Civic Intelligence

Mountain View Cemetery Association

990 • Fiscal year 2020 • EIN 94-0700160

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

Organization ProfileN/A

View Organization Page

5000 Piedmont AvenueOakland, CA 94611

(510) 658-2588

Siviq Scores

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

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

1.49x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$322,600

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$133,497,937

Up $15,580,478 (+13%) from 2019

Net Assets

Up

$120,188,968

Up $5,538,019 (+4.8%) from 2019

Liabilities

Up

$13,308,969

Up $10,042,459 (+307%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin81st percentile

Revenue

Down

$8,941,127

Down $1,448,396 (-14%) from 2019

Expenses

Up

$6,513,990

Up $1,008,778 (+18%) from 2019

Net Income

Down

$2,427,137

Down $2,457,174 (-50%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$200M$150M$100M$50M$0Assets 2010: $67,756,098Liabilities 2010: $833,537Net Assets 2010: $66,922,5612010Assets 2011: $68,751,031Liabilities 2011: $1,069,028Net Assets 2011: $67,682,0032011Assets 2012: $73,548,305Liabilities 2012: $1,062,219Net Assets 2012: $72,486,0862012Assets 2013: $82,454,125Liabilities 2013: $1,266,958Net Assets 2013: $81,187,1672013Assets 2014: $89,823,564Liabilities 2014: $1,689,067Net Assets 2014: $88,134,4972014Assets 2015: $89,542,772Liabilities 2015: $1,700,001Net Assets 2015: $87,842,7712015Assets 2016: $95,843,983Liabilities 2016: $1,858,694Net Assets 2016: $93,985,2892016Assets 2017: $106,956,420Liabilities 2017: $1,072,998Net Assets 2017: $105,883,4222017Assets 2018: $107,340,248Liabilities 2018: $4,303,075Net Assets 2018: $103,037,1732018Assets 2019: $117,917,459Liabilities 2019: $3,266,510Net Assets 2019: $114,650,9492019Assets 2020: $133,497,937Liabilities 2020: $13,308,969Net Assets 2020: $120,188,9682020Assets 2021: $150,729,541Liabilities 2021: $3,725,691Net Assets 2021: $147,003,8502021Assets 2022: $146,351,767Liabilities 2022: $3,440,802Net Assets 2022: $142,910,9652022Assets 2023: $166,247,352Liabilities 2023: $3,257,231Net Assets 2023: $162,990,1212023Assets 2024: $175,275,766Liabilities 2024: $2,061,711Net Assets 2024: $173,214,0552024

Highlighted filing

2020

Assets$133,497,937
Liabilities$13,308,969
Net Assets$120,188,968
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$30M$20M$10M$0Expenses 2010: $4,873,6182010Expenses 2011: $4,329,1342011Expenses 2012: $5,543,6292012Revenue 2013: $13,156,411Expenses 2013: $5,106,740Net Income 2013: $8,049,6712013Revenue 2014: $11,956,279Expenses 2014: $4,761,942Net Income 2014: $7,194,3372014Revenue 2015: $11,205,012Expenses 2015: $5,361,885Net Income 2015: $5,843,1272015Revenue 2016: $10,118,007Expenses 2016: $5,480,969Net Income 2016: $4,637,0382016Revenue 2017: $9,351,836Expenses 2017: $5,317,811Net Income 2017: $4,034,0252017Revenue 2018: $13,410,079Expenses 2018: $5,496,089Net Income 2018: $7,913,9902018Revenue 2019: $10,389,523Expenses 2019: $5,505,212Net Income 2019: $4,884,3112019Revenue 2020: $8,941,127Expenses 2020: $6,513,990Net Income 2020: $2,427,1372020Revenue 2021: $26,488,070Expenses 2021: $6,388,136Net Income 2021: $20,099,9342021Revenue 2022: $16,300,825Expenses 2022: $6,666,908Net Income 2022: $9,633,9172022Revenue 2023: $16,104,867Expenses 2023: $6,894,306Net Income 2023: $9,210,5612023Revenue 2024: $18,625,366Expenses 2024: $7,762,501Net Income 2024: $10,862,8652024

Highlighted filing

2020

Revenue$8,941,127
Expenses$6,513,990
Net Income$2,427,137
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$25,415,873
Mission and Program Overview

Mission

The organization provides burial grounds and services to the community

The organization's mission is to provide cemetery related services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$70,202,677$80,408,058▲ $10,205,381
Inventories for Sale or Use$22,602,199$25,649,430▲ $3,047,231
Land, Buildings, and Equipment, Net$11,437,671$13,443,714▲ $2,006,043
Savings and Temporary Cash Investments$9,445,536$8,608,542▼ $836,994
Cash and Non-Interest-Bearing Accounts$268,113$1,979,574▲ $1,711,461
Accounts Receivable$766,516$920,073▲ $153,557
Investments Other Securities$54,916$54,916→ $0
Prepaid Expenses and Deferred Charges$2,236$20,525▲ $18,289
Total Assets$117,917,459$133,497,937▲ $15,580,478
Other Assets Total$3,137,595$2,413,105▼ $724,490
Liabilities
Deferred Revenue$463,430$7,329,510▲ $6,866,080
Other Liabilities$1,570,018$4,260,497▲ $2,690,479
Accounts Payable and Accrued Expenses$1,233,062$1,718,962▲ $485,900
Total Liabilities$3,266,510$13,308,969▲ $10,042,459
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$114,650,949$120,188,968▲ $5,538,019
Total Net Assets Fund Balance$114,650,949$120,188,968▲ $5,538,019
Total Liabilities and Net Assets / Fund Balance$117,917,459$133,497,937▲ $15,580,478

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,585,512$5,903,844$17,489,356
Land$1,858,202-$1,858,202

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$51,150,270$291,410▲ $5,794,133$600,062$56,611,851
2019$47,855,604$287,996▲ $6,911,343$3,878,231$51,150,270
2018$51,812,878$396,085▼ $3,561,572$759,608$47,855,604
2017$45,485,354$335,543▲ $6,723,826$697,989$51,812,878
2016$43,172,097$310,488▲ $2,784,753$750,774$45,485,354
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey LindemanTrustee, CEOFT$310,342$12,258$322,600
Lynn H Chung-tranFamily Service CounselorFT$205,136$19,839$224,975
Anthony HeFamily Service CounselorFT$210,718$8,111$218,829
Candy LauFamily Service CounselorFT$182,393$509$182,902
John Christoper PeilerControllerFT$161,720$14,699$176,419
Kristy LySales ManagerFT$165,087$6,807$171,894
John LohPresident-$12,300-$12,300
Charles BatesTrustee-$9,400-$9,400
John SuttonTrustee-$9,400-$9,400
Joseph E GriffinVice President-$9,400-$9,400
Kenneth W MeyersieckVice President-$9,400-$9,400
George G HallVice President (left in 2020)-$6,400-$6,400

Highest Paid Contractors

ContractorServicesLocationCompensation
Mintz Levin Cohn Ferris Glovsky & POLegal FeesPO BOX 4539, Boston, MA 02212$286,765
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,847,953
Other Revenue
$5,093,174
Change in Net Assets
$2,427,137

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,607,577
Revenue Not Reported on Financial Statements
$333,550
Revenue Not Reported on Form 990
$7,333,151
Total Revenue per Audited Statements
$15,940,728
Total Revenue per Form 990
$8,941,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,545,236
Salaries, Compensation, and Employee Benefits$2,968,754
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,983,091
Other Employee Benefits---$606,764
Current Officers, Directors, Trustees, and Key Employees---$378,899
Other Expenses---$337,263
Fees for Service Investment Mgmnt Fees---$333,550
All Other Expenses---$333,321
Depreciation Depletion---$309,594
Office Expenses---$236,539
Fees for Services Legal---$154,326
Insurance---$144,575
Fees for Services Accounting---$138,691
Information Technology---$53,426
Advertising---$44,491
Occupancy---$44,271
Payments to Affiliates---$20,000
Fees for Services Other---$16,676
Interest---$619
Travel---$94
Total Functional Expenses$0$0$0$6,513,990

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,345,110
Total Expenses per Form 990$6,513,990
Expenses per Audited Statements$6,180,440
Expenses Not Reported on Form 990$2,164,670
Expenses Not Reported on Financial Statements$333,550
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
Pension Liability$2,470,921
Loan - City National Bank$1,000,000
Reserve for Pre-need Deposit$667,876
Olmstead Deposits$109,830
Security Deposits$11,000
Deferred Revenue$870
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 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
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 6

“The organization has members - a member is someone who owns at least 200 contiguous square feet of burial space.”

Form 990, Part VI, Section A, Line 7A

“The organization holds an annual meeting of members to vote on elections of the board of trustees.”

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

“The chief financial officer (cfo) reviews the form 990 and compares reported amounts to the audited financial statements and the trial balance. After the cfo's review, the form is passed to the chief operating officer for signature. The board of trustees do not review the form 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Board members and officers are required to annually report any possible conflict of interests.”

Form 990, Part VI, Section B, Line 15

“Salary surveys are conducted from a number of sources such as comparable employers. The surveys help determine an appropriate range of salary for the key employee. The salary is determined by the board based on the findings.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy or financial statements avaiable to the public.”

Filing and Contact Details

Filer

Filer Name
Mountain View Cemetery Association
EIN
94-0700160
Phone
5106582588
Address
5000 PIEDMONT AVENUE, OAKLAND, CA 94611

Signing Officer

Name
Jeffrey Lindeman
Title
CEO
Phone
5106582588
Signed
2021-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Lindeman
Formed
1863
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
27
Volunteers
0

Preparer

Firm
Shea Labagh Dobberstein Pc
Address
44 MONTGOMERY STREET SUITE 3200, SAN FRANCISCO, CA 94104
Preparer
Ronald K Simonian
Phone
4153974444
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 12B

“Due to covid limitations on working in the office, the consolidated audited financial statements were still in progress at the time of the preparation of this 990 for mountain view cemtery association. This question is typically answered in the affirmative, however, since the audited financial statements are not complete, tax year 2020 is answered in the negative and the statement for whether the organization included a statement regarding liabiltiy for planning for uncertain tax liability under fin 48 has been omitted.”

FORM 990, PART XI, LINE 9:

“Pension accrual funding -1,905,775. 50% meals -18,222. Prior period adjustment 21.”

Form XII, Line 2C

“There is no change in the oversight process from the prior year”

Financial Statement Notes

PART X, LINE 2:

“As a cemetery company under section 501(c)(13) of the internal revenue code, the association is exempt from federal and state income tax. However, income earned from activities unrelated to the association's exempt purpose is subject to taxation. The association is required to file form 990-t to report unrelated business taxable income. Additional information regarding income taxes is shown on note 19 of the financial statements. Under the generally accepted accounting principles, positions taken by an organization in its tax returns that might be uncertain must be disclosed. Management has considered its tax positions and believes that all of the positions taken by the association in its federal and state exempt organization and corporation tax returns are more likely than not to be sustained upon examination. The association's returns are generally subject to examination by federal and state taxing authorities for three years after they have been filed. At december 31, 2020, returns for the years ended december 31, 2019, 2018, and 2017 remained open to examination.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Affiliated entities 1,364,653. Cost of sales and services 933,640.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“50% meals 18,222. Affiliated entities 1,212,808. Cost of sales 933,640.”

Raw XML AppendixShowing 400 of 628 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01233062
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01718962
IRS990/AccountsReceivableGrp/BOYAmt0766516
IRS990/AccountsReceivableGrp/EOYAmt0920073
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S MISSION IS TO PROVIDE CEMETERY RELATED SERVICES
IRS990/AdvertisingGrp/TotalAmt044491
IRS990/AllOtherExpensesGrp/TotalAmt0333321
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05106582588
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05000 PIEDMONT AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094611
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0268113
IRS990/CashNonInterestBearingGrp/EOYAmt01979574
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0378899
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0286765
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 4539
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002212
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MINTZ LEVIN COHN FERRIS GLOVSKY & PO
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL FEES
IRS990/CostOfGoodsSoldAmt0933640
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03847953
IRS990/CYOtherExpensesAmt03545236
IRS990/CYOtherRevenueAmt05093174
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02427137
IRS990/CYSalariesCompEmpBnftPaidAmt02968754
IRS990/CYTotalExpensesAmt06513990
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08941127
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0463430
IRS990/DeferredRevenueGrp/EOYAmt07329510
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0309594
IRS990/Desc0MOUNTAIN VIEW CEMETERY ASSOCIATION PROVIDES BURIAL GROUNDS AND SERVICES RELATED TO THE DISPOSITION OF HUMAN REMAINS BY CREMATION, INURMENT, ENTOMBMENT OR BURIAL.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt027
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt06513990
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0138691
IRS990/FeesForServicesLegalGrp/TotalAmt0154326
IRS990/FeesForServicesOtherGrp/TotalAmt016676
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0333550
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt612258
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt719839
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt88111
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt9509
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt106807
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1114699
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN LOH
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSEPH E GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm2GEORGE G HALL
IRS990/Form990PartVIISectionAGrp/PersonNm3KENNETH W MEYERSIECK
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES BATES
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN SUTTON
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFFREY LINDEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7LYNN H CHUNG-TRAN
IRS990/Form990PartVIISectionAGrp/PersonNm8ANTHONY HE
IRS990/Form990PartVIISectionAGrp/PersonNm9CANDY LAU
IRS990/Form990PartVIISectionAGrp/PersonNm10KRISTY LY
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN CHRISTOPER PEILER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt012300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt39400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt49400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt59400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6310342
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7205136
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8210718
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9182393
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10165087
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11161720
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT (LEFT IN 2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7FAMILY SERVICE COUNSELOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8FAMILY SERVICE COUNSELOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9FAMILY SERVICE COUNSELOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SALES MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01863
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02404572
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017945678
IRS990/GrossReceiptsAmt025415873
IRS990/GrossRentsGrp/RealAmt0134248
IRS990/GrossSalesOfInventoryAmt05892566
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt053426
IRS990/InsuranceGrp/TotalAmt0144575
IRS990/InterestGrp/TotalAmt0619
IRS990/InventoriesForSaleOrUseGrp/BOYAmt022602199
IRS990/InventoriesForSaleOrUseGrp/EOYAmt025649430
IRS990/InvestmentIncomeGrp/ExclusionAmt01443381
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01443381
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt054916
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt054916
IRS990/InvestmentsPubTradedSecGrp/BOYAmt070202677
IRS990/InvestmentsPubTradedSecGrp/EOYAmt080408058
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05903844
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011437671
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013443714
IRS990/LandBldgEquipCostOrOtherBssAmt019347558
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt015541106
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION PROVIDES BURIAL GROUNDS AND SERVICES TO THE COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0114650949
IRS990/NetAssetsOrFundBalancesEOYAmt0120188968
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02404572
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02404572
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt04958926
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt04958926
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0134248
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0134248
IRS990/NetUnrelatedBusTxblIncmAmt0163396
IRS990/NetUnrlzdGainsLossesInvstAmt05034858
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0114650949
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0120188968
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt044271
IRS990/OfficeExpensesGrp/TotalAmt0236539
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03137595
IRS990/OtherAssetsTotalGrp/EOYAmt02413105
IRS990/OtherChangesInNetAssetsAmt0-1923976
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0606764
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS INCO
IRS990/OtherExpensesGrp/Desc1LANDSCAPE AND GARDENING
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/TotalAmt016574
IRS990/OtherExpensesGrp/TotalAmt1985216
IRS990/OtherExpensesGrp/TotalAmt2376010
IRS990/OtherExpensesGrp/TotalAmt3337263
IRS990/OtherLiabilitiesGrp/BOYAmt01570018
IRS990/OtherLiabilitiesGrp/EOYAmt04260497
IRS990/OtherSalariesAndWagesGrp/TotalAmt01983091
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt020000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02236
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020525
IRS990/PrincipalOfficerNm0JEFFREY LINDEMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05269489
IRS990/PYOtherExpensesAmt02995597
IRS990/PYOtherRevenueAmt05120034
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04884311
IRS990/PYSalariesCompEmpBnftPaidAmt02509615
IRS990/PYTotalExpensesAmt05505212
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010389523
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02427137
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0134248
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04958926
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09445536
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08608542
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.02000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt023900
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt051150270
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0291410
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt056611851
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05794133
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0600062
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt026442
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt047855604
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0287996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt051150270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06911343
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03878231
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt032179
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt051812878
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0396085
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt047855604
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3561572
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0759608
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt033856
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt045485354
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0335543
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt051812878
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06723826
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0697989
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt031210
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt043172097
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0310488
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt045485354
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02784753
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0750774
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt02164670
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0333550
IRS990ScheduleD/ExpensesSubtotalAmt06180440
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0333550
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0333550
IRS990ScheduleD/LandGrp/BookValueAmt01858202
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01858202
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05034858
IRS990ScheduleD/OtherExpensesIncludedAmt02164670
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011585512
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05903844
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017489356
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0667876
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1109830
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22470921
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt311000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4870
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51000000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVE FOR PRE-NEED DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OLMSTEAD DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DEFERRED REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5LOAN - CITY NATIONAL BANK
IRS990ScheduleD/OtherRevenueAmt02298293
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.98000
IRS990ScheduleD/RevenueNotReportedAmt07333151
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0333550
IRS990ScheduleD/RevenueSubtotalAmt08607577
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS A CEMETERY COMPANY UNDER SECTION 501(C)(13) OF THE INTERNAL REVENUE CODE, THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX. HOWEVER, INCOME EARNED FROM ACTIVITIES UNRELATED TO THE ASSOCIATION'S EXEMPT PURPOSE IS SUBJECT TO TAXATION. THE ASSOCIATION IS REQUIRED TO FILE FORM 990-T TO REPORT UNRELATED BUSINESS TAXABLE INCOME. ADDITIONAL INFORMATION REGARDING INCOME TAXES IS SHOWN ON NOTE 19 OF THE FINANCIAL STATEMENTS. UNDER THE GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN MUST BE DISCLOSED. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ASSOCIATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION AND CORPORATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ASSOCIATION'S RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES FOR THREE YEARS AFTER THEY HAVE BEEN FILED. AT DECEMBER 31, 2020, RETURNS FOR THE YEARS ENDED DECEMBER 31, 2019, 2018, AND 2017 REMAINED OPEN TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AFFILIATED ENTITIES 1,364,653. COST OF SALES AND SERVICES 933,640.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt250% MEALS 18,222. AFFILIATED ENTITIES 1,212,808. COST OF SALES 933,640.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013443714
IRS990ScheduleD/TotalExpensesPerForm990Amt06513990
IRS990ScheduleD/TotalLiabilityAmt04260497
IRS990ScheduleD/TotalRevenuePerForm990Amt08941127
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015940728
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08345110
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0310342
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1205136
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2210718
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3182393
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4161720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5165087
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,497,937
Liabilities
$13,308,969
Net assets
$120,188,968
Revenue
$8,941,127
Expenses
$6,513,990
Net income
$2,427,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$175$2.06$173$18.6$7.76$10.9
2023Detailed filing. Detailed filing data is available for this year.$166$3.26$163$16.1$6.89$9.21
2022Detailed filing. Detailed filing data is available for this year.$146$3.44$143$16.3$6.67$9.63
2021Detailed filing. Detailed filing data is available for this year.$151$3.73$147$26.5$6.39$20.1
2020Detailed filing. Detailed filing data is available for this year.$133$13.3$120$8.94$6.51$2.43
2019Detailed filing. Detailed filing data is available for this year.$118$3.27$115$10.4$5.51$4.88
2018Detailed filing. Detailed filing data is available for this year.$107$4.30$103$13.4$5.50$7.91
2017Detailed filing. Detailed filing data is available for this year.$107$1.07$106$9.35$5.32$4.03
2016Detailed filing. Detailed filing data is available for this year.$95.8$1.86$94.0$10.1$5.48$4.64
2015Detailed filing. Detailed filing data is available for this year.$89.5$1.70$87.8$11.2$5.36$5.84
2014Detailed filing. Detailed filing data is available for this year.$89.8$1.69$88.1$12.0$4.76$7.19
2013Detailed filing. Detailed filing data is available for this year.$82.5$1.27$81.2$13.2$5.11$8.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.5$1.06$72.5$5.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.8$1.07$67.7$4.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.8$0.83$66.9$4.87