Civic Intelligence

Olema Cemetery Association

990 • Fiscal year 2023 • EIN 68-0184036

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

15000 Sir Francis Drake BoulevardInverness, CA 94937

(415) 669-1473

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Net Margin

85th percentile

65%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)13 • <$500k nonprofits • Source year 2023

Asset Growth

88th percentile

13%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)13 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-18%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)13 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$254,226

Up $30,064 (+13%) from 2022

Net Assets

Up

$254,226

Up $30,064 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$46,096

Down $10,311 (-18%) from 2022

Expenses

Down

$16,032

Down $36,015 (-69%) from 2022

Net Income

Up

$30,064

Up $25,704 (+590%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $119,902Liabilities 2011: $02011Assets 2012: $117,989Liabilities 2012: $02012Assets 2013: $105,555Liabilities 2013: $02013Assets 2014: $117,771Liabilities 2014: $0Net Assets 2014: $117,7712014Assets 2015: $140,713Liabilities 2015: $0Net Assets 2015: $140,7132015Assets 2016: $152,426Liabilities 2016: $0Net Assets 2016: $152,4262016Assets 2017: $169,149Liabilities 2017: $0Net Assets 2017: $169,1492017Assets 2018: $188,242Liabilities 2018: $0Net Assets 2018: $188,2422018Assets 2019: $190,719Liabilities 2019: $0Net Assets 2019: $190,7192019Assets 2020: $209,055Liabilities 2020: $0Net Assets 2020: $209,0552020Assets 2021: $219,802Liabilities 2021: $0Net Assets 2021: $219,8022021Assets 2022: $224,162Liabilities 2022: $0Net Assets 2022: $224,1622022Assets 2023: $254,226Liabilities 2023: $0Net Assets 2023: $254,2262023Assets 2024: $250,981Liabilities 2024: $0Net Assets 2024: $250,9812024

Highlighted filing

2023

Assets$254,226
Liabilities$0
Net Assets$254,226

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $8,792Expenses 2011: $25,822Net Income 2011: -$17,0302011Revenue 2012: $16,838Expenses 2012: $18,751Net Income 2012: -$1,9132012Revenue 2013: $13,269Expenses 2013: $25,703Net Income 2013: -$12,4342013Revenue 2014: $21,617Expenses 2014: $9,401Net Income 2014: $12,2162014Revenue 2015: $27,835Expenses 2015: $4,893Net Income 2015: $22,9422015Revenue 2016: $29,351Expenses 2016: $17,638Net Income 2016: $11,7132016Revenue 2017: $25,281Expenses 2017: $8,558Net Income 2017: $16,7232017Revenue 2018: $30,054Expenses 2018: $10,961Net Income 2018: $19,0932018Revenue 2019: $11,200Expenses 2019: $8,723Net Income 2019: $2,4772019Revenue 2020: $35,636Expenses 2020: $17,300Net Income 2020: $18,3362020Revenue 2021: $19,050Expenses 2021: $8,303Net Income 2021: $10,7472021Revenue 2022: $56,407Expenses 2022: $52,047Net Income 2022: $4,3602022Revenue 2023: $46,096Expenses 2023: $16,032Net Income 2023: $30,0642023Revenue 2024: $13,390Expenses 2024: $16,635Net Income 2024: -$3,2452024

Highlighted filing

2023

Revenue$46,096
Expenses$16,032
Net Income$30,064
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$46,096
Mission and Program Overview

Mission

Cemetery operating for the benefit of its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$224,162$254,226▲ $30,064
Savings and Temporary Cash Investments$102,198$152,384▲ $50,186
Cash and Non-Interest-Bearing Accounts$121,964$101,842▼ $20,122
Total Assets$224,162$254,226▲ $30,064
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$224,162$254,226▲ $30,064
Total Liabilities and Net Assets / Fund Balance$224,162$254,226▲ $30,064
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gino LucchesiPresident
Filiberto GonzalezBoard Member
Linda CaramongaBoard Member
Jackie GrossiSecretary-tr
Paul GallagherVice- Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$45,910
Investment Income
$186
Other Revenue
$0
Change in Net Assets
$30,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,609
Salaries, Compensation, and Employee Benefits$5,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$6,328--$6,328
Other Salaries and Wages$4,321--$4,321
Insurance$3,057--$3,057
Payroll Taxes$1,102--$1,102
Fees for Services Accounting$336$640-$976
Office Expenses$144--$144
Conferences and Meetings$104--$104
Total Functional Expenses$15,392$640$0$16,032
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
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

ANNUALLY BY INQUIRY

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Olema Cemetery Association
EIN
68-0184036
Phone
4156691473
Address
15000 SIR FRANCIS DRAKE BOULEVARD, INVERNESS, CA 94937

Signing Officer

Name
Jackie Grossi
Title
Secretary-treasurer
Phone
4156691473
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jackie Grossi
Formed
1991
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
2

Preparer

Firm
Robert Sewall CPA
Address
1122 GRANT AVENUE STE B, NOVATO, CA 94945
Preparer
Robert L Sewall CPA
Phone
4158970733
Raw XML Appendix256 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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.13$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.46$0.16$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.56$0.52$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.19$0.08$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.36$0.17$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.11$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.30$0.11$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.25$0.09$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.29$0.18$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.28$0.05$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.22$0.09$0.12
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$0.13$0.26$0.12
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.17$0.19$0.02
2011Summary only. Only limited summary data is available for this year.$1.20$0.00$0.09$0.26$0.17