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Nonprofit · EIN 94-1145945

LONE TREE CEMETERY ASSOCIATION

Tax-exempt · HAYWARD, CA 94542

Financials

$5.6M$4.7M2023$4.8M$4.7M2024
Revenue Expenses · by fiscal year end
Financials of LONE TREE CEMETERY ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,771,911$4,680,721$91,190$33,491,528$23,851,579$9,639,949
December 31, 2023990$5,581,183$4,745,253$835,930$31,714,210$22,165,451$9,548,759
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$652,202
Net gain from sales of assets
$63,769
Net income from sales of inventory
$3,575,150
Other revenue
$4,119,709

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,271,023
Other salaries and wages
$693,099
Salaries, compensation and benefits (total)
$2,644,378
Professional fundraising fees
$0
Travel
$3,754
Depreciation
$107,020

Balance sheet and other

Total assets, start of year
$31,714,210
Total assets, end of year
$33,491,528
Total liabilities, end of year
$23,851,579
Net assets, end of year
$9,639,949
Land, buildings and equipment
$842,315
Net assets without donor restrictions
$9,639,949
Gross receipts
$10,786,248
Employees
21
Volunteers
0
Year formed
1921
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
RAYMOND S ORTNERGENERAL MANAGER
Officer
50$282,651$49,424
CHRISTOPHER D STAPPFAMILY SERVICE COUNSELOR
Highest-paid employee
40$259,537$37,112
WINNIE W CHANFAMILY SERVICE COUNSELOR
Highest-paid employee
40$226,669$49,424
DANIEL FLORESFAMILY SERVICE COUNSELOR
Highest-paid employee
40$214,180$0
MANUEL BELLOSOPARK SERVICES MANAGER
Highest-paid employee
40$130,334$44,024
DEBORAH MCCLELLANDADMINISTRATION
Highest-paid employee
40$101,302$49,424
HAROLD WILKESDIRECTOR
Trustee or director
2$11,550$0
CRAIG JUDYSECRETARY/TREASURER
Trustee or director
2$11,200$0
BRIAN MATTOSPRESIDENT
Trustee or director
2$11,200$0
RONALD G PECKDIRECTOR
Trustee or director
2$11,200$0
GEORGE PACHECODIRECTOR
Trustee or director
2$11,200$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
WINNIE W CHANFAMILY SERVICE COUNSELOR
Highest-paid employee
40$420,768$42,609
RAYMOND S ORTNERGENERAL MANAGER
Officer
50$295,999$42,609
CHRISTOPHER D STAPPFAMILY SERVICE COUNSELOR
Highest-paid employee
40$296,460$32,244
MANUEL BELLOSOPARK SERVICES MANAGER
Highest-paid employee
40$122,651$37,208
DANIEL FLORESFAMILY SERVICE COUNSELOR
Highest-paid employee
40$154,584$0
HAROLD WILKESDIRECTOR
Trustee or director
2$10,200$0
CRAIG JUDYSECRETARY/TREASURER
Trustee or director
2$10,200$0
BRIAN MATTOSPRESIDENT
Trustee or director
2$10,200$0
RONALD G PECKDIRECTOR
Trustee or director
2$10,200$0
GEORGE PACHECODIRECTOR
Trustee or director
2$10,200$0

Address and contacts

Address (IRS master file)
24591 FAIRVIEW AVE, HAYWARD, CA 94542-1329
Principal officer (990 for 2024)
RAYMOND S ORTNER, 24591 FAIRVIEW AVENUE, HAYWARD, CA 945421329
Signed the 990
RAYMOND S ORTNER, GENERAL MANAGER
Phone
(510) 582-1274
Return prepared by
JONES & PERRY INC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-1145945 or by the name LONE TREE CEMETERY ASSOCIATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE CEMETERY SERVICES TO THE PUBLIC.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-1145945
Tax-exempt status
501(c)(13): Cemetery company
Donations deductible (Pub 78)
Organization other than a public charity or private foundation
Exempt since
1963
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$33,491,528
Income (IRS master file)
$10,786,248

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,771,911$4,680,721$33,491,528XML
990December 2023$5,581,183$4,745,253$31,714,210XML
990December 2022$6,123,767$3,573,562$28,479,063IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1145945).

Questions about LONE TREE CEMETERY ASSOCIATION

What is the EIN of LONE TREE CEMETERY ASSOCIATION?
The employer identification number (EIN) of LONE TREE CEMETERY ASSOCIATION is 94-1145945.
Is LONE TREE CEMETERY ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 1963.
Are donations to LONE TREE CEMETERY ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
Which annual return does LONE TREE CEMETERY ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LONE TREE CEMETERY ASSOCIATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LONE TREE CEMETERY ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LONE TREE CEMETERY ASSOCIATION?
The 990 for the year ended December 31, 2024 names RAYMOND S ORTNER.
Who are the officers and directors of LONE TREE CEMETERY ASSOCIATION?
The 990 for the year ended December 31, 2024 lists 11 people; 11 received compensation from the organization, the highest $282,651 (RAYMOND S ORTNER, GENERAL MANAGER).
How much revenue does LONE TREE CEMETERY ASSOCIATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,771,911, expenses of $4,680,721 and total assets of $33,491,528 at year end.

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