577
Other Expenses---$85,165
Insurance---$67,412
Fees for Service Investment Mgmnt Fees---$64,304
Fees for Services Other---$53,461
Information Technology---$31,619
Fees for Services Accounting---$25,800
Fees for Services Legal---$24,000
Travel---$19,226
Conferences and Meetings---$14,784
Interest---$2,436
Total Functional Expenses$0$0$0$7,438,405

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,484,101
Total Expenses per Form 990$7,438,405
Expenses per Audited Statements$7,374,101
Expenses Not Reported on Form 990$110,000
Expenses Not Reported on Financial Statements$64,304
Other Expense Adjustments$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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The governing documents call for 10 to 30 members who hold office until death, resignation, removal, or age 75. At age 75, a member may become a member Emeritus. Members may be removed by a 2/3 vote of all members. A quorum consists of 1/3 of all members in office. The annual meeting of members shall be held in December each year.”

Form 990, Part VI, Section A, Line 7A

“Members meet annually to elect one or more trustees to the governing board.”

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

“A draft of the Form 990 will be reviewed by the President, CEO and Finance Committee and then e-mailed to all members of the governing board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The governing documents specify that each member, trustee and officer shall submit an annual statement to the Board of Trustees disclosing any financial interest such person may have with respect to any proposed or ongoing Lake View transaction or arrangement. In addition, if any such person becomes aware of a potential conflict of interest, he or she shall promptly notify the chairman of the board of trustees and/or the Chief Executive Officer.”

Form 990, Part VI, Section B, Line 15

“Compensation for the President/CEO is established by the Executive Committee of the Association, using comparability data as available. Compensation actions taken annually are approved in writing by the Chairman.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are made available to the public upon request. No such requests were received during fiscal 2015.”

Form 990, Part VII, Section A, Line 1A

“Reportable compensation period: all compensation reported is based on calendar 2014 W-2 information, the year end which falls within the Association's fiscal year of November 1, 2014 to October 31, 2015. Relationship with Lake View Cemetery Foundation: The President/CEO and Treasurer/CFO each work full time. This time is split between the Lake View Cemetery Association and the Lake View Cemetery Foundation. All compensation and benefits are paid and reported by the Association. No additional compensation is paid by the Foundation.”

Filing and Contact Details

Filer

Filer Name
Lake View Cemetery Association
EIN
34-0348270
Phone
2164212665
Address
12316 Euclid Avenue, Cleveland, OH 44106

Signing Officer

Name
Danielle Paskowski
Title
Chief Financial Officer
Phone
2164212665
Signed
2016-06-30

Organization Details

Principal Officer
Danielle Paskowski
Formed
1925
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
62
Volunteers
14
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment income earned in pre-need trust is added to deferred revenue liability. See Schedule D, Part XI.”

Financial Statement Notes

Schedule D, Part V, Line 4

“All endowment funds are intended for the perpetual care of the cemetery or components thereof. The total endowment consists of several separate funds with varying restrictions, purposes and distribution policies.”

Schedule D, Part X, Line 2

“The provisions of "Accounting for Uncertainty in Income Taxes" prescribe a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return. For any benefits to be recognized, a tax position must be more-likely-than-not to be sustained upon examination by taxing authorities. The amount recognized is measured as the amount of benefit that is greater than 50% likely of being realized upon ultimate settlement. The Association recognizes interest and penalties accrued, if any, related to unrecognized tax uncertainties in income tax expense. The Association determined that there are no material uncertain tax positions.”

Schedule D, Part XI, Line 2D

“Interfund interest eliminated”

Schedule D, Part XI, Line 4B

“Change in pre need trust added to liability”

Schedule D, Part XII, Line 2D

“Interfund interest eliminated”

Raw XML AppendixShowing 400 of 708 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/PersonNm0Peter W Adams
IRS990/Form990PartVIISectionAGrp/PersonNm1Thomas C Bolton
IRS990/Form990PartVIISectionAGrp/PersonNm2David K Ford Jr
IRS990/Form990PartVIISectionAGrp/PersonNm3David C Fulton Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4Mary R Izant
IRS990/Form990PartVIISectionAGrp/PersonNm5Henri Pell Junod Jr
IRS990/Form990PartVIISectionAGrp/PersonNm6Bracy E Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm7David A Osborne Jr
IRS990/Form990PartVIISectionAGrp/PersonNm8Edmund W Searby
IRS990/Form990PartVIISectionAGrp/PersonNm9Joseph Shafran
IRS990/Form990PartVIISectionAGrp/PersonNm10Paul Westlake Jr
IRS990/Form990PartVIISectionAGrp/PersonNm11John G Winklepleck
IRS990/Form990PartVIISectionAGrp/PersonNm12Lawrence Hatch
IRS990/Form990PartVIISectionAGrp/PersonNm13William G Batcheller
IRS990/Form990PartVIISectionAGrp/PersonNm14Katharine A Goss
IRS990/Form990PartVIISectionAGrp/PersonNm15Marilyn M Brandt
IRS990/Form990PartVIISectionAGrp/PersonNm16Danielle C Paskowski
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14157879
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1596918
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16105429
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Co-Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Co-Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt14President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer & CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01925
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0343304
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
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IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03550033
IRS990/GrossReceiptsAmt010518496
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt031619
IRS990/InsuranceGrp/TotalAmt067412
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt02436
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02103003
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01997126
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0622509
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0622509
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026867148
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025988870
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02212823
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01745031
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01884085
IRS990/LandBldgEquipCostOrOtherBssAmt04096908
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03206729
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide compassionate interment services and education relative to its historic heritage and arboretum setting.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt028092996
IRS990/NetAssetsOrFundBalancesEOYAmt027385576
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0343304
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0343304
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-590581
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0914617
IRS990/OfficeExpensesGrp/TotalAmt0200296
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0500
IRS990/OtherAssetsTotalGrp/EOYAmt0500
IRS990/OtherChangesInNetAssetsAmt09799
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0408305
IRS990/OtherExpensesGrp/Desc0Cost of sales
IRS990/OtherExpensesGrp/Desc1Pre need trust cost
IRS990/OtherExpensesGrp/Desc2Perpetual care trust cost
IRS990/OtherExpensesGrp/Desc3Bad debt expense
IRS990/OtherExpensesGrp/TotalAmt0961936
IRS990/OtherExpensesGrp/TotalAmt1703559
IRS990/OtherExpensesGrp/TotalAmt2203051
IRS990/OtherExpensesGrp/TotalAmt385165
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt02166818
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt0426221
IRS990/PensionPlanContributionsGrp/TotalAmt0372465
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt024985668
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt024307457
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033002
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025277
IRS990/PrincipalOfficerNm0Danielle Paskowski
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0812220
IRS990/ProgramServiceRevenueGrp/BusinessCd1812220
IRS990/ProgramServiceRevenueGrp/BusinessCd2812220
IRS990/ProgramServiceRevenueGrp/BusinessCd3812220
IRS990/ProgramServiceRevenueGrp/Desc0Lot sales
IRS990/ProgramServiceRevenueGrp/Desc1Burial and cemetery products
IRS990/ProgramServiceRevenueGrp/Desc2Burial and cemetery services
IRS990/ProgramServiceRevenueGrp/Desc3Misc sales
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02021848
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11425965
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21966084
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt325643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02021848
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11425965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21966084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt325643
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0773421
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0856484
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03348549
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04492908
IRS990/PYRevenuesLessExpensesAmt0-428594
IRS990/PYSalariesCompEmpBnftPaidAmt03202858
IRS990/PYTotalExpensesAmt06551407
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06122813
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-126638
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,103,857
Liabilities
$4,718,281
Net assets
$27,385,576
Revenue
$7,311,767
Expenses
$7,438,405
Net income
-$126,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.6$11.6$40.0$11.3$10.7$0.61
2023Detailed filing. Detailed filing data is available for this year.$44.7$10.8$33.9$12.2$11.0$1.19
2022Detailed filing. Detailed filing data is available for this year.$44.5$12.0$32.5$14.6$9.80$4.81
2021Detailed filing. Detailed filing data is available for this year.$51.1$12.9$38.2$11.6$9.34$2.21
2020Detailed filing. Detailed filing data is available for this year.$40.4$8.93$31.4$9.43$8.73$0.69
2019Detailed filing. Detailed filing data is available for this year.$38.7$7.68$31.0$10.0$9.37$0.66
2018Detailed filing. Detailed filing data is available for this year.$35.9$6.86$29.1$7.91$8.01$0.10
2017Detailed filing. Detailed filing data is available for this year.$36.7$6.48$30.2$8.93$8.46$0.46
2016Detailed filing. Detailed filing data is available for this year.$33.0$5.37$27.6$8.35$8.15$0.20
2015Detailed filing. Detailed filing data is available for this year.$32.1$4.72$27.4$7.31$7.44$0.13
2014Detailed filing. Detailed filing data is available for this year.$32.4$4.27$28.1$6.12$6.55$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$3.75$27.6$5.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$3.26$25.1$6.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$2.78$25.3$5.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.6$2.42$25.2$5.12
Peer Organizations

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