Civic Intelligence

Sutter Realty Company

990 • Fiscal year 2023 • EIN 94-0912806

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 03, 2024

Organization ProfileN/A
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

99th percentile

0.86x

Higher debt load relative to assets than 99% of similar nonprofits.

2023 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

3.45x

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

2023 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2023

Net Margin

26th percentile

-2.6%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2023

Asset Growth

52nd percentile

4.5%

Faster asset growth than 52% of similar nonprofits.

2023 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

9.1%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$2,102,436

Up $90,561 (+4.5%) from 2022

Net Assets

Down

$301,705

Down $13,806 (-4.4%) from 2022

Liabilities

Up

$1,800,731

Up $104,367 (+6.2%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin26th percentile

Revenue

Up

$521,443

Up $43,380 (+9.1%) from 2022

Expenses

Down

$535,249

Down $2,058 (-0.4%) from 2022

Net Income

Up

-$13,806

Up $45,438 (+77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2023

Assets$2,102,436
Liabilities$1,800,731
Net Assets$301,705
Open 2023 Filing

Operations Trend

Revenue Growth57th percentile

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

2023

Revenue$521,443
Expenses$535,249
Net Income-$13,806
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 3, 2024
Return Version
2023v5.1
Gross Receipts
$929,446
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$1,681,044$1,572,930▼ $108,114
Cash and Non-Interest-Bearing Accounts$86,118$212,146▲ $126,028
Land, Buildings, and Equipment, Net$173,846$172,506▼ $1,340
Accounts Receivable$67,867$141,854▲ $73,987
Total Assets$2,011,875$2,102,436▲ $90,561
Other Assets Total$3,000$3,000→ $0
Liabilities
Other Liabilities$1,686,418$1,773,624▲ $87,206
Accounts Payable and Accrued Expenses$9,946$27,107▲ $17,161
Total Liabilities$1,696,364$1,800,731▲ $104,367
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$315,511$301,705▼ $13,806
Total Net Assets Fund Balance$315,511$301,705▼ $13,806
Total Liabilities and Net Assets / Fund Balance$2,011,875$2,102,436▲ $90,561

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$68,506$1,642,125$1,710,631
Buildings$104,000$74,674$178,674
Compensation and Service Providers
Top Officer Pay57th percentile

Board Members and Trustees

NameTitle
Ted LevinPresident
Mark PrestonVice-president
Eugene RasnorDirector
Rory PetersSecretary
Eugene BreelandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$102,600
Program Service Revenue
$0
Investment Income
$-2,511
Other Revenue
$421,354
All Other Contributions
$102,600
Change in Net Assets
$-13,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$283,882
Other Expenses$251,367
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$256,354
Payroll Taxes---$27,528
All Other Expenses---$23,697
Office Expenses---$22,159
Insurance---$21,005
Fees for Service Investment Mgmnt Fees---$19,158
Depreciation Depletion---$12,496
Fees for Services Other---$8,500
Other Expenses---$6,058
Advertising---$3,563
Total Functional Expenses$0$0$0$535,249
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$1,342,137
Special Care Trust$431,487
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
2024-11-03

Organization Details

Principal Officer
Ted Levin
Legal Domicile
CA
Voting Board Members
5
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 Appendix308 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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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/PreparationDt02024-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY M JONES
ReturnHeader/ReturnTs02024-11-04T15:28:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,102,436
Liabilities
$1,800,731
Net assets
$301,705
Revenue
$521,443
Expenses
$535,249
Net income
-$13,806
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