Civic Intelligence

Lake View Cemetery Association

990 • Fiscal year 2018 • EIN 34-0348270

Nov 01, 2017 to Oct 31, 2018 • Filed on Sep 16, 2019

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

49th percentile

0.19x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.87x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

27th percentile

-1.2%

Higher net margin than 27% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$203,790

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

28th percentile

-2.1%

Faster asset growth than 28% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-11%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$35,924,350

Down $785,336 (-2.1%) from 2017

Net Assets

Down

$29,065,328

Down $1,161,138 (-3.8%) from 2017

Liabilities

Up

$6,859,022

Up $375,802 (+5.8%) from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin27th percentile

Revenue

Down

$7,910,232

Down $1,017,599 (-11%) from 2017

Expenses

Down

$8,007,129

Down $457,195 (-5.4%) from 2017

Net Income

Down

-$96,897

Down $560,404 (-121%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2018

Assets$35,924,350
Liabilities$6,859,022
Net Assets$29,065,328
Open 2018 Filing

Operations Trend

Revenue Growth16th 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

2018

Revenue$7,910,232
Expenses$8,007,129
Net Income-$96,897
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Sep 16, 2019
Return Version
2017v2.0
Gross Receipts
$10,161,193
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$29,485,856$28,595,462▼ $890,394
Accounts Receivable$2,977,834$2,684,951▼ $292,883
Land, Buildings, and Equipment, Net$2,095,390$2,227,804▲ $132,414
Inventories for Sale or Use$1,930,822$1,863,217▼ $67,605
Cash and Non-Interest-Bearing Accounts$192,464$518,168▲ $325,704
Prepaid Expenses and Deferred Charges$26,820$34,248▲ $7,428
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$36,709,686$35,924,350▼ $785,336
Other Assets Total$500$500→ $0
Liabilities
Deferred Revenue$4,294,627$4,538,580▲ $243,953
Accounts Payable and Accrued Expenses$2,061,845$2,122,685▲ $60,840
Unsecured Notes Loans Payable$126,748$197,757▲ $71,009
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$6,483,220$6,859,022▲ $375,802
Net Assets / Fund Balance
Permanently Rstr Net Assets$26,146,592$25,292,933▼ $853,659
Temporarily Rstr Net Assets$2,775,085$2,763,222▼ $11,863
Unrestricted Net Assets$1,304,789$1,009,173▼ $295,616
Total Net Assets Fund Balance$30,226,466$29,065,328▼ $1,161,138
Total Liabilities and Net Assets / Fund Balance$36,709,686$35,924,350▼ $785,336

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,439,919$825,007$2,264,926
Equipment$294,720$1,606,931$1,901,651
Land$493,165-$493,165
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$30,483,675$240,166▲ $38,410$1,307,133$29,455,118
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
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Russell SmithSales advisorFT$5,200$198,590$203,790
Katharine A GossPresident & CEOFT$176,449$17,813$194,262
David StefancinSales advisorFT$5,200$173,604$178,804
Scott BaranSales ManagerFT$88,500$71,031$159,531
Danielle C PaskowskiTreasurer & CFOPT$115,104$27,066$142,170
Karen DrakeSales advisorFT$113,822$15,029$128,851
Marilyn M BrandtVice President & COOFT$107,394$15,066$122,460

Board Members and Trustees

NameTitle
David K Ford JrChairman
David C Fulton JrCo-Vice Chair
Henri Pell Junod JrCo-Vice Chair
Bracy E LewisTrustee
Chandler H EverettTrustee
David A Osborne JrTrustee
Fred WatkinsTrustee
Joseph ShafranTrustee
Lawrence HatchTrustee
Peter W AdamsTrustee
Thomas C BoltonTrustee
Mary R IzantVP - Secretary
William G BatchellerVP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$1,147,921
Program Service Revenue
$5,604,514
Investment Income
$1,157,797
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-96,897

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,850,795
Revenue Not Reported on Financial Statements
$59,437
Revenue Not Reported on Form 990
$-959,217
Other Revenue Adjustments
$-4,976
Total Revenue per Audited Statements
$6,891,578
Total Revenue per Form 990
$7,910,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,258,343
Other Expenses$3,748,786
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,460,059
Occupancy---$1,018,093
Other Employee Benefits---$496,239
Payroll Taxes---$468,015
Pension Plan Contributions---$442,916
Current Officers, Directors, Trustees, and Key Employees---$391,114
Depreciation Depletion---$225,525
Advertising---$187,851
Office Expenses---$178,413
Insurance---$83,400
Fees for Service Investment Mgmnt Fees---$64,413
Fees for Services Other---$59,824
Other Expenses---$49,079
Information Technology---$34,653
Fees for Services Legal---$29,364
Fees for Services Accounting---$25,750
Travel---$21,413
Conferences and Meetings---$17,669
Interest---$9,029
Total Functional Expenses$0$0$0$8,007,129

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,052,716
Total Expenses per Form 990$8,007,129
Expenses per Audited Statements$7,942,716
Expenses Not Reported on Form 990$110,000
Expenses Not Reported on Financial Statements$64,413
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 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 2018.”

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

“Reportable compensation period: all compensation reported is based on calendar 2017 W-2 information, the year end which falls within the Association's fiscal year of November 1, 2017 to October 31, 2018. 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
2019-09-16

Organization Details

Principal Officer
Katharine Goss
Formed
1925
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
69
Volunteers
12
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/OtherCompensationAmt1415066
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1527066
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1615447
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1715029
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1834525
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt197877
IRS990/Form990PartVIISectionAGrp/PersonNm0Peter W Adams
IRS990/Form990PartVIISectionAGrp/PersonNm1Thomas C Bolton
IRS990/Form990PartVIISectionAGrp/PersonNm2Chandler H Everett
IRS990/Form990PartVIISectionAGrp/PersonNm3David K Ford Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4David C Fulton Jr
IRS990/Form990PartVIISectionAGrp/PersonNm5Lawrence Hatch
IRS990/Form990PartVIISectionAGrp/PersonNm6Mary R Izant
IRS990/Form990PartVIISectionAGrp/PersonNm7Henri Pell Junod Jr
IRS990/Form990PartVIISectionAGrp/PersonNm8Bracy E Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm9David A Osborne Jr
IRS990/Form990PartVIISectionAGrp/PersonNm10Joseph Shafran
IRS990/Form990PartVIISectionAGrp/PersonNm11Fred Watkins
IRS990/Form990PartVIISectionAGrp/PersonNm12William G Batcheller
IRS990/Form990PartVIISectionAGrp/PersonNm13Katharine A Goss
IRS990/Form990PartVIISectionAGrp/PersonNm14Marilyn M Brandt
IRS990/Form990PartVIISectionAGrp/PersonNm15Danielle C Paskowski
IRS990/Form990PartVIISectionAGrp/PersonNm16Scott Baran
IRS990/Form990PartVIISectionAGrp/PersonNm17Karen Drake
IRS990/Form990PartVIISectionAGrp/PersonNm18Russell Smith
IRS990/Form990PartVIISectionAGrp/PersonNm19David 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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13176449
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14107394
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15115104
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16144084
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17113822
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18169265
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19170927
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Co-Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP - Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Co-Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt13President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16Sales Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt17Sales advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt18Sales advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt19Sales advisor
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01925
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt01763
IRS990/GainOrLossGrp/SecuritiesAmt0547278
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02798002
IRS990/GrossReceiptsAmt010161193
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt034653
IRS990/InsuranceGrp/TotalAmt083400
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt09029
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01930822
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01863217
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0608756
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0608756
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029485856
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028595462
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02431938
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02095390
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02227804
IRS990/LandBldgEquipCostOrOtherBssAmt04659742
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0237
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02250724
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/NetAssetsOrFundBalancesBOYAmt030226466
IRS990/NetAssetsOrFundBalancesEOYAmt029065328
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0549041
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0549041
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1064241
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01018093
IRS990/OfficeExpensesGrp/TotalAmt0178413
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0500
IRS990/OtherAssetsTotalGrp/EOYAmt0500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0496239
IRS990/OtherExpensesGrp/Desc0Cost of sales
IRS990/OtherExpensesGrp/Desc1Perpetual care trust cost
IRS990/OtherExpensesGrp/Desc2Pre-need trust cost
IRS990/OtherExpensesGrp/Desc3Bad debt expense
IRS990/OtherExpensesGrp/TotalAmt0890389
IRS990/OtherExpensesGrp/TotalAmt1207940
IRS990/OtherExpensesGrp/TotalAmt2645981
IRS990/OtherExpensesGrp/TotalAmt349079
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt02460059
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt0468015
IRS990/PensionPlanContributionsGrp/TotalAmt0442916
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt026146592
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt025292933
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026820
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034248
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/RelatedOrExemptFuncIncomeAmt02053293
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11444748
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22096717
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39756
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02053293
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11444748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22096717
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39756
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProhibitedTaxShelterTransInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,924,350
Liabilities
$6,859,022
Net assets
$29,065,328
Revenue
$7,910,232
Expenses
$8,007,129
Net income
-$96,897
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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