Lone Tree Cemetery Association
- Assets
- $25.3m
- Revenue
- $4.5m
- Investments
- $0.0
- Employees
- 15
- Location
- Hayward, CA
- Founding
- 08/1963
- Data as of
- 12/2021
- EIN
- 94-1145945
Organization Overview
Lone Tree Cemetery Association is located in Hayward, CA. The organization was established in 1963. According to its NTEE Classification (Y50) the organization is classified as: Cemeteries, under the broad grouping of Mutual & Membership Benefit and related organizations. As of 12/2021, Lone Tree Cemetery Association employed 15 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lone Tree Cemetery Association is a 501(c)(13) and as such, is described as a "Cemetery Company" by the IRS.
For the year ending 12/2021, Lone Tree Cemetery Association generated $4.5m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.6% each year. All expenses for the organization totaled $3.1m during the year ending 12/2021. While expenses have increased by 2.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE CEMETERY SERVICES TO THE PUBLIC, INCLUDING INTERMENT, GROUND BURIAL, MAUSOLEUM, MEMORIAL, ENDOWMENT CARE AND PRE-NEED PLANNING SERVICES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE CEMETERY SERVICES TO THE PUBLIC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Winnie W Chan Commissioned Sales Staff | 40 | $255,231 | |
Raymond S Ortner General Manager | Officer | 50 | $238,172 |
Christopher D Stapp Commissioned Sales Staff | 40 | $176,276 | |
Benjamin Cohn Commissioned Sales Staff | 40 | $144,289 | |
Robert C Mattos Director | Trustee | 2 | $8,400 |
Craig Judy Secretary/treasurer | Trustee | 2 | $8,400 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $263,214 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $66,720 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $4,083,329 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,472,728 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $854,568 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $673,304 |
| Pension plan accruals and contributions | $147,360 |
| Other employee benefits | $284,262 |
| Payroll taxes | $99,124 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $110,061 |
| Fees for services: Other | $41,034 |
| Advertising and promotion | $124,636 |
| Office expenses | $20,686 |
| Information technology | $3,754 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $12,001 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $88,326 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $43,070 |
| Insurance | $64,151 |
| All other expenses | $181,919 |
| Total functional expenses | $3,121,561 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,119,994 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $663,854 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $74,963 |
| Prepaid expenses and deferred charges | $30,783 |
| Net Land, buildings, and equipment | $524,878 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $12,366,796 |
| Intangible assets | $0 |
| Other assets | $8,484,125 |
| Total assets | $25,265,393 |
| Accounts payable and accrued expenses | $132,763 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $18,970,006 |
| Total liabilities | $19,102,769 |
| Net assets without donor restrictions | $6,162,624 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $25,265,393 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Lone Tree Cemetery Association has recieved totaling $3,000.
| Awarding Organization | Amount |
|---|---|
Ebb Point Foundation Inc Pennington, NJ PURPOSE: UNRESTRICTED GENERAL | $3,000 |
Endowment Analysis
| Beg. Balance | $6,292,247 |
| Earnings | -$365,875 |
| Admin Expense | $3,344 |
| Net Contributions | $186,510 |
| Ending Balance | $6,109,538 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mountain View Cemetery Association Oakland, CA | $150,729,541 | $26,488,070 |
Oakwood Cemetery Assoc Of Los Angeles Chatsworth, CA | $32,333,790 | $4,712,167 |
Ivy Lawn Memorial Park & Funeral Home Ventura, CA | $29,284,891 | $5,901,568 |
Lone Tree Cemetery Association Hayward, CA | $25,265,393 | $4,472,728 |
Ontario Cementery Association Ontario, CA | $21,743,394 | $5,156,928 |
River View Cemetery Association Of Portland Portland, OR | $46,544,282 | $5,064,773 |
Oahu Cemetery Association Honolulu, HI | $5,077,744 | $2,543,708 |
Turlock Cemetery Association Turlock, CA | $28,654,901 | $5,486,142 |
Pasadena Cemetery Association Altadena, CA | $12,084,612 | $2,697,074 |
Independent Order Of Odd Fellows Santa Rosa, CA | $10,825,941 | $1,899,138 |
Santa Barbara Cemetery Association Santa Barbara, CA | $29,316,742 | $6,211,744 |
Tulocay Cemetery Association Napa, CA | $16,618,897 | $2,001,299 |