2021-02-15T09:09:37-06:00 2020-03-31 042680237 MORGAN & MORGAN PC 175 DERBY STREET - SUITE 40 HINGHAM MA 02043 990 2019-04-01 041641320 PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN PROP 6175477105 580 MOUNT AUBURN STREET CAMBRIDGE MA 021385517 DAVID P BARNETT PRESIDENT & CEO 6175477105 2021-02-12 1 TIMOTHY MACLELLAN CPAPFS P00083175 7817490050 2021-01-29 2019 2022-09-23 18:48:47Z DAVID P BARNETT 580 MOUNT AUBURN STREET CAMBRIDGE MA 021385517 49609842 0 X WWW.MOUNTAUBURN.ORG X 1831 MA GARDEN CEMETERY 19 18 102 0 0 0 1023304 727870 2171393 3041950 9869693 7317993 2535875 3696315 15600265 14784128 2100 2800 0 0 6567356 7146378 0 0 0 4838673 5024703 11408129 12173881 4192136 2610247 237061531 221691873 25838514 28085735 211223017 193606138 X REFLECTING THE 1831 VISION OF ITS FOUNDERS, MOUNT AUBURN COMMEMORATES THE DEAD IN A LANDSCAPE OF EXCEPTIONAL BEAUTY AND TRANQUILITY; PROVIDING COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLE; PROTECTS AND IMPROVES ITS HISTORIC LANDSCAPE, MONUMENTS, ARCHITECTURE, HORTICULTURE AND NATURAL RESOURCES, AND; PROVIDES COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS IN SO FAR AS SUCH SERVICES ARE CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURN. 0 0 COMMEMORATE THE DEAD IN SURROUNDINGS OF EXCEPTIONAL BEAUTY AND TRANQUILITY THAT PROVIDE COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLE PROTECT AND IMPROVE MOUNT AUBURN AS AN HISTORIC GARDEN CEMETERY, PRESERVING ITS MONUMENTS AND ARCHITECTURE WHILE ENHANCING ITS HORTICULTURE AND NATURAL RESOURCES PROVIDE COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURN 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 84 0 102 1 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DAVID P BARNETT 6175477105 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 X BARNETT DAVID P PRESIDENT/CEO/TRUSTEE 38.50 1.50 X X 320765 0 46139 ANDERSON ELIZA S TRUSTEE/CHAIR 0.91 0.03 X 0 0 0 COOPER THOMAS C TRUSTEE/CHAIR 0.88 X 0 0 0 HUNNEWELL JR JAMES F TRUSTEE/CHAIR 0.83 X 0 0 0 JACOBY PATRICIA B TRUSTEE/CHAIR 1.53 0.04 X 0 0 0 LEVITT JAMES N TRUSTEE/COMMITTEE MEMBER 0.38 X 0 0 0 MCDONNELL SEAN TRUSTEE/TREASURER/CHAIR 1.14 0.04 X 0 0 0 MORTIMER CAROLINE V TRUSTEE/CHAIR 0.75 0.03 X 0 0 0 NASH LAURA TRUSTEE/CHAIR 0.64 X 0 0 0 REECE FRANK TRUSTEE/CHAIR 0.71 X 0 0 0 PEETZ-LARSEN NIELS TRUSTEE/CHAIR 0.63 0.04 X 0 0 0 AIRASIAN BOB TRUSTEE/CHAIR 0.57 X 0 0 0 COOLIDGE LINDSAY LEARD TRUSTEE/COMMITTEE MEMBER 0.36 0.04 X 0 0 0 HARA DEAN TRUSTEE/CHAIR 1.12 0.01 X 0 0 0 KUENSTNER PAUL TRUSTEE 0.46 X 0 0 0 LAIRD PHILIP TRUSTEE/SECRETARY/CHAIR 0.50 X 0 0 0 MEAD SUSAN TRUSTEE/CHAIR 0.54 X 0 0 0 MORRIS TONY TRUSTEE 0.23 X 0 0 0 PEISER RICK TRUSTEE 0.27 X 0 0 0 ALDRICH MARY LEE TRUSTEE 0.25 X 0 0 0 ROOSEVELT ANN C TRUSTEE 0.42 X 0 0 0 STRAUS DAVID A TRUSTEE 0.38 X 0 0 0 ZOFNASS PAUL TRUSTEE 0.25 X 0 0 0 ALBANO MICHAEL A EXECUTIVE VICE PRESIDENT/C 38.50 1.50 X 206730 0 44177 HARVEY BREE D VP OF CEMETERY & VISITOR S 36.90 3.10 X 117597 0 33653 FRASER CHARLES A VP OF PRESERVATION & FACIL 39.20 0.80 X 121387 0 34181 WALKER PAUL SUPERINTENDENT OF GROUNDS 40.00 X 105129 0 20825 WINSLOW MARGARET L CURATOR OF HISTORICAL COLLECTIONS & ARCHIVES 39.20 0.80 X 103441 0 8066 975049 0 187041 6 0 1 0 PHOENIX BAY STATE CONSTRUCTION 79 SHIRLEY ST BOSTON MA 02119 CONSTRUCTION 2850871 SHAWMUT DESIGN AND CONSTRUCTION 560 HARRISON AVE BOSTON MA 02118 CONSTRUCTION 1053623 R P MARZILLI 21A TROTTER DR MEDWAY MA 02053 CONSTRUCTION 853899 AXIOM BUSINESS SYSTEMS PTY 1908 N 203RD ST STE 5 ELKHORN NE 68022 IT CONSULTANT 256188 THE HARTFORD PO BOX 660916 DALLAS TX 752660916 INSURANCE 228762 5 713519 14351 727870 CEMETERY PROGRAMS 900099 3041950 3041950 3041950 3006191 3006191 257445 0 257445 257445 257445 37756998 20000 33465196 0 4291802 20000 4311802 20000 4291802 4771692 1360518 3411174 3411174 27696 27696 27696 14784128 6758265 0 7297993 2800 1172258 3987445 815122 648630 522923 13799 40000 291727 539582 47517 451516 104251 508748 23771 69276 736331 1425490 MAJOR EXPENSES 644323 OTHER EXPENSES 80296 PLANTS 48076 12173881 3553259 2572504 2122285 2149384 3598734 3863978 325366 648167 58037340 14744255 40447990 43293085 187013657 168405785 240 758970 237061531 221691873 2318955 1234941 57572 59705 18377053 19768329 5084934 7022760 25838514 28085735 X 211223017 193606138 211223017 193606138 237061531 221691873 X 2610247 -18297534 -1929592 X X 0 1 X 1 0 187013657 -11291267 7316605 168405785 186996062 6300720 6283125 187013657 174155607 19529938 6689483 186996062 162038153 16902574 4785120 174155607 168438661 -2035387 4365121 162038153 0.82000 0.18000 0 0 12051767 12051767 34217702 11338278 22879424 3808840 2573986 1234854 7959031 831991 7127040 43293085 PENSION LIABILITY 7022760 7022760 X PART X, LINE 2: THE CEMETERY IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. THE CEMETERY`S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED 2018, 2017, AND 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS CHANGE IN PENSION LIABILITY -1,929,592 X X X 0 1 0 BARNETT DAVID P PRESIDENT/CEO/TRUSTEE 277657 0 43108 0 0 0 32137 0 14002 0 366904 0 0 0 ALBANO MICHAEL A EXECUTIVE VICE PRESIDENT/C 179355 0 27375 0 0 0 22308 0 21869 0 250907 0 0 0 HARVEY BREE D VP OF CEMETERY & VISITOR S 117597 0 0 0 0 0 12113 0 21540 0 151250 0 0 0 FRASER CHARLES A VP OF PRESERVATION & FACIL 121387 0 0 0 0 0 12622 0 21559 0 155568 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES MAKE RECOMMENDATIONS TO THE PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN FOR THE ELECTION OF ANY TRUSTEES AND FOR ANY BY-LAW CHANGES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS GIVEN TO MEMBERS OF THE GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORMS ARE REQUIRED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT POSITIONS IS DONE BY INDEPENDENT REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND THE FORM 990 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN B SEVERAL OF THE TRUSTEES OF MOUNT AUBURN CEMETERY ARE TRUSTEES OF THE FRIENDS OF MOUNT AUBURN CEMETERY. EACH OF THESE TRUSTEES WORKS LESS THAN ONE HOUR PER WEEK ON THE BUSINESS OF THIS RELATED ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY -1,929,592. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE COMMITTEE'S PROCESS OF OVERSEEING AND SELECTING HAS NOT CHANGED FROM THE PRIOR YEAR. FRIENDS OF MOUNT AUBURN CEMETERY 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 223084639 CEMETERY FUNDRAISING AND AWARENESS MA 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 FRIENDS OF MOUNT AUBURN CEMETERY C 713519 FRIENDS OF MOUNT AUBURN CEMETERY L 453689