LAKEWOOD CEMETERY ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LAKEWOOD CEMETERY ASSOCIATION (EIN 41-0364020)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-07-18
- IRS object ID
- 202422009349300932
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-18T11:39:56-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410364020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKEWOOD CEMETERY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 6128222171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 HENNEPIN AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554081389 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER MAKOWSKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6128222171 | PhoneNum |
| Signature | 2024-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | MAKOWSKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2024-06-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER MAKOWSKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 HENNEPIN AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554081389 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $320,997,101 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.LAKEWOODCEMETERY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1871 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | WE SERVE FAMILIES AND OUR COMMUNITY BY OFFERING COMMEMORATIVE SERVICES TO HONOR, CELEBRATE, AND REMEMBER A LOVED ONE'S LIFE IN A PLACE OF BEAUTY AND SOLACE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $1,478,029 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,262,489 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $224,090 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,380,783 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,857,877 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,881,691 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,142,002 | CYInvestmentIncomeAmt |
| PY Other Revenue | $216,357 | PYOtherRevenueAmt |
| CY Other Revenue | $308,772 | CYOtherRevenueAmt |
| PY Total Revenue | $35,478,831 | PYTotalRevenueAmt |
| CY Total Revenue | $9,532,741 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,530,444 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,741,199 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,561,089 | PYOtherExpensesAmt |
| CY Other Expenses | $10,522,202 | CYOtherExpensesAmt |
| PY Total Expenses | $12,091,533 | PYTotalExpensesAmt |
| CY Total Expenses | $14,263,401 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,387,298 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,730,660 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $310,078,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,653,247 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,112,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,999,933 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $301,966,314 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $328,653,314 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE SERVE FAMILIES AND OUR COMMUNITY BY OFFERING COMMEMORATIVE SERVICES TO HONOR, CELEBRATE, AND REMEMBER A LOVED ONE'S LIFE IN A PLACE OF BEAUTY AND SOLACE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE ORGANIZATION IS A CEMETERY WHICH IS A TAX-EXEMPT ENTITY UNDER IRC SEC 501(C)(13). OUR PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE THE SALE OF INTERMENT RIGHTS, MEMORIAL MONUMENTS AND MARKERS, CREMATION URNS AND GROUND LEVEL VASES. OUR BURIAL ACTIVITIES CONSIST OF OPENING AND CLOSING GRAVES, SODDING, ETC. OF APPROXIMATELY 750 GRAVES PER YEAR (A TOTAL OF 320 CASKETS AND 530 URNS OF CREMATED REMAINS). WE ALSO PROVIDE CREMATION SERVICES TO AROUND 1500 FAMILIES. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER MAKOWSKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6128222171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 HENNEPIN AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554081389 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRUCE ENGELSMA | ||||||||
| CHAIR EMERITUS | 0.30 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN P PEPSKI | ||||||||
| TREASURER | 0.50 | 0.00 | Yes (X) | Yes (X) | $3,250 | $0 | $0 | |
| JOSE PERIS | ||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $4,875 | $0 | $0 | ||
| DEBORAH HOPP | ||||||||
| VICE CHAIR | 0.50 | 0.00 | Yes (X) | Yes (X) | $6,000 | $0 | $0 | |
| CHRISTINE BENT | ||||||||
| SECRETARY | 0.50 | 0.00 | Yes (X) | Yes (X) | $7,500 | $0 | $0 | |
| RUFUS WINTON | ||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $4,000 | $0 | $0 | ||
| KENT ADAMS | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $6,000 | $0 | $0 | ||
| ROGER SIT | ||||||||
| TRUSTEE | 0.10 | 0.00 | Yes (X) | $1,500 | $0 | $0 | ||
| TONY LEUNG | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LYNN CASEY | ||||||||
| TRUSTEE | 0.10 | 0.00 | Yes (X) | $1,250 | $0 | $0 | ||
| CHRISTOPHER MAKOWSKE | ||||||||
| PRESIDENT | 44.00 | 1.00 | Yes (X) | $204,725 | $0 | $20,549 | ||
| JULIA GILLIS | ||||||||
| DIRECTOR OF MARKETING AND OUTREACH | 43.00 | 2.00 | $137,692 | $0 | $13,547 | Yes (X) | ||
| KELLY LEAHY | ||||||||
| DIRECTOR OF FAMILY SERVICES | 45.00 | 0.00 | $148,328 | $0 | $12,933 | Yes (X) | ||
| KELSIE MATESKI | ||||||||
| DIRECTOR OF FINANCE AND ADMINISTRATION | 43.00 | 2.00 | $133,489 | $0 | $18,431 | Yes (X) | ||
| STEPHEN JORDAN | ||||||||
| IT MANAGER | 40.00 | 0.00 | $112,310 | $0 | $23,565 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $770,919 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,025 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JE DUNN CONSTRUCTION | |||||
| 800 WASHINGTON AVE N STE 600 | MINNEAPOLIS | MN | 55401 | CONSTRUCTION CONTRACTOR | $15,118,553 |
| PERSONNEL PLUS | |||||
| 3556 NICOLLET AVE SOUTH | MINNEAPOLIS | MN | 55408 | STAFFING AGENCY | $1,480,236 |
| MILLER DUNWIDDIE ASSOCIATION | |||||
| 100 WASHINGTON AVE S STE 500 | MINNEAPOLIS | MN | 55401 | DESIGN ARCHITECT FOR NEW WELCOME CENTER | $1,263,915 |
| LAZARD ASSET MANAGEMENT | |||||
| 30 ROCKEFELLER PLAZA | NEW YORK | NY | 10112 | INVESTMENT MANAGEMENT | $518,960 |
| AAA LABOR | |||||
| 2508 HENNEPIN AVE | MINNEAPOLIS | MN | 55405 | STAFFING AGENCY | $459,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $224,090 | RelatedOrganizationsAmt |
| Total Contributions | $224,090 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SALE OF INTERMENT/ENTOMBMENT RIGH | 900099 | $4,498,973 | $4,498,973 |
| INTERMENT/ENTOMBMENT/CREMATION FE | 900099 | $1,667,399 | $1,667,399 |
| MEMORIAL INSTALLATION FEES | 900099 | $442,462 | $442,462 |
| MISCELLANEOUS INCOME/OTHER FEES | 900099 | $190,454 | $190,454 |
| GREENHOUSE AND WATERING ACTIVITIE | 900099 | $58,589 | $58,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,857,877 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,809,068 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,478,029 | UnrelatedBusinessRevenueAmt |
| Exclusion | $331,039 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $308,772 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $308,772 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308,772 | TotalRevenueColumnAmt |
| Exclusion | $308,772 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $311,797,294 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $311,464,360 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $332,934 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $332,934 | TotalRevenueColumnAmt |
| Exclusion | $332,934 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,532,741 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,857,877 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,478,029 | UnrelatedBusinessRevenueAmt |
| Exclusion | $972,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,540 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,415,961 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,789 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,917 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,992 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,806 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,853 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,435,873 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,505,576 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,838 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,232 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,473 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,387,027 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,051 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,131 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,539 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,350 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| COST OF INTERMENT/ENTOM | $629,224 |
| COST OF MARKERS/VAULTS/ | $424,331 |
| EQUIPMENT MAINTENANCE | $366,295 |
| SUPPLIES AND MATERIALS | $77,746 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,857 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,263,401 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,326,097 | BOYAmt |
| EOY | $4,177,377 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,524,080 | BOYAmt |
| EOY | $1,393,757 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,919,126 | BOYAmt |
| EOY | $2,522,838 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,117,656 | BOYAmt |
| EOY | $17,266,642 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,244 | BOYAmt |
| EOY | $59,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $61,152,950 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,920,391 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,809,555 | BOYAmt |
| EOY | $44,232,559 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,372,576 | BOYAmt |
| EOY | $169,638,861 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,890,439 | BOYAmt |
| EOY | $119,313,285 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,041 | BOYAmt |
| EOY | $48,627 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,078,814 | BOYAmt |
| EOY | $358,653,247 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,843,476 | BOYAmt |
| EOY | $6,999,158 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,883,174 | BOYAmt |
| EOY | $2,781,950 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,829,902 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,385,850 | BOYAmt |
| EOY | $2,388,923 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,112,500 | BOYAmt |
| EOY | $29,999,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,966,314 | BOYAmt |
| EOY | $328,653,314 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,966,314 | BOYAmt |
| EOY | $328,653,314 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,078,814 | BOYAmt |
| EOY | $358,653,247 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,730,660 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $30,751,760 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $665,900 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,476,181 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,926,721 | DepreciationAmt |
| Book Value | $17,549,460 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,881,276 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,993,670 | DepreciationAmt |
| Book Value | $887,606 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,795,493 | OtherCostOrOtherBasisAmt |
| Book Value | $25,795,493 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,232,559 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| UNCONSTRAINED FIXED INCOME | $33,907,549 | F |
| INTERNATIONAL SMALL CAP EQUITY | $5,296,655 | F |
| EMERGING MARKETS SMALL CAP EQUITY | $4,502,025 | F |
| EMERGING MARKETS EQUITY | $9,631,274 | F |
| U S PRIVATE EQUITY | $32,220,465 | F |
| INTERNATIONAL PRIVATE EQUITY | $1,250,314 | F |
| GLOBAL PRIVATE EQUITY | $17,666,248 | F |
| NATURAL RESOURCES | $3,345,653 | F |
| VENTURE CAPITAL/PRIVATE EQUITY | $11,309,928 | F |
| DISTRESSED DEBT | $183,174 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $119,313,285 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL CARE FUND CORPUS | Desc |
| Amt | $2,388,923 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,388,923 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(13) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS, THE ASSOCIATION ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ASSOCIATION AND VARIOUS TAX POSITIONS RELATED TO POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME. NO LIABILITY HAS BEEN RECOGNIZED BY THE ASSOCIATION FOR UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2023 AND 2022. THE ASSOCIATION'S TAX RETURNS ARE NOT PRESENTLY UNDER EXAMINATION BY ANY TAXING AUTHORITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER MAKOWSKE | ||||||||||||||
| PRESIDENT | $178,725 | $0 | $26,000 | $0 | $0 | $0 | $6,181 | $0 | $14,368 | $0 | $225,274 | $0 | $0 | $0 |
| KELLY LEAHY | ||||||||||||||
| DIRECTOR OF FAMILY SERVICES | $148,328 | $0 | $0 | $0 | $0 | $0 | $4,130 | $0 | $8,803 | $0 | $161,261 | $0 | $0 | $0 |
| KELSIE MATESKI | ||||||||||||||
| DIRECTOR OF FINANCE AND ADMINISTRATI | $133,489 | $0 | $0 | $0 | $0 | $0 | $3,933 | $0 | $14,498 | $0 | $151,920 | $0 | $0 | $0 |
| JULIA GILLIS | ||||||||||||||
| DIRECTOR OF MARKETING AND OUTREACH | $137,692 | $0 | $0 | $0 | $0 | $0 | $4,131 | $0 | $9,416 | $0 | $151,239 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 1A | FormAndLineReferenceDesc |
| Explanation | LAKEWOOD HAS A MEMBERSHIP TO THE MINNEAPOLIS CLUB FOR USE BY BOARD CHAIR AND COMMITTEES, BUT THE MINNEAPOLIS CLUB CAN ONLY BE HELD IN AN INDIVIDUAL'S NAME. THE CURRENT BOARD CHAIR WAS UNABLE TO HAVE MEMBERSHIP IN HIS NAME AND THEREFORE, REQUESTED MEMBERSHIP TO BE IN THE NAME OF THE PRESIDENT FOR FY 2023. ANY PERSONAL USE OF MEMBERSHIP OR PERSONAL EXPENSES INCURRED AS PART OF THE MEMBERSHIP ARE REIMBURSED BY THE PRESIDENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD ASSOCIATES OF THE ORGANIZATION SELECT THE TRUSTEES OF LAKEWOOD CEMETERY ASSOCIATION. BOARD ASSOCIATES ARE SELECTED BASED ON THEIR FIELD OF KNOWLEDGE/LEADERSHIP, PRIOR CONNECTION WITH LAKEWOOD CEMETERY ASSOCIATION AND BOARD DIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT FOR MANAGEMENT REVIEW. ONCE COMPLETED, THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE CHAIR PRIOR TO FILING. AFTER THE AUDIT COMMITTEE CHAIR'S REVIEW, A COMPLETE COPY OF THE FINAL FORM 990 IS MADE AVAILABLE TO THE REMAINING BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | COVERED PERSONS ARE COVERED UNDER THE POLICY. COVERED PERSONS INCLUDE ANY TRUSTEE, OFFICER, EXECUTIVE-LEVEL EMPLOYEE OR NON-TRUSTEE MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS. EACH YEAR, COVERED PERSONS ARE REQUIRED TO SIGN AND SUBMIT A CODE OF CONDUCT WHICH INCLUDES A CONFLICT OF INTEREST DISCLOSURE STATEMENT. POTENTIAL CONFLICTS ARE DISCUSSED WITH THE BOARD OF DIRECTORS OR COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT WITH LAKEWOOD. AFTER DISCLOSURE AND DISCUSSION, THE INTERESTED COVERED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING SO THAT THE REMAINING MEMBERS CAN VOTE ON WHETHER A CONFLICT EXISTS OR WHETHER LAKEWOOD CAN OBTAIN A TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT. THE BOARD CHAIR MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE. COMPARABLE INDUSTRY DATA IS USED AS WELL AS RESPONSES FROM A SURVEY CIRCULATED AMONG MEMBERS OF THE ENTIRE BOARD OF DIRECTORS EVALUATING THE PRESIDENT'S PERFORMANCE. THE REVIEW/APPROVAL PROCESS IS DOCUMENTED WITHIN MEETING MINUTES. THE DIRECTOR LEVEL COMPENSATION IS REVIEWED AND APPROVED BY THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | CONTRACT LABOR-PART TIME/SEASONAL 2,505,576. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 665,900. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKEWOOD HERITAGE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 HENNEPIN AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822148476 | EIN |
| Primary Activities | EDUCATION AND PRESERVATION | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKEWOOD CEMETERY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKEWOOD HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $224,090 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSFERRED | MethodOfAmountDeterminationTxt |