Item 2. Properties
Item
2. Properties
The
tables below set forth the location of the Company’s office facilities and certain other information relating to these properties.
Street
City
State
Function
Owned / Leased
Approximate Square Footage
Lease
Amount
Expiration
433 W. Ascension Way, Floors 4, 5 and 6
Salt Lake City
UT
Corporate Headquarters, Insurance Operations, Cemetery and Mortuary Operations, Mortgage Operations and Sales
Owned
221,000
N/A
N/A
1818 Marshall St.
Shreveport
LA
Insurance Operations
Owned
12,274
N/A
N/A
812 Sheppard St.
Minden
LA
Insurance Sales
Owned
1,560
N/A
N/A
4901 S. Memory Lane
Holladay
UT
Funeral Service Sales
Owned
1,200
N/A
N/A
1080 River Oaks Drive Suite #B204
Flowood
MS
Insurance Sales
Leased
2,685
$ 3,916
/
mo
8/31/2028
1 Sanctuary Blvd #302
Manderville
LA
Insurance Sales
Leased
1,335
$ 2,146
/
mo
6/30/2025
79 E. Main Street
Midway
UT
Funeral Service Sales
Leased
4,476
$ 6,233
/
mo
10/31/2025
4387 S. 500 W.
Salt Lake City
UT
Funeral Service Sales
Leased
2,168
$ 1,895
/
mo
7/31/2025
1627A Central Ave.
Los Alamos
NM
Funeral Service Sales
Leased
1,400
$ 1,600
/
mo
month to month
200 Market Way
Rainbow City
AL
Fast Funding Operations
Leased
12,850
$ 10,910
/
mo
1/31/2027
500 W Main St. #106
Russellville
AR
Fast Funding Operations
Leased
198
$ 1,000
/
mo
month to month
5100 N. 99th Ave., Suite 101/103
Phoenix
AZ
Mortgage Sales
Sub-Leased
3,940
$ 3,586
/
mo
month to month
1490 S. Price Road, Suite 318
Chandler
AZ
Mortgage Sales
Leased
1,600
$ 3,840
/
mo
6/30/2025
1951 West Camelback Rd, Ste 200
Phoenix
AZ
Mortgage Sales
Leased
2,446
$ 4,077
/
mo
1/31/2026
2220 S. Country Club Drive Suite 101
Mesa
AZ
Mortgage Sales
Leased
3,274
$ 5,500
/
mo
2/14/2028
6751 N Sunset Blvd. #E260
Glendale
AZ
Mortgage Sales
Leased
1,496
$ 5,319
/
mo
04/30/25
7014 E Camelback Rd. #B100A
Scottsdale
AZ
Mortgage Sales
Leased
100
$ 1,538
/
mo
month to month
1360 N Bullard Ave. #I-207 & #J-208
Goodyear
AZ
Mortgage Sales
Leased
280
$ 3,610
/
mo
8/31/2025
40977 Oak Dr.
Forest Falls
CA
Mortgage Sales
Leased
250
$ -
/
mo
month to month
2934 E. Garvey Ave. South, Suite 250
West Covina
CA
Mortgage Sales
Leased
500
$ 1,100
/
mo
month to month
7398 Fox Trail Unit B
Yucca Valley
CA
Mortgage Sales
Leased
900
$ 550
/
mo
month to month
155 S. Highway 101 Suite 7
Solana Beach
CA
Mortgage Sales
Leased
2,000
$ 7,649
/
mo
7/31/2026
2455 Bennett Valley Rd. #C107
Santa Rosa
CA
Mortgage Sales
Leased
849
$ 1,729
/
mo
7/31/2025
78-065 Main St. #205C
La Quinta
CA
Mortgage Sales
Leased
125
$ 550
/
mo
month to month
27 Main St., Suite C-104B
Edwards
CO
Mortgage Sales
Leased
680
$ 1,950
/
mo
month to month
4501 Mohawk Dr.
Larkspur
CO
Mortgage Sales
Leased
250
$ 50
/
mo
month to month
7800 E. Union Ave., Suite 550
Denver
CO
Mortgage Sales
Sub-Leased
4,656
$ 11,834
/
mo
2/28/2026
5982 s Zeno Ct
Aurora
CO
Mortgage Sales
Leased
50
$ -
/
mo
month to month
5475 Tech Center Drive #201-A
Colorado Springs
CO
Mortgage Sales
Leased
790
$ 1,185
/
mo
12/31/2027
447 Naubuc Ave. #110
Glasonbury
CT
Mortgage Sales
Leased
1420
2367
/
mo
3/31/2027
84 Broad St. 2nd Fl #6
Milford
CT
Mortgage Sales
Leased
200
$ 600
/
mo
5/31/2025
8191 College Parkway, Suite 201
Ft Myers
FL
Mortgage Sales
Leased
4,676
$ 4,871
/
mo
8/21/2025
2350 Fruitville Rd Ste, Ste 101
Sarasota
FL
Mortgage Sales
Leased
2,455
$ 5,424
/
mo
3/14/2026
970 Island Grove Drive
Deland
FL
Mortgage Sales
Leased
100
$ -
/
mo
month to month
10293 61st Ct N
Pinellas Park
FL
Mortgage Sales
Leased
100
$ -
/
mo
month to month
250 International Pkwy #118
Lake Mary
FL
Mortgage Sales
Leased
3,068
$ 3,630
/
mo
3/31/2027
5666 Seminole Blvd. #128
Seminole
FL
Mortgage Sales
Leased
136
785.00
/
mo
6/30/2025
900 Cricle 75 Parkway, Ste 175
Atlanta
GA
Mortgage Sales
Leased
3,020
$ 6,531
/
mo
6/30/2026
6600 Peachtree Dunwoody Rd, Ste 135
Atlanta
GA
Mortgage Sales
Leased
2,129
$ 5,138
/
mo
3/31/2026
2570 Stonevalley Ln Cumming
Atlanta
GA
Mortgage Sales
Leased
100
$ -
/
mo
month to month
3330 Cumberland Blvd. Suite 500 #62
Atlanta
GA
Mortgage Sales
Leased
100
$ 1,190
/
mo
month to month
3330 Cumberland Blvd. Suite 500 #63
Atlanta
GA
Mortgage Sales
Leased
50
$ 860
/
mo
month to month
3330 Cumberland Blvd. Suite 500 #65
Atlanta
GA
Mortgage Sales
Leased
100
$ 1,190
/
mo
month to month
4370 Kukui Grove St., Suite 201
Lihue
HI
Mortgage Sales
Leased
864
$ 1,589
/
mo
2/28/2025
1001 Kamokila Blvd.
Kapolei
HI
Mortgage Sales
Leased
737
$ 1,865
/
mo
12/31/2025
677 Ala Moana Blvd. Suite 609
Honolulu
HI
Mortgage Sales
Leased
716
$ 2,270
/
mo
1/31/2025
802 West Bartlett Road
Bartlett
IL
Mortgage Sales
Leased
2,300
$ 6,000
/
mo
12/31/2025
81 Boulder Drive
Elizabethtown
KY
Mortgage Sales
Leased
100
$ -
/
mo
month to month
8684 Veterans Hwy, Ste 101
Millersville
MD
Mortgage Sales
Leased
4,018
$ 7,135
/
mo
7/31/2026
860 Blue Gentian Road Suite 205
Eagan
MN
Mortgage Sales
Leased
100
$ 383
/
mo
month to month
4987 Fall Creek Rd. Suite 1
Branson
MO
Mortgage Sales
Leased
700
$ 1,400
/
mo
month to month
960 S 24th St. West Suite I
Billings
MT
Mortgage Sales
Leased
200
$ 750
/
mo
month to month
739 11th Avenue Blvd. SE
Hickory
NC
Mortgage Sales
Leased
1,000
$ 900
/
mo
5/31/2025
1980 Festival Plaza Dr., Suite 850
Las Vegas
NV
Mortgage Sales
Leased
12,866
$ 47,862
/
mo
3/31/2027
840 Pinnacle Ct., Suite 3
Mesquite
NV
Mortgage Sales
Leased
900
$ 720
/
mo
month to month
2635 St. Rose Pkwy, Suites D 100, 110, 120
Hendeson
NV
Mortgage Sales
Leased
5,788
$ 13,029
/
mo
9/30/2025
2546 Findlater
Henderson
NV
Mortgage Sales
Leased
120
$ -
/
mo
month to month
1180 N Town Center Dr. #265
Las Vegas
NV
Mortgage Sales
Leased
2,638
$ 7,650
/
mo
9/30/2027
12
Item
2. Properties (Continued)
Street
City
State
Function
Owned / Leased
Approximate Square Footage
Lease
Amount
Expiration
630 S 4th St. #100C
Las Vegas
NV
Mortgage Sales
Leased
1,100
$ 2,195
/
mo
month to month
401 S Frontage Rd. #1
Pahrump
NV
Mortgage Sales
Leased
2,200
$ 3,000
/
mo
8/31/2025
670 Meridian Way, Suite 146
Westerville
OH
Mortgage Sales
Leased
100
$ 644
/
mo
month to month
1000 W Wilshire Blvd. #220
Oklahoma City
OK
Mortgage Sales
Leased
200
$ 550
/
mo
month to month
11592 SW Roundup Place
Terrebonne
OR
Mortgage Sales
Leased
100
$ -
/
mo
month to month
709 Pacific Ave
Tillamook
OR
Mortgage Sales
Leased
120
$ -
/
mo
month to month
323 NW 13th Ave. #403
Portland
OR
Mortgage Sales
Leased
580
$ 1,160
/
mo
9/30/2027
3970 Post Rd. #2PH
Warwick
RI
Mortgage Sales
Leased
391
$ 850
/
mo
3/31/2025
144 Alf Taylor Rd.
Johnson City
TN
Mortgage Sales
Sub-Leased
1,521
$ 1,000
/
mo
1/31/2025
1607 Solitude Ct.
Spring Hill
TN
Mortgage Sales
Leased
100
$ -
/
mo
month to month
3292 Winbrook Dr.
Memphis
TN
Mortgage Sales
Leased
169
$ 200
/
mo
month to month
1213 East Alton Gloor Blvd., Suite H
Brownsville
TX
Mortgage Sales
Leased
2,000
$ 2,400
/
mo
2/28/2025
722 Kiowa Dr. West
Lake Kiowa
TX
Mortgage Sales
Leased
150
$ -
/
mo
month to month
23227 Red River Drive
Katy
TX
Mortgage Sales
Leased
144
$ 750
/
mo
month to month
4500 1-40 West, Suite B
Amarillo
TX
Mortgage Sales
Leased
1,238
$ 1,700
/
mo
12/31/2025
30417 Fifth Street Suite B
Fulshear
TX
Mortgage Sales
Leased
1,000
$ 1,311
/
mo
month to month
4908 North Midkiff Road
Midland
TX
Mortgage Sales
Leased
1,550
$ 2,500
/
mo
month to month
462 Mid Cities Boulevard
Hurst
TX
Mortgage Sales
Leased
1,640
$ 2,500
/
mo
month to month
2600 South Shore Boulevard, Suite 300
League City
TX
Mortgage Sales
Leased
94
$ 823
/
mo
4/30/2025
1600 Lee Travino, Suite A-1
El Paso
TX
Mortgage Sales
Leased
1,535
$ 2,110
/
mo
month to month
1777 NE Loop 410, Suite 600
San Antonio
TX
Mortgage Sales
Leased
100
$ 1,140
/
mo
month to month
299 South Columbia,
Stephenville
TX
Mortgage Sales
Leased
3,417
$ 6,500
/
mo
month to month
10000 Central Expressway Ste 428
Dallas
TX
Mortgage Sales
Leased
200
$ 1,400
/
mo
12/31/2025
5757 Flewellen Oaks Ln #104
Fulshear
TX
Mortgage Sales
Leased
100
$ 800
/
mo
month to month
2100 Kramer Ln. #900
Austin
TX
Mortgage Sales
Leased
5,634
$ 10,329
/
mo
7/31/2029
10024 County Rd. 1016
Burleson
TX
Mortgage Sales
Leased
100
$ -
/
mo
month to month
2001 Timberloch Pl. #500-31
The Woodlands
TX
Mortgage Sales
Leased
100
$ 1,000
/
mo
7/1/2025
1526 Katy Gap Rd. #802
Katy
TX
Mortgage Sales
Leased
1,237
$ 3,500
/
mo
month to month
14090 SW Freeway Suite 300 #374
Sugar Land
TX
Mortgage Sales
Leased
140
$ 1,077
/
mo
month to month
800 Town & Country Blvd., Suite 500 #369
Austin
TX
Mortgage Sales
Leased
100
$ 793
/
mo
month to month
800 Town & Country Blvd., Suite 500 #370
Austin
TX
Mortgage Sales
Leased
100
$ 793
/
mo
month to month
801 Town & Country Blvd., Suite 500 #371
Austin
TX
Mortgage Sales
Leased
100
$ 793
/
mo
month to month
126 W. Sego Lily Dr., Suite 126
Sandy
UT
Mortgage Sales
Leased
2,794
$ 7,090
/
mo
1/31/2027
497 S. Main
Ephraim
UT
Mortgage Sales
Leased
1,884
$ 1,600
/
mo
4/30/2025
11240 S. River Heights Dr.
South Jordan
UT
Mortgage Sales
Leased
3,403
$ 8,468
/
mo
11/30/2026
1350 E. 300 S. 3rd Floor
Lehi
UT
Mortgage Sales
Leased
15,446
$ 39,542
/
mo
12/22/2026
2455 E. Parleys Way, Suites 120 & 150
Salt Lake City
UT
Mortgage Sales
Leased
5,256
$ 9,186
/
mo
7/31/2030
859 W South Jordan Pkwy, Suite 101,
South Jordan
UT
Mortgage Sales
Leased
3,376
$ 6,360
/
mo
5/30/2025
768 S. 1600 W., Suite B
Mapleton
UT
Mortgage Sales
Leased
1,500
$ 4,240
/
mo
month to month
998 N 1200 W, Suite 104 Orem
Orem
UT
Mortgage Sales
Leased
2,162
$ 5,648
/
mo
month to month
162 N 400 E #C205
St. George
UT
Mortgage Sales
Leased
1,177
$ 2,297
/
mo
4/30/2026
500 E Village Blvd. #108
Stansbury Park
UT
Mortgage Sales
Leased
200
$ 600
/
mo
4/30/2025
15650 NE Fourth Blvd Ste 101
Vancouver
WA
Mortgage Sales
Leased
200
$ 485
/
mo
month to month
1508 24th Ave., Suite 23
Kenosha
WI
Mortgage Sales
Leased
250
$ 150
/
mo
month to month
27903 99th St.
Trevor
WI
Mortgage Sales
Leased
300
$ 150
/
mo
month to month
645 3rd St. #7
Beloit
WI
Mortgage Sales
Leased
110
$ 567
/
mo
month to month
2527 S Business Dr.
Sheboygan
WI
Mortgage Sales
Leased
980
$ 1,200
/
mo
month to month
14775 W National Ave.
New Berlin
WI
Mortgage Sales
Leased
2,390
$ 2,000
/
mo
9/1/2026
255 E 2nd St. #1
Powell
WY
Mortgage Sales
Leased
200
$ 300
/
mo
month to month
288 Scrub Oak Dr.
Star Valley Ranch
WY
Mortgage Sales
Leased
100
$ -
/
mo
month to month
The
Company believes the office facilities it occupies are in good operating condition and adequate for current operations. The Company will
generally enter into additional leases, modify existing leases or extend current leases based on its assessments of current market demand
for its services. Those leases are expected to be month to month where possible.
13
Item
2. Properties (Continued)
The
following table summarizes the location and acreage of the seven Company owned cemeteries, each of which includes one or more mausoleums.
The acreage represents estimates of acres that are based upon survey reports, title reports, appraisal reports, or the Company’s
inspection of the cemeteries. The Company estimates that there are approximately 1,200 spaces per developed acre.
Net Saleable Acreage
Name of Cemetery
Location
Date Acquired
Developed Acreage
Total Acreage
Acres Sold as Cemetery Spaces (1)
Total Available Acreage
Memorial Estates, Inc.
Lakeview Cemetery
1640 East Lakeview Drive
Bountiful, Utah
1973
9
39
8
31
Memorial Estates, Inc.
Mountain View Cemetery
3115 East 7800 South
Salt Lake City, Utah
1973
26
54
20
34
Memorial Estates, Inc.
Redwood Cemetery
6500 South Redwood Road
West Jordan, Utah
1973
40
74
35
39
Deseret Memorial Inc.
Lake Hills Cemetery
10055 South State Street
Sandy, Utah
1991
9
28
6
22
Holladay Memorial Park, Inc.
Holladay Memorial Park
4900 South Memory Lane
Holladay, Utah
1991
12
16
8
8
California Memorial Estates, Inc.
Singing Hills Memorial Park
2800 Dehesa Road
El Cajon, California
1995
8
97
6
91 (2)
SNR-SF Cemetery LLC Santa Fe Memorial Gardens
417 Rodeo Rd
Santa Fe, New Mexico
2021
5 (3)
5
4
1
(1)
Includes both reserved and occupied spaces.
(2)
Includes an open easement with a total acreage of approximately
62 acres.
(3)
Includes five main columbariums that can hold approximately
6,000 inurnments.
14
Item
2. Properties (Continued)
The
following table summarizes the location, square footage and the number of viewing rooms and chapels of the twelve Company owned mortuaries:
Date
Viewing
Square
Name of Mortuary
Location
Acquired
Room(s)
Chapel(s)
Footage
Memorial Mortuary, Inc.
Memorial Mortuary
5850 South 900 East, Murray, Utah
1973
3
1
20,000
Affordable Funerals and
Cremations, St. George
157 East Riverside Dr., No. 3A, St. George, Utah
2016
1
1
2,360
Memorial Estates, Inc.
Redwood Mortuary (1)
6500 South Redwood Rd., West Jordan, Utah
1973
2
1
10,000
Memorial Estates, Inc.
Mountain View Mortuary (1)
3115 East 7800 South, Salt Lake City, Utah
1973
2
1
16,000
Memorial Estates, Inc.
Lakeview Mortuary (1)
1640 East Lakeview Dr., Bountiful, Utah
1973
0
1
5,500
Deseret Memorial Inc.
Lakehills Mortuary (1)
10055 South State St., Sandy, Utah
1991
2
1
18,000
Cottonwood Mortuary, Inc.
Cottonwood Mortuary
4670 South Highland Dr., Holladay, Utah
1991
2
1
14,500
SN Probst LLC
Heber Valley Funeral Home
288 North Main St., Heber City, Utah
2019
1
1
5,900
SN Holbrook LLC
Milcreek Funeral Home
3251 S 2300 E, Millcreek, Utah
2021
2
1
6,300
SNR-SF Mortuary LLC
Rivera Family Funeral Home Santa Fe (1)
417 Rodeo RD, Santa Fe, New Mexico
2021
2
1
7,700
SNR-Espanola LLC
Rivera Family Funeral Home Española
305 Calle Salazar, Española, New Mexico
2021
1
2
10,400
SNR-Taos LLC
Rivera Family Funeral Home Taos
818 Paseo Del Pueblo Sur, Taos, New Mexico
2021
0
1
9,600
(1)
These funeral homes also provide burial niches at their respective
locations.
15
Item
3. Legal Proceedings
The
Company is not a party to any material legal proceedings outside the ordinary course of business or to any other legal proceedings, which
if adversely determined, would be expected to have a material adverse effect on its financial condition or results of operation.
Item
4. Mine Safety Disclosures
Not
applicable.
PART
II
Text extracted from the filing as submitted to EDGAR. Formatting, tables and exhibits are simplified for reading; the original document is authoritative for anything you rely on.