Civic Intelligence

Lake View Cemetery Association

990 • Fiscal year 2017 • EIN 34-0348270

Nov 01, 2016 to Oct 31, 2017 • Filed on Sep 12, 2018

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

47th percentile

0.18x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.73x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

53rd percentile

5.2%

Higher net margin than 53% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$181,804

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

6.9%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$36,709,686

Up $3,740,693 (+11%) from 2016

Net Assets

Up

$30,226,466

Up $2,627,070 (+9.5%) from 2016

Liabilities

Up

$6,483,220

Up $1,113,623 (+21%) from 2016

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin53rd percentile

Revenue

Up

$8,927,831

Up $578,911 (+6.9%) from 2016

Expenses

Up

$8,464,324

Up $314,454 (+3.9%) from 2016

Net Income

Up

$463,507

Up $264,457 (+133%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2017

Assets$36,709,686
Liabilities$6,483,220
Net Assets$30,226,466
Open 2017 Filing

Operations Trend

Revenue Growth55th 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

2017

Revenue$8,927,831
Expenses$8,464,324
Net Income$463,507
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Sep 12, 2018
Return Version
2016v3.0
Gross Receipts
$10,557,107
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$26,019,412$29,485,856▲ $3,466,444
Accounts Receivable$2,337,835$2,977,834▲ $639,999
Land, Buildings, and Equipment, Net$1,955,139$2,095,390▲ $140,251
Inventories for Sale or Use$1,896,571$1,930,822▲ $34,251
Cash and Non-Interest-Bearing Accounts$705,094$192,464▼ $512,630
Prepaid Expenses and Deferred Charges$54,442$26,820▼ $27,622
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$32,968,993$36,709,686▲ $3,740,693
Other Assets Total$500$500→ $0
Liabilities
Deferred Revenue$3,562,170$4,294,627▲ $732,457
Accounts Payable and Accrued Expenses$1,757,294$2,061,845▲ $304,551
Unsecured Notes Loans Payable$50,133$126,748▲ $76,615
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$5,369,597$6,483,220▲ $1,113,623
Net Assets / Fund Balance
Permanently Rstr Net Assets$24,012,404$26,146,592▲ $2,134,188
Temporarily Rstr Net Assets$2,593,760$2,775,085▲ $181,325
Unrestricted Net Assets$993,232$1,304,789▲ $311,557
Total Net Assets Fund Balance$27,599,396$30,226,466▲ $2,627,070
Total Liabilities and Net Assets / Fund Balance$32,968,993$36,709,686▲ $3,740,693

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,333,370$766,098$2,099,468
Equipment$268,855$1,595,571$1,864,426
Land$493,165-$493,165
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$27,935,307$260,812▲ $4,000,575$1,713,019$30,483,675
2015$28,270,746$316,408▲ $837,026$1,488,873$27,935,307
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
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katharine A GossPresident & CEOFT$169,263$12,541$181,804
Russell SmithSales advisorFT$145,120$180,353$180,353
Scott BaranSales ManagerFT$88,500$71,970$160,470
David StefancinSales advisorFT$150,481$157,911$157,911
Danielle C PaskowskiTreasurer & CFOPT$110,230$31,768$141,998
Marilyn M BrandtVice President & COOFT$103,650$16,167$119,817

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
Joseph ShafranTrustee
Lawrence HatchTrustee
Paul Westlake JrTrustee
Peter W AdamsTrustee
Thomas C BoltonTrustee
Mary R IzantVP - Secretary
William G BatchellerVP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$1,063,976
Program Service Revenue
$6,520,490
Investment Income
$1,343,365
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$463,507

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,406,187
Revenue Not Reported on Financial Statements
$521,644
Revenue Not Reported on Form 990
$2,728,709
Other Revenue Adjustments
$455,146
Total Revenue per Audited Statements
$11,134,896
Total Revenue per Form 990
$8,927,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,296,548
Other Expenses$4,167,776
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,537,435
Occupancy---$985,824
Payroll Taxes---$473,478
Other Employee Benefits---$463,629
Pension Plan Contributions---$438,863
Current Officers, Directors, Trustees, and Key Employees---$383,143
Advertising---$206,622
Depreciation Depletion---$203,354
Office Expenses---$188,020
Insurance---$74,154
Other Expenses---$70,886
Fees for Service Investment Mgmnt Fees---$66,498
Fees for Services Other---$53,865
Information Technology---$33,356
Fees for Services Legal---$33,302
Fees for Services Accounting---$25,750
Travel---$21,232
Conferences and Meetings---$19,915
Interest---$5,042
Total Functional Expenses$0$0$0$8,464,324

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,507,826
Total Expenses per Form 990$8,464,324
Expenses per Audited Statements$8,397,826
Expenses Not Reported on Form 990$110,000
Expenses Not Reported on Financial Statements$66,498
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
Yes
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 4

“Amended and Restated Code of Regulations was adopted at the December, 2016 annual meeting, effective for fiscal year ended October 31, 2017.”

Form 990, Part VI, Section A, Line 6

“The class of "members" was eliminated with the restatement of the organizational by-laws. The only member of the Association who was not a member of the Board of Directors was added to the Board of Directors.”

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 director and officer shall submit an annual statement to the Board of Directors 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 directors and/or the Chief Executive Officer.”

Form 990, Part VI, Section B, Line 15

“The process to determine compensation for top management 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. Compensation of other employees is reviewed and approved during the budget process.”

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 2017.”

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

“Reportable compensation period: all compensation reported is based on calendar 2016 W-2 information, the year end which falls within the Association's fiscal year of November 1, 2016 to October 31, 2017. 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
2018-09-12

Organization Details

Principal Officer
Katharine Goss
Formed
1925
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
69
Volunteers
11
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. Taxing authorities (federal, state and local) can examine prior tax periods for varying amounts of time, generally 3 - 5 years. Although no examinations are currently occurring, the Association is currently open to examination by taxing authorities for the past 3 - 4 years.”

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”

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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/OtherCompensationAmt177430
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/PersonNm8Joseph Shafran
IRS990/Form990PartVIISectionAGrp/PersonNm9Paul Westlake Jr
IRS990/Form990PartVIISectionAGrp/PersonNm10Lawrence Hatch
IRS990/Form990PartVIISectionAGrp/PersonNm11William G Batcheller
IRS990/Form990PartVIISectionAGrp/PersonNm12Katharine A Goss
IRS990/Form990PartVIISectionAGrp/PersonNm13Marilyn M Brandt
IRS990/Form990PartVIISectionAGrp/PersonNm14Danielle C Paskowski
IRS990/Form990PartVIISectionAGrp/PersonNm15Scott Baran
IRS990/Form990PartVIISectionAGrp/PersonNm16Russell Smith
IRS990/Form990PartVIISectionAGrp/PersonNm17David Stefancin
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/ReportableCompFromOrgAmt12169263
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13103650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14110230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15144988
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16145120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17150481
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Co-Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP - Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Co-Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt12President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15Sales Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt16Sales advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt17Sales advisor
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01925
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt05000
IRS990/GainOrLossGrp/SecuritiesAmt0818956
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02448232
IRS990/GrossReceiptsAmt010557107
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt033356
IRS990/InsuranceGrp/TotalAmt074154
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt05042
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01896571
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01930822
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0519409
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0519409
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026019412
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029485856
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02361669
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01955139
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02095390
IRS990/LandBldgEquipCostOrOtherBssAmt04457059
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01629276
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
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/NetAssetsOrFundBalancesBOYAmt027599396
IRS990/NetAssetsOrFundBalancesEOYAmt030226466
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0823956
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0823956
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02618709
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0985824
IRS990/OfficeExpensesGrp/TotalAmt0188020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0500
IRS990/OtherAssetsTotalGrp/EOYAmt0500
IRS990/OtherChangesInNetAssetsAmt0-455146
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0463629
IRS990/OtherExpensesGrp/Desc0Cost of sales
IRS990/OtherExpensesGrp/Desc1Perpetual care trust cost
IRS990/OtherExpensesGrp/Desc2Pre-need trust cost
IRS990/OtherExpensesGrp/Desc3Bad debt expense
IRS990/OtherExpensesGrp/TotalAmt0968133
IRS990/OtherExpensesGrp/TotalAmt1249490
IRS990/OtherExpensesGrp/TotalAmt2962333
IRS990/OtherExpensesGrp/TotalAmt370886
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt02537435
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt0473478
IRS990/PensionPlanContributionsGrp/TotalAmt0438863
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt024012404
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt026146592
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt054442
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026820
IRS990/PrincipalOfficerNm0Katharine Goss
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/Desc3Miscellaneous sales
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02488482
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11813070
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22211019
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37919
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02488482
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11813070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22211019
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37919
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0935974
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0712132
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04045518
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06700814
IRS990/PYRevenuesLessExpensesAmt0199050
IRS990/PYSalariesCompEmpBnftPaidAmt04104352
IRS990/PYTotalExpensesAmt08149870
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08348920
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,709,686
Liabilities
$6,483,220
Net assets
$30,226,466
Revenue
$8,927,831
Expenses
$8,464,324
Net income
$463,507
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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