2024-11-14T15:36:30-06:00 2023-12-31 464070947 JONES & PERRY INC 641 FULTON AVE SUITE 202 SACRAMENTO CA 95825 990 2023-01-01 941145945 LONE TREE CEMETERY ASSOCIATION LONE 5105821274 24591 FAIRVIEW AVENUE HAYWARD CA 945421329 RAYMOND S ORTNER GENERAL MANAGER 5105821274 2024-11-14 0 KELLY M JONES P01082911 9164810845 2024-11-14 2023 2024-10-15 13:58:12Z RAYMOND S ORTNER 24591 FAIRVIEW AVENUE HAYWARD CA 945421329 9536183 0 X N/A X 1921 CA TO PROVIDE CEMETERY SERVICES TO THE PUBLIC, INCLUDING INTERMENT, GROUND BURIAL, MAUSOLEUM, MEMORIAL, ENDOWMENT CARE AND PRE-NEED PLANNING SERVICES. 5 0 22 0 0 0 0 0 0 0 347091 429053 5776676 5152130 6123767 5581183 0 0 0 0 2254012 2666037 0 0 0 1319550 2079216 3573562 4745253 2550205 835930 28479063 31714210 19766234 22165451 8712829 9548759 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. 0 0 PROVIDE CEMETERY SERVICES TO THE PUBLIC. 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 CA X THE ORGANIZATION 5105821274 24591 FAIRVIEW AVENUE HAYWARD CA 945421329 HAROLD WILKES DIRECTOR 2.00 X 10200 0 0 CRAIG JUDY SECRETARY/TREASURER 2.00 X 10200 0 0 BRIAN MATTOS PRESIDENT 2.00 X 10200 0 0 RONALD G PECK DIRECTOR 2.00 X 10200 0 0 GEORGE PACHECO DIRECTOR 2.00 X 10200 0 0 RAYMOND S ORTNER GENERAL MANAGER 50.00 X 295999 0 42609 WINNIE W CHAN FAMILY SERVICE COUNSELOR 40.00 X 420768 0 42609 CHRISTOPHER D STAPP FAMILY SERVICE COUNSELOR 40.00 X 296460 0 32244 MANUEL BELLOSO PARK SERVICES MANAGER 40.00 X 122651 0 37208 DANIEL FLORES FAMILY SERVICE COUNSELOR 40.00 X 154584 0 0 1341462 0 154670 5 0 1 0 0 429760 429760 3523886 3524593 -707 -707 -707 5457293 430407 5026886 5026886 UNEXPENDED INCOME WITHDRAWAL 900099 125244 125244 125244 5581183 5581183 0 0 1341462 708419 134035 347944 134177 101942 72962 171100 38713 11569 6788 78328 91244 66934 GROUNDS MAINTENANCE 354135 ADDITION TO UNEXPENDED 322896 DEPLETION 232734 UTILITIES 193000 336871 4745253 1451942 1045195 986459 1089223 77451 90747 40512 40512 2962923 2073959 703740 888964 13432995 15714285 11785964 12845284 28479063 31714210 142739 132908 19623495 22032543 19766234 22165451 X 8712829 9548759 8712829 9548759 28479063 31714210 835930 0 X 0 1 X 1 0 78199 78199 1322362 826788 495574 1562362 1247171 315191 888964 CASH AND MONEY MARKET 159854 C FIXED INCOME 8520388 F EQUITIES 6834043 F NOTE RECEIVABLE 200000 F 15714285 ACCOUNTS RECEIVABLE LONG TERM 9803008 CEMETERY PROPERTY 3042276 12845284 SPECIAL CARE TRUST 10515977 NOTES PAYABLE 1889404 ENDOWMENT CARE TRUST 9627162 22032543 5581183 0 5581183 0 5581183 4745253 0 4745253 0 4745253 X X X X 0 0 0 WINNIE W CHAN FAMILY SERVICE COUNSELOR 420768 0 0 0 0 0 0 0 42609 0 463377 0 0 0 RAYMOND S ORTNER GENERAL MANAGER 295999 0 0 0 0 0 0 0 42609 0 338608 0 0 0 CHRISTOPHER D STAPP FAMILY SERVICE COUNSELOR 296460 0 0 0 0 0 0 0 32244 0 328704 0 0 0 MANUEL BELLOSO PARK SERVICES MANAGER 122651 0 0 0 0 0 0 0 37208 0 159859 0 0 0 DANIEL FLORES FAMILY SERVICE COUNSELOR 154584 0 0 0 0 0 0 0 0 0 154584 0 0 0 PART I, LINE 3 ANNUALLY, THE BOARD OF DIRECTORS REVIEW THE COMPENSATION AND METHOD USED TO DETERMINE IF THE GENERAL MANAGER IS RECEIVING COMPETITIVE, FAIR AND PROPER COMPENSATION. 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.