Civic Intelligence

Saint Helena Public Cemetery Association

990 • Fiscal year 2021 • EIN 94-0785110

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 09, 2022

Organization ProfileSTHELENACEMETERY.COM
2461 Spring StreetSt Helena, CA 94574

(707) 963-3544

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2021 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2021

Net Margin

65th percentile

47%

Higher net margin than 65% of similar nonprofits.

2021 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2021

Asset Growth

92nd percentile

25%

Faster asset growth than 92% of similar nonprofits.

2021 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

69%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$3,438,065

Up $681,518 (+25%) from 2020

Net Assets

Up

$3,433,405

Up $681,846 (+25%) from 2020

Liabilities

Down

$4,660

Down $328 (-6.6%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin65th percentile

Revenue

Up

$693,681

Up $282,002 (+69%) from 2020

Expenses

Up

$367,636

Up $11,815 (+3.3%) from 2020

Net Income

Up

$326,045

Up $270,187 (+484%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,559,367Liabilities 2011: $26,263Net Assets 2011: $1,533,1042011Assets 2012: $1,743,711Liabilities 2012: $15,518Net Assets 2012: $1,728,1932012Assets 2013: $1,857,188Liabilities 2013: $6,396Net Assets 2013: $1,850,7922013Assets 2014: $2,153,038Liabilities 2014: $7,229Net Assets 2014: $2,145,8092014Assets 2015: $2,236,706Liabilities 2015: $4,033Net Assets 2015: $2,232,6732015Assets 2016: $2,578,633Liabilities 2016: $6,373Net Assets 2016: $2,572,2602016Assets 2017: $2,558,390Liabilities 2017: $4,772Net Assets 2017: $2,553,6182017Assets 2018: $2,720,058Liabilities 2018: $3,833Net Assets 2018: $2,716,2252018Assets 2019: $2,782,309Liabilities 2019: $5,057Net Assets 2019: $2,777,2522019Assets 2020: $2,756,547Liabilities 2020: $4,988Net Assets 2020: $2,751,5592020Assets 2021: $3,438,065Liabilities 2021: $4,660Net Assets 2021: $3,433,4052021Assets 2022: $3,352,596Liabilities 2022: $7,236Net Assets 2022: $3,345,3602022Assets 2023: $3,337,813Liabilities 2023: $9,594Net Assets 2023: $3,328,2192023Assets 2024: $3,777,398Liabilities 2024: $6,112Net Assets 2024: $3,771,2862024

Highlighted filing

2021

Assets$3,438,065
Liabilities$4,660
Net Assets$3,433,405
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $365,987Expenses 2011: $234,679Net Income 2011: $131,3082011Revenue 2012: $449,533Expenses 2012: $254,447Net Income 2012: $195,0862012Revenue 2013: $357,206Expenses 2013: $213,482Net Income 2013: $143,7242013Revenue 2014: $366,464Expenses 2014: $210,375Net Income 2014: $156,0892014Revenue 2015: $382,326Expenses 2015: $210,721Net Income 2015: $171,6052015Revenue 2016: $414,534Expenses 2016: $253,300Net Income 2016: $161,2342016Revenue 2017: $328,233Expenses 2017: $376,580Net Income 2017: -$48,3472017Revenue 2018: $404,955Expenses 2018: $282,775Net Income 2018: $122,1802018Revenue 2019: $374,071Expenses 2019: $280,117Net Income 2019: $93,9542019Revenue 2020: $411,679Expenses 2020: $355,821Net Income 2020: $55,8582020Revenue 2021: $693,681Expenses 2021: $367,636Net Income 2021: $326,0452021Revenue 2022: $612,254Expenses 2022: $642,669Net Income 2022: -$30,4152022Revenue 2023: $454,120Expenses 2023: $494,817Net Income 2023: -$40,6972023Revenue 2024: $578,570Expenses 2024: $497,041Net Income 2024: $81,5292024

Highlighted filing

2021

Revenue$693,681
Expenses$367,636
Net Income$326,045
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 9, 2022
Return Version
2020v4.1
Gross Receipts
$985,474
Mission and Program Overview

Mission

Burial service and cemetery maintenance

PUBLIC CEMETERY

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,751,559$3,433,405▲ $681,846
Investments in Publicly Traded Securities$2,139,014$2,556,335▲ $417,321
Cash and Non-Interest-Bearing Accounts$192,002$393,496▲ $201,494
Land, Buildings, and Equipment, Net$265,551$238,509▼ $27,042
Accounts Receivable$36,200$129,867▲ $93,667
Inventories for Sale or Use$119,694$119,858▲ $164
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,756,547$3,438,065▲ $681,518
Other Assets Total$4,086$0▼ $4,086
Liabilities
Accounts Payable and Accrued Expenses$4,988$4,660▼ $328
Total Liabilities$4,988$4,660▼ $328
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,751,559$3,433,405▲ $681,846
Total Liabilities and Net Assets / Fund Balance$2,756,547$3,438,065▲ $681,518

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$238,509$263,194$501,703
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
John SalesPresident
Darrell QuiriciVice President
Howard SiegelDirector
J Daniel WilliamsDirector
John PalmerDirector
Mike ThomasDirector
Stephen TaplinDirector
Richard ShurtzChief Financial Officer
Mariam HansenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$82,560
Investment Income
$92,977
Other Revenue
$518,144
Change in Net Assets
$326,045

Audited Revenue Reconciliation

Revenue per Audited Statements
$693,681
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$693,681
Total Revenue per Form 990
$693,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$185,592
Other Expenses$182,044
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$170,067
Insurance---$33,927
Depreciation Depletion---$27,042
Fees for Services Other---$20,770
Payroll Taxes---$15,525
Fees for Services Accounting---$12,640
Other Expenses---$12,523
Office Expenses---$5,870
All Other Expenses---$5,864
Total Functional Expenses$0$0$0$367,636

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$367,636
Total Expenses per Audited Statements$367,636
Total Expenses per Form 990$367,636
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
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
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, Part VI, Section B, line 11B

“The st. Helena public cemetery was established in 1856 to operate a public cemetery. The cemetery operates under regulations of the state of california and its bureau, the california cemetery and funeral bureau. There is a business operation (association) to run the business and a maintenance fund to ensure care of the cemetery now and in the future. The state of california requires a certified audit of the maintenance fund. All revenue and expense items on the form 990 are identical to those in the audit report. The association report is prepared by a retired cpa board member.”

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

“All board members and maintenance fund trustees are volunteers and provide no services and receive no compensation.”

Form 990, Part VI, Section C, line 18

“The tax returns and financial statements are available at the association's office.”

Form 990, Part VI, Section C, line 19

“The tax returns and financial statements are available at the association's office.”

Filing and Contact Details

Filer

Filer Name
St Helena Public Cemetery
EIN
94-0785110
Phone
7079633544
Address
2461 SPRING STREET, ST HELENA, CA 94574

Signing Officer

Name
Richard Shurtz
Title
Chief Financial Officer
Phone
7079633544
Signed
2022-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Shurtz
Formed
1856
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
9

Preparer

Firm
Jones & Perry Inc
Address
1443 Main Street 135-D, Napa, CA 94559
Preparer
Kelly M Jones
Phone
9169561900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“ADJUSTMENT -2,011.”

Raw XML Appendix370 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/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02751559
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03433405
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0367636
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0238509
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0263194
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0501703
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0693681
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0238509
IRS990ScheduleD/TotalExpensesPerForm990Amt0367636
IRS990ScheduleD/TotalRevenuePerForm990Amt0693681
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0693681
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0367636
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ST. HELENA PUBLIC CEMETERY WAS ESTABLISHED IN 1856 TO OPERATE A PUBLIC CEMETERY. THE CEMETERY OPERATES UNDER REGULATIONS OF THE STATE OF CALIFORNIA AND ITS BUREAU, THE CALIFORNIA CEMETERY AND FUNERAL BUREAU. THERE IS A BUSINESS OPERATION (ASSOCIATION) TO RUN THE BUSINESS AND A MAINTENANCE FUND TO ENSURE CARE OF THE CEMETERY NOW AND IN THE FUTURE. THE STATE OF CALIFORNIA REQUIRES A CERTIFIED AUDIT OF THE MAINTENANCE FUND. ALL REVENUE AND EXPENSE ITEMS ON THE FORM 990 ARE IDENTICAL TO THOSE IN THE AUDIT REPORT. THE ASSOCIATION REPORT IS PREPARED BY A RETIRED CPA BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS AND MAINTENANCE FUND TRUSTEES ARE VOLUNTEERS AND PROVIDE NO SERVICES AND RECEIVE NO COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE ASSOCIATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE ASSOCIATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENT -2,011.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02756547
IRS990/TotalAssetsEOYAmt03438065
IRS990/TotalAssetsGrp/BOYAmt02756547
IRS990/TotalAssetsGrp/EOYAmt03438065
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/TotalAmt0367636
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04988
IRS990/TotalLiabilitiesEOYAmt04660
IRS990/TotalLiabilitiesGrp/BOYAmt04988
IRS990/TotalLiabilitiesGrp/EOYAmt04660
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02751559
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03433405
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt082560
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0693681
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0693681
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02756547
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03438065
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02461 SPRING STREET
IRS990/USAddress/CityNm0ST HELENA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094574
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0STHELENACEMETERY.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD SHURTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07079633544
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST HELENA PUBLIC CEMETERY
ReturnHeader/Filer/BusinessNameControlTxt0STHE
ReturnHeader/Filer/EIN0940785110
ReturnHeader/Filer/PhoneNum07079633544
ReturnHeader/Filer/USAddress/AddressLine1Txt02461 SPRING STREET
ReturnHeader/Filer/USAddress/CityNm0ST HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094574
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464070947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones & Perry Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01443 Main Street 135-D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Napa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094559
ReturnHeader/PreparerPersonGrp/PhoneNum09169561900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly M Jones
ReturnHeader/ReturnTs02022-01-09T11:38:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHURTZ
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,438,065
Liabilities
$4,660
Net assets
$3,433,405
Revenue
$693,681
Expenses
$367,636
Net income
$326,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.78$0.01$3.77$0.58$0.50$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.34$0.01$3.33$0.45$0.49$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.01$3.35$0.61$0.64$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.43$0.69$0.37$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.75$0.41$0.36$0.06
2019Summary only. Only limited summary data is available for this year.$2.78$0.01$2.78$0.37$0.28$0.09
2018Summary only. Only limited summary data is available for this year.$2.72$0.00$2.72$0.40$0.28$0.12
2017Summary only. Only limited summary data is available for this year.$2.56$0.00$2.55$0.33$0.38$0.05
2016Summary only. Only limited summary data is available for this year.$2.58$0.01$2.57$0.41$0.25$0.16
2015Summary only. Only limited summary data is available for this year.$2.24$0.00$2.23$0.38$0.21$0.17
2014Summary only. Only limited summary data is available for this year.$2.15$0.01$2.15$0.37$0.21$0.16
2013Summary only. Only limited summary data is available for this year.$1.86$0.01$1.85$0.36$0.21$0.14
2012Summary only. Only limited summary data is available for this year.$1.74$0.02$1.73$0.45$0.25$0.20
2011Summary only. Only limited summary data is available for this year.$1.56$0.03$1.53$0.37$0.23$0.13