Civic Intelligence

Lone Tree Cemetery Association

EIN 94-1145945 • 501(c)13 • Hayward, CA

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Profile

Lone tree cemetery association is organized to provide cemetery services to the public including interment services, ground burial, mausoleum, memorial, endowment care and pre-need planning services. The association is an endowment care interment property.

24591 Fairview AvenueHayward, CA 94542-1329

n/A

Siviq Scores

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

Liabilities / Assets

86th percentile

0.71x

Higher debt load relative to assets than 86% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

5.00x

Higher debt load relative to revenue than 93% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

41st percentile

1.9%

Higher net margin than 41% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

54th percentile

5.6%

Faster asset growth than 54% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-14%

Faster revenue growth than 15% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$33,491,528

Up $1,777,318 (+5.6%) from 2023

Liabilities

Up

$23,851,579

Up $1,686,128 (+7.6%) from 2023

Net Assets

Up

$9,639,949

Up $91,190 (+1.0%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin41st percentile

Revenue

Down

$4,771,911

Down $809,272 (-15%) from 2023

Expenses

Down

$4,680,721

Down $64,532 (-1.4%) from 2023

Net Income

Down

$91,190

Down $744,740 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$40M$30M$20M$10M$0Assets 2011: $13,528,107Liabilities 2011: $6,415,223Net Assets 2011: $7,112,8842011Assets 2012: $14,359,373Liabilities 2012: $6,812,542Net Assets 2012: $7,546,8312012Assets 2013: $16,307,578Liabilities 2013: $7,439,975Net Assets 2013: $8,867,6032013Assets 2014: $16,516,483Liabilities 2014: $7,627,555Net Assets 2014: $8,888,9282014Assets 2015: $16,967,059Liabilities 2015: $8,016,944Net Assets 2015: $8,950,1152015Assets 2016: $17,895,180Liabilities 2016: $8,385,472Net Assets 2016: $9,509,7082016Assets 2017: $19,277,133Liabilities 2017: $8,784,560Net Assets 2017: $10,492,5732017Assets 2018: $20,138,401Liabilities 2018: $9,453,682Net Assets 2018: $10,684,7192018Assets 2019: $21,335,070Liabilities 2019: $17,254,045Net Assets 2019: $4,081,0252019Assets 2020: $22,131,537Liabilities 2020: $17,320,080Net Assets 2020: $4,811,4572020Assets 2021: $25,265,393Liabilities 2021: $19,102,769Net Assets 2021: $6,162,6242021Assets 2022: $28,479,063Liabilities 2022: $19,766,234Net Assets 2022: $8,712,8292022Assets 2023: $31,714,210Liabilities 2023: $22,165,451Net Assets 2023: $9,548,7592023Assets 2024: $33,491,528Liabilities 2024: $23,851,579Net Assets 2024: $9,639,9492024

Highlighted filing

2024

Assets$33,491,528
Liabilities$23,851,579
Net Assets$9,639,949
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2011: $2,671,603Expenses 2011: $2,248,093Net Income 2011: $423,5102011Revenue 2012: $2,942,592Expenses 2012: $2,508,645Net Income 2012: $433,9472012Revenue 2013: $3,887,429Expenses 2013: $2,566,657Net Income 2013: $1,320,7722013Revenue 2014: $2,379,833Expenses 2014: $2,358,508Net Income 2014: $21,3252014Revenue 2015: $2,682,781Expenses 2015: $2,621,594Net Income 2015: $61,1872015Revenue 2016: $3,259,248Expenses 2016: $2,699,655Net Income 2016: $559,5932016Revenue 2017: $3,742,370Expenses 2017: $2,759,505Net Income 2017: $982,8652017Revenue 2018: $3,111,062Expenses 2018: $2,918,916Net Income 2018: $192,1462018Revenue 2019: $2,737,784Expenses 2019: $2,515,468Net Income 2019: $222,3162019Revenue 2020: $3,423,053Expenses 2020: $2,692,621Net Income 2020: $730,4322020Revenue 2021: $4,472,728Expenses 2021: $3,121,561Net Income 2021: $1,351,1672021Revenue 2022: $6,123,767Expenses 2022: $3,573,562Net Income 2022: $2,550,2052022Revenue 2023: $5,581,183Expenses 2023: $4,745,253Net Income 2023: $835,9302023Revenue 2024: $4,771,911Expenses 2024: $4,680,721Net Income 2024: $91,1902024

Highlighted filing

2024

Revenue$4,771,911
Expenses$4,680,721
Net Income$91,190
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$33,491,528
Liabilities
$23,851,579
Net assets
$9,639,949
Revenue
$4,771,911
Expenses
$4,680,721
Net income
$91,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.5$23.9$9.64$4.77$4.68$0.09
2023Detailed filing. Detailed filing data is available for this year.$31.7$22.2$9.55$5.58$4.75$0.84
2022Detailed filing. Detailed filing data is available for this year.$28.5$19.8$8.71$6.12$3.57$2.55
2021Detailed filing. Detailed filing data is available for this year.$25.3$19.1$6.16$4.47$3.12$1.35
2020Detailed filing. Detailed filing data is available for this year.$22.1$17.3$4.81$3.42$2.69$0.73
2019Detailed filing. Detailed filing data is available for this year.$21.3$17.3$4.08$2.74$2.52$0.22
2018Detailed filing. Detailed filing data is available for this year.$20.1$9.45$10.7$3.11$2.92$0.19
2017Detailed filing. Detailed filing data is available for this year.$19.3$8.78$10.5$3.74$2.76$0.98
2016Detailed filing. Detailed filing data is available for this year.$17.9$8.39$9.51$3.26$2.70$0.56
2015Detailed filing. Detailed filing data is available for this year.$17.0$8.02$8.95$2.68$2.62$0.06
2014Summary only. Only limited summary data is available for this year.$16.5$7.63$8.89$2.38$2.36$0.02
2013Summary only. Only limited summary data is available for this year.$16.3$7.44$8.87$3.89$2.57$1.32
2012Summary only. Only limited summary data is available for this year.$14.4$6.81$7.55$2.94$2.51$0.43
2011Summary only. Only limited summary data is available for this year.$13.5$6.42$7.11$2.67$2.25$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$10,786,248
Mission and Program Overview

Mission

Lone tree cemetery association is organized to provide cemetery services to the public including interment services, ground burial, mausoleum, memorial, endowment care and pre-need planning services. The association is an endowment care interment property.

To provide cemetery services to the public, including interment, ground burial, mausoleum, memorial, endowment care and pre-need planning services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$15,714,285$17,613,295▲ $1,899,010
Cash and Non-Interest-Bearing Accounts$1,045,195$1,159,952▲ $114,757
Accounts Receivable$1,089,223$1,061,128▼ $28,095
Land, Buildings, and Equipment, Net$888,964$842,315▼ $46,649
Inventories for Sale or Use$90,747$78,184▼ $12,563
Prepaid Expenses and Deferred Charges$40,512$40,512→ $0
Total Assets$31,714,210$33,491,528▲ $1,777,318
Other Assets Total$12,845,284$12,696,142▼ $149,142
Liabilities
Other Liabilities$22,032,543$23,680,457▲ $1,647,914
Accounts Payable and Accrued Expenses$132,908$171,122▲ $38,214
Total Liabilities$22,165,451$23,851,579▲ $1,686,128
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,548,759$9,639,949▲ $91,190
Total Net Assets Fund Balance$9,548,759$9,639,949▲ $91,190
Total Liabilities and Net Assets / Fund Balance$31,714,210$33,491,528▲ $1,777,318

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$297,523$1,325,210$1,622,733
Buildings$466,593$855,769$1,322,362
Land$78,199-$78,199
Investment Program Related Org$200,000--
Other Assets Org$3,145,990--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raymond S OrtnerGeneral ManagerFT$205,000$127,075$332,075
Christopher D StappFamily Service CounselorFT$259,537$296,649$296,649
Winnie W ChanFamily Service CounselorFT$226,669$276,093$276,093
Daniel FloresFamily Service CounselorFT$214,180$214,180$214,180
Manuel BellosoPark Services ManagerFT$80,000$50,334$130,334
Deborah McclellandAdministrationFT$101,302$49,424$101,302
Harold WilkesDirector-$11,550-$11,550
Brian MattosPresident-$11,200-$11,200
Craig JudySecretary/treasurer-$11,200-$11,200
George PachecoDirector-$11,200-$11,200
Ronald G PeckDirector-$11,200-$11,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$652,202
Other Revenue
$4,119,709
Change in Net Assets
$91,190

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,771,911
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,771,911
Total Revenue per Form 990
$4,771,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,644,378
Other Expenses$2,036,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$1,271,023
Other Salaries and Wages---$693,099
Other Employee Benefits---$377,034
All Other Expenses---$329,251
Pension Plan Contributions---$172,792
Advertising---$130,764
Payroll Taxes---$130,430
Other Expenses---$127,969
Fees for Services Management---$125,984
Interest---$110,995
Depreciation Depletion---$107,020
Insurance---$79,595
Fees for Services Other---$40,562
Office Expenses---$32,069
Information Technology---$20,012
Travel---$3,754
Total Functional Expenses$0$0$0$4,680,721

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,680,721
Total Expenses per Audited Statements$4,680,721
Total Expenses per Form 990$4,680,721
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Special Care Trust$11,193,474
Endowment Care Trust$10,764,007
Notes Payable$1,722,976
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The association's board is presented with the form 990 and audited financial statements annually by the independent auditor. During these meetings, directors determine accuracy with a comprehensive review and questions on its exempt organizationn returns and financial statements.”

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

“The association's board of directors monitors and updates the conflict of interest policy at least annually with the organization's insurance carrier.”

Form 990, Part VI, Section B, Line 15

“The general manager's bonus is determined annually by the board of directors based on actual sales.”

Form 990, Part VI, Section C, Line 18

“The organization's form 1023 and form 990 are available for public inspection at the association's office during the course of normal business hours.”

Form 990, Part VI, Section C, Line 19

“All of the association's governing documents, conflict of interest policy and financial statements are maintained on site, and are readily available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Lone Tree Cemetery Association
EIN
94-1145945
Phone
5105821274
Address
24591 FAIRVIEW AVENUE, HAYWARD, CA 94542-1329

Signing Officer

Name
Raymond S Ortner
Title
General Manager
Phone
5105821274
Signed
2025-11-14

Organization Details

Principal Officer
Raymond S Ortner
Formed
1921
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
21
Volunteers
0

Preparer

Firm
Jones & Perry Inc
Address
641 FULTON AVE SUITE 202, SACRAMENTO, CA 95825
Preparer
Kelly M Jones
Phone
9164810845
Raw XML AppendixShowing 400 of 503 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RAYMOND S ORTNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CHRISTOPHER D STAPP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2WINNIE W CHAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DANIEL FLORES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4MANUEL BELLOSO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5DEBORAH MCCLELLAND
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0GENERAL MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FAMILY SERVICE COUNSELOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FAMILY SERVICE COUNSELOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3FAMILY SERVICE COUNSELOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4PARK SERVICES MANAGER

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