Civic Intelligence

Sutter Realty Company

990 • Fiscal year 2022 • EIN 94-0912806

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

2720 Riverside BlvdSacramento, CA 95818

(916) 443-8598

Siviq Scores

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

Liabilities / Assets

98th percentile

0.84x

Higher debt load relative to assets than 98% of similar nonprofits.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

3.55x

Higher debt load relative to revenue than 97% of similar nonprofits.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2022

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2022

Asset Growth

2nd percentile

-21%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

5.1%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,011,875

Down $549,988 (-21%) from 2021

Net Assets

Up

$315,511

Up $31,225 (+11%) from 2021

Liabilities

Down

$1,696,364

Down $581,213 (-26%) from 2021

Revenue

Up

$478,063

Up $23,358 (+5.1%) from 2021

Expenses

Up

$537,307

Up $34,351 (+6.8%) from 2021

Net Income

Down

-$59,244

Down $10,993 (-23%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,390,145Liabilities 2011: $37,967Net Assets 2011: $2,352,1782011Assets 2012: $2,445,676Liabilities 2012: $60,713Net Assets 2012: $2,384,9632012Assets 2013: $2,452,634Liabilities 2013: $5,424Net Assets 2013: $2,447,2102013Assets 2014: $2,422,580Liabilities 2014: $9,570Net Assets 2014: $2,413,0102014Assets 2015: $2,423,866Liabilities 2015: $14,208Net Assets 2015: $2,409,6582015Assets 2016: $2,504,878Liabilities 2016: $9,848Net Assets 2016: $2,495,0302016Assets 2017: $2,492,497Liabilities 2017: $9,538Net Assets 2017: $2,482,9592017Assets 2018: $2,398,831Liabilities 2018: $11,156Net Assets 2018: $2,387,6752018Assets 2019: $2,623,647Liabilities 2019: $26,008Net Assets 2019: $2,597,6392019Assets 2020: $2,588,319Liabilities 2020: $2,212,930Net Assets 2020: $375,3892020Assets 2021: $2,561,863Liabilities 2021: $2,277,577Net Assets 2021: $284,2862021Assets 2022: $2,011,875Liabilities 2022: $1,696,364Net Assets 2022: $315,5112022Assets 2023: $2,102,436Liabilities 2023: $1,800,731Net Assets 2023: $301,7052023Assets 2024: $2,313,321Liabilities 2024: $1,836,629Net Assets 2024: $476,6922024

Highlighted filing

2022

Assets$2,011,875
Liabilities$1,696,364
Net Assets$315,511

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $197,781Expenses 2011: $353,260Net Income 2011: -$155,4792011Revenue 2012: $269,477Expenses 2012: $365,239Net Income 2012: -$95,7622012Revenue 2013: $325,107Expenses 2013: $346,338Net Income 2013: -$21,2312013Revenue 2014: $288,092Expenses 2014: $339,148Net Income 2014: -$51,0562014Revenue 2015: $414,124Expenses 2015: $280,127Net Income 2015: $133,9972015Revenue 2016: $340,434Expenses 2016: $311,578Net Income 2016: $28,8562016Revenue 2017: $311,206Expenses 2017: $354,962Net Income 2017: -$43,7562017Revenue 2018: $449,671Expenses 2018: $381,033Net Income 2018: $68,6382018Revenue 2019: $384,409Expenses 2019: $386,206Net Income 2019: -$1,7972019Revenue 2020: $328,530Expenses 2020: $453,282Net Income 2020: -$124,7522020Revenue 2021: $454,705Expenses 2021: $502,956Net Income 2021: -$48,2512021Revenue 2022: $478,063Expenses 2022: $537,307Net Income 2022: -$59,2442022Revenue 2023: $521,443Expenses 2023: $535,249Net Income 2023: -$13,8062023Revenue 2024: $642,823Expenses 2024: $467,836Net Income 2024: $174,9872024

Highlighted filing

2022

Revenue$478,063
Expenses$537,307
Net Income-$59,244
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$987,796
Mission and Program Overview

Mission

To provide cemetery services for members and non-members

To provide cemetery services for members and non-members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,536,994$1,681,044▲ $144,050
Land, Buildings, and Equipment, Net$173,263$173,846▲ $583
Cash and Non-Interest-Bearing Accounts$772,406$86,118▼ $686,288
Accounts Receivable$76,200$67,867▼ $8,333
Total Assets$2,561,863$2,011,875▼ $549,988
Other Assets Total$3,000$3,000→ $0
Liabilities
Other Liabilities$2,272,552$1,686,418▼ $586,134
Accounts Payable and Accrued Expenses$5,025$9,946▲ $4,921
Total Liabilities$2,277,577$1,696,364▼ $581,213
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$284,286$315,511▲ $31,225
Total Net Assets Fund Balance$284,286$315,511▲ $31,225
Total Liabilities and Net Assets / Fund Balance$2,561,863$2,011,875▼ $549,988

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$64,535$1,634,940$1,699,475
Buildings$109,311$69,363$178,674
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ted LevinPresident
Mark PrestonVice-president
Jose EsparzaDirector
Leon SotoDirector
Rory PetersSecretary
Eugene BreelandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,000
Program Service Revenue
$0
Investment Income
$-23,127
Other Revenue
$464,190
All Other Contributions
$37,000
Change in Net Assets
$-59,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$285,082
Other Expenses$252,225
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$257,694
All Other Expenses---$35,900
Fees for Services Other---$28,025
Payroll Taxes---$27,388
Insurance---$24,671
Fees for Service Investment Mgmnt Fees---$22,174
Depreciation Depletion---$11,375
Other Expenses---$10,000
Office Expenses---$4,637
Advertising---$430
Total Functional Expenses$0$0$0$537,307
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
Endowment Care Trust$1,303,869
Special Care Trust$382,549
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

NO REVIEW WAS CONDUCTED

Form 990, Part VI, Section C, Line 19

No other documents are available to the public.

Filing and Contact Details

Filer

Filer Name
Sutter Realty Company
EIN
94-0912806
Phone
9164438598
Address
2720 RIVERSIDE BLVD, SACRAMENTO, CA 95818

Signing Officer

Name
Ted Levin
Title
President
Phone
9164438598
Signed
2023-11-07

Organization Details

Principal Officer
Ted Levin
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
8
Volunteers
0

Preparer

Firm
Jones & Perry Inc
Address
641 FULTON AVE SUITE 202, SACRAMENTO, CA 95825
Preparer
Kelly M Jones
Phone
9164810845
Raw XML Appendix324 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/BOYAmt05025
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09946
IRS990/AccountsReceivableGrp/BOYAmt076200
IRS990/AccountsReceivableGrp/EOYAmt067867
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE CEMETERY SERVICES FOR MEMBERS AND NON-MEMBERS.
IRS990/AdvertisingGrp/TotalAmt0430
IRS990/AllOtherContributionsAmt037000
IRS990/AllOtherExpensesGrp/TotalAmt035900
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09164438598
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02720 RIVERSIDE BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095818
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0772406
IRS990/CashNonInterestBearingGrp/EOYAmt086118
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt031158
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt037000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-23127
IRS990/CYOtherExpensesAmt0252225
IRS990/CYOtherRevenueAmt0464190
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-59244
IRS990/CYSalariesCompEmpBnftPaidAmt0285082
IRS990/CYTotalExpensesAmt0537307
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0478063
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt011375
IRS990/Desc0SUTTER REALTY SERVES THE COMMUNITY FOR THEIR CEMETERY NEEDS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt028025
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022174
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0TED LEVIN
IRS990/Form990PartVIISectionAGrp/PersonNm1RORY PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSE ESPARZA
IRS990/Form990PartVIISectionAGrp/PersonNm3EUGENE BREELAND
IRS990/Form990PartVIISectionAGrp/PersonNm4LEON SOTO
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK PRESTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE-PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-23127
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0455448
IRS990/GrossReceiptsAmt0987796
IRS990/GrossSalesOfInventoryAmt0275666
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt024671
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01536994
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01681044
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01704303
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0173263
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0173846
IRS990/LandBldgEquipCostOrOtherBssAmt01878149
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0478575
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE CEMETERY SERVICES FOR MEMBERS AND NON-MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0284286
IRS990/NetAssetsOrFundBalancesEOYAmt0315511
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-23127
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-23127
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0244508
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0244508
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1262
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0284286
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0315511
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt04637
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03000
IRS990/OtherAssetsTotalGrp/EOYAmt03000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MAINTENANCE & REPAIR
IRS990/OtherExpensesGrp/Desc1HEALTH & WELFARE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3ADDITION TO RESERVE FOR
IRS990/OtherExpensesGrp/TotalAmt084892
IRS990/OtherExpensesGrp/TotalAmt117265
IRS990/OtherExpensesGrp/TotalAmt212856
IRS990/OtherExpensesGrp/TotalAmt310000
IRS990/OtherLiabilitiesGrp/BOYAmt02272552
IRS990/OtherLiabilitiesGrp/EOYAmt01686418
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2531190
IRS990/OtherRevenueMiscGrp/Desc0RESERVE FOR REPAIRS
IRS990/OtherRevenueMiscGrp/Desc1TRUST INCOME
IRS990/OtherRevenueMiscGrp/Desc2LAND LEASE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0127446
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt168431
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt223805
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0127446
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt168431
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt223805
IRS990/OtherRevenueTotalAmt0219682
IRS990/OtherSalariesAndWagesGrp/TotalAmt0257694
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt027388
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TED LEVIN
IRS990/PriorPeriodAdjustmentsAmt091731
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014655
IRS990/PYOtherExpensesAmt0244272
IRS990/PYOtherRevenueAmt079936
IRS990/PYProgramServiceRevenueAmt0360114
IRS990/PYRevenuesLessExpensesAmt0-48251
IRS990/PYSalariesCompEmpBnftPaidAmt0258684
IRS990/PYTotalExpensesAmt0502956
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0454705
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-59244
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0109311
IRS990ScheduleD/BuildingsGrp/DepreciationAmt069363
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0178674
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt064535
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01634940
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01699475
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01303869
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1382549
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ENDOWMENT CARE TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SPECIAL CARE TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0173846
IRS990ScheduleD/TotalLiabilityAmt01686418
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02561863
IRS990/TotalAssetsEOYAmt02011875
IRS990/TotalAssetsGrp/BOYAmt02561863
IRS990/TotalAssetsGrp/EOYAmt02011875
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt037000
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt0537307
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02277577
IRS990/TotalLiabilitiesEOYAmt01696364
IRS990/TotalLiabilitiesGrp/BOYAmt02277577
IRS990/TotalLiabilitiesGrp/EOYAmt01696364
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0284286
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0315511
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0441063
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0478063
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02561863
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02011875
IRS990/TotReportableCompRltdOrgAmt00
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02720 RIVERSIDE BLVD
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095818
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TED LEVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09164438598
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUTTER REALTY COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0SUTT
ReturnHeader/Filer/EIN0940912806
ReturnHeader/Filer/PhoneNum09164438598
ReturnHeader/Filer/USAddress/AddressLine1Txt02720 RIVERSIDE BLVD
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095818
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464070947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & PERRY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0641 FULTON AVE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09164810845
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY M JONES
ReturnHeader/ReturnTs02023-11-07T10:31:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$1.84$0.48$0.64$0.47$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.10$1.80$0.30$0.52$0.54$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.01$1.70$0.32$0.48$0.54$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.56$2.28$0.28$0.45$0.50$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.59$2.21$0.38$0.33$0.45$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.03$2.60$0.38$0.39$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.01$2.39$0.45$0.38$0.07
2017Summary only. Only limited summary data is available for this year.$2.49$0.01$2.48$0.31$0.35$0.04
2016Summary only. Only limited summary data is available for this year.$2.50$0.01$2.50$0.34$0.31$0.03
2015Summary only. Only limited summary data is available for this year.$2.42$0.01$2.41$0.41$0.28$0.13
2014Summary only. Only limited summary data is available for this year.$2.42$0.01$2.41$0.29$0.34$0.05
2013Summary only. Only limited summary data is available for this year.$2.45$0.01$2.45$0.33$0.35$0.02
2012Summary only. Only limited summary data is available for this year.$2.45$0.06$2.38$0.27$0.37$0.10
2011Summary only. Only limited summary data is available for this year.$2.39$0.04$2.35$0.20$0.35$0.16