Civic Intelligence

Lone Tree Cemetery Association

990 • Fiscal year 2019 • EIN 94-1145945

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileN/A

View Organization Page

24591 Fairview AvenueHayward, CA 94542-1329

(510) 582-1274

Siviq Scores

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

Liabilities / Assets

97th percentile

0.81x

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

2019 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

6.30x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2019

Net Margin

23rd percentile

8.1%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)13 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$204,288

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

49th percentile

5.9%

Faster asset growth than 49% of similar nonprofits.

2019 filings • 501(c)13 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)13 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$21,335,070

Up $1,196,669 (+5.9%) from 2018

Net Assets

Down

$4,081,025

Down $6,603,694 (-62%) from 2018

Liabilities

Up

$17,254,045

Up $7,800,363 (+83%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin23rd percentile

Revenue

Down

$2,737,784

Down $373,278 (-12%) from 2018

Expenses

Down

$2,515,468

Down $403,448 (-14%) from 2018

Net Income

Up

$222,316

Up $30,170 (+16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2019

Assets$21,335,070
Liabilities$17,254,045
Net Assets$4,081,025
Open 2019 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$2,737,784
Expenses$2,515,468
Net Income$222,316
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$4,616,178
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$9,122,330$10,748,703▲ $1,626,373
Accounts Receivable$1,912,719$2,012,325▲ $99,606
Savings and Temporary Cash Investments$941,526$1,159,764▲ $218,238
Land, Buildings, and Equipment, Net$3,370,832$524,950▼ $2,845,882
Inventories for Sale or Use$104,305$79,132▼ $25,173
Cash and Non-Interest-Bearing Accounts$59,593$47,066▼ $12,527
Prepaid Expenses and Deferred Charges$13,592$25,854▲ $12,262
Total Assets$20,138,401$21,335,070▲ $1,196,669
Other Assets Total$4,613,504$6,737,276▲ $2,123,772
Liabilities
Other Liabilities$9,330,700$17,091,662▲ $7,760,962
Accounts Payable and Accrued Expenses$46,166$99,897▲ $53,731
Mortgage Notes Payable Secured by Investment Property$76,816--
Deferred Revenue-$62,486-
Total Liabilities$9,453,682$17,254,045▲ $7,800,363
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,057,370$0▼ $6,057,370
Net Assets Without Donor Restrictions$4,627,349$4,081,025▼ $546,324
Total Net Assets Fund Balance$10,684,719$4,081,025▼ $6,603,694
Total Liabilities and Net Assets / Fund Balance$20,138,401$21,335,070▲ $1,196,669

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$43,844$1,146,399$1,190,243
Buildings$402,907$726,115$1,129,022
Land$78,199-$78,199
Investment Program Related Org$200,000--
Other Assets Org$2,393,000--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher D StappCommissioned Sales StaffFT$183,129$21,159$204,288
Raymond S OrtnerGeneral ManagerFT$169,419$29,329$198,748
Winnie W ChanCommissioned Sales StaffFT$144,035$29,329$173,364
Craig JudySecretary/treasurer-$8,400-$8,400
George PachecoDirector-$8,400-$8,400
Robert C MattosPresident-$8,400-$8,400
Ronald G PeckDirector-$8,400-$8,400
Mel LewisDirector-$4,900-$4,900
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$271,694
Other Revenue
$2,466,090
Change in Net Assets
$222,316

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,737,784
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,737,784
Total Revenue per Form 990
$2,737,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,601,233
Other Expenses$914,235
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$628,970
Current Officers, Directors, Trustees, and Key Employees---$535,080
Other Employee Benefits---$242,084
Pension Plan Contributions---$111,665
All Other Expenses---$105,209
Advertising---$100,830
Interest---$97,235
Fees for Service Investment Mgmnt Fees---$93,953
Payroll Taxes---$83,434
Insurance---$64,614
Fees for Services Other---$38,400
Depreciation Depletion---$37,632
Other Expenses---$31,272
Office Expenses---$18,351
Fees for Services Accounting---$15,000
Information Technology---$11,998
Travel---$10,774
Fees for Services Legal---$4,413
Total Functional Expenses$0$0$0$2,515,468

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,515,468
Total Expenses per Audited Statements$2,515,468
Total Expenses per Form 990$2,515,468
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$7,628,482
Endowment Care Trust$7,307,876
Notes Payable Long Term$2,155,304
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 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
2020-11-16

Organization Details

Principal Officer
Raymond S Ortner
Formed
1921
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
14
Volunteers
0

Preparer

Firm
Jones & Perry Inc
Address
641 FULTON AVE SUITE 202, SACRAMENTO, CA 95825
Preparer
Kelly M Jones
Phone
9164810845
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its process in selecting and monitoring its independent auditor. The organizations board of directors determine if the auditor is qualified to perform the audit prior to awarding the annual contract.”

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IRS990/PensionPlanContributionsGrp/TotalAmt0111665
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013592
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025854
IRS990/PrincipalOfficerNm0RAYMOND S ORTNER
IRS990/PriorPeriodAdjustmentsAmt0-6826010
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0364756
IRS990/PYOtherExpensesAmt01253582
IRS990/PYOtherRevenueAmt02746306
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0192146
IRS990/PYSalariesCompEmpBnftPaidAmt01665334
IRS990/PYTotalExpensesAmt02918916
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03111062
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0222316
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt02737784
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0941526
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01159764
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0402907
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0726115
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01129022
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02515468
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0760042
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt14663779
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt25023219
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3101663
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4200000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CASH AND MONEY MARKET
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1FIXED INCOME
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2EQUITIES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3CERTIFICATES OF DEPOSIT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4NOTE RECEIVABLE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4F
IRS990ScheduleD/LandGrp/BookValueAmt078199
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt078199
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04344276
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12393000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCOUNTS RECEIVABLE LONG TERM
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CEMETERY PROPERTY
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt043844
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01146399
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01190243
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07628482
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12155304
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27307876
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SPECIAL CARE TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NOTES PAYABLE LONG TERM
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ENDOWMENT CARE TRUST
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02737784
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0524950
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06737276
IRS990ScheduleD/TotalBookValueProgramRltdAmt010748703
IRS990ScheduleD/TotalExpensesPerForm990Amt02515468
IRS990ScheduleD/TotalLiabilityAmt017091662
IRS990ScheduleD/TotalRevenuePerForm990Amt02737784
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02737784
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02515468
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0169419
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1144035
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2183129
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt029329
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt129329
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt221159
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RAYMOND S ORTNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WINNIE W CHAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CHRISTOPHER D STAPP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0GENERAL MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COMMISSIONED SALES STAFF
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2COMMISSIONED SALES STAFF
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0198748
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1173364
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2204288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ANNUALLY, THE BOARD OF DIRECTORS REVIEW THE COMPENSATION AND METHOD USED TO DETERMINE IF THE GENERAL MANAGER IS RECEIVING COMPETITIVE, FAIR AND PROPER COMPENSATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION'S BOARD OF DIRECTORS MONITORS AND UPDATES THE CONFLICT OF INTEREST POLICY AT LEAST ANNUALLY WITH THE ORGANIZATION'S INSURANCE CARRIER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GENERAL MANAGER'S BONUS IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS BASED ON ACTUAL SALES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ASSOCIATION'S OFFICE DURING THE COURSE OF NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NOT CHANGED ITS PROCESS IN SELECTING AND MONITORING ITS INDEPENDENT AUDITOR. THE ORGANIZATIONS BOARD OF DIRECTORS DETERMINE IF THE AUDITOR IS QUALIFIED TO PERFORM THE AUDIT PRIOR TO AWARDING THE ANNUAL CONTRACT.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt020138401
IRS990/TotalAssetsEOYAmt021335070
IRS990/TotalAssetsGrp/BOYAmt020138401
IRS990/TotalAssetsGrp/EOYAmt021335070
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/TotalAmt02515468
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09453682
IRS990/TotalLiabilitiesEOYAmt017254045
IRS990/TotalLiabilitiesGrp/BOYAmt09453682
IRS990/TotalLiabilitiesGrp/EOYAmt017254045
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010684719
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04081025
IRS990/TotalOtherCompensationAmt079817
IRS990/TotalProgramServiceExpensesAmt02515468
IRS990/TotalReportableCompFromOrgAmt0535083
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02737784
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02737784
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,335,070
Liabilities
$17,254,045
Net assets
$4,081,025
Revenue
$2,737,784
Expenses
$2,515,468
Net income
$222,316
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