Civic Intelligence

Mt Soledad Memorial Assoc Inc DBA

990 • Fiscal year 2017 • EIN 95-2373533

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

Organization ProfileWWW.SOLEDADMEMORIAL.COM
565 Pearl Street Suite 301LA Jolla, CA 92037

(858) 459-2314

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$3,706,944

Up $430,852 (+13%) from 2016

Net Assets

Up

$3,694,339

Up $437,274 (+13%) from 2016

Liabilities

Down

$12,605

Down $6,422 (-34%) from 2016

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin91st percentile

Revenue

Down

$905,938

Down $966,139 (-52%) from 2016

Expenses

Up

$468,664

Up $18,136 (+4.0%) from 2016

Net Income

Down

$437,274

Down $984,275 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,445,206Liabilities 2011: $29,735Net Assets 2011: $1,415,4712011Assets 2012: $1,305,480Liabilities 2012: $18,627Net Assets 2012: $1,286,8532012Assets 2013: $1,340,868Liabilities 2013: $18,534Net Assets 2013: $1,322,3342013Assets 2014: $1,373,377Liabilities 2014: $21,201Net Assets 2014: $1,352,1762014Assets 2015: $1,673,753Liabilities 2015: $21,093Net Assets 2015: $1,652,6602015Assets 2016: $3,276,092Liabilities 2016: $19,027Net Assets 2016: $3,257,0652016Assets 2017: $3,706,944Liabilities 2017: $12,605Net Assets 2017: $3,694,3392017Assets 2018: $3,910,354Liabilities 2018: $26,947Net Assets 2018: $3,883,4072018Assets 2019: $4,165,237Liabilities 2019: $22,564Net Assets 2019: $4,142,6732019Assets 2020: $4,337,730Liabilities 2020: $24,532Net Assets 2020: $4,313,1982020Assets 2021: $5,035,525Liabilities 2021: $30,567Net Assets 2021: $5,004,9582021Assets 2022: $5,708,171Liabilities 2022: $139,677Net Assets 2022: $5,568,4942022Assets 2023: $6,052,197Liabilities 2023: $132,127Net Assets 2023: $5,920,0702023Assets 2024: $6,083,232Liabilities 2024: $94,532Net Assets 2024: $5,988,7002024

Highlighted filing

2017

Assets$3,706,944
Liabilities$12,605
Net Assets$3,694,339
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $595,264Expenses 2011: $238,186Net Income 2011: $357,0782011Revenue 2012: $282,497Expenses 2012: $484,796Net Income 2012: -$202,2992012Revenue 2013: $383,584Expenses 2013: $418,369Net Income 2013: -$34,7852013Revenue 2014: $302,759Expenses 2014: $269,716Net Income 2014: $33,0432014Revenue 2015: $750,481Expenses 2015: $480,955Net Income 2015: $269,5262015Revenue 2016: $1,872,077Expenses 2016: $450,528Net Income 2016: $1,421,5492016Revenue 2017: $905,938Expenses 2017: $468,664Net Income 2017: $437,2742017Revenue 2018: $684,888Expenses 2018: $495,820Net Income 2018: $189,0682018Revenue 2019: $748,408Expenses 2019: $489,142Net Income 2019: $259,2662019Revenue 2020: $675,390Expenses 2020: $478,625Net Income 2020: $196,7652020Revenue 2021: $1,270,067Expenses 2021: $509,892Net Income 2021: $760,1752021Revenue 2022: $1,572,237Expenses 2022: $648,665Net Income 2022: $923,5722022Revenue 2023: $770,319Expenses 2023: $687,046Net Income 2023: $83,2732023Revenue 2024: $599,848Expenses 2024: $726,277Net Income 2024: -$126,4292024

Highlighted filing

2017

Revenue$905,938
Expenses$468,664
Net Income$437,274
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.2
Gross Receipts
$912,105
Mission and Program Overview

Mission

Maintenance/development of a memorial park honoring our veterans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,544,843$1,534,474▼ $10,369
Savings and Temporary Cash Investments$1,158,235$1,053,572▼ $104,663
Investments Other Securities$250,000$749,600▲ $499,600
Investments in Publicly Traded Securities$200,473$310,268▲ $109,795
Cash and Non-Interest-Bearing Accounts$87,971$56,579▼ $31,392
Pledges and Grants Receivable$32,119$0▼ $32,119
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,276,092$3,706,944▲ $430,852
Other Assets Total$2,451$2,451→ $0
Liabilities
Accounts Payable and Accrued Expenses$19,027$12,605▼ $6,422
Total Liabilities$19,027$12,605▼ $6,422
Net Assets / Fund Balance
Unrestricted Net Assets$3,183,433$3,628,441▲ $445,008
Temporarily Rstr Net Assets$73,632$65,898▼ $7,734
Total Net Assets Fund Balance$3,257,065$3,694,339▲ $437,274
Total Liabilities and Net Assets / Fund Balance$3,276,092$3,706,944▲ $430,852

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,368,743-$1,368,743
Leasehold Improvements$162,614$31,049$193,663
Other Land Buildings$3,117$539$3,656
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
William KelloggChair Emitus
Lou ScanlonPresident & CEO
Lew WitherspoonVice President
Bruce BaileyTrustee
Christine EpsteinTrustee
Howard WarrenTrustee
John AndersonTrustee
John E MichaelsonTrustee
John M DadianTrustee
Justin NahamaTrustee
NEIL O'CONNELLTrustee
Nathaniel DonnellyTrustee
Patrick StoufferTrustee
Phil KendroTrustee
Richard W WrightTrustee
Robert PhillipsTrustee
Robert TeaffTrustee
Susan FarrellTrustee
Tony AnthonyTrustee
Trenton BonnerTrustee
William R FenickTrustee
Paul Pintek2nd VICE PRES.
Robert S Brewer JrSecretary
William NicholTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$871,651
Program Service Revenue
$0
Investment Income
$34,287
Other Revenue
$0
All Other Contributions
$314,811
Change in Net Assets
$437,274

Audited Revenue Reconciliation

Revenue per Audited Statements
$905,938
Total Revenue per Audited Statements
$905,938
Total Revenue per Form 990
$905,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$249,365
Salaries, Compensation, and Employee Benefits$152,688
Total Fundraising Expense$108,309
Professional Fundraising Fees$66,611
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$121,690$16,594-$138,284
Fees for Services Professional Fundraising--$66,611$66,611
Advertising--$41,698$41,698
Occupancy$25,998$3,545-$29,543
Fees for Services Accounting$17,751$4,438-$22,189
Payroll Taxes$12,674$1,730-$14,404
Depreciation Depletion$12,221$1,667-$13,888
All Other Expenses$10,067$1,469-$11,536
Other Expenses$7,333$3,948-$11,281
Office Expenses$7,584$1,034-$8,618
Insurance$7,677$853-$8,530
Total Functional Expenses$325,077$35,278$108,309$468,664

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$468,664
Total Expenses per Audited Statements$468,664
Total Expenses per Form 990$468,664
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$66,611

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Capital Campaign$530,550---
Total Events$530,550---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“The governing body reviews the 990 before submitting the return.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The governing body makes information available upon request.”

Filing and Contact Details

Filer

Filer Name
MT SOLEDAD MEMORIAL ASSOC INC dba
EIN
95-2373533
Phone
8584592314
Address
565 PEARL STREET SUITE 301, LA JOLLA, CA 92037

Signing Officer

Name
William Nichol
Title
Treasurer
Signed
2018-11-02
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
3
Volunteers
4,700

Preparer

Firm
Duffy Kruspodin Llp
Address
4225 EXECUTIVE SQ STE 900, LA JOLLA, CA 92037
Preparer
Daisy Hom CPA
Phone
8586425050
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Association follows GAAP related to the recognition of uncertain tax positions. The standard requires a company to recognize the tax benefit associated with a tax position taken for tax return purposes when it is more likely than not that the position will be sustained. Management has determined that the Association has no uncertain tax positions at December 31, 2016 and therefore no amounts have been accrued.”

Raw XML AppendixShowing 400 of 630 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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IRS990/Form990PartVIISectionAGrp/PersonNm16TRENTON BONNER
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM R FENICK
IRS990/Form990PartVIISectionAGrp/PersonNm18RICHARD W WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm19ROBERT TEAFF
IRS990/Form990PartVIISectionAGrp/PersonNm20LOU SCANLON
IRS990/Form990PartVIISectionAGrp/PersonNm21SUSAN FARRELL
IRS990/Form990PartVIISectionAGrp/PersonNm22PATRICK STOUFFER
IRS990/Form990PartVIISectionAGrp/PersonNm23HOWARD WARREN
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR EMITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt102nd VICE PRES.
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt22Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
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IRS990/GrantsToOrganizationsInd0false
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IRS990/OtherExpensesGrp/ProgramServicesAmt124680
IRS990/OtherExpensesGrp/ProgramServicesAmt219824
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IRS990/OtherExpensesGrp/TotalAmt219824
IRS990/OtherExpensesGrp/TotalAmt311281
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0121690
IRS990/OtherSalariesAndWagesGrp/TotalAmt0138284
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,706,944
Liabilities
$12,605
Net assets
$3,694,339
Revenue
$905,938
Expenses
$468,664
Net income
$437,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.09$5.99$0.60$0.73$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.05$0.13$5.92$0.77$0.69$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.71$0.14$5.57$1.57$0.65$0.92
2021Detailed filing. Detailed filing data is available for this year.$5.04$0.03$5.00$1.27$0.51$0.76
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.02$4.31$0.68$0.48$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.02$4.14$0.75$0.49$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.03$3.88$0.68$0.50$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.71$0.01$3.69$0.91$0.47$0.44
2016Detailed filing. Detailed filing data is available for this year.$3.28$0.02$3.26$1.87$0.45$1.42
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.02$1.65$0.75$0.48$0.27
2014Summary only. Only limited summary data is available for this year.$1.37$0.02$1.35$0.30$0.27$0.03
2013Summary only. Only limited summary data is available for this year.$1.34$0.02$1.32$0.38$0.42$0.03
2012Summary only. Only limited summary data is available for this year.$1.31$0.02$1.29$0.28$0.48$0.20
2011Summary only. Only limited summary data is available for this year.$1.45$0.03$1.42$0.60$0.24$0.36