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Sutter Realty Company FY2022 filing

Tax-deductible

Sacramento, CACemetery / fraternalMutual / membership EIN 94-0912806Revenue $478K in FY2022

On file with the IRS2720 Riverside Blvd, 95818-2928 · Sacramento, CATax-exempt since Jul 1944

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To provide cemetery services for members and non-members.

Tax-exempt charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $14K a year · 3% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
2 mo
of spending, in cash
Plus $1.7M in investments, Pt X · Ln 11–13
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.7M
84% of total assets
Concern: liabilities are 84% of assets; over 80%.
Pt X · Ln 26
Independent board members
0
of 6 voting members
Concern: none of 6 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$478K
+5% vs prior year
Spent
$537K
Net assets
$316K
By yearFY2020–FY2024
Revenue
$478K
FY2022▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$329K
FY2021$455K
FY2022$478K
FY2023$521K
FY2024$643K
Expenses
$537K
FY2022▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$453K
FY2021$503K
FY2022$537K
FY2023$535K
FY2024$468K
Net assets
$316K
FY2022▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$375K
FY2021$284K
FY2022$316K
FY2023$302K
FY2024$477K

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1944.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
Ted Levin
President
$0Pt VII · Sec A
Rory Peters
Secretary
$0Pt VII · Sec A
Jose Esparza
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Leon Soto
Director
$0Pt VII · Sec A
Mark Preston
Vice-President
$0Pt VII · Sec A
See Sutter Realty Company executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers cemetery services to all community members.

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1 program · in their own filed words · FY2022
01

Sutter realty serves the community for their cemetery needs.

Pt IX · col B

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$478K
Ln 12
Other incomeLn 4–11$441K
Gifts and grantsLn 1h$37K
Money outPt IX
$537K
Ln 25
Owns and owesPt X
$316K
net assets · Ln 32
Cash and savingsLn 1–2$86K
Total assetsLn 16$2.0M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$37K
Other incomeLn 4–11$441K
Gains on assetsLn 7−$23K
Total revenueLn 12$478K
Assets in detailPt X, end of year
CashLn 1$86K
Cash and savings togetherLn 1–2$86K
InvestmentsLn 11–13$1.7M
Land, buildings, equipmentLn 10c$174K
Other assetsLn 15$3K
Total assetsLn 16$2.0M
LiabilitiesLn 26$1.7M
Net assetsLn 32$316K
OperationsPt I, VI
EmployeesI 510
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$772K$86K
InvestmentsLn 11–13$1.5M$1.7M
Land, buildings, equipmentLn 10c$173K$174K
Total assetsLn 16$2.6M$2.0M
LiabilitiesLn 26$2.3M$1.7M
Net assetsLn 32$284K$316K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$258K
Payroll taxesLn 10$27K
Investment management feesLn 11f$22K
Other fees for servicesLn 11g$28K
Advertising and promotionLn 12$430
Office expensesLn 13$5K
Depreciation, depletion and amortizationLn 22$11K
InsuranceLn 23$25K
Other expenses (24a–d)Ln 24$125K
All other expensesLn 24e$36K
Total functional expensesLn 25$537K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $643K$468K$175K$477K 990 PDF
FY2023 $521K$535K−$14K$302K 990 PDF
FY2022 Viewing $478K$537K−$59K$316K 990 PDF
FY2021 $455K$503K−$48K$284K 990 PDF
FY2020 $329K$453K−$125K$375K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $478,063 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$37,000
I-9 Program service revenuePrior year $360,114$0
I-10 Investment incomePrior year $14,655−$23,127
I-11 Other revenuePrior year $79,936$464,190
I-12 Total revenuePrior year $454,705$478,063
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $258,684$285,082
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $244,272$252,225
I-18 Total expensesPrior year $502,956$537,307
I-19 Revenue less expensesPrior year −$48,251−$59,244
Part VI · Governance 0 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $478,063 across 5 lines filed
Lines not itemized here account for $244,508 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$37,000
VIII-1h Total contributions, gifts and grants$37,000
VIII-7 Net gain or loss on sales of assetsRelated to mission −$23,127−$23,127
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $219,682$219,682
VIII-12 Total revenueRelated to mission $441,063 · Unrelated business $0 · Excluded from tax $0$478,063
Part IX · Statement of functional expenses $537,307 across 10 lines filed
IX-7 Other salaries and wages$257,694
IX-10 Payroll taxes$27,388
IX-11f Investment management fees$22,174
IX-11g Other fees for services$28,025
IX-12 Advertising and promotion$430
IX-13 Office expenses$4,637
IX-22 Depreciation, depletion and amortization$11,375
IX-23 Insurance$24,671
IX-24 Other expenses (24a–d)$125,013
IX-24e All other expenses$35,900
IX-25 Total functional expenses$537,307
Part X · Balance sheet $2,011,875 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $772,406$86,118
X-4 Accounts receivableStart of year $76,200$67,867
X-10c Land, buildings and equipment, netStart of year $173,263$173,846
X-11 Publicly traded securitiesStart of year $1,536,994$1,681,044
X-15 Other assetsStart of year $3,000$3,000
X-16 Total assetsStart of year $2,561,863$2,011,875
X-17 Accounts payable and accrued expensesStart of year $5,025$9,946
X-25 Other liabilitiesStart of year $2,272,552$1,686,418
X-26 Total liabilitiesStart of year $2,277,577$1,696,364
X-27 Net assets without donor restrictionsStart of year $284,286$315,511
X-32 Total net assets or fund balancesStart of year $284,286$315,511
X-33 Total liabilities and net assetsStart of year $2,561,863$2,011,875
Part XI · Reconciliation of net assets $315,511 net assets at year end
XI-1 Total revenue$478,063
XI-2 Total expenses$537,307
XI-3 Revenue less expenses−$59,244
XI-4 Net assets at start of year$284,286
XI-5 Net unrealized gains (losses) on investments−$1,262
XI-8 Prior period adjustments$91,731
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$315,511

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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