Civic Intelligence

Mount Olivet Cemetery Association

990 • Fiscal year 2018 • EIN 75-0853369

Jul 01, 2017 to Jun 30, 2018 • Filed on May 22, 2019

Organization ProfileWWW.LOCALLYOWNED.ORG

View Organization Page

PO Box 471457Fort Worth, TX 76147

(817) 336-0584

Siviq Scores

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

Liabilities / Assets

77th percentile

0.70x

Higher debt load relative to assets than 77% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

13.95x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$448,220

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

46th percentile

2.1%

Faster asset growth than 46% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-3.9%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$214,232,028

Up $4,434,458 (+2.1%) from 2017

Net Assets

Up

$63,484,920

Up $1,072,537 (+1.7%) from 2017

Liabilities

Up

$150,747,108

Up $3,361,921 (+2.3%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin84th percentile

Revenue

Down

$10,809,467

Down $437,677 (-3.9%) from 2017

Expenses

Down

$7,432,058

Down $205,825 (-2.7%) from 2017

Net Income

Down

$3,377,409

Down $231,852 (-6.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$300M$200M$100M$0Assets 2010: $167,263,532Liabilities 2010: $130,549,556Net Assets 2010: $36,713,9762010Assets 2011: $178,332,030Liabilities 2011: $131,529,317Net Assets 2011: $46,802,7132011Assets 2012: $180,193,451Liabilities 2012: $134,203,728Net Assets 2012: $45,989,7232012Assets 2013: $187,384,732Liabilities 2013: $136,447,906Net Assets 2013: $50,936,8262013Assets 2014: $198,172,246Liabilities 2014: $138,566,235Net Assets 2014: $59,606,0112014Assets 2015: $199,484,519Liabilities 2015: $142,028,411Net Assets 2015: $57,456,1082015Assets 2016: $200,807,324Liabilities 2016: $145,787,947Net Assets 2016: $55,019,3772016Assets 2017: $209,797,570Liabilities 2017: $147,385,187Net Assets 2017: $62,412,3832017Assets 2018: $214,232,028Liabilities 2018: $150,747,108Net Assets 2018: $63,484,9202018Assets 2019: $219,697,740Liabilities 2019: $153,018,089Net Assets 2019: $66,679,6512019Assets 2020: $179,020,090Liabilities 2020: $123,694,236Net Assets 2020: $55,325,8542020Assets 2021: $198,668,509Liabilities 2021: $125,715,427Net Assets 2021: $72,953,0822021Assets 2022: $199,510,382Liabilities 2022: $129,928,789Net Assets 2022: $69,581,5932022Assets 2023: $209,280,046Liabilities 2023: $132,059,968Net Assets 2023: $77,220,0782023Assets 2024: $221,890,056Liabilities 2024: $134,416,775Net Assets 2024: $87,473,2812024

Highlighted filing

2018

Assets$214,232,028
Liabilities$150,747,108
Net Assets$63,484,920
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,536,9862010Expenses 2011: $6,966,7392011Expenses 2012: $6,868,1942012Expenses 2013: $7,153,3042013Revenue 2014: $11,572,703Expenses 2014: $7,769,480Net Income 2014: $3,803,2232014Revenue 2015: $10,407,865Expenses 2015: $7,887,098Net Income 2015: $2,520,7672015Revenue 2016: $9,377,788Expenses 2016: $7,997,582Net Income 2016: $1,380,2062016Revenue 2017: $11,247,144Expenses 2017: $7,637,883Net Income 2017: $3,609,2612017Revenue 2018: $10,809,467Expenses 2018: $7,432,058Net Income 2018: $3,377,4092018Revenue 2019: $10,161,561Expenses 2019: $7,620,934Net Income 2019: $2,540,6272019Revenue 2020: $10,968,059Expenses 2020: $13,517,858Net Income 2020: -$2,549,7992020Revenue 2021: $14,562,842Expenses 2021: $8,040,406Net Income 2021: $6,522,4362021Revenue 2022: $15,978,595Expenses 2022: $9,304,512Net Income 2022: $6,674,0832022Revenue 2023: $14,365,055Expenses 2023: $10,285,644Net Income 2023: $4,079,4112023Revenue 2024: $12,962,566Expenses 2024: $10,637,261Net Income 2024: $2,325,3052024

Highlighted filing

2018

Revenue$10,809,467
Expenses$7,432,058
Net Income$3,377,409
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 22, 2019
Return Version
2017v2.3
Gross Receipts
$14,987,927
Mission and Program Overview

Mission

To provide cemetery and mausoleum spaces to persons in north central texas.

The organization is dedicated to honoring the memory of each life lived by providing the finest funeral home and cemetery services in tarrant county...today and for generations to come.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$13,378,249$13,615,869▲ $237,620
Investments Other Securities$12,421,714$12,421,714→ $0
Savings and Temporary Cash Investments$5,042,951$6,696,812▲ $1,653,861
Inventories for Sale or Use$6,596,787$6,542,141▼ $54,646
Land, Buildings, and Equipment, Net$4,610,284$4,522,476▼ $87,808
Cash and Non-Interest-Bearing Accounts$975,218$1,271,654▲ $296,436
Prepaid Expenses and Deferred Charges-$19,051-
Total Assets$209,797,570$214,232,028▲ $4,434,458
Other Assets Total$166,772,367$169,142,311▲ $2,369,944
Liabilities
Deferred Revenue$141,094,052$143,680,066▲ $2,586,014
Other Liabilities$3,250,604$4,176,793▲ $926,189
Accounts Payable and Accrued Expenses$1,717,693$1,741,672▲ $23,979
Mortgage Notes Payable Secured by Investment Property$1,322,838$1,148,577▼ $174,261
Total Liabilities$147,385,187$150,747,108▲ $3,361,921
Net Assets / Fund Balance
Unrestricted Net Assets$62,412,383$63,484,920▲ $1,072,537
Total Net Assets Fund Balance$62,412,383$63,484,920▲ $1,072,537
Total Liabilities and Net Assets / Fund Balance$209,797,570$214,232,028▲ $4,434,458

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,148,488$3,967,350$7,115,838
Equipment$1,112,424$4,064,341$5,176,765
Buildings$261,564$1,078,997$1,340,561
Other Assets Org$1,155,245--
Closely Held Equity Interests$12,421,714--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arlie T Davenport JrGeneral Manager & CEOFT$425,634$22,586$448,220
Ryan MorrisonManager - Direct Sales DivFT$206,489$14,347$220,836
James KennerlyPresident & COOFT$175,208$24,619$199,827
Michael F KellerTreasurer & CFOFT$152,168$15,353$167,521
Lawanda SchugartVice PresidentFT$130,914$9,927$140,841
John GoobeckVice PresidentFT-$136,590$136,590
M Elaine PiekarskiVice PresidentFT$120,236$7,818$128,054
Bill WrightDirector Cemetary OperationsFT$120,483$5,318$125,801
Joe CruzeEmployeeFT$105,333$3,160$108,493
Sterling SelbyEmployeeFT$101,244$3,268$104,512
Jon L StephensonSecretaryFT$69,011$2,070$71,081

Board Members and Trustees

NameTitle
B F Hank CarrollTrustee
Bruce M DavisTrustee
David D ParkerTrustee
Emily DavenportTrustee
James G RhodesTrustee
Joy Ann HavranTrustee
Wesley R TurnerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Michael BiggersOutside SalesC/O MOCA PO BOX 471457, Fort Worth, TX 76147$126,686
Shirley ValentinaOutside SalesC/O MOCA PO BOX 471457, Fort Worth, TX 76147$103,251
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,175,728
Investment Income
$5,701,791
Other Revenue
$1,931,948
Change in Net Assets
$3,377,409

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,809,467
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,920,581
Total Revenue per Audited Statements
$13,730,048
Total Revenue per Form 990
$10,809,467
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,095,820
Other Expenses$3,335,138
Grants and Similar Amounts Paid$1,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,111,065
Current Officers, Directors, Trustees, and Key Employees---$1,279,527
Depreciation Depletion---$287,687
Payroll Taxes---$282,105
Information Technology---$270,455
Office Expenses---$270,169
Advertising---$234,801
Other Employee Benefits---$232,365
Fees for Services Legal---$198,069
Pension Plan Contributions---$190,758
Fees for Service Investment Mgmnt Fees---$187,958
Insurance---$168,469
Interest---$94,432
Travel---$50,794
All Other Expenses---$16,019
Other Expenses---$10,171
Occupancy---$6,574
Grants to Domestic Orgs---$1,100
Total Functional Expenses$0$0$0$7,432,058

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,610,518
Expenses per Audited Statements$7,432,058
Total Expenses per Form 990$7,432,058
Expenses Not Reported on Form 990$4,178,460
Expenses Not Reported on Financial Statements$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Endowment Trusts$2,583,235
Pension Obligations$1,575,024
Customer Deposits$18,534
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed by the financial staff of mount olivet cemetery association before filing in order to ensure its accuracy and completeness. Board members receive a copy of the form 990 upon request.”

Form 990, Part VI, Section B, Line 15

“General manager - employment arrangement is based on a contract which is drafted by a committee board of director members and approved by the entire board.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public by request.”

Filing and Contact Details

Filer

Filer Name
Mount Olivet Cemetery Association
EIN
75-0853369
Phone
8173360584
Address
PO BOX 471457, FORT WORTH, TX 76147

Signing Officer

Name
Michael F Keller
Title
Controller/treasurer
Phone
8173360584
Signed
2019-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael F Keller
Formed
1952
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
7
Employees
106
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
2821 W 7TH STREET SUITE 700, FORT WORTH, TX 76107
Preparer
Ira L Nevelow
Phone
8173327905
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in other comprehensive income -1,046,993.”

Financial Statement Notes

PART X, LINE 2:

“The association is exempt from federal income taxes under section 501(c)(13) of the internal revenue code. The association's subsidiary is a taxable entity and is subject to tax (benefit) on its separately earned income (loss) before income taxes which was approximately ($85,000) and $92,000 for the years ended june 30, 2018 and 2017, respectively. The association recognizes in its consolidated financial statements the financial effect of a tax position, if that position is more likely than not to be sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the position. Tax positions taken related to the association's tax exempt status as a nonprofit organization for federal tax purposes and tax positions related to the federal and state requirements of the association's subsidiary have been reviewed, and management is of the opinion that material positions taken by the association and its subsidiary would more likely than not be sustained by examination. Accordingly, the association has not recorded an income tax liability for uncertain tax benefits.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 4,178,460.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 4,178,460.”

Raw XML AppendixShowing 400 of 627 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/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/ReportableCompFromRltdOrgAmt11126786
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/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7GENERAL MANAGER & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR CEMETARY OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15MANAGER - DIRECT SALES DIV
IRS990/Form990PartVIISectionAGrp/TitleTxt16EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01100
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt014987927
IRS990/GrossRentsGrp/RealAmt02000
IRS990/GrossSalesOfInventoryAmt05001815
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0270455
IRS990/InsuranceGrp/TotalAmt0168469
IRS990/InterestGrp/TotalAmt094432
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06596787
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06542141
IRS990/InvestmentIncomeGrp/ExclusionAmt05701791
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05701791
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012421714
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012421714
IRS990/IRPDocumentCnt028
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09110688
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04610284
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04522476
IRS990/LandBldgEquipCostOrOtherBssAmt013633164
IRS990/LegalDomicileStateCd0TX
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE CEMETERY AND MAUSOLEUM SPACES TO PERSONS IN NORTH CENTRAL TEXAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01322838
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01148577
IRS990/NetAssetsOrFundBalancesBOYAmt062412383
IRS990/NetAssetsOrFundBalancesEOYAmt063484920
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0823355
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0823355
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1257879
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt06574
IRS990/OfficeExpensesGrp/TotalAmt0270169
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0166772367
IRS990/OtherAssetsTotalGrp/EOYAmt0169142311
IRS990/OtherChangesInNetAssetsAmt0-1046993
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0232365
IRS990/OtherExpensesGrp/Desc0CONTINUING CARE
IRS990/OtherExpensesGrp/Desc1SERVICE EXP PAID TO GMC
IRS990/OtherExpensesGrp/Desc2ADVANCED PLANNING
IRS990/OtherExpensesGrp/Desc3REPAIRS
IRS990/OtherExpensesGrp/TotalAmt01016844
IRS990/OtherExpensesGrp/TotalAmt1302221
IRS990/OtherExpensesGrp/TotalAmt2220475
IRS990/OtherExpensesGrp/TotalAmt310171
IRS990/OtherLiabilitiesGrp/BOYAmt03250604
IRS990/OtherLiabilitiesGrp/EOYAmt04176793
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/Desc1INSURANCE REBATES
IRS990/OtherRevenueMiscGrp/Desc2OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0103053
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0359486
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1136246
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0359486
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1136246
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2103053
IRS990/OtherRevenueTotalAmt0598785
IRS990/OtherSalariesAndWagesGrp/TotalAmt02111065
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0282105
IRS990/PensionPlanContributionsGrp/TotalAmt0190758
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019051
IRS990/PrincipalOfficerNm0MICHAEL F KELLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ADVANCED PLANNING
IRS990/ProgramServiceRevenueGrp/Desc1INT. AND HANDLING CHGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02614124
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1561604
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02614124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1561604
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt01215
IRS990/PYInvestmentIncomeAmt04320545
IRS990/PYOtherExpensesAmt02957614
IRS990/PYOtherRevenueAmt03671473
IRS990/PYProgramServiceRevenueAmt03255126
IRS990/PYRevenuesLessExpensesAmt03609261
IRS990/PYSalariesCompEmpBnftPaidAmt04679054
IRS990/PYTotalExpensesAmt07637883
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011247144
IRS990/ReconcilationRevenueExpnssAmt03377409
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt02000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0507808
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0507808
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05042951
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06696812
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0261564
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01078997
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01340561
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt012421714
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt01112424
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04064341
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05176765
IRS990ScheduleD/ExpensesNotReportedAmt04178460
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07432058
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03148488
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03967350
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07115838
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1257879
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0159619230
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18367836
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21155245
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED TRUST ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVESTMENTS WELLS FARGO ROYALTY FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM GMCO
IRS990ScheduleD/OtherExpensesIncludedAmt04178460
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018534
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12583235
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21575024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CUSTOMER DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO ENDOWMENT TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PENSION OBLIGATIONS
IRS990ScheduleD/OtherRevenueAmt04178460
IRS990ScheduleD/RevenueNotReportedAmt02920581
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010809467
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(13) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION'S SUBSIDIARY IS A TAXABLE ENTITY AND IS SUBJECT TO TAX (BENEFIT) ON ITS SEPARATELY EARNED INCOME (LOSS) BEFORE INCOME TAXES WHICH WAS APPROXIMATELY ($85,000) AND $92,000 FOR THE YEARS ENDED JUNE 30, 2018 AND 2017, RESPECTIVELY. THE ASSOCIATION RECOGNIZES IN ITS CONSOLIDATED FINANCIAL STATEMENTS THE FINANCIAL EFFECT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO THE ASSOCIATION'S TAX EXEMPT STATUS AS A NONPROFIT ORGANIZATION FOR FEDERAL TAX PURPOSES AND TAX POSITIONS RELATED TO THE FEDERAL AND STATE REQUIREMENTS OF THE ASSOCIATION'S SUBSIDIARY HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE ASSOCIATION AND ITS SUBSIDIARY WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE ASSOCIATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD 4,178,460.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 4,178,460.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04522476
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0169142311
IRS990ScheduleD/TotalBookValueSecuritiesAmt012421714
IRS990ScheduleD/TotalExpensesPerForm990Amt07432058
IRS990ScheduleD/TotalLiabilityAmt04176793
IRS990ScheduleD/TotalRevenuePerForm990Amt010809467
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013730048
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011610518
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0425634

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$214,232,028
Liabilities
$150,747,108
Net assets
$63,484,920
Revenue
$10,809,467
Expenses
$7,432,058
Net income
$3,377,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$222$134$87.5$13.0$10.6$2.33
2023Detailed filing. Detailed filing data is available for this year.$209$132$77.2$14.4$10.3$4.08
2022Detailed filing. Detailed filing data is available for this year.$200$130$69.6$16.0$9.30$6.67
2021Detailed filing. Detailed filing data is available for this year.$199$126$73.0$14.6$8.04$6.52
2020Detailed filing. Detailed filing data is available for this year.$179$124$55.3$11.0$13.5$2.55
2019Detailed filing. Detailed filing data is available for this year.$220$153$66.7$10.2$7.62$2.54
2018Detailed filing. Detailed filing data is available for this year.$214$151$63.5$10.8$7.43$3.38
2017Detailed filing. Detailed filing data is available for this year.$210$147$62.4$11.2$7.64$3.61
2016Detailed filing. Detailed filing data is available for this year.$201$146$55.0$9.38$8.00$1.38
2015Detailed filing. Detailed filing data is available for this year.$199$142$57.5$10.4$7.89$2.52
2014Detailed filing. Detailed filing data is available for this year.$198$139$59.6$11.6$7.77$3.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$187$136$50.9$7.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$180$134$46.0$6.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$178$132$46.8$6.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$167$131$36.7$6.54