Civic Intelligence

San Diego Memorial Society

EIN 95-2281741 • 501(c)4 • Poway, CA

Profile

To facilitate simple and inexpensive after death arrangements (cremation and buriel).

13446 Poway Road 207Poway, CA 92064

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

55th percentile

4.1%

Higher net margin than 55% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

97th percentile

157%

Faster asset growth than 97% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

-4.4%

Faster revenue growth than 45% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$3,118

Up $1,904 (+157%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$3,118

Up $1,904 (+157%) from 2015

Operations
Liabilities / Revenue61st percentileNet Margin55th percentile

Revenue

Down

$46,313

Down $2,109 (-4.4%) from 2015

Expenses

Down

$44,409

Down $4,575 (-9.3%) from 2015

Net Income

Up

$1,904

Up $2,466 (+439%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $0Liabilities 2012: $02012Assets 2014: $1,776Net Assets 2014: $1,7762014Assets 2015: $1,214Liabilities 2015: $0Net Assets 2015: $1,2142015Assets 2016: $3,118Liabilities 2016: $0Net Assets 2016: $3,1182016

Highlighted filing

2016

Assets$3,118
Liabilities$0
Net Assets$3,118
Open 2016 Filing

Operations Trend

Revenue Growth45th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $49,640Expenses 2011: $46,860Net Income 2011: $2,7802011Revenue 2012: $42,348Expenses 2012: $46,587Net Income 2012: -$4,2392012Revenue 2014: $49,905Expenses 2014: $48,129Net Income 2014: $1,7762014Revenue 2015: $48,422Expenses 2015: $48,984Net Income 2015: -$5622015Revenue 2016: $46,313Expenses 2016: $44,409Net Income 2016: $1,9042016

Highlighted filing

2016

Revenue$46,313
Expenses$44,409
Net Income$1,904
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,118
Liabilities
$0
Net assets
$3,118
Revenue
$46,313
Expenses
$44,409
Net income
$1,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$46.3$44.4$1.90
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$48.4$49.0$0.56
2014Detailed filing. Detailed filing data is available for this year.$1.78$1.78$49.9$48.1$1.78
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$42.3$46.6$4.24
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$49.6$46.9$2.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 27, 2017
Return Version
2016v3.0
Gross Receipts
$46,313
Mission and Program Overview

Mission

To facilitate simple and inexpensive after death arrangements (cremation and buriel).

Program Services

DescriptionGrantsExpenses
TO FACILITATE SIMPLE AND INEXPENSIVE AFTER DEATH ARRANGEMENTS (CREMATION AND BURIEL).$44,409-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA THOMSONExecutive Director-$0--
TIMOTHY JENKINSPresident-$0--
MICHAEL COONEYVice President-$0--
ELAINE DURSONSecretary-$0--
FRANCES SAN CLEMENTETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
San Diego Memorial Society
EIN
95-2281741
Phone
8588747921
Address
13446 POWAY ROAD 207, POWAY, CA 92064

Signing Officer

Name
Barbara Thomson
Title
Executive Director
Signed
2017-03-27
Discuss with paid preparer
Yes

Preparer

Firm
R Moore Ea & Associates
Address
1930 WATSON WAY STE D, VISTA, CA 92081-7994
Preparer
Amy U Sanchez Ea
Phone
7605994201
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2474”

Other Expenses.2

“UTILITIES $7072”

Other Expenses.3

“RENT $7015”

Other Expenses.4

“ASSOCIATION DUES $1451”

Other Expenses.5

“PROFESSIONAL FEES $1185”

Other Expenses.6

“INSURANCE $1175”

Other Expenses.7

“BANK FEES $1038”

Other Expenses.8

“MEETING EXPENSE $81”

Raw XML Appendix119 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BARBARA THOMSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08583911267
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04885 RONSON CT STE J
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092111
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01214
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03118
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt046313
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01904
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01214
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03118
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt046313
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01214
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03118
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01214
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03118
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA THOMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY JENKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL COONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELAINE DURSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANCES SAN CLEMENTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021491
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FACILITATE SIMPLE AND INEXPENSIVE AFTER DEATH ARRANGEMENTS (CREMATION AND BURIEL).
IRS990EZ/PrintingPublicationsPostageAmt07106
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FACILITATE SIMPLE AND INEXPENSIVE AFTER DEATH ARRANGEMENTS (CREMATION AND BURIEL).
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044409
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015812
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044409
IRS990EZ/TotalProgramServiceExpensesAmt044409
IRS990EZ/TotalRevenueAmt046313
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UTILITIES $7072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RENT $7015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSOCIATION DUES $1451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES $1185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE $1175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $1038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETING EXPENSE $81
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA THOMSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO MEMORIAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0952281741
ReturnHeader/Filer/PhoneNum08588747921
ReturnHeader/Filer/USAddress/AddressLine1Txt013446 POWAY ROAD 207
ReturnHeader/Filer/USAddress/CityNm0POWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092064
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R MOORE EA & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01930 WATSON WAY STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VISTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920817994
ReturnHeader/PreparerPersonGrp/PhoneNum07605994201
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY U SANCHEZ EA
ReturnHeader/ReturnTs02017-03-27T16:12:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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