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Lone Tree Cemetery Association

Organization summary

Type of Nonprofit

Designated as a Cemetery companies.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$5.58M (2023)

Expenses
$4.75M (2023)

Total Assets
$31.7M (2023)

Total Liabilities
$22.2M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,581,183
Expenses
$4,745,253
Net Income
$835,930
Net Assets
$9,548,759
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $429,760
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$707
Net Inventory Sales $5,026,886
90.1%
Other Revenue $125,244
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,341,462
28.3%
Professional Fundraising Fees $0
Other Salaries and Wages $708,419
14.9%
Assets/Debt
Total Assets $31,714,210
Total Liabilities $22,165,451
Net Assets $9,548,759
Compensation
Key Employees and Officers Compensation Related Other
Winnie W Chan (Family Service Counselor) $420,768 $0 $42,609
Christopher D Stapp (Family Service Counselor) $296,460 $0 $32,244
Raymond S Ortner (General Manager) $295,999 $0 $42,609
Daniel Flores (Family Service Counselor) $154,584 $0 $0
Manuel Belloso (Park Services Manager) $122,651 $0 $37,208
Harold Wilkes (Director) $10,200 $0 $0
Craig Judy (Secretary/Treasurer) $10,200 $0 $0
Brian Mattos (President) $10,200 $0 $0
Ronald G Peck (Director) $10,200 $0 $0
George Pacheco (Director) $10,200 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,123,767
Expenses
$3,573,562
Net Income
$2,550,205
Net Assets
$8,712,829
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $320,943
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,148
0.4%
Net Inventory Sales $5,688,524
92.9%
Other Revenue $88,152
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $985,903
27.6%
Professional Fundraising Fees $0
Other Salaries and Wages $685,432
19.2%
Assets/Debt
Total Assets $28,479,063
Total Liabilities $19,766,234
Net Assets $8,712,829
Compensation
Key Employees and Officers Compensation Related Other
Raymond S Ortner (General Manager) $299,026 $0 $40,086
Christopher D Stapp (Family Service Counselor) $294,350 $0 $30,443
Winnie W Chan (Family Service Counselor) $219,812 $0 $40,086
Benjamin Cohn (Family Service Counselor) $129,345 $0 $40,086
Ronald G Peck (Director) $8,970 $0 $0
Craig Judy (Secretary/Treasurer) $8,700 $0 $0
Brian Mattos (President) $8,700 $0 $0
George Pacheco (Director) $8,700 $0 $0
Harold Wilkes (Director) $8,300 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,472,728
Expenses
$3,121,561
Net Income
$1,351,167
Net Assets
$6,162,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $263,214
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $66,720
1.5%
Net Inventory Sales $4,083,329
91.3%
Other Revenue $59,465
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $854,568
27.4%
Professional Fundraising Fees $0
Other Salaries and Wages $673,304
21.6%
Assets/Debt
Total Assets $25,265,393
Total Liabilities $19,102,769
Net Assets $6,162,624
Compensation
Key Employees and Officers Compensation Related Other
Winnie W Chan (Commissioned Sales Staff) $255,231 $0 $31,914
Raymond S Ortner (General Manager) $238,172 $0 $31,914
Christopher D Stapp (Commissioned Sales Staff) $176,276 $0 $23,038
Benjamin Cohn (Commissioned Sales Staff) $144,289 $0 $31,914
Robert C Mattos (Director) $8,400 $0 $0
Craig Judy (Secretary/Treasurer) $8,400 $0 $0
Ronald G Peck (Director) $8,400 $0 $0
George Pacheco (Director) $8,400 $0 $0
Brian Mattos (President) $7,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,423,053
Expenses
$2,692,621
Net Income
$730,432
Net Assets
$4,811,457
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $246,390
7.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$11,631
Net Inventory Sales $2,758,299
80.6%
Other Revenue $429,995
12.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $561,336
20.8%
Professional Fundraising Fees $0
Other Salaries and Wages $687,138
25.5%
Assets/Debt
Total Assets $22,131,537
Total Liabilities $17,320,080
Net Assets $4,811,457
Compensation
Key Employees and Officers Compensation Related Other
Raymond S Ortner (General Manager) $182,872 $0 $30,788
Christopher D Stapp (Commissioned Sales Staff) $169,681 $0 $22,200
Winnie W Chan (Commissioned Sales Staff) $167,483 $0 $30,788
Robert C Mattos (President) $8,400 $0 $0
Craig Judy (Secretary/Treasurer) $8,400 $0 $0
Ronald G Peck (Director) $8,400 $0 $0
George Pacheco (Director) $8,400 $0 $0
Brian Mattos (Director) $7,700 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,737,784
Expenses
$2,515,468
Net Income
$222,316
Net Assets
$4,081,025
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $266,087
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,607
0.2%
Net Inventory Sales $2,466,090
90.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $535,080
21.3%
Professional Fundraising Fees $0
Other Salaries and Wages $628,970
25.0%
Assets/Debt
Total Assets $21,335,070
Total Liabilities $17,254,045
Net Assets $4,081,025
Compensation
Key Employees and Officers Compensation Related Other
Christopher D Stapp (Commissioned Sales Staff) $183,129 $0 $21,159
Raymond S Ortner (General Manager) $169,419 $0 $29,329
Winnie W Chan (Commissioned Sales Staff) $144,035 $0 $29,329
Robert C Mattos (President) $8,400 $0 $0
Craig Judy (Secretary/Treasurer) $8,400 $0 $0
Ronald G Peck (Director) $8,400 $0 $0
George Pacheco (Director) $8,400 $0 $0
Mel Lewis (Director) $4,900 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,111,062
Expenses
$2,918,916
Net Income
$192,146
Net Assets
$10,684,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $226,392
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $138,364
4.4%
Net Inventory Sales $774,964
24.9%
Other Revenue $1,971,342
63.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $658,769
22.6%
Professional Fundraising Fees $0
Other Salaries and Wages $530,669
18.2%
Assets/Debt
Total Assets $20,138,401
Total Liabilities $9,453,682
Net Assets $10,684,719
Compensation
Key Employees and Officers Compensation Related Other
Raymond S Ortner (General Manager) $198,262 $0 $0
Christopher D Stapp (Commissioned Sales Staff) $166,730 $0 $0
Winnie W Chan (Commissioned Sales Staff) $138,817 $0 $0
Deborah M Mcclelland (Administrative Secretary) $114,960 $0 $0
Robert C Mattos (President) $8,000 $0 $0
Craig Judy (Secretary/Treasurer) $8,000 $0 $0
Mel Lewis (Director) $8,000 $0 $0
Ronald G Peck (Director) $8,000 $0 $0
George Pacheco (Director) $8,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,742,370
Expenses
$2,759,505
Net Income
$982,865
Net Assets
$10,492,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $226,085
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $164,567
4.4%
Net Inventory Sales $819,440
21.9%
Other Revenue $2,532,278
67.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $416,940
15.1%
Professional Fundraising Fees $0
Other Salaries and Wages $736,204
26.7%
Assets/Debt
Total Assets $19,277,133
Total Liabilities $8,784,560
Net Assets $10,492,573
Compensation
Key Employees and Officers Compensation Related Other
Winnie W Chan (Commissioned Sales Staff) $207,794 $0 $0
Raymond S Ortner (General Manager) $167,722 $0 $0
Thomas J Gratny (Retired General Manager) $41,424 $0 $0
Robert C Mattos (President) $7,960 $0 $0
Craig Judy (Secretary/Treasurer) $7,960 $0 $0
Mel Lewis (Director) $7,960 $0 $0
George Pacheco (Director) $7,960 $0 $0
Ronald G Peck (Director) $7,040 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,259,248
Expenses
$2,699,655
Net Income
$559,593
Net Assets
$9,509,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $186,593
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $31,629
1.0%
Net Inventory Sales $1,085,778
33.3%
Other Revenue $1,955,248
60.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $634,496
23.5%
Professional Fundraising Fees $0
Other Salaries and Wages $648,773
24.0%
Assets/Debt
Total Assets $17,895,180
Total Liabilities $8,385,472
Net Assets $9,509,708
Compensation
Key Employees and Officers Compensation Related Other
Thomas Gratny (General Manager) $251,348 $0 $0
Winnie W Chan (Commissioned Sales Staff) $202,884 $0 $0
Christopher D Stapp (Commissioned Sales Staff) $128,322 $0 $0
Ronald G Peck (Director) $16,542 $0 $0
Craig Judy (Secretary/Treasurer) $10,680 $0 $0
Robert C Mattos (President) $8,680 $0 $0
Mel Lewis (Vice President) $8,680 $0 $0
George Pacheco (Director) $5,940 $0 $0
Keith West (Director) $1,420 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,682,781
Expenses
$2,621,594
Net Income
$61,187
Net Assets
$8,950,115
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $189,283
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $118,833
4.4%
Net Inventory Sales $1,080,911
40.3%
Other Revenue $1,293,754
48.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $738,422
28.2%
Professional Fundraising Fees $0
Other Salaries and Wages $459,856
17.5%
Assets/Debt
Total Assets $16,967,059
Total Liabilities $8,016,944
Net Assets $8,950,115
Compensation
Key Employees and Officers Compensation Related Other
Thomas Gratny (General Manager) $313,578 $0 $0
Christopher D Stapp (Commissioned Sales Staff) $136,697 $0 $0
Winnie W Chan (Commissioned Sales Staff) $130,481 $0 $0
Kathleen O'leary (Commissioned Sales Staff) $115,212 $0 $0
Ronald G Peck (Director) $13,219 $0 $0
Robert C Mattos (President) $8,480 $0 $0
Keith West (Vice President) $8,480 $0 $0
Craig Judy (Secretary/Treasurer) $8,480 $0 $0
Mel Lewis (Director) $8,480 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,379,833
Expenses
$2,358,508
Net Income
$21,325
Net Assets
$8,888,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $207,751
8.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $101,467
4.3%
Net Inventory Sales $690,184
29.0%
Other Revenue $1,380,431
58.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $672,014
28.5%
Professional Fundraising Fees $0
Other Salaries and Wages $510,459
21.6%
Assets/Debt
Total Assets $16,516,483
Total Liabilities $7,627,555
Net Assets $8,888,928

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,887,429
Expenses
$2,566,657
Net Income
$1,320,772
Net Assets
$8,867,603
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $179,184
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $174,380
4.5%
Net Inventory Sales $803,875
20.7%
Other Revenue $2,729,990
70.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $576,778
22.5%
Professional Fundraising Fees $0
Other Salaries and Wages $670,226
26.1%
Assets/Debt
Total Assets $16,307,578
Total Liabilities $7,439,975
Net Assets $8,867,603

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,942,592
Expenses
$2,508,645
Net Income
$433,947
Net Assets
$7,546,831
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $218,457
7.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $96,291
3.3%
Net Inventory Sales $1,030,613
35.0%
Other Revenue $1,597,231
54.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $254,953
10.2%
Professional Fundraising Fees $0
Other Salaries and Wages $888,100
35.4%
Assets/Debt
Total Assets $14,359,373
Total Liabilities $6,812,542
Net Assets $7,546,831

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,671,603
Expenses
$2,248,093
Net Income
$423,510
Net Assets
$7,112,884
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $205,008
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $154,890
5.8%
Net Inventory Sales $889,915
33.3%
Other Revenue $1,421,790
53.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $229,489
10.2%
Professional Fundraising Fees $0
Other Salaries and Wages $844,213
37.6%
Assets/Debt
Total Assets $13,528,107
Total Liabilities $6,415,223
Net Assets $7,112,884

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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