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Nonprofiteer
← WEST LAUREL HILL CEMETERY CO LOT HOLDERS TRUST

Form 990 for tax year 2023

Filed by WEST LAUREL HILL CEMETERY CO LOT HOLDERS TRUST.

Totals

Total revenue
$1,755,575
Total expenses
$2,539,680
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$1,755,575
Other revenue
$0
Total assets, end of year
$51,287,255
Total liabilities, end of year
$13,665
Net assets or fund balances, end of year
$51,273,590
Program services expenses (Part IX)
$2,219,680
Management and general expenses
$320,000
Fundraising expenses
$0
Program service expenses (Part III)
$2,219,680

Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $362,527 · excluded $362,527

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,393,048

  • 7c · Gain or loss

    securities $1,393,048

  • 7d · Net gain or loss

    total $1,393,048 · excluded $1,393,048

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Payment for lot care

    total $2,219,680 · program services $2,219,680

  • 24b · Other expenses: Managment fees

    total $320,000 · management and general $320,000

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $1,250,507 · end of year $3,249,195

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $43,451,178 · end of year $48,038,060

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 25 · Other liabilities

    beginning of year $33,746 · end of year $13,665

  • 28 · Net assets with donor restrictions

    beginning of year $44,667,939 · end of year $51,273,590

Mission and programs · 2023

Mission

Care & maint. of cemetery lots

  • Payments to cemetery operating account for lot care on individual lots.

    Expenses $2,219,680

As filed on the 2023 return.

Listed in Part VII

  • Nancy Goldenberg

    President

    Total calculated
    $307,964
    From this org
    $0
    From related orgs
    $275,250
    Other
    $32,714
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $260,000 related
    Bonus
    not reported + $15,250 related
    Other
    not reported
    Deferred
    not reported + $11,019 related
    Nontaxable benefits
    not reported + $21,695 related
    Filer's total
    not reported + $307,964 related

  • Virginia Heyer

    Sales Rep.

    Total calculated
    $269,341
    From this org
    $0
    From related orgs
    $239,791
    Other
    $29,550
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $15,600 related
    Bonus
    not reported + $224,191 related
    Other
    not reported
    Deferred
    not reported + $9,597 related
    Nontaxable benefits
    not reported + $19,953 related
    Filer's total
    not reported + $269,341 related

  • Alisa Natalone

    Director of Admin.

    Total calculated
    $221,263
    From this org
    $0
    From related orgs
    $195,250
    Other
    $26,013
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $185,000 related
    Bonus
    not reported + $10,250 related
    Other
    not reported
    Deferred
    not reported + $7,826 related
    Nontaxable benefits
    not reported + $18,187 related
    Filer's total
    not reported + $221,263 related

  • Deborah Cassidy

    Family Svcs. Mgr.

    Total calculated
    $220,937
    From this org
    $0
    From related orgs
    $193,081
    Other
    $27,856
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $91,264 related
    Bonus
    not reported + $101,817 related
    Other
    not reported
    Deferred
    not reported + $7,735 related
    Nontaxable benefits
    not reported + $20,121 related
    Filer's total
    not reported + $220,937 related

  • Thomas Cavanaugh

    Sales Rep

    Total calculated
    $218,232
    From this org
    $0
    From related orgs
    $197,400
    Other
    $20,832
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $39,200 related
    Bonus
    not reported + $158,200 related
    Other
    not reported
    Deferred
    not reported + $7,901 related
    Nontaxable benefits
    not reported + $12,931 related
    Filer's total
    not reported + $218,232 related

  • Peter Doran

    Superintendent

    Total calculated
    $165,651
    From this org
    $0
    From related orgs
    $137,864
    Other
    $27,787
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $127,614 related
    Bonus
    not reported + $10,250 related
    Other
    not reported
    Deferred
    not reported + $6,904 related
    Nontaxable benefits
    not reported + $20,883 related
    Filer's total
    not reported + $165,651 related

  • Wilson L Smith

    Chairman

    Total calculated
    $18,700
    From this org
    $0
    From related orgs
    $18,700
    Other
    $0
    Hours/week
    1 + 5 related

  • James L Pope

    Director

    Total calculated
    $18,700
    From this org
    $0
    From related orgs
    $18,700
    Other
    $0
    Hours/week
    1 + 5 related

  • Clifford C David Jr

    Vice Chair

    Total calculated
    $18,000
    From this org
    $0
    From related orgs
    $18,000
    Other
    $0
    Hours/week
    1 + 5 related

  • Logan Smith

    Treasurer

    Total calculated
    $18,000
    From this org
    $0
    From related orgs
    $18,000
    Other
    $0
    Hours/week
    1 + 5 related

  • R Kimber David

    Secretary

    Total calculated
    $12,000
    From this org
    $0
    From related orgs
    $12,000
    Other
    $0
    Hours/week
    1 + 5 related

  • Martin A Heckscher

    Director

    Total calculated
    $12,000
    From this org
    $0
    From related orgs
    $12,000
    Other
    $0
    Hours/week
    1 + 5 related

  • Jody Canavan

    Director

    Total calculated
    $12,000
    From this org
    $0
    From related orgs
    $12,000
    Other
    $0
    Hours/week
    1 + 5 related

  • Linda C Henry

    Director

    Total calculated
    $12,000
    From this org
    $0
    From related orgs
    $12,000
    Other
    $0
    Hours/week
    1 + 5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • West Laurel Hill Management Company

    C Corp. · Management company · PA

    Directly controlled by West Laurel Hill Cem

  • West Laurel Hill Funeral Home Inc

    C Corp. · Funeral home · PA

    Directly controlled by West Laurel Hill Man

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202423109349300642

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