MONTEFIORE CEMETERY CORPORATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: MONTEFIORE CEMETERY CORPORATION (EIN 13-1057890)
Tax period: 2018-09-01 to 2019-08-31
Filed: 2020-01-15
IRS object ID: 202010159349300056
Schema version: 2018v3.1
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
Form 990
Schedule D
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-01-15T08:20:00-06:00	ReturnTs
Tax Period End	2019-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	223840651	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SCHULMAN LOBEL ET AL LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 AVENUE OF THE AMERICAS	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10018	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	131057890	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MONTEFIORE CEMETERY CORPORATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MONT	BusinessNameControlTxt
Phone	6312497000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 120098	AddressLine1Txt
City	ST ALBANS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11412	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANTHONY BIOLSI	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6312497000	PhoneNum
Signature	2020-01-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ADAM REISS	PreparerPersonNm
PTIN	P01776010	PTIN
Phone	2128685781	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	158.106.220.82	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-01-15	IPDt
IP Tm	08:18:30	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D40962642D7E387C6067D6768BEFE6A549613ED2	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-11-06 18:47:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANTHONY BIOLSI	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 120098	AddressLine1Txt
City	ST ALBANS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11412	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$46,029,872	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.MONTEFIORES.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1928	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	TO OWN AND OPERATE A NON-PROFIT CEMETERY FOR THE BENEFIT OF PLOT OWNERS.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	142	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$6,530,956	PYProgramServiceRevenueAmt
CY Program Service Revenue	$6,247,947	CYProgramServiceRevenueAmt
PY Investment Income	$5,868,328	PYInvestmentIncomeAmt
CY Investment Income	$5,772,473	CYInvestmentIncomeAmt
PY Other Revenue	$3,295,050	PYOtherRevenueAmt
CY Other Revenue	$3,356,075	CYOtherRevenueAmt
PY Total Revenue	$15,694,334	PYTotalRevenueAmt
CY Total Revenue	$15,376,495	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	$7,767,350	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$7,828,067	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,483,514	PYOtherExpensesAmt
CY Other Expenses	$2,684,664	CYOtherExpensesAmt
PY Total Expenses	$10,250,864	PYTotalExpensesAmt
CY Total Expenses	$10,512,731	CYTotalExpensesAmt
PY Revenues Less Expenses	$5,443,470	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,863,764	CYRevenuesLessExpensesAmt
Total Assets BOY	$146,083,728	TotalAssetsBOYAmt
Total Assets EOY	$150,685,465	TotalAssetsEOYAmt
Total Liabilities BOY	$2,843,879	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,581,852	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$143,239,849	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$148,103,613	NetAssetsOrFundBalancesEOYAmt
Mission	TO OWN AND OPERATE A NON-PROFIT CEMETERY FOR THE BENEFIT OF PLOT OWNERS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$10,512,731	ExpenseAmt
Desc	THE MAINTENANCE OF THE CEMETERY, THE SALE AND CARE OF GRAVES, AND THE BURIAL OF THE DECEASED WERE THE SERVICES PROVIDED BY THE EXPENDITURES IN PART IX.	Desc
Total Program Service Expenses	$10,512,731	TotalProgramServiceExpensesAmt
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	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
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	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	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	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	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	30	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	142	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
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	5	GoverningBodyVotingMembersCnt
Independent Voting Member	3	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	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	Yes (1)	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	THE CORPORATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7185281700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	121-83 SPRINGFIELD BLVD	AddressLine1Txt
City	ST ALBANS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11413	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 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	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
SETH COLBY
VP/SEC/DIRECTOR	4.00	2.00	Yes (X)	Yes (X)	$50,200	$0	$0
NAOMI JAFFE
DIRECTOR	1.00	1.00	Yes (X)		$39,400	$0	$0
DAVID AUERBACH
DIRECTOR	5.00	2.00	Yes (X)		$51,400	$0	$0
RICHARD BETHEIL
DIRECTOR	1.00	1.00	Yes (X)		$39,400	$0	$0
ANTHONY BIOLSI
PRESIDENT/DIRECTOR	30.00	10.00	Yes (X)	Yes (X)	$243,943	$81,114	$46,962
GINA CHIEFFO-MAZZARELLI
CONTROLLER/TREASURER	30.00	10.00		Yes (X)	$113,162	$37,520	$40,282
MARTIN E MURPHY
SALESMAN	40.00				$128,712	$0	$33,851	Yes (X)
THOMAS WHELAN
GROUNDS MANAGER	40.00				$127,189	$0	$46,575	Yes (X)
JOHN FREDRICK
ASST GROUNDS MANAGER	40.00				$126,932	$0	$39,755	Yes (X)
DOMINGO ROSADO
FOREMAN	40.00				$116,188	$0	$33,920	Yes (X)
ALEX CRUZ
FOREMAN	40.00				$118,546	$0	$45,886	Yes (X)
GLEN S NIELSEN
CONSULTANT/FORMER OFFICER	1.50				$50,000	$0	$0		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,205,072	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$118,634	TotReportableCompRltdOrgAmt
Total Other Compensation	$287,231	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	19	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
WILLIAM S ORENZOW INC
19 PEARL AVE	HOLTSVILLE	NY	11742	FOUNDATION AND MASONRY SERVICES	$331,401
TOTAL PROTECTIVE SECURITY INC
4219 MERRICK ROAD	MASSAPEQUA	NY	11758	GUARD SERVICES	$135,574
PRYOR CASHMAN LLP
7 TIMES SQUARE	NEW YORK	NY	10036	LEGAL SERVICES	$127,033

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GRAVE OPENINGS	900099	$2,764,939	$2,764,939
PLOT AND GRAVE SALES	900099	$1,665,625	$1,665,625
PLANTING AND GARDENING-ANNUAL	900099	$1,001,997	$1,001,997
FOUNDATIONS AND MAINTENANCE	900099	$771,237	$771,237
MISCELLANEOUS INCOME	900099	$44,149	$44,149

Field	Value	IRS element (for citing)
Total Program Service Revenue	$6,247,947	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,849,930	TotalRevenueColumnAmt
Exclusion	$5,849,930	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$30,575,920	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$30,653,377	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$77,457	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$77,457	TotalRevenueColumnAmt
Exclusion	-$77,457	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	PERPETUAL CARE ENDOWMENTS	Desc
Business	900099	BusinessCd
Total Revenue Column	$3,356,075	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,356,075	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$3,356,075	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,376,495	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,604,022	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$5,772,473	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	$1,610,937	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,597,689	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$245,584	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,835,750	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$538,107	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$126,964	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$77,820	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$204,684	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,700	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$51,593	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$14,534	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$197,748	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$309,926	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
MAINTENANCE & REPAIRS	$769,439
FOUNDATION SUPPLIES	$301,910
NURSERY STOCK AND SOD	$168,576
SALESMEN COMMISSIONS	$124,642

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$335,128	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,512,731	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,688,826	BOYAmt
EOY	$6,098,120	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,431,026	BOYAmt
EOY	$2,273,110	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$6,152,263	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,517,532	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,832,479	BOYAmt
EOY	$4,634,731	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$134,131,397	BOYAmt
EOY	$137,560,559	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$118,945	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$146,083,728	BOYAmt
EOY	$150,685,465	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$483,791	BOYAmt
EOY	$451,463	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,128,011	BOYAmt
EOY	$1,898,312	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$232,077	BOYAmt
EOY	$232,077	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,843,879	BOYAmt
EOY	$2,581,852	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$37,591,529	BOYAmt
EOY	$37,691,636	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,383,241	BOYAmt
EOY	$17,463,074	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$89,265,079	BOYAmt
EOY	$92,948,903	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$143,239,849	BOYAmt
EOY	$148,103,613	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$146,083,728	BOYAmt
EOY	$150,685,465	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$4,863,764	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	0	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$96,261,266	BeginningYearBalanceAmt
Contributions	$3,356,075	ContributionsAmt
Investment Earnings Or Losses	$4,143,431	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,079,780	OtherExpendituresAmt
End Year Balance	$100,680,992	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$92,058,997	BeginningYearBalanceAmt
Contributions	$3,295,050	ContributionsAmt
Investment Earnings Or Losses	$4,142,113	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,234,894	OtherExpendituresAmt
End Year Balance	$96,261,266	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$87,856,818	BeginningYearBalanceAmt
Contributions	$3,240,769	ContributionsAmt
Investment Earnings Or Losses	$4,109,938	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,148,528	OtherExpendituresAmt
End Year Balance	$92,058,997	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$83,810,363	BeginningYearBalanceAmt
Contributions	$2,879,034	ContributionsAmt
Investment Earnings Or Losses	$4,049,559	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,882,138	OtherExpendituresAmt
End Year Balance	$87,856,818	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$79,421,167	BeginningYearBalanceAmt
Contributions	$3,309,200	ContributionsAmt
Investment Earnings Or Losses	$4,102,068	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,022,072	OtherExpendituresAmt
End Year Balance	$83,810,363	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.82660	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.17340	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$172,911	OtherCostOrOtherBasisAmt
Book Value	$172,911	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,979,352	OtherCostOrOtherBasisAmt
Depreciation	$1,517,532	DepreciationAmt
Book Value	$4,461,820	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,634,731	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
CERTIFICATES OF INDEBTEDNESS	$225,577
SECURITY DEPOSITS	$6,500

Field	Value	IRS element (for citing)
Total Liability	$232,077	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$15,376,495	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$15,376,495	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$15,376,495	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$10,512,731	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$10,512,731	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$10,512,731	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

INVESTMENT INCOME GENERATED FROM THE ENDOWMENT IS USED TO PAY FOR THE ANNUAL CARE AND MAINTENANCE OF THE ENDOWED GRAVES.

PART X, LINE 2:

IN ACCORDANCE WITH ASC 740, INCOME TAXES, THE CEMETERY IS REQUIRED TO DISCLOSE UNRECOGNIZED TAX BENEFITS RESULTING FROM UNCERTAIN TAX POSITIONS. AT AUGUST 31, 2019, THE CEMETERY DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES. THE CEMETERY OPERATES IN THE UNITED STATES AND IN STATE AND LOCAL JURISDICTIONS, AND THE PREVIOUS THREE YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. THERE ARE PRESENTLY NO ONGOING INCOME TAX EXAMINATIONS.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
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 (8 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
ANTHONY BIOLSI
PRESIDENT/DIRECTOR	$243,343	$81,114	$0	$0	$600	$0	$32,784	$0	$14,178	$0	$290,905	$81,114	$0	$0
GINA CHIEFFO-MAZZARELLI
CONTROLLER/TREASURER	$112,562	$37,520	$0	$0	$600	$0	$15,888	$0	$24,394	$0	$153,444	$37,520	$0	$0
MARTIN E MURPHY
SALESMAN	$128,712	$0	$0	$0	$0	$0	$18,191	$0	$15,660	$0	$162,563	$0	$0	$0
THOMAS WHELAN
GROUNDS MANAGER	$127,189	$0	$0	$0	$0	$0	$14,412	$0	$32,163	$0	$173,764	$0	$0	$0
JOHN FREDRICK
ASST GROUNDS MANAGER	$126,932	$0	$0	$0	$0	$0	$13,848	$0	$25,907	$0	$166,687	$0	$0	$0
DOMINGO ROSADO
FOREMAN	$116,188	$0	$0	$0	$0	$0	$11,004	$0	$22,916	$0	$150,108	$0	$0	$0
ALEX CRUZ
FOREMAN	$118,546	$0	$0	$0	$0	$0	$12,912	$0	$32,974	$0	$164,432	$0	$0	$0
GLEN S NIELSEN
CONSULTANT/FORMER OFFICER	$50,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$50,000	$0	$0	$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
RICHARD BETHEIL
DIRECTOR	$126,964	LEGAL FEESDIRECTOR RICHARD BETHEIL IS A PARTNER IN THE LAW FIRM PRYOR CASHMAN LLP. THE LAW FIRM SERVES AS THE CORPORATION'S LEGAL COUNSEL.	0
FERN JAFFE
SPOUSE OF FORMER PRESIDENT	$34,475	BENEFITSWIDOW BENEFITS ARE PAID TO THE SURVIVING SPOUSE OF A FORMER PRESIDENT/BOARD MEMBER.	0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	DIRECTOR DAVID AUERBACH WAS FORMERLY A PARTNER IN THE LAW FIRM PRYOR CASHMAN, LLP. DIRECTOR RICHARD BETHEIL IS A PARTNER IN THE LAW FIRM PRYOR CASHMAN, LLP.
FORM 990, PART VI, SECTION A, LINE 6	LINE 6 EXPLANATION - THE GRAVE AND PLOT OWNERS ARE ALL MEMBERS/OWNERS OF THE CEMETERY ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A	LINE 7A EXPLANATION - ANY MEMBER (GRAVE AND PLOT OWNER) MAY MAKE A NOMINATION FOR A NEW MEMBER TO THE BOARD OF DIRECTORS. THE MEMBERS VOTE ON THE BOARD APPOINTMENT AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7B	LINE 7B EXPLANATION - ALL GRAVE AND PLOT OWNERS HAVE VOTING RIGHTS. THE ACTIONS OF THE BOARD OF DIRECTORS ARE APPROVED (OR DISAPPROVED) BY THESE MEMBERS AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 11B	LINE 11A EXPLANATION - FORM 990 WAS PRESENTED TO EACH BOARD MEMBER PRIOR TO FILING. THE TAX PREPARER WAS AVAILABLE TO ANSWER ANY QUESTIONS.
FORM 990, PART VI, SECTION B, LINE 12C	OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY DISCLOSING ANY POSSIBLE CONFLICTS. THEY ARE ALSO REQUIRED TO DISCLOSE AT BOARD MEETINGS ANY CHANGE SINCE SIGNING THE DISCLOSURE STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD MEETS AS NEEDED TO REVIEW AND APPROVE THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS THROUGH THE USE OF INFORMATION FROM 990 RETURNS FOR COMPARABLE POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS.
FORM 990, PART VI, SECTION C, LINE 19	THE DOCUMENTS ARE MADE AVAILABLE TO PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 24E	REPURCHASE OF PLOTS AND GRAVES 111,418. GASOLINE AND OIL 73,064. UTILITIES 44,829. STATIONERY AND PRINTING 43,380. MISCELLANEOUS EXPENSES 30,051. TELEPHONE 17,215. NYS CEMETERY BURIAL FEES 15,171.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SPRINGFIELD LI CEMETERY SOCIETY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 120098	AddressLine1Txt
City	ST ALBANS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11412	ZIPCd

Field	Value	IRS element (for citing)
EIN	131335655	EIN
Primary Activities	CEMETERY SERVICES	PrimaryActivitiesTxt
Legal Domicile State	NY	LegalDomicileStateCd
Exempt Code Section	501(C)13	ExemptCodeSectionTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	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	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SPRINGFIELD LI CEMETERY SOCIETY
O	$118,945	ALLOCATED %
SPRINGFIELD LI CEMETERY SOCIETY
Q	$71,001	ALLOCATED %