Civic Intelligence

San Gabriel Cemetery Association

EIN 84-2171443 • 501(c)13 • San Gabriel, CA

Profile

To hold and manage the investment assets of the san gabriel cemetery endowment fund in accordance with rules of the california department of consumer affairs, which regulates cemetery operations.

601 W Roses RdSan Gabriel, CA 91775

www.sangabrielcemetery.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.02x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.33x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)13 • $5M-$10M nonprofits • Source year 2024

Asset Growth

16th percentile

1.5%

Faster asset growth than 16% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-40%

Faster revenue growth than 5% of similar nonprofits.

501(c)13 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$7,490,526

Up $113,758 (+1.5%) from 2023

Liabilities

Down

$142,544

Down $217,340 (-60%) from 2023

Net Assets

Up

$7,347,982

Up $331,098 (+4.7%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin97th percentile

Revenue

Down

$433,626

Down $292,810 (-40%) from 2023

Expenses

Up

$40,713

Up $1,900 (+4.9%) from 2023

Net Income

Down

$392,913

Down $294,710 (-43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $6,225,769Liabilities 2019: $7,772Net Assets 2019: $6,217,9972019Assets 2020: $6,552,541Liabilities 2020: $9,325Net Assets 2020: $6,543,2162020Assets 2021: $7,373,622Liabilities 2021: $7,984Net Assets 2021: $7,365,6382021Assets 2022: $6,830,309Liabilities 2022: $355,556Net Assets 2022: $6,474,7532022Assets 2023: $7,376,768Liabilities 2023: $359,884Net Assets 2023: $7,016,8842023Assets 2024: $7,490,526Liabilities 2024: $142,544Net Assets 2024: $7,347,9822024

Highlighted filing

2024

Assets$7,490,526
Liabilities$142,544
Net Assets$7,347,982
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Revenue 2019: $925,305Expenses 2019: $58,653Net Income 2019: $866,6522019Revenue 2020: $620,572Expenses 2020: $54,553Net Income 2020: $566,0192020Revenue 2021: $687,309Expenses 2021: $49,569Net Income 2021: $637,7402021Revenue 2022: $377,312Expenses 2022: $55,307Net Income 2022: $322,0052022Revenue 2023: $726,436Expenses 2023: $38,813Net Income 2023: $687,6232023Revenue 2024: $433,626Expenses 2024: $40,713Net Income 2024: $392,9132024

Highlighted filing

2024

Revenue$433,626
Expenses$40,713
Net Income$392,913
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,490,526
Liabilities
$142,544
Net assets
$7,347,982
Revenue
$433,626
Expenses
$40,713
Net income
$392,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.49$0.14$7.35$0.43$0.04$0.39
2023Detailed filing. Detailed filing data is available for this year.$7.38$0.36$7.02$0.73$0.04$0.69
2022Detailed filing. Detailed filing data is available for this year.$6.83$0.36$6.47$0.38$0.06$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.37$0.01$7.37$0.69$0.05$0.64
2020Detailed filing. Detailed filing data is available for this year.$6.55$0.01$6.54$0.62$0.05$0.57
2019Detailed filing. Detailed filing data is available for this year.$6.23$0.01$6.22$0.93$0.06$0.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$2,086,047
Mission and Program Overview

Mission

To hold and manage the investment assets of the san gabriel cemetery endowment fund in accordance with rules of the california department of consumer affairs, which regulates cemetery operations.

The trust was created to hold and manage the investment assets of the san gabriel cemetery endowment fund in accordance with rules of the california department of consumer affairs, which regulates cemetery operations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,914,398$4,186,233▲ $271,835
Land, Buildings, and Equipment, Net$1,401,382$1,435,674▲ $34,292
Cash and Non-Interest-Bearing Accounts$399,255$21,259▼ $377,996
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,376,768$7,490,526▲ $113,758
Other Assets Total$1,661,733$1,847,360▲ $185,627
Liabilities
Other Liabilities$351,769$133,724▼ $218,045
Accounts Payable and Accrued Expenses$8,115$8,820▲ $705
Total Liabilities$359,884$142,544▼ $217,340
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,016,884$7,347,982▲ $331,098
Total Net Assets Fund Balance$7,016,884$7,347,982▲ $331,098
Total Liabilities and Net Assets / Fund Balance$7,376,768$7,490,526▲ $113,758

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,435,674--
Other Assets Org$11,140--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$7,016,884$103,754▲ $698,661$430,604$7,347,982
2023$6,474,752$68,267▲ $899,502$386,824$7,016,884
2022$7,365,638$73,544▼ $580,993$328,130$6,474,752
2021$6,543,218$61,340▲ $1,104,370$293,720$7,365,638
2020$6,217,997$57,477▲ $717,675$395,380$6,543,218
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Henry WilliamsonTrustee
John BabcockTrustee
John ClaytonTrustee
Mike FeminoTrustee
William JamesonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$433,626
Other Revenue
$0
Change in Net Assets
$392,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,713
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$26,858--$26,858
Other Expenses$13,855--$13,855
Total Functional Expenses$40,713$0$0$40,713
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Sg Cemetery - Valley Home Cip$87,794
Accrued Distributions$45,930
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
No
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

“Form 990 reviewed by cemetery manager and trustees prior to filing”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
San Gabriel Cemetery Association
EIN
84-2171443
Phone
6262822764
Address
601 W ROSES RD, SAN GABRIEL, CA 91775

Signing Officer

Name
John Babcock
Title
President & CEO
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Harvey & Parmelee LLP
Address
13215 Penn St Suite 101, Whittier, CA 90602
Preparer
Sarah R Pierce
Phone
5626989891
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Trust distributions to cemetery operating company = -$430604”

Form 990, Part XI, Line 9

“Trust principal - contributions = $103754”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowment trust funds held under the requirements of the california department of consumer affairs to maintain the san gabriel cemetery.”

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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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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt055307
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07365638
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt073544
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06474752
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-580993
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0328130
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt049570
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06543218
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt061340
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07365638
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01104370
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0293720
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt054551
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06217997
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt057477
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06543218
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0717675
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0395380
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt015900
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt111140
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST AND DIVIDENDS RECEIVABL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM SAN GABRIEL CEMETERY ASSOC
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01435674
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt01435674
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt045930
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt187794
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED DISTRIBUTIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYABLE TO SG CEMETERY - VALLEY HOME CIP
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT TRUST FUNDS HELD UNDER THE REQUIREMENTS OF THE CALIFORNIA DEPARTMENT OF CONSUMER AFFAIRS TO MAINTAIN THE SAN GABRIEL CEMETERY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01435674
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01847360
IRS990ScheduleD/TotalLiabilityAmt0133724
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEWED BY CEMETERY MANAGER AND TRUSTEES PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUST DISTRIBUTIONS TO CEMETERY OPERATING COMPANY = -$430604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUST PRINCIPAL - CONTRIBUTIONS = $103754
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07376768
IRS990/TotalAssetsEOYAmt07490526
IRS990/TotalAssetsGrp/BOYAmt07376768
IRS990/TotalAssetsGrp/EOYAmt07490526
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040713
IRS990/TotalFunctionalExpensesGrp/TotalAmt040713
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0359884
IRS990/TotalLiabilitiesEOYAmt0142544
IRS990/TotalLiabilitiesGrp/BOYAmt0359884
IRS990/TotalLiabilitiesGrp/EOYAmt0142544
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07016884
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07347982
IRS990/TotalProgramServiceExpensesAmt040713
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0158443
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0275183
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0433626
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07376768
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07490526
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0601 W ROSES RD
IRS990/USAddress/CityNm0SAN GABRIEL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091775
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SANGABRIELCEMETERY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BABCOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN GABRIEL CEMETERY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT CARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SANG
ReturnHeader/Filer/EIN0842171443
ReturnHeader/Filer/PhoneNum06262822764
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 W ROSES RD
ReturnHeader/Filer/USAddress/CityNm0SAN GABRIEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091775
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952031505
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harvey & Parmelee LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013215 Penn St Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090602
ReturnHeader/PreparerPersonGrp/PhoneNum05626989891
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah R Pierce
ReturnHeader/ReturnTs02025-11-17T10:10:35-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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